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Disclosed positions
Crewe Advisors LLC: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $160,972,665
- Reported amount
- 214,948
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001730033-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $160,972,665 | 214,948 | SH | None |
| PACS GROUP INC | PACS | COM SHS | $141,018,497 | 3,307,188 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $80,438,378 | 1,043,164 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $78,096,719 | 104,579 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $63,760,976 | 660,188 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $50,776,675 | 691,686 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $48,222,175 | 364,656 | SH | None |
| DBX ETF TR | DBEF | XTRACK MSCI EAFE | $42,538,501 | 778,666 | SH | None |
| PGIM ETF TR | PULS | PGIM ULTRA SH BD | $41,985,840 | 847,303 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $41,186,750 | 55 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $35,254,107 | 50,124 | SH | None |
| MICROSOFT CORP | MSFT | COM | $32,680,816 | 87,611 | SH | None |
| APPLE INC | AAPL | COM | $29,635,607 | 102,418 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $27,558,792 | 256,075 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $26,754,717 | 180,397 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $25,920,701 | 85,513 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $23,336,359 | 40,172 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $20,784,854 | 69,179 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $19,651,002 | 164,416 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $19,093,155 | 54,038 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $17,497,129 | 105,557 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $14,267,997 | 19,375 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $13,439,532 | 26,858 | SH | None |
| J P MORGAN EXCHANGE TRADED F | HELO | HEDG EQU LAD ETF | $12,418,523 | 183,760 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $10,942,277 | 132,891 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $8,728,506 | 84,025 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $8,727,840 | 105,358 | SH | None |
| HERTZ GLOBAL HLDGS INC | HTZ | COM NEW | $8,593,651 | 3,794,106 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,156,525 | 11,876 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $8,046,283 | 40,213 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,787,017 | 21,790 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $7,742,229 | 93,675 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,227,847 | 121,090 | SH | None |
| AMAZON COM INC | AMZN | COM | $7,045,139 | 29,559 | SH | None |
| VISA INC | V | COM CL A | $6,128,274 | 17,862 | SH | None |
| TESLA INC | TSLA | COM | $5,901,860 | 14,032 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $5,666,001 | 58,758 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $5,318,121 | 105,330 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,793,754 | 12,955 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $4,269,512 | 13,043 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $4,069,166 | 80,466 | SH | None |
| EQT CORP | EQT | COM | $3,998,491 | 75,202 | SH | None |
| META PLATFORMS INC | META | CL A | $3,751,222 | 6,659 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $3,425,160 | 108,015 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $3,256,771 | 39,586 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,211,412 | 18,904 | SH | None |
| NETFLIX INC. | NFLX | COM | $3,176,623 | 44,491 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $3,072,339 | 24,743 | SH | None |
| EXPAND ENERGY CORPORATION | EXE | COM | $3,021,490 | 33,134 | SH | None |
| BROADCOM INC | AVGO | COM | $2,917,457 | 7,723 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 8 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.