Crewe Advisors LLC
CIK: 0001730033Latest portfolio: $1.1B · Q4 2025
Holdings
1,099
Total Value
$1.1B
New Positions
176
Closed Positions
38
Top Holdings
View All 1,099 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 200,342 | $137.2M | 12.16% | +3K | |
| 2 | PACSPACS GROUP INC | 2,147,815 | $82.5M | 7.30% | +1.0M | |
| 3 | SPYSPDR S&P 500 ETF TR | 100,755 | $68.7M | 6.09% | -1,058 | |
| 4 | IJHISHARES TR | 930,710 | $61.4M | 5.44% | +29K | |
| 5 | AQLTISHARES TR | 551,109 | $49.3M | 4.37% | +23K | |
| 6 | BNDVANGUARD BD INDEX FDS | 604,549 | $44.8M | 3.97% | +28K | |
| 7 | BRK-BBERKSHIRE HATHAWAY INC DEL | 56 | $42.3M | 3.74% | — | |
| 8 | ESGVVANGUARD WORLD FD | 322,408 | $39.0M | 3.45% | -21 | |
| 9 | PULSPGIM ETF TR | 760,896 | $37.7M | 3.34% | -178,588 | |
| 10 | DBEFDBX ETF TR | 754,413 | $36.3M | 3.22% | +17K | |
| 11 | MDYSPDR S&P MIDCAP 400 ETF TR | 50,125 | $30.2M | 2.68% | +6 | |
| 12 | MSFTMICROSOFT CORP | 59,553 | $28.8M | 2.55% | -649 | |
| 13 | AAPLAPPLE INC | 102,757 | $27.9M | 2.47% | -3,229 | |
| 14 | MUBISHARES TR | 215,722 | $23.1M | 2.05% | +6K | |
| 15 | VBVANGUARD INDEX FDS | 85,513 | $22.1M | 1.95% | — | |
| 16 | IJRISHARES TR | 147,896 | $17.8M | 1.57% | +6K | |
| 17 | TSLATESLA INC | 39,308 | $17.7M | 1.57% | -2,556 | |
| 18 | IWMISHARES TR | 71,464 | $17.6M | 1.56% | -1,028 | |
| 19 | CVXCHEVRON CORP NEW | 114,341 | $17.4M | 1.54% | -5,277 | |
| 20 | GOOGALPHABET INC | 53,165 | $16.7M | 1.48% | -768 | |
| 21 | VGTVANGUARD WORLD FD | 20,552 | $15.5M | 1.37% | +173 | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,385 | $12.8M | 1.13% | -323 | |
| 23 | NDQINVESCO QQQ TR | 19,394 | $11.9M | 1.06% | -654 | |
| 24 | HELOJ P MORGAN EXCHANGE TRADED F | 151,244 | $10.0M | 0.89% | +13K | |
| 25 | VSGXVANGUARD WORLD FD | 140,223 | $10.0M | 0.89% | -7,310 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.880027935837466e+261T)
Industrials0.0% ($1.0219228566895202e+171T)
Healthcare0.0% ($1.0199115935845726e+144T)
Unknown0.0% ($4.9302422681275913e+135T)
Consumer Cyclical0.0% ($1.7677597720571302e+130T)
Consumer Defensive0.0% ($1.5381144972549276e+71T)
Energy0.0% ($1.742640262781104e+67T)
Utilities0.0% ($1.3126214583773222e+52T)
Communication Services0.0% ($1.6683876840223885e+51T)
Basic Materials0.0% ($2.775763740313309e+49T)
Real Estate0.0% ($1.6253524126121212e+44T)
Filing History
Fund Information
Crewe Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 1,099 holdings. The largest position is ISHARES TR (IVV), representing 12.2% of the portfolio. Compared to the previous quarter, the fund opened 177 new positions and closed 42 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.