Crewe Advisors LLC
SEC Form 13F institutional filer · CIK 0001730033
13F-HR · 401 reported holdings · 2026-03-31
Reported long-US-equity value
$0.78B
Top-10 concentration
76.3%
Crewe Advisors LLC — $783M AUM allocation strategy
Crewe Advisors LLC files SEC Form 13F and reports $783M of long US equity value across 401 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 10.0%, followed by Information Technology 9.2% and Financials 7.1%.
The top 10 holdings account for 76% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Crewe Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$783M
total across 401 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
76% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +226K sh · +$24.1M+$MSFT +24K sh · +$2.14M+$EXE +23.7K sh · +$2.6M
Biggest trims (shares)
−$TSLA −25.7K sh · −$12.6M−$CVX −10.2K sh · +$4.13M−$GOOG −7.29K sh · −$2.81M
Exited to nil (held last quarter, gone now)
$MET ($4.89K last qtr)$AON ($3.88K last qtr)$LUV ($3.51K last qtr)$AES ($3.14K last qtr)$PCG ($2.77K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense5.1%—
- Industrial Machinery & Supplies & Components4.8%—
- Financial Exchanges & Data4.1%—
- Systems Software3.9%—
- Technology Hardware, Storage & Peripherals3.4%—
- Integrated Oil & Gas2.8%—
- Interactive Media & Services2.7%—
- Semiconductors1.8%—
- Other holdings71.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 56 | $40.2M | +0 | 5.1% |
| $XYL | Xylem Inc. Common Stock New | 763K | $37.7M | +9.06K | 4.8% |
| $SPGI | S&P Global Inc | 58.4K | $32.2M | -269 | 4.1% |
| $MSFT | Microsoft Corporation | 83.6K | $30.9M | +24K | 4.0% |
| $AAPL | Apple Inc | 105K | $26.7M | +2.33K | 3.4% |
| $CVX | Chevron Corporation | 104K | $21.6M | -10.2K | 2.8% |
…and 395 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.