Crewe Advisors LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$1.1B
Holdings
1,099
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,099 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 200,342 | $137.2M | 12.16% | |
| 2 | PACSPACS GROUP INC | 2,147,815 | $82.5M | 7.30% | |
| 3 | SPYSPDR S&P 500 ETF TR | 100,755 | $68.7M | 6.09% | |
| 4 | IJHISHARES TR | 930,710 | $61.4M | 5.44% | |
| 5 | AQLTISHARES TR | 551,109 | $49.3M | 4.37% | |
| 6 | BNDVANGUARD BD INDEX FDS | 604,549 | $44.8M | 3.97% | |
| 7 | BRK-BBERKSHIRE HATHAWAY INC DEL | 56 | $42.3M | 3.74% | |
| 8 | ESGVVANGUARD WORLD FD | 322,408 | $39.0M | 3.45% | |
| 9 | PULSPGIM ETF TR | 760,896 | $37.7M | 3.34% | |
| 10 | DBEFDBX ETF TR | 754,413 | $36.3M | 3.22% | |
| 11 | MDYSPDR S&P MIDCAP 400 ETF TR | 50,125 | $30.2M | 2.68% | |
| 12 | MSFTMICROSOFT CORP | 59,553 | $28.8M | 2.55% | |
| 13 | AAPLAPPLE INC | 102,757 | $27.9M | 2.47% | |
| 14 | MUBISHARES TR | 215,722 | $23.1M | 2.05% | |
| 15 | VBVANGUARD INDEX FDS | 85,513 | $22.1M | 1.95% | |
| 16 | IJRISHARES TR | 147,896 | $17.8M | 1.57% | |
| 17 | TSLATESLA INC | 39,308 | $17.7M | 1.57% | |
| 18 | IWMISHARES TR | 71,464 | $17.6M | 1.56% | |
| 19 | CVXCHEVRON CORP NEW | 114,341 | $17.4M | 1.54% | |
| 20 | GOOGALPHABET INC | 53,165 | $16.7M | 1.48% | |
| 21 | VGTVANGUARD WORLD FD | 20,552 | $15.5M | 1.37% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,385 | $12.8M | 1.13% | |
| 23 | NDQINVESCO QQQ TR | 19,394 | $11.9M | 1.06% | |
| 24 | HELOJ P MORGAN EXCHANGE TRADED F | 151,244 | $10.0M | 0.89% | |
| 25 | VSGXVANGUARD WORLD FD | 140,223 | $10.0M | 0.89% | |
| 26 | GOOGLALPHABET INC | 28,015 | $8.8M | 0.78% | |
| 27 | AMDADVANCED MICRO DEVICES INC | 39,103 | $8.4M | 0.74% | |
| 28 | EFAISHARES TR | 85,022 | $8.2M | 0.72% | |
| 29 | VCITVANGUARD SCOTTSDALE FDS | 92,980 | $7.8M | 0.69% | |
| 30 | VOOVANGUARD INDEX FDS | 11,582 | $7.3M | 0.64% | |
| 31 | NVDANVIDIA CORPORATION | 35,302 | $6.6M | 0.58% | |
| 32 | VVISA INC | 17,143 | $6.0M | 0.53% | |
| 33 | AMZNAMAZON COM INC | 25,897 | $6.0M | 0.53% | |
| 34 | VNQVANGUARD INDEX FDS | 60,147 | $5.3M | 0.47% | |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 95,472 | $5.1M | 0.45% | |
| 36 | VTIVANGUARD INDEX FDS | 14,415 | $4.8M | 0.43% | |
| 37 | IEMGISHARES INC | 68,052 | $4.6M | 0.41% | |
| 38 | JPMJPMORGAN CHASE & CO. | 12,603 | $4.1M | 0.36% | |
| 39 | EQTEQT CORP | 75,122 | $4.0M | 0.36% | |
| 40 | NFLXNETFLIX INC | 42,899 | $4.0M | 0.36% | |
| 41 | METAMETA PLATFORMS INC | 5,888 | $3.9M | 0.34% | |
| 42 | JPSTJ P MORGAN EXCHANGE TRADED F | 68,160 | $3.4M | 0.31% | |
| 43 | IWFISHARES TR | 6,823 | $3.2M | 0.29% | |
| 44 | SCZISHARES TR | 37,072 | $2.9M | 0.25% | |
| 45 | XOMEXXON MOBIL CORP | 23,110 | $2.8M | 0.25% | |
| 46 | RGLDROYAL GOLD INC | 12,484 | $2.8M | 0.25% | |
| 47 | SCHDSCHWAB STRATEGIC TR | 97,242 | $2.7M | 0.24% | |
| 48 | MCOMOODYS CORP | 5,108 | $2.6M | 0.23% | |
| 49 | SUBISHARES TR | 23,393 | $2.5M | 0.22% | |
| 50 | ANETARISTA NETWORKS INC | 18,336 | $2.4M | 0.21% | |
| 51 | VIGVANGUARD SPECIALIZED FUNDS | 10,246 | $2.3M | 0.20% | |
| 52 | AVGOBROADCOM INC | 6,429 | $2.2M | 0.20% | |
| 53 | JEPIJ P MORGAN EXCHANGE TRADED F | 38,406 | $2.2M | 0.19% | |
| 54 | AXPAMERICAN EXPRESS CO | 5,632 | $2.1M | 0.18% | |
| 55 | TJXTJX COS INC NEW | 13,397 | $2.1M | 0.18% | |
| 56 | GQ9SPDR GOLD TR | 5,121 | $2.0M | 0.18% | |
| 57 | PFFISHARES TR | 64,870 | $2.0M | 0.18% | |
| 58 | XLKSELECT SECTOR SPDR TR | 13,797 | $2.0M | 0.18% | |
| 59 | EEMISHARES TR | 35,883 | $2.0M | 0.17% | |
| 60 | MAMASTERCARD INCORPORATED | 3,394 | $1.9M | 0.17% | |
| 61 | VEAVANGUARD TAX-MANAGED FDS | 30,847 | $1.9M | 0.17% | |
| 62 | DGROISHARES TR | 27,368 | $1.9M | 0.17% | |
| 63 | MMAXISHARES TR | 61,748 | $1.6M | 0.14% | |
| 64 | COSTCOSTCO WHSL CORP NEW | 1,784 | $1.5M | 0.14% | |
| 65 | RWAYRUNWAY GROWTH FINANCE CORP | 172,002 | $1.5M | 0.14% | |
| 66 | VOVANGUARD INDEX FDS | 4,838 | $1.4M | 0.12% | |
| 67 | SHOPSHOPIFY INC | 8,651 | $1.4M | 0.12% | |
| 68 | IBMINTERNATIONAL BUSINESS MACHS | 4,666 | $1.4M | 0.12% | |
| 69 | IVWISHARES TR | 10,909 | $1.3M | 0.12% | |
| 70 | IDAIDACORP INC | 10,374 | $1.3M | 0.12% | |
| 71 | HDHOME DEPOT INC | 3,791 | $1.3M | 0.12% | |
| 72 | ORCLORACLE CORP | 6,422 | $1.3M | 0.11% | |
| 73 | SCHXSCHWAB STRATEGIC TR | 45,411 | $1.2M | 0.11% | |
| 74 | APHAMPHENOL CORP NEW | 8,482 | $1.1M | 0.10% | |
| 75 | PGPROCTER AND GAMBLE CO | 7,985 | $1.1M | 0.10% | |
| 76 | BACBANK AMERICA CORP | 19,657 | $1.1M | 0.10% | |
| 77 | EXEEXPAND ENERGY CORPORATION | 9,433 | $1.0M | 0.09% | |
| 78 | SHELSHELL PLC | 14,146 | $1.0M | 0.09% | |
| 79 | SMAXISHARES TR | 38,118 | $1.0M | 0.09% | |
| 80 | MAXJISHARES TR | 36,295 | $1.0M | 0.09% | |
| 81 | RTXRTX CORPORATION | 5,568 | $1.0M | 0.09% | |
| 82 | BXBLACKSTONE INC | 6,624 | $1.0M | 0.09% | |
| 83 | MRKMERCK & CO INC | 9,684 | $1.0M | 0.09% | |
| 84 | DMAXISHARES TR | 37,807 | $1.0M | 0.09% | |
| 85 | GSATGLOBALSTAR INC | 16,256 | $992K | 0.09% | |
| 86 | ANAUTONATION INC | 4,761 | $983K | 0.09% | |
| 87 | WMTWALMART INC | 8,725 | $972K | 0.09% | |
| 88 | CATCATERPILLAR INC | 1,610 | $922K | 0.08% | |
| 89 | LLYELI LILLY & CO | 848 | $911K | 0.08% | |
| 90 | VXFVANGUARD INDEX FDS | 4,207 | $879K | 0.08% | |
| 91 | GEGE AEROSPACE | 2,782 | $856K | 0.08% | |
| 92 | BKNGBOOKING HOLDINGS INC | 153 | $821K | 0.07% | |
| 93 | VUGVANGUARD INDEX FDS | 1,648 | $804K | 0.07% | |
| 94 | SCHBSCHWAB STRATEGIC TR | 29,967 | $786K | 0.07% | |
| 95 | EMBISHARES TR | 7,959 | $766K | 0.07% | |
| 96 | MLMMARTIN MARIETTA MATLS INC | 1,226 | $763K | 0.07% | |
| 97 | SHWSHERWIN WILLIAMS CO | 2,285 | $740K | 0.07% | |
| 98 | A4SAMERIPRISE FINL INC | 1,409 | $690K | 0.06% | |
| 99 | BABOEING CO | 3,177 | $689K | 0.06% | |
| 100 | IWBISHARES TR | 1,833 | $684K | 0.06% |
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