Crewe Advisors LLC ETF holdings
Salt Lake City, UT
Reported $900.2M in 300 ETFs in its Form 13F for June 30, 2026.
ETF value
$900.2M
ETFs held
300
Change from prior quarter
+13.7%
With price moves
ETFs as a share of its 13F
65.2%
of $1.4B
Top 10 of 300 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $161.0M | 214,948 | −1,474 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $80.4M | 1,043,164 | +29,630 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $78.1M | 104,579 | +4,312 shares |
| IEFA | iShares Core MSCI EAFE ETF | $63.8M | 660,188 | +46,356 shares |
| BND | Vanguard Total Bond Market ETF | $50.8M | 691,686 | +18,705 shares |
| ESGV | Vanguard ESG U.S. Stock ETF | $48.2M | 364,656 | +79 shares |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $42.5M | 778,666 | +15,213 shares |
| PULS | PGIM Ultra Short Bond ETF | $42.0M | 847,303 | +171,969 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $35.3M | 50,124 | −1 shares |
| MUB | iShares National Muni Bond ETF | $27.6M | 256,075 | +20,822 shares |
290 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001730033. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Crewe Advisors LLC own?
Crewe Advisors LLC reported 300 ETF positions worth $900.2M in its Form 13F for June 30, 2026. The largest was IVV, at $161.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.