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Bradley Wilson

Crews Bank & Trust

Assets Managed
$765.994M
Holdings
662
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.06%(2Q avg: 4.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Crews Bank & Trust's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 662 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 765.994M in assets, with a quarterly growth rate of 11.06% and a 2-quarter average growth rate of 4.89%. The portfolio is managed by Bradley Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.6%
13.61%
$104.211M
1.186M shares@ $87.88 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 3.71%
5.61%
$42.96M
181,557 shares@ $236.62 avg price
SLQD
Ishares 0-5 Yr Inv Grd Corp
Recent Activity
Increased 3.82%
5.19%
$39.718M
788,528 shares@ $50.37 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.1%
5.14%
$39.356M
249,044 shares@ $158.03 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 525.8%
4.77%
$36.536M
424,148 shares@ $86.15 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 3.38%
3.48%
$26.641M
796,215 shares@ $33.47 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Decreased -6.26%
3.44%
$26.312M
456,249 shares@ $57.68 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -3.38%
2.8%
$21.418M
317,015 shares@ $67.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.97%
2.67%
$20.431M
70,608 shares@ $289.37 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 1.92%
2.6%
$19.891M
240,669 shares@ $82.66 avg price

1-10 of 662