DOSSIER · 13F-HR · Q2 2026

Crews Bank & Trust

$766M in tracked AUM across 662 positions as of Q2 2026.

CB
CIK 0002052279 · last filed Jun 30, 2026
Total AUM
$766M
as of Q2 2026
Holdings
662
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Crews Bank & Trust filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
State Street SPDR Port S&P 500 Large Cap ETF
$104M1.2M13.6%
02
VIG
Vanguard Dividend Appreciation ETF
$43M182K5.6%
03
SLQD
iShares 0-5 Year Investment Grade ETF
$40M789K5.2%
04
VYM
Vanguard High Dividend Yield ETF
$39M249K5.1%
05
VUG
Vanguard Growth ETF
$37M424K4.8%
06
SPIB
State Street SPDR Intermediate Corp Bond ETF
$27M796K3.5%
07
SPSM
State Street SPDR Port S&P 600 Small Cap ETF
$26M456K3.4%
08
SPMD
State Street SPDR Port S&P 400 Mid Cap ETF
$21M317K2.8%
09
AAPL
Apple Inc
$20M71K2.7%
10
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$20M241K2.6%

Filing history

2026Q2Jun 30
$766M 11.1%
662 positionsView →
2026Q1Mar 31
$690M 1.3%
673 positionsView →
2025Q4Dec 31
$699M 2.3%
623 positionsView →
2025Q3Sep 30
$683M 7.6%
636 positionsView →
2025Q2Jun 30
$635M 8.4%
618 positionsLocked
2025Q1Mar 31
$586M 1.2%
609 positionsLocked
2024Q4Dec 31
$593M
609 positionsLocked