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Bradley Wilson

Crews Bank & Trust

Assets Managed
$689.759M
Holdings
673
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-1.29%(2Q avg: 0.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crews Bank & Trust's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 673 positions.

Assets under management

The assets under management (AUM) of Crews Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 689.759M in assets, with a quarterly growth rate of -1.29% and a 2-quarter average growth rate of 0.5%. The portfolio is managed by Bradley Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.72%
12.83%
$88.469M
1.156M shares@ $76.55 avg price
SLQD
Ishares 0-5 Yr Inv Grd Corp
Recent Activity
Increased 3.15%
5.57%
$38.351M
759,580 shares@ $50.49 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.7%
5.46%
$37.65M
175,069 shares@ $215.06 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.69%
5.29%
$36.482M
246,335 shares@ $148.11 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.48%
4.3%
$29.604M
67,777 shares@ $436.8 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 5.09%
3.75%
$25.834M
770,253 shares@ $33.55 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Decreased -6.15%
3.41%
$23.519M
486,725 shares@ $48.32 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.93%
2.84%
$19.542M
236,156 shares@ $82.75 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -3.81%
2.82%
$19.432M
328,133 shares@ $59.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.05%
2.63%
$18.096M
71,305 shares@ $253.8 avg price

1-10 of 673