Crewe Advisors LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001730033 · SALT LAKE CITY, UT

As of Sep 30, 2025, Crewe Advisors LLC reported 964 positions worth .0B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	196,850	31.8M	12.90%
SPDR S&P 500 ETF TRUST	SPY	—	101,813	$67.8M	6.64%
ISHARES CORE S&P MID-CAP ETF	IJH	—	901,549	$58.8M	5.76%
PGIM ULTRA SHORT BOND ETF	PULS	—	939,484	$46.8M	4.58%
ISHARES CORE MSCI EAFE ETF	IEFA	—	527,740	$46.1M	4.51%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	576,530	$42.9M	4.20%
BERKSHIRE HATHAWAY INC	BRK.A	Financial Services	56	$42.2M	4.14%
VANGUARD ESG US STOCK ETF	ESGV	—	322,429	$38.2M	3.74%
XTRACKERS MSCI EAFE HEDGED EQUITY ETF	DBEF	—	737,695	$34.2M	3.35%
MICROSOFT CORP	MSFT	Technology	60,202	$31.2M	3.05%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	50,119	$29.9M	2.93%
APPLE INC	AAPL	Technology	105,986	$27.0M	2.64%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	209,284	$22.3M	2.18%
VANGUARD SMALL-CAP INDEX FUND	VB	—	85,513	$21.7M	2.13%
TESLA INC	TSLA	Consumer Cyclical	41,864	8.6M	1.82%
CHEVRON CORP	CHV	Energy	119,618	8.6M	1.82%
ISHARES RUSSELL 2000 ETF	IWM	—	72,492	7.5M	1.72%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	141,940	6.9M	1.65%
PACS GROUP INC	PACS	Healthcare	1,112,068	5.3M	1.50%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND	VGT	—	20,379	5.2M	1.49%
ALPHABET INC	GOOG	Equity	53,933	3.1M	1.29%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	25,708	2.9M	1.27%
INVESCO QQQ TRUST SERIES 1	QQQ	—	20,048	2.0M	1.18%
VANGUARD ESG INTERNATIONAL STOCK ETF	VSGX	—	147,533	0.2M	1.00%
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	HELO	—	138,048	$9.0M	0.88%