Crewe Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Crewe Advisors LLC reported 746 stock positions worth $706.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.4% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 7.7%) and iShares Core MSCI Eafe ETF (IEFA, 6.0%). Compared with Q1 2025, it opened 125 new positions, sold out of 95, added to 192 and reduced 135. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale an exit from iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001730033
- Portfolio Value
- $706.8M (Q2 2025)
- SEC Filing
- 0001730033-25-000004 ↗ filed Jul 30, 2025
Holdings Value
Holdings 746 stocks · $706.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.40% | 96,140 | $59.4M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 7.70% | 877,935 | $54.4M | Add +3.3% |
| IEFA iShares Core MSCI Eafe ETF | 6.03% | 510,399 | $42.6M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 5.60% | 537,186 | $39.6M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 5.36% | 52 | $37.9M | Reduce -3.7% |
| ESGV Vanguard ESG US Stock ETF | 5.01% | 322,980 | $35.4M | Add +0.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 4.50% | 727,837 | $31.8M | Reduce -0.0% |
| PULS Pgim Ultra Short Bond ETF | 4.05% | 575,987 | $28.7M | Add +1.1% |
| MDY State Street SPDR S&P Midcap | 4.04% | 50,435 | $28.6M | Reduce -1.0% |
| AAPL Apple Inc. | 3.09% | 106,363 | $21.8M | New |
| MUB iShares National Muni Bond E | 3.09% | 208,789 | $21.8M | Reduce -12.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.87% | 85,513 | $20.3M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 2.23% | 73,134 | $15.8M | Reduce -8.0% |
| IJR iShares Core S&P Small-Cap E | 2.11% | 136,696 | $14.9M | Add +19.5% |
| PACS Pacs Group Inc. | 2.03% | 1,112,068 | $14.4M | No change |
| TSLA Tesla Inc. | 1.99% | 44,283 | $14.1M | Add +0.1% |
| VGT Vanguard Info Tech ETF | 1.91% | 20,378 | $13.5M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.54% | 19,693 | $10.9M | Add +3.8% |
| VSGX Vanguard ESG Intl Stock ETF | 1.38% | 148,434 | $9.7M | Reduce -0.6% |
| HELO JPMorgan Hedged Equity ETF | 1.18% | 132,739 | $8.3M | New |
| VOO Vanguard S&P 500 ETF | 1.14% | 14,207 | $8.1M | Reduce -6.9% |
| VCIT Vanguard Int-Term Corporate | 1.03% | 87,389 | $7.2M | New |
| EFA iShares MSCI Eafe ETF | 1.00% | 79,079 | $7.1M | Add +6.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 13,498 | $6.6M | Add +19.0% |
| AMZN Amazon.com Inc. | 0.84% | 26,925 | $5.9M | New |
| AMD Advanced Micro Devices | 0.77% | 38,244 | $5.4M | Reduce -0.0% |
| VNQ Vanguard Real Estate ETF | 0.71% | 56,355 | $5.0M | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.70% | 99,390 | $4.9M | Add +7.7% |
| NVDA Nvidia Corp. | 0.69% | 31,092 | $4.9M | Reduce -84.4% |
| EQT Eqt Corp. | 0.62% | 75,122 | $4.4M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.60% | 5,718 | $4.2M | New |
| JPST JPMorgan Ultra-Short Income | 0.59% | 82,588 | $4.2M | Reduce -41.2% |
| IEMG iShares Core MSCI Emerging | 0.57% | 67,100 | $4.0M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 13,056 | $4.0M | Reduce -15.9% |
| MCO Moody's Corp. | 0.43% | 6,022 | $3.0M | Reduce -3.1% |
| IWF iShares Russell 1000 Growth | 0.39% | 6,559 | $2.8M | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 0.36% | 23,591 | $2.5M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 0.36% | 95,571 | $2.5M | Add +7.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.34% | 33,160 | $2.4M | Reduce -1.6% |
| PFF iShares Preferred & Income S | 0.29% | 66,495 | $2.0M | Reduce -60.4% |
| JEPI JPMorgan Equity Premium Inco | 0.29% | 35,789 | $2.0M | Add +6.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 7,214 | $2.0M | Add +41.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 15,226 | $1.9M | Add +0.5% |
| SAND Sandstorm Gold Ltd. | 0.27% | 199,746 | $1.9M | No change |
| RWAY Runway Growth Finance Corp. | 0.26% | 172,002 | $1.8M | No change |
| XLK SS Technology Select Sector | 0.25% | 6,898 | $1.7M | Reduce -1.3% |
| AXP American Express Co. | 0.25% | 5,464 | $1.7M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 30,036 | $1.7M | Add +2.7% |
| DGRO iShares Core Dividend Growth | 0.24% | 26,558 | $1.7M | Add +3.2% |
| COST Costco Wholesale Corp. | 0.24% | 1,714 | $1.7M | Reduce -4.9% |
| EEM iShares MSCI Emerging Market | 0.24% | 34,634 | $1.7M | Reduce -0.6% |
| MMAX iShares Larg CM Buff Mar ETF | 0.22% | 61,748 | $1.6M | New |
| GLD SPDR Gold Shares | 0.22% | 5,102 | $1.6M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 5,104 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.20% | 8,756 | $1.4M | Add +3.9% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 48,880 | $1.2M | Add +0.5% |
| IDA Idacorp Inc. | 0.16% | 9,881 | $1.1M | No change |
| EXE Expand Energy Corp. | 0.16% | 9,433 | $1.1M | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.15% | 56,113 | $1.1M | New |
| SHEL Shell PLC-ADR | 0.15% | 14,822 | $1.0M | Reduce -4.7% |
| DMAX iShares LG Cap Max Buff Dec | 0.14% | 37,807 | $975K | No change |
| AN Autonation Inc. | 0.13% | 4,761 | $946K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.13% | 9,908 | $901K | Reduce -1.5% |
| BKNG Booking Holdings Inc. | 0.13% | 155 | $898K | No change |
| SMAX iShares L Cap MB Sep ETF | 0.13% | 34,392 | $896K | No change |
| BX Blackstone Inc. | 0.12% | 5,685 | $850K | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 0.12% | 34,599 | $825K | Add +33.7% |
| RTX RTX Corp. | 0.12% | 5,631 | $822K | Reduce -0.2% |
| VXF Vanguard Extended Market ETF | 0.11% | 4,207 | $811K | No change |
| WMT Walmart Inc. | 0.11% | 7,980 | $780K | Add +1.5% |
| MRK Merck & Co. Inc. | 0.11% | 9,790 | $775K | Reduce -2.3% |
| AMP Ameriprise Financial Inc. | 0.10% | 1,376 | $734K | Reduce -0.1% |
| MCD McDonald's Corp. | 0.10% | 2,455 | $717K | Reduce -5.3% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 7,645 | $708K | Reduce -39.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 3,913 | $692K | Add +305.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 1,511 | $662K | Add +263.2% |
| DUK Duke Energy Corp. | 0.09% | 5,200 | $614K | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.09% | 6,150 | $610K | Add +33.0% |
| GIS General Mills Inc. | 0.09% | 11,731 | $608K | Add +0.3% |
| SCHK Schwab 1000 Index ETF | 0.09% | 20,153 | $601K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 5,414 | $596K | Add +58.7% |
| INTU Intuit Inc. | 0.08% | 754 | $594K | Add +0.8% |
| SUB iShares Short-Term National | 0.08% | 5,535 | $589K | No change |
| INTC Intel Corp. | 0.08% | 25,503 | $571K | Reduce -0.1% |
| IBKR Interactive Brokers Gro Class A | 0.08% | 10,192 | $565K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 3,028 | $554K | Add +90.7% |
| XLV SS Health Care Select Sector | 0.07% | 3,793 | $511K | Add +2.6% |
| ENSG The Ensign Group Inc. | 0.07% | 3,288 | $507K | Reduce -83.9% |
| MMM 3M Co. | 0.07% | 3,244 | $494K | No change |
| BBEU JPMorgan Betabuilders Europe | 0.07% | 7,249 | $489K | No change |
| TXN Texas Instruments Inc. | 0.07% | 2,338 | $485K | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 3,554 | $482K | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.07% | 1,415 | $480K | Add +63.4% |
| SCHF Schwab Intl Equity ETF | 0.07% | 21,249 | $470K | Add +35.0% |
| JNJ Johnson & Johnson | 0.07% | 3,074 | $470K | Add +1.3% |
| ABBV Abbvie Inc. | 0.06% | 2,459 | $456K | Add +0.6% |
| WEC WEC Energy Group Inc. | 0.06% | 4,304 | $449K | Add +0.9% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 3,320 | $448K | No change |
| HG Hamilton Insurance Grou Class B | 0.06% | 20,239 | $438K | No change |
| PANW Palo Alto Networks Inc. | 0.06% | 2,125 | $435K | Add +9.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $974 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 47 | $974 | No change |
Total filed on the 13F, all lines: $706.9M.
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −14.63 |
| NVDA Nvidia Corp. | Reduce -84.4% | 0.69% | −2.34 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -3.7% | 5.36% | −0.70 |
| WCN Waste Connections Inc. | Reduce -100.0% | 0.00% | −0.64 |
| MUB iShares National Muni Bond E | Reduce -12.2% | 3.09% | −0.44 |
| PFF iShares Preferred & Income S | Reduce -60.4% | 0.29% | −0.44 |
| JPST JPMorgan Ultra-Short Income | Reduce -41.2% | 0.59% | −0.41 |
| ENSG The Ensign Group Inc. | Reduce -83.9% | 0.07% | −0.30 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −0.08 |
| EMB iShares JP Morgan Usd Emergi | Reduce -39.5% | 0.10% | −0.06 |
| PNTG The Pennant Group Inc. | Sold out | 0.00% | −0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.36% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Reduce -89.2% | 0.01% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.9% | 0.56% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -1.7% | 0.71% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -87.4% | 0.00% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.3% | 0.11% | −0.02 |
| XLE SS Energy Select Sector | Reduce -40.8% | 0.02% | −0.02 |
| RWJ Invesco S&P Smallcap 600 | Sold out | 0.00% | −0.01 |
| ET Energy Transfer LP | Reduce -87.4% | 0.00% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -4.7% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -5.3% | 0.10% | −0.01 |
| PEP Pepsico Inc. | Reduce -13.2% | 0.04% | −0.01 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.01 |
| HIMS Hims & Hers Health Inc. | Reduce -99.7% | 0.00% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -9.9% | 0.04% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -22.3% | 0.03% | −0.01 |
| PERF Perfect Corp. | Sold out | 0.00% | −0.01 |
| OHI Omega Healthcare Investors | Sold out | 0.00% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.01 |
| TTE Totalenergies SE -Spon ADR | Reduce -45.6% | 0.01% | −0.01 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.01 |
| ECL Ecolab Inc. | Reduce -95.0% | 0.00% | −0.01 |
| RWL Invesco S&P 500 Revenue ETF | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -93.8% | 0.00% | −0.00 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.00 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.00 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.00 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -33.3% | 0.01% | −0.00 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.00 |
| JBLU Jetblue Airways Corp. | Reduce -99.2% | 0.00% | −0.00 |
| GPRE Green Plains Inc. | Sold out | 0.00% | −0.00 |
| DAL Delta Air Lines Inc. | Reduce -51.4% | 0.00% | −0.00 |
| JBBB Janus Henderson B-BBB Clo Et | Sold out | 0.00% | −0.00 |
| MRNA Moderna Inc. | Reduce -47.7% | 0.00% | −0.00 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -8.3% | 0.04% | −0.00 |
| COP Conocophillips | Reduce -3.1% | 0.01% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| BND Vanguard Total Bond Market | New | 5.60% | +5.60 |
| AAPL Apple Inc. | New | 3.09% | +3.09 |
| HELO JPMorgan Hedged Equity ETF | New | 1.18% | +1.18 |
| VCIT Vanguard Int-Term Corporate | New | 1.03% | +1.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 8.40% | +0.91 |
| AMZN Amazon.com Inc. | New | 0.84% | +0.84 |
| IJH iShares Core S&P Midcap ETF | Add +3.3% | 7.70% | +0.73 |
| META Meta Platforms Inc. Class A | New | 0.60% | +0.60 |
| ESGV Vanguard ESG US Stock ETF | Add +0.3% | 5.01% | +0.58 |
| IJR iShares Core S&P Small-Cap E | Add +19.5% | 2.11% | +0.43 |
| TSLA Tesla Inc. | Add +0.1% | 1.99% | +0.38 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.8% | 1.54% | +0.29 |
| MMAX iShares Larg CM Buff Mar ETF | New | 0.22% | +0.22 |
| BXMT Blackstone Mortgage Tru Class A | New | 0.15% | +0.15 |
| EFA iShares MSCI Eafe ETF | Add +6.6% | 1.00% | +0.15 |
| VWO Vanguard Ftse Emerging Marke | Add +7.7% | 0.70% | +0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +41.1% | 0.29% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.0% | 0.93% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +305.9% | 0.10% | +0.07 |
| PULS Pgim Ultra Short Bond ETF | Add +1.1% | 4.05% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +263.2% | 0.09% | +0.07 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| EQT Eqt Corp. | Add +0.0% | 0.62% | +0.06 |
| BUFG FT Vest Buffered Allocation | New | 0.04% | +0.04 |
| AXP American Express Co. | Add +0.1% | 0.25% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +90.7% | 0.08% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +58.7% | 0.08% | +0.04 |
| SCHB Schwab US Broad Market ETF | Add +33.7% | 0.12% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 0.24% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +63.4% | 0.07% | +0.03 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +2045.7% | 0.03% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.03% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +204.6% | 0.04% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +138.8% | 0.04% | +0.02 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.02% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +35.0% | 0.07% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +33.0% | 0.09% | +0.02 |
| RDVY First Trust Rising Dividend | Add +303.6% | 0.03% | +0.02 |
| INTU Intuit Inc. | Add +0.8% | 0.08% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +0.5% | 0.17% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +3.2% | 0.24% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +6.1% | 0.29% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +76.3% | 0.03% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +82.0% | 0.03% | +0.02 |
| IQDF NT Intl Qual Div ETF | New | 0.02% | +0.02 |
| SHLD Global X Defense Tech ETF | New | 0.01% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +508.4% | 0.02% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +9.0% | 0.06% | +0.01 |
| LDUR PIMCO Enhanced Low Duration | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,130 | $1.4B | IVV, PACS, IJH, SPY, IEFA |
| Q1 2026 | 1,033 | $1.2B | IVV, PACS, IJH, SPY, IEFA |
| Q4 2025 | 1,095 | $1.1B | IVV, PACS, SPY, IJH, IEFA |
| Q3 2025 | 963 | $1.0B | IVV, SPY, IJH, PULS, IEFA |
| Q2 2025 | 746 | $706.8M | SPY, IJH, IEFA, BND, BRK.A |
| Q1 2025 | 715 | $711.6M | IVV, SPY, IJH, BRK.A, IEFA |
| Q4 2024 | 645 | $725.2M | IVV, SPY, IJH, BRK.A, IEFA |
| Q3 2024 | 712 | $862.2M | ENSG, IVV, SPY, IJH, BRK.A |
| Q2 2024 | 935 | $892.4M | ENSG, IVV, SPY, IJH, BRK.A |
| Q1 2024 | 926 | $858.1M | ENSG, IVV, SPY, IJH, BRK.A |