Crews Bank & Trust

PORT CHARLOTTE, FL · CIK 2052279 · 13F filing filed 2026-05-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityCrews Bank & Trust (US)

$689.8m reported value -1.3% vs Q4 2025

673positions

48.9%in top 10

61 new 79 added 132 reduced 11 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	1,155,857	$88.5m12.83%	12.83%	Added +19.5k	+19,452 1.7%
2	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	759,580	$38.4m5.56%	5.56%	Added +23.2k	+23,190 3.1%
3	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	175,069	$37.7m5.46%	5.46%	Added +2.9k	+2,915 1.7%
4	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	246,335	$36.5m5.29%	5.29%	Reduced -1.7k	-1,730 -0.7%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	67,777	$29.6m4.29%	4.29%	Added +2.3k	+2,277 3.5%
6	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	770,253	$25.8m3.75%	3.75%	Added +37.2k	+37,244 5.1%
7	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	486,725	$23.5m3.41%	3.41%	Reduced -31.9k	-31,917 -6.2%
8	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	236,156	$19.5m2.83%	2.83%	Added +6.7k	+6,722 2.9%
9	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	328,133	$19.4m2.82%	2.82%	Reduced -13.0k	-13,011 -3.8%
10	APPLE INC COM AAPL	AAPL	71,305	$18.1m2.62%	2.62%	Reduced -1.5k	-1,495 -2.0%
11	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	82,594	$15.9m2.30%	2.30%	Added +586	+586 0.7%
12	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	145,382	$14.8m2.15%	2.15%	Reduced -6.3k	-6,252 -4.1%
13	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	138,627	$10.9m1.58%	1.58%	Added +3.6k	+3,554 2.6%
14	MICROSOFT CORP COM MSFT	MSFT	29,158	$10.8m1.56%	1.56%	Reduced -452	-452 -1.5%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	28,724	$9.2m1.34%	1.34%	Reduced -250	-250 -0.9%
16	ISHARES TR CORE DIV GRWTH DGRO	DGRO	124,712	$8.8m1.27%	1.27%	Added +1.7k	+1,729 1.4%
17	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	60,424	$8.0m1.16%	1.16%	Reduced -930	-930 -1.5%
18	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	157,446	$7.8m1.14%	1.14%	Added +24.1k	+24,145 18.1%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	24,278	$7.0m1.01%	1.01%	Reduced -778	-778 -3.1%
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,121	$6.6m0.95%	0.95%	Reduced -9	-9 -0.1%
21	VISA INC COM CL A V	V	20,550	$6.2m0.90%	0.90%	Reduced -127	-127 -0.6%
22	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	10,505	$6.1m0.88%	0.88%	Added +71	+71 0.7%
23	ISHARES TR IBONDS DEC2026 IBDR	IBDR	225,705	$5.5m0.79%	0.79%	Reduced -1.9k	-1,915 -0.8%
24	ISHARES TR IBONDS 27 ETF IBDS	IBDS	222,525	$5.4m0.78%	0.78%	Added +9.7k	+9,685 4.5%
25	ELI LILLY & CO COM LLY	LLY	5,823	$5.4m0.78%	0.78%	Reduced -28	-28 -0.5%
26	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	201,975	$5.1m0.74%	0.74%	Added +15.9k	+15,870 8.5%
27	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	19,740	$4.7m0.68%	0.68%	Added +2.4k	+2,445 14.1%
28	JPMORGAN CHASE & CO COM JPM	JPM	15,679	$4.6m0.67%	0.67%	Reduced -140	-140 -0.9%
29	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	90,422	$4.6m0.67%	0.67%	Added +10.0k	+10,000 12.4%
30	AMAZON COM INC COM AMZN	AMZN	21,953	$4.6m0.66%	0.66%	Reduced -359	-359 -1.6%
31	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,311	$4.3m0.62%	0.62%	Reduced -110	-110 -0.6%
32	ISHARES TR IBONDS DEC 29 IBDU	IBDU	183,305	$4.3m0.62%	0.62%	Added +57.8k	+57,755 46.0%
33	SPDR SER TR ICE PFD SEC ETF PSK	PSK	138,050	$4.3m0.62%	0.62%	Reduced -230	-230 -0.2%
34	ALPHABET INC CAP STK CL C GOOG	GOOG	14,396	$4.1m0.60%	0.60%	Reduced -180	-180 -1.2%
35	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	5,848	$3.6m0.52%	0.52%	Reduced -84	-84 -1.4%
36	JOHNSON & JOHNSON COM JNJ	JNJ	12,306	$3.0m0.44%	0.44%	Reduced -238	-238 -1.9%
37	CORNING INC COM GLW	GLW	21,689	$2.9m0.43%	0.43%	Unchanged
38	ISHARES TR PFD AND INCM SEC PFF	PFF	96,325	$2.9m0.42%	0.42%	Reduced -1.6k	-1,550 -1.6%
39	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	30,459	$2.9m0.42%	0.42%	Reduced -577	-577 -1.9%
40	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	16,985	$2.7m0.39%	0.39%	Reduced -403	-403 -2.3%
41	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	13,867	$2.5m0.36%	0.36%	Reduced -265	-265 -1.9%
42	ISHARES TR CORE HIGH DV ETF HDV	HDV	18,157	$2.5m0.36%	0.36%	Added +485	+485 2.7%
43	CHEVRON CORP NEW COM CVX	CVX	11,390	$2.4m0.34%	0.34%	Reduced -158	-158 -1.4%
44	HOME DEPOT INC COM HD	HD	7,005	$2.3m0.33%	0.33%	Reduced -289	-289 -4.0%
45	MCDONALDS CORP COM MCD	MCD	7,254	$2.3m0.33%	0.33%	Reduced -198	-198 -2.7%
46	GLOBAL X FDS US PFD ETF PFFD	PFFD	119,515	$2.2m0.32%	0.32%	Reduced -900	-900 -0.8%
47	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	20,074	$2.2m0.32%	0.32%	Reduced -294	-294 -1.4%
48	ISHARES TR IBOXX INV CP ETF LQD	LQD	20,051	$2.2m0.32%	0.32%	Reduced -1.2k	-1,235 -5.8%
49	AMERICAN COASTAL INS CORP COM ACIC	ACIC	189,075	$2.1m0.31%	0.31%	Unchanged
50	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	14,441	$2.1m0.31%	0.31%	Reduced -605	-605 -4.0%
51	EXXON MOBIL CORP COM XOM	XOM	12,347	$2.1m0.30%	0.30%	Reduced -115	-115 -0.9%
52	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	44,805	$2.1m0.30%	0.30%	Reduced -865	-865 -1.9%
53	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	41,507	$2.0m0.30%	0.30%	Reduced -920	-920 -2.2%
54	SELECT SECTOR SPDR TR INDL XLI	XLI	12,550	$2.0m0.29%	0.29%	Reduced -158	-158 -1.2%
55	VANGUARD INDEX FDS VALUE ETF VTV	VTV	10,124	$2.0m0.29%	0.29%	Added +152	+152 1.5%
56	WALMART INC COM WMT	WMT	15,725	$2.0m0.28%	0.28%	Unchanged
57	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,184	$1.9m0.28%	0.28%	Reduced -26	-26 -0.8%
58	DEERE & CO COM DE	DE	3,358	$1.9m0.27%	0.27%	Unchanged
59	NVIDIA CORPORATION COM NVDA	NVDA	10,628	$1.9m0.27%	0.27%	Added +89	+89 0.8%
60	ABBVIE INC COM ABBV	ABBV	8,479	$1.8m0.27%	0.27%	Reduced -137	-137 -1.6%
61	CME GROUP INC COM CME	CME	6,233	$1.8m0.27%	0.27%	Reduced -165	-165 -2.6%
62	COSTCO WHSL CORP NEW COM COST	COST	1,775	$1.8m0.26%	0.26%	Added +1	+1 0.1%
63	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	80,515	$1.8m0.26%	0.26%	Added +4.1k	+4,055 5.3%
64	HONEYWELL INTL INC COM COM		7,659	$1.7m0.25%	0.25%	Reduced -20	-20 -0.3%
65	CISCO SYS INC COM CSCO	CSCO	22,178	$1.7m0.25%	0.25%	Reduced -272	-272 -1.2%
66	QUALCOMM INC COM QCOM	QCOM	13,351	$1.7m0.25%	0.25%	Reduced -217	-217 -1.6%
67	SELECT SECTOR SPDR TR ENERGY XLE	XLE	27,631	$1.7m0.25%	0.25%	Reduced -1.1k	-1,081 -3.8%
68	PROCTER AND GAMBLE CO COM PG	PG	11,039	$1.6m0.23%	0.23%	Reduced -456	-456 -4.0%
69	BLACKROCK INC COM BLK	BLK	1,546	$1.5m0.22%	0.22%	Unchanged
70	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	29,650	$1.5m0.21%	0.21%	Reduced -472	-472 -1.6%
71	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	16,665	$1.4m0.21%	0.21%	Reduced -360	-360 -2.1%
72	PEPSICO INC COM PEP	PEP	9,286	$1.4m0.21%	0.21%	Reduced -2	-2 -0.0%
73	NEXTERA ENERGY INC COM NEE	NEE	15,503	$1.4m0.21%	0.21%	Unchanged
74	ORACLE CORP COM ORCL	ORCL	9,771	$1.4m0.21%	0.21%	Reduced -143	-143 -1.4%
75	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	44,960	$1.4m0.20%	0.20%	Reduced -440	-440 -1.0%
76	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	13,635	$1.4m0.20%	0.20%	Reduced -245	-245 -1.8%
77	LOCKHEED MARTIN CORP COM LMT	LMT	2,209	$1.3m0.19%	0.19%	Reduced -94	-94 -4.1%
78	ISHARES TR 1 3 YR TREAS BD SHY	SHY	15,634	$1.3m0.19%	0.19%	Unchanged
79	CARRIER GLOBAL CORPORATION COM CARR	CARR	22,564	$1.3m0.18%	0.18%	Reduced -495	-495 -2.1%
80	ISHARES TR SHORT TREAS BD SHV	SHV	11,478	$1.3m0.18%	0.18%	Reduced -590	-590 -4.9%
81	AMGEN INC COM AMGN	AMGN	3,449	$1.2m0.18%	0.18%	Reduced -27	-27 -0.8%
82	AMERICAN TOWER CORP NEW COM AMT	AMT	6,945	$1.2m0.17%	0.17%	Reduced -100	-100 -1.4%
83	DOVER CORP COM DOV	DOV	5,597	$1.2m0.17%	0.17%	Unchanged
84	UNION PAC CORP COM UNP	UNP	4,537	$1.1m0.16%	0.16%	Added +11	+11 0.2%
85	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	13,168	$1.1m0.16%	0.16%	Reduced -215	-215 -1.6%
86	COCA COLA CO COM KO	KO	13,963	$1.1m0.15%	0.15%	Reduced -40	-40 -0.3%
87	EMERSON ELEC CO COM EMR	EMR	7,653	$1.0m0.15%	0.15%	Unchanged
88	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	11,091	$983.8k0.14%	0.14%	Reduced -1.5k	-1,540 -12.2%
89	CONOCOPHILLIPS COM COP	COP	7,382	$974.4k0.14%	0.14%	Reduced -1	-1 -0.0%
90	ISHARES TR IBONDS DEC 28 IBMQ	IBMQ	37,621	$960.5k0.14%	0.14%	Reduced -134	-134 -0.3%
91	TRUIST FINL CORP COM TFC	TFC	20,820	$957.1k0.14%	0.14%	Reduced -13.8k	-13,808 -39.9%
92	DUKE ENERGY CORP NEW COM NEW DUK	DUK	7,209	$943.9k0.14%	0.14%	Added +2.2k	+2,155 42.6%
93	ISHARES TR NATIONAL MUN ETF MUB	MUB	8,785	$932.5k0.14%	0.14%	Reduced -40	-40 -0.5%
94	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,540	$923.6k0.13%	0.13%	Added +1.0k	+1,040 29.7%
95	ISHARES TR IBONDS DEC 27 IBMP	IBMP	35,693	$908.0k0.13%	0.13%	Reduced -132	-132 -0.4%
96	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	18,827	$900.5k0.13%	0.13%	Reduced -25	-25 -0.1%
97	SSGA ACTIVE ETF TR ULT SHT TRM BD ULST	ULST	21,810	$883.3k0.13%	0.13%	Unchanged
98	MERCK & CO INC COM MRK	MRK	7,121	$856.6k0.12%	0.12%	Added +28	+28 0.4%
99	AT&T INC COM T	T	29,473	$854.4k0.12%	0.12%	Reduced -50	-50 -0.2%
100	3M CO COM MMM	MMM	5,854	$850.2k0.12%	0.12%	Reduced -38	-38 -0.6%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ASTRAZENECA PLC		418	$76.9k418 shares
BROWN & BROWN INC BRO	BRO	655	$52.2k655 shares
VERISK ANALYTICS INC VRSK	VRSK	200	$44.7k200 shares
NEW GOLD INC CDA NGD	NGD	2,500	$21.8k2.5k shares
FIRST TR EXCHANGE-TRADED FD GRID	GRID	80	$12.2k80 shares
PRIVATE SHARES FD I PIIVX	PIIVX	195	$9.4k195 shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	150	$5.5k150 shares
M & T BK CORP MTB	MTB	18	$3.6k18 shares
GLOBAL X FDS MLPA	MLPA	30	$1.5k30 shares
Publix Stock Cert #2557346 T Birri		1	$01 shares
Publix Stock Cert #2557347 T Birri		1	$01 shares