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Dustin Thackeray

Crewe Advisors Llc

Assets Managed
$1.172B
Holdings
1038
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
3.8%(2Q avg: 5.77%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Crewe Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1038 positions.

Assets under management

The assets under management (AUM) of Crewe Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.172B in assets, with a quarterly growth rate of 3.8% and a 2-quarter average growth rate of 5.77%. The portfolio is managed by Dustin Thackeray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 8.03%
12.07%
$141.369M
216,422 shares@ $653.21 avg price
PACS
Pacs Group Inc
Recent Activity
Increased 28.24%
7.55%
$88.464M
2.754M shares@ $32.13 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 8.9%
5.85%
$68.444M
1.014M shares@ $67.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.48%
5.57%
$65.208M
100,267 shares@ $650.35 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 11.39%
4.75%
$55.57M
613,832 shares@ $90.54 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 11.32%
4.23%
$49.558M
672,981 shares@ $73.64 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 13.08%
3.5%
$40.931M
364,577 shares@ $112.28 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
3.44%
$40.216M
56 shares@ $718140.0 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 1.2%
3.22%
$37.715M
763,453 shares@ $49.4 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Decreased -11.24%
2.86%
$33.429M
675,334 shares@ $49.5 avg price

1-10 of 1038