Crewe Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Crewe Advisors LLC reported 963 stock positions worth $1.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.5%) and iShares Core S&P Midcap ETF (IJH, 5.6%). Compared with Q2 2025, it opened 324 new positions, sold out of 108, added to 213 and reduced 144. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale Vanguard ESG US Stock ETF (ESGV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001730033
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0001730033-25-000006 ↗ filed Nov 13, 2025
Holdings Value
Holdings 963 stocks · $1.0B
| IVV iShares Core S&P 500 ETF | 12.57% | 196,850 | $131.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.47% | 101,813 | $67.8M | Add +5.9% |
| IJH iShares Core S&P Midcap ETF | 5.61% | 901,549 | $58.8M | Add +2.7% |
| PULS Pgim Ultra Short Bond ETF | 4.47% | 939,484 | $46.8M | Add +63.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.40% | 527,740 | $46.1M | Add +3.4% |
| BND Vanguard Total Bond Market | 4.09% | 576,530 | $42.9M | Add +7.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.03% | 56 | $42.2M | Add +7.7% |
| ESGV Vanguard ESG US Stock ETF | 3.64% | 322,429 | $38.2M | Reduce -0.2% |
| DBEF Xtrackers MSCI Eafe Hedged E | 3.27% | 737,695 | $34.2M | Add +1.4% |
| MSFT Microsoft Corp. | 2.98% | 60,202 | $31.2M | New |
| MDY State Street SPDR S&P Midcap | 2.85% | 50,119 | $29.9M | Reduce -0.6% |
| AAPL Apple Inc. | 2.58% | 105,986 | $27.0M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 2.13% | 209,284 | $22.3M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.08% | 85,513 | $21.7M | No change |
| TSLA Tesla Inc. | 1.78% | 41,864 | $18.6M | Reduce -5.5% |
| CVX Chevron Corp. | 1.77% | 119,618 | $18.6M | New |
| IWM iShares Russell 2000 ETF | 1.67% | 72,492 | $17.5M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 1.61% | 141,940 | $16.9M | Add +3.8% |
| PACS Pacs Group Inc. | 1.46% | 1,112,068 | $15.3M | No change |
| VGT Vanguard Info Tech ETF | 1.45% | 20,379 | $15.2M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 1.25% | 53,933 | $13.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 25,708 | $12.9M | Add +90.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 20,048 | $12.0M | Add +1.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.98% | 147,533 | $10.2M | Reduce -0.6% |
| HELO JPMorgan Hedged Equity ETF | 0.86% | 138,048 | $9.0M | Add +4.0% |
| EFA iShares MSCI Eafe ETF | 0.76% | 85,035 | $7.9M | Add +7.5% |
| VCIT Vanguard Int-Term Corporate | 0.73% | 91,413 | $7.7M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 0.71% | 12,224 | $7.5M | Reduce -14.0% |
| GOOGL Alphabet Inc. Class A | 0.67% | 29,077 | $7.1M | New |
| NVDA Nvidia Corp. | 0.63% | 35,144 | $6.6M | Add +13.0% |
| AMD Advanced Micro Devices | 0.61% | 39,198 | $6.3M | Add +2.5% |
| AMZN Amazon.com Inc. | 0.57% | 27,184 | $6.0M | Add +1.0% |
| V Visa Inc. Class A | 0.56% | 17,054 | $5.8M | New |
| NFLX Netflix Inc. | 0.49% | 4,273 | $5.1M | New |
| VNQ Vanguard Real Estate ETF | 0.49% | 55,951 | $5.1M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 90,865 | $4.9M | Reduce -8.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 14,418 | $4.7M | Add +10.4% |
| JPST JPMorgan Ultra-Short Income | 0.44% | 91,098 | $4.6M | Add +10.3% |
| META Meta Platforms Inc. Class A | 0.41% | 5,862 | $4.3M | Add +2.5% |
| IEMG iShares Core MSCI Emerging | 0.41% | 65,189 | $4.3M | Reduce -2.9% |
| EQT Eqt Corp. | 0.39% | 75,120 | $4.1M | Reduce 0.0% |
| JPM JPMorgan Chase & Co. | 0.38% | 12,517 | $3.9M | New |
| IWF iShares Russell 1000 Growth | 0.31% | 6,988 | $3.3M | Add +6.5% |
| AVGO Broadcom Inc. | 0.27% | 8,653 | $2.9M | New |
| XOM Exxon Mobil Corp. | 0.26% | 24,279 | $2.7M | Add +2.9% |
| ANET Arista Networks Inc. | 0.25% | 18,318 | $2.7M | New |
| SCHD Schwab US DVD Equity ETF | 0.25% | 95,177 | $2.6M | Reduce -0.4% |
| MCO Moody's Corp. | 0.25% | 5,420 | $2.6M | Reduce -10.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.24% | 33,289 | $2.6M | Add +0.4% |
| SUB iShares Short-Term National | 0.24% | 23,627 | $2.5M | Add +326.9% |
| SAND Sandstorm Gold Ltd. | 0.24% | 199,746 | $2.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 10,356 | $2.2M | New |
| PFF iShares Preferred & Income S | 0.21% | 70,109 | $2.2M | Add +5.4% |
| MA Mastercard Inc. Class A | 0.21% | 3,880 | $2.2M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 15,073 | $2.2M | Reduce -1.0% |
| XLK SS Technology Select Sector | 0.19% | 7,202 | $2.0M | Add +4.4% |
| EEM iShares MSCI Emerging Market | 0.18% | 35,863 | $1.9M | Add +3.5% |
| AXP American Express Co. | 0.18% | 5,634 | $1.9M | Add +3.1% |
| DGRO iShares Core Dividend Growth | 0.18% | 27,134 | $1.8M | Add +2.2% |
| GLD SPDR Gold Shares | 0.17% | 5,121 | $1.8M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 30,036 | $1.8M | No change |
| RWAY Runway Growth Finance Corp. | 0.17% | 172,002 | $1.7M | No change |
| ORCL Oracle Corp. | 0.16% | 6,138 | $1.7M | New |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 28,892 | $1.6M | Reduce -19.3% |
| COST Costco Wholesale Corp. | 0.16% | 1,775 | $1.6M | Add +3.6% |
| MMAX iShares Larg CM Buff Mar ETF | 0.15% | 61,748 | $1.6M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 5,437 | $1.6M | Reduce -24.6% |
| HD Home Depot Inc. | 0.15% | 3,773 | $1.5M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 5,139 | $1.5M | Add +0.7% |
| IDA Idacorp Inc. | 0.13% | 10,374 | $1.4M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.13% | 8,635 | $1.3M | Reduce -1.4% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 49,372 | $1.3M | Add +1.0% |
| SHOP Shopify Inc. Class A | 0.12% | 8,606 | $1.3M | New |
| BX Blackstone Inc. | 0.11% | 6,599 | $1.1M | Add +16.1% |
| SHEL Shell PLC-ADR | 0.10% | 14,843 | $1.1M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.10% | 8,445 | $1.0M | New |
| AN Autonation Inc. | 0.10% | 4,761 | $1.0M | No change |
| MAXJ iShares LG Cap Max Buff Jun | 0.10% | 36,295 | $1.0M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 19,508 | $1.0M | New |
| EXE Expand Energy Corp. | 0.10% | 9,433 | $1.0M | No change |
| DMAX iShares LG Cap Max Buff Dec | 0.10% | 37,807 | $999K | No change |
| RTX RTX Corp. | 0.09% | 5,607 | $938K | Reduce -0.4% |
| SMAX iShares L Cap MB Sep ETF | 0.09% | 34,392 | $921K | No change |
| WMT Walmart Inc. | 0.09% | 8,720 | $899K | Add +9.3% |
| SCHB Schwab US Broad Market ETF | 0.09% | 34,743 | $893K | Add +0.4% |
| VXF Vanguard Extended Market ETF | 0.08% | 4,207 | $881K | No change |
| MLM Martin Marietta Materials | 0.08% | 1,361 | $858K | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 2,762 | $831K | New |
| BKNG Booking Holdings Inc. | 0.08% | 153 | $827K | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.08% | 9,627 | $808K | Reduce -1.7% |
| SHW The Sherwin-Williams Co. | 0.08% | 2,293 | $794K | New |
| LLY Eli Lilly & Co. | 0.07% | 1,022 | $780K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,614 | $774K | Add +6.8% |
| EMB iShares JP Morgan Usd Emergi | 0.07% | 7,998 | $761K | Add +4.6% |
| CAT Caterpillar Inc. | 0.07% | 1,595 | $761K | New |
| ADBE Adobe Inc. | 0.07% | 2,065 | $728K | New |
| IBKR Interactive Brokers Gro Class A | 0.07% | 10,192 | $701K | No change |
| AMP Ameriprise Financial Inc. | 0.07% | 1,409 | $692K | Add +2.4% |
| MCD McDonald's Corp. | 0.07% | 2,249 | $683K | Reduce -8.4% |
| BA The Boeing Co. | 0.06% | 3,148 | $679K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 47 | $1K | No change |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q2 2025 → Q3 2025
| ESGV Vanguard ESG US Stock ETF | Reduce -0.2% | 3.64% | −1.37 |
| MDY State Street SPDR S&P Midcap | Reduce -0.6% | 2.85% | −1.19 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 1.67% | −0.56 |
| AAPL Apple Inc. | Reduce -0.3% | 2.58% | −0.51 |
| VOO Vanguard S&P 500 ETF | Reduce -14.0% | 0.71% | −0.43 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -0.6% | 0.98% | −0.40 |
| EQT Eqt Corp. | Reduce 0.0% | 0.39% | −0.23 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.6% | 0.47% | −0.23 |
| VNQ Vanguard Real Estate ETF | Reduce -0.7% | 0.49% | −0.22 |
| TSLA Tesla Inc. | Reduce -5.5% | 1.78% | −0.21 |
| MCO Moody's Corp. | Reduce -10.0% | 0.25% | −0.18 |
| IEMG iShares Core MSCI Emerging | Reduce -2.9% | 0.41% | −0.16 |
| BXMT Blackstone Mortgage Tru Class A | Sold out | 0.00% | −0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -24.6% | 0.15% | −0.13 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.3% | 0.16% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.4% | 0.25% | −0.11 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -55.0% | 0.04% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -70.6% | 0.02% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.13% | −0.07 |
| TJX TJX Companies Inc. | Reduce -1.0% | 0.21% | −0.06 |
| BKNG Booking Holdings Inc. | Reduce -1.3% | 0.08% | −0.05 |
| MCD McDonald's Corp. | Reduce -8.4% | 0.07% | −0.04 |
| INTU Intuit Inc. | Reduce -1.2% | 0.05% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -33.2% | 0.03% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 0.08% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -3.2% | 0.04% | −0.03 |
| INTC Intel Corp. | Reduce -35.8% | 0.05% | −0.03 |
| RTX RTX Corp. | Reduce -0.4% | 0.09% | −0.03 |
| DIS The Walt Disney Co. | Reduce -6.3% | 0.03% | −0.02 |
| FISV Fiserv Inc. | Reduce -6.7% | 0.02% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.5% | 0.06% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.3% | 0.04% | −0.02 |
| MMM 3M Co. | Reduce -0.1% | 0.05% | −0.02 |
| KT KT Corp.-SP ADR | Sold out | 0.00% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -42.5% | 0.01% | −0.02 |
| ALL Allstate Corp. | Reduce -4.8% | 0.04% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -24.7% | 0.02% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -1.2% | 0.04% | −0.02 |
| PFE Pfizer Inc. | Reduce -10.5% | 0.03% | −0.02 |
| OKE Oneok Inc. | Reduce -63.3% | 0.00% | −0.02 |
| WM Waste Management Inc. | Reduce -3.5% | 0.03% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -7.1% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -10.5% | 0.03% | −0.01 |
| TOST Toast Inc. Class A | Reduce -0.2% | 0.02% | −0.01 |
| LDUR PIMCO Enhanced Low Duration | Reduce -90.5% | 0.00% | −0.01 |
| BUFG FT Vest Buffered Allocation | Reduce -3.3% | 0.03% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.5% | 0.02% | −0.01 |
| FTNT Fortinet Inc. | Reduce -6.2% | 0.01% | −0.01 |
| KO The Coca-Cola Co. | Reduce -28.9% | 0.01% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -3.8% | 0.03% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | New | 12.57% | +12.57 |
| MSFT Microsoft Corp. | New | 2.98% | +2.98 |
| CVX Chevron Corp. | New | 1.77% | +1.77 |
| GOOG Alphabet Inc. Class C | New | 1.25% | +1.25 |
| GOOGL Alphabet Inc. Class A | New | 0.67% | +0.67 |
| V Visa Inc. Class A | New | 0.56% | +0.56 |
| NFLX Netflix Inc. | New | 0.49% | +0.49 |
| PULS Pgim Ultra Short Bond ETF | Add +63.1% | 4.47% | +0.41 |
| JPM JPMorgan Chase & Co. | New | 0.38% | +0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +90.5% | 1.23% | +0.31 |
| AVGO Broadcom Inc. | New | 0.27% | +0.27 |
| ANET Arista Networks Inc. | New | 0.25% | +0.25 |
| VIG Vanguard Dividend Apprec ETF | New | 0.21% | +0.21 |
| MA Mastercard Inc. Class A | New | 0.21% | +0.21 |
| ORCL Oracle Corp. | New | 0.16% | +0.16 |
| SUB iShares Short-Term National | Add +326.9% | 0.24% | +0.16 |
| HD Home Depot Inc. | New | 0.15% | +0.15 |
| SHOP Shopify Inc. Class A | New | 0.12% | +0.12 |
| APH Amphenol Corp. Class A | New | 0.10% | +0.10 |
| MAXJ iShares LG Cap Max Buff Jun | New | 0.10% | +0.10 |
| BAC Bank of America Corp. | New | 0.10% | +0.10 |
| MLM Martin Marietta Materials | New | 0.08% | +0.08 |
| GE General Electric | New | 0.08% | +0.08 |
| SHW The Sherwin-Williams Co. | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| ADBE Adobe Inc. | New | 0.07% | +0.07 |
| BA The Boeing Co. | New | 0.06% | +0.06 |
| PM Philip Morris International | New | 0.06% | +0.06 |
| APP AppLovin Corp. Class A | New | 0.06% | +0.06 |
| GSAT Globalstar Inc. | New | 0.06% | +0.06 |
| AMAT Applied Materials Inc. | New | 0.05% | +0.05 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | New | 0.04% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.04% | +0.04 |
| LIN Linde PLC | New | 0.03% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +16825.0% | 0.03% | +0.03 |
| PDYN Palladyne AI Corp. | New | 0.03% | +0.03 |
| SONY Sony Group Corp. - SP ADR | New | 0.03% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| RBLX Roblox Corp. Class A | Add +69300.0% | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | New | 0.03% | +0.03 |
| EA Electronic Arts Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +196.6% | 0.04% | +0.02 |
| CGUS Cap Group Core Equity | New | 0.02% | +0.02 |
| IQDF NT Intl Qual Div ETF | Add +216.9% | 0.03% | +0.02 |
| CI The Cigna Group | New | 0.02% | +0.02 |
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 |