Crewe Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Crewe Advisors LLC reported 1,095 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.2% of the portfolio, followed by Pacs (PACS, 7.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.1%). Compared with Q3 2025, it opened 169 new positions, sold out of 40, added to 330 and reduced 135. The biggest buy was Pacs (PACS, shares +93%) and the biggest sale Pgim Ultra Short Bond ETF (PULS, shares −19%).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0001730033
Portfolio Value
$1.1B (Q4 2025)
SEC Filing
0001730033-26-000001 ↗ filed Jan 16, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $858.1M Q1 2024 Q2 2024: $892.4M Q2 2024 Q3 2024: $862.2M Q3 2024 Q4 2024: $725.2M Q4 2024 Q1 2025: $711.6M Q1 2025 Q2 2025: $706.8M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.1B $1.1B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 1,095 stocks · $1.1B
IVV iShares Core S&P 500 ETF 12.16% 200,342 $137.2M Add +1.8%
PACS Pacs Group Inc. 7.30% 2,147,815 $82.5M Add +93.1%
SPY SS SPDR S&P 500 ETF Trust-US 6.09% 100,755 $68.7M Reduce -1.0%
IJH iShares Core S&P Midcap ETF 5.44% 930,710 $61.4M Add +3.2%
IEFA iShares Core MSCI Eafe ETF 4.37% 551,109 $49.3M Add +4.4%
BND Vanguard Total Bond Market 3.97% 604,549 $44.8M Add +4.9%
BRK.A Berkshire Hathaway Inc. Class A 3.74% 56 $42.3M No change
ESGV Vanguard ESG US Stock ETF 3.45% 322,408 $39.0M Reduce -0.0%
PULS Pgim Ultra Short Bond ETF 3.34% 760,896 $37.7M Reduce -19.0%
DBEF Xtrackers MSCI Eafe Hedged E 3.22% 754,413 $36.3M Add +2.3%
MDY State Street SPDR S&P Midcap 2.68% 50,125 $30.2M Add +0.0%
MSFT Microsoft Corp. 2.55% 59,553 $28.8M Reduce -1.1%
AAPL Apple Inc. 2.47% 102,757 $27.9M Reduce -3.0%
MUB iShares National Muni Bond E 2.05% 215,722 $23.1M Add +3.1%
VB Vanguard Most SM-Cap ETF-Usd 1.95% 85,513 $22.1M No change
IJR iShares Core S&P Small-Cap E 1.57% 147,896 $17.8M Add +4.2%
TSLA Tesla Inc. 1.57% 39,308 $17.7M Reduce -6.1%
IWM iShares Russell 2000 ETF 1.56% 71,464 $17.6M Reduce -1.4%
CVX Chevron Corp. 1.54% 114,341 $17.4M Reduce -4.4%
GOOG Alphabet Inc. Class C 1.48% 53,165 $16.7M Reduce -1.4%
VGT Vanguard Info Tech ETF 1.37% 20,552 $15.5M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 1.13% 25,385 $12.8M Reduce -1.3%
QQQ Invesco QQQ Trust Series 1 1.06% 19,394 $11.9M Reduce -3.3%
HELO JPMorgan Hedged Equity ETF 0.89% 151,244 $10.0M Add +9.6%
VSGX Vanguard ESG Intl Stock ETF 0.89% 140,223 $10.0M Reduce -5.0%
GOOGL Alphabet Inc. Class A 0.78% 28,015 $8.8M Reduce -3.6%
AMD Advanced Micro Devices 0.74% 39,103 $8.4M Reduce -0.2%
EFA iShares MSCI Eafe ETF 0.72% 85,022 $8.2M Reduce -0.0%
VCIT Vanguard Int-Term Corporate 0.69% 92,980 $7.8M Add +1.7%
VOO Vanguard S&P 500 ETF 0.64% 11,582 $7.3M Reduce -5.3%
NVDA Nvidia Corp. 0.58% 35,302 $6.6M Add +0.5%
V Visa Inc. Class A 0.53% 17,143 $6.0M Add +0.5%
AMZN Amazon.com Inc. 0.53% 25,897 $6.0M Reduce -4.7%
VNQ Vanguard Real Estate ETF 0.47% 60,147 $5.3M Add +7.5%
VWO Vanguard Ftse Emerging Marke 0.45% 95,472 $5.1M Add +5.1%
VTI VG Morningstar TS MKT ETF-US 0.43% 14,415 $4.8M Reduce -0.0%
IEMG iShares Core MSCI Emerging 0.41% 68,052 $4.6M Add +4.4%
JPM JPMorgan Chase & Co. 0.36% 12,603 $4.1M Add +0.7%
EQT Eqt Corp. 0.36% 75,122 $4.0M Add +0.0%
NFLX Netflix Inc. 0.36% 42,899 $4.0M Add +0.4%
META Meta Platforms Inc. Class A 0.34% 5,888 $3.9M Add +0.4%
JPST JPMorgan Ultra-Short Income 0.31% 68,160 $3.4M Reduce -25.2%
IWF iShares Russell 1000 Growth 0.29% 6,823 $3.2M Reduce -2.4%
SCZ iShares MSCI Eafe Small-Cap 0.25% 37,072 $2.9M Add +11.4%
XOM Exxon Mobil Corp. 0.25% 23,110 $2.8M Reduce -4.8%
RGLD Royal Gold Inc. 0.25% 12,484 $2.8M New
SCHD Schwab US DVD Equity ETF 0.24% 97,242 $2.7M Add +2.2%
MCO Moody's Corp. 0.23% 5,108 $2.6M Reduce -5.8%
SUB iShares Short-Term National 0.22% 23,393 $2.5M Reduce -1.0%
ANET Arista Networks Inc. 0.21% 18,336 $2.4M Add +0.1%
VIG Vanguard Dividend Apprec ETF 0.20% 10,246 $2.3M Reduce -1.1%
AVGO Broadcom Inc. 0.20% 6,429 $2.2M Reduce -25.7%
JEPI JPMorgan Equity Premium Inco 0.19% 38,406 $2.2M Add +32.9%
AXP American Express Co. 0.18% 5,632 $2.1M Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.18% 13,397 $2.1M Reduce -11.1%
GLD SPDR Gold Shares 0.18% 5,121 $2.0M No change
PFF iShares Preferred & Income S 0.18% 64,870 $2.0M Reduce -7.5%
XLK SS Technology Select Sector 0.18% 13,797 $2.0M Reduce -4.2%
EEM iShares MSCI Emerging Market 0.17% 35,883 $2.0M Add +0.1%
MA Mastercard Inc. Class A 0.17% 3,394 $1.9M Reduce -12.5%
VEA Vanguard Ftse Developed ETF 0.17% 30,847 $1.9M Add +2.7%
DGRO iShares Core Dividend Growth 0.17% 27,368 $1.9M Add +0.9%
MMAX iShares Larg CM Buff Mar ETF 0.14% 61,748 $1.6M No change
COST Costco Wholesale Corp. 0.14% 1,784 $1.5M Add +0.5%
RWAY Runway Growth Finance Corp. 0.14% 172,002 $1.5M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.12% 4,838 $1.4M Reduce -11.0%
SHOP Shopify Inc. Class A 0.12% 8,651 $1.4M Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 4,666 $1.4M Reduce -9.2%
IVW iShares S&P 500 Growth ETF 0.12% 10,909 $1.3M Add +106.7%
IDA Idacorp Inc. 0.12% 10,374 $1.3M No change
HD Home Depot Inc. 0.12% 3,791 $1.3M Add +0.5%
ORCL Oracle Corp. 0.11% 6,422 $1.3M Add +4.6%
SCHX Schwab US Large-Cap ETF 0.11% 45,411 $1.2M Reduce -8.0%
APH Amphenol Corp. Class A 0.10% 8,482 $1.1M Add +0.4%
PG The Procter & Gamble Co. 0.10% 7,985 $1.1M Reduce -7.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 19,657 $1.1M Add +0.8%
EXE Expand Energy Corp. 0.09% 9,433 $1.0M No change
SHEL Shell PLC-ADR 0.09% 14,146 $1.0M Reduce -4.7%
SMAX iShares L Cap MB Sep ETF 0.09% 38,118 $1.0M Add +10.8%
MAXJ iShares LG Cap Max Buff Jun 0.09% 36,295 $1.0M No change
RTX RTX Corp. 0.09% 5,568 $1.0M Reduce -0.7%
BX Blackstone Inc. 0.09% 6,624 $1.0M Add +0.4%
MRK Merck & Co. Inc. 0.09% 9,684 $1.0M Add +0.6%
DMAX iShares LG Cap Max Buff Dec 0.09% 37,807 $1.0M No change
GSAT Globalstar Inc. 0.09% 16,256 $992K No change
AN Autonation Inc. 0.09% 4,761 $983K No change
WMT Walmart Inc. 0.09% 8,725 $972K Add +0.1%
CAT Caterpillar Inc. 0.08% 1,610 $922K Add +0.9%
LLY Eli Lilly & Co. 0.08% 848 $911K Reduce -17.0%
VXF Vanguard Extended Market ETF 0.08% 4,207 $880K No change
GE General Electric filed as GE AEROSPACE 0.08% 2,782 $857K Add +0.7%
BKNG Booking Holdings Inc. 0.07% 153 $822K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 1,648 $804K Add +2.1%
SCHB Schwab US Broad Market ETF 0.07% 29,967 $786K Reduce -13.8%
EMB iShares JP Morgan Usd Emergi 0.07% 7,959 $766K Reduce -0.5%
MLM Martin Marietta Materials 0.07% 1,226 $763K Reduce -9.9%
SHW The Sherwin-Williams Co. 0.07% 2,285 $740K Reduce -0.3%
AMP Ameriprise Financial Inc. 0.06% 1,409 $691K No change
BA The Boeing Co. 0.06% 3,177 $690K Add +0.9%
IWB iShares Russell 1000 ETF 0.06% 1,833 $685K No change

Show all 1,095 holdings

Other holdings (4): bonds, preferreds, convertibles and warrants · $1K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 47$906No change
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 150$135No change
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 150$79New
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 150$60New

Total filed on the 13F, all lines: $1.1B.

Portfolio Sells Q3 2025 → Q4 2025
PULS Pgim Ultra Short Bond ETF Reduce -19.0% 3.34% −1.13
MSFT Microsoft Corp. Reduce -1.1% 2.55% −0.42
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 6.09% −0.39
SAND Sandstorm Gold Ltd. Sold out 0.00% −0.24
CVX Chevron Corp. Reduce -4.4% 1.54% −0.23
TSLA Tesla Inc. Reduce -6.1% 1.57% −0.21
ESGV Vanguard ESG US Stock ETF Reduce -0.0% 3.45% −0.19
JPST JPMorgan Ultra-Short Income Reduce -25.2% 0.31% −0.14
IWM iShares Russell 2000 ETF Reduce -1.4% 1.56% −0.12
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 1.13% −0.10
AAPL Apple Inc. Reduce -3.0% 2.47% −0.10
QQQ Invesco QQQ Trust Series 1 Reduce -3.3% 1.06% −0.09
VSGX Vanguard ESG Intl Stock ETF Reduce -5.0% 0.89% −0.09
AVGO Broadcom Inc. Reduce -25.7% 0.20% −0.08
VOO Vanguard S&P 500 ETF Reduce -5.3% 0.64% −0.07
AMZN Amazon.com Inc. Reduce -4.7% 0.53% −0.04
MA Mastercard Inc. Class A Reduce -12.5% 0.17% −0.04
ADBE Adobe Inc. Reduce -48.1% 0.03% −0.04
EFA iShares MSCI Eafe ETF Reduce -0.0% 0.72% −0.03
PFF iShares Preferred & Income S Reduce -7.5% 0.18% −0.03
PDYN Palladyne AI Corp. Sold out 0.00% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -11.0% 0.12% −0.03
IWF iShares Russell 1000 Growth Reduce -2.4% 0.29% −0.03
TJX TJX Companies Inc. Reduce -11.1% 0.18% −0.03
PG The Procter & Gamble Co. Reduce -7.5% 0.10% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -0.0% 0.43% −0.02
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -90.5% 0.00% −0.02
VKTX Viking Therapeutics Inc. Sold out 0.00% −0.02
SUB iShares Short-Term National Reduce -1.0% 0.22% −0.02
XLK SS Technology Select Sector Reduce -4.2% 0.18% −0.02
FISV Fiserv Inc. Reduce -49.1% 0.01% −0.02
IBM Intl Business Machines Corp. Reduce -9.2% 0.12% −0.02
SCHX Schwab US Large-Cap ETF Reduce -8.0% 0.11% −0.02
SCHB Schwab US Broad Market ETF Reduce -13.8% 0.07% −0.02
MCO Moody's Corp. Reduce -5.8% 0.23% −0.02
XOM Exxon Mobil Corp. Reduce -4.8% 0.25% −0.01
MLM Martin Marietta Materials Reduce -9.9% 0.07% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -1.1% 0.20% −0.01
MCD McDonald's Corp. Reduce -14.2% 0.05% −0.01
SCHK Schwab 1000 Index ETF Reduce -14.6% 0.05% −0.01
UNP Union Pacific Corp. Reduce -51.9% 0.01% −0.01
SHW The Sherwin-Williams Co. Reduce -0.3% 0.07% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -16.9% 0.04% −0.01
GD General Dynamics Corp. Reduce -96.5% 0.00% −0.01
MGM MGM Resorts International Reduce -96.8% 0.00% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -12.8% 0.05% −0.01
GSBD Goldman Sachs BDC Inc. Sold out 0.00% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -90.6% 0.00% −0.01
SYY Sysco Corp. Reduce -80.7% 0.00% −0.01
SHEL Shell PLC-ADR Reduce -4.7% 0.09% −0.01

Portfolio Buys Q3 2025 → Q4 2025
PACS Pacs Group Inc. Add +93.1% 7.30% +5.85
RGLD Royal Gold Inc. New 0.25% +0.25
IVW iShares S&P 500 Growth ETF Add +106.7% 0.12% +0.06
JEPI JPMorgan Equity Premium Inco Add +32.9% 0.19% +0.04
HELO JPMorgan Hedged Equity ETF Add +9.6% 0.89% +0.03
RSP Invesco S&P 500 Equal Weight Add +124.7% 0.06% +0.03
IBIT iShares Bitcoin Trust ETF Add +612.5% 0.04% +0.03
CGUS Cap Group Core Equity Add +119.8% 0.04% +0.02
IVE iShares S&P 500 Value ETF Add +99.4% 0.05% +0.02
MRK Merck & Co. Inc. Add +0.6% 0.09% +0.01
MU Micron Technology Inc. Add +4.9% 0.03% +0.01
SCZ iShares MSCI Eafe Small-Cap Add +11.4% 0.25% +0.01
JEPQ JPM Nasdaq Equity Premium Add +31.8% 0.05% +0.01
AMAT Applied Materials Inc. Add +1.1% 0.06% +0.01
CAT Caterpillar Inc. Add +0.9% 0.08% +0.01
IOO iShares Global 100 ETF New 0.01% +0.01
BLOK Amplify Blockchain Tech ETF New 0.01% +0.01
SPGI S&P Global Inc. Add +35.1% 0.02% +0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +33.4% 0.03% +0.01
SCHO Schwab Short-Term US Treas New 0.00% +0.00
BMY Bristol-Myers Squibb Co. Add +1.3% 0.04% +0.00
BOF Branchout Food Inc. New 0.00% +0.00
CMI Cummins Inc. Add +1.6% 0.03% +0.00
SPYM Ste STR SPDR PT S&P 500 ETF Add +39.6% 0.01% +0.00
SMAX iShares L Cap MB Sep ETF Add +10.8% 0.09% +0.00
LSF Laird Superfood Inc. New 0.00% +0.00
AMGN Amgen Inc. Add +0.8% 0.04% +0.00
SPYG SS SPDR P S&P 500 Growth ETF Add +38.5% 0.01% +0.00
VGIT Vanguard Intermediate-Term T New 0.00% +0.00
C Citigroup Inc. Add +2.1% 0.03% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +162.4% 0.00% +0.00
FDX FedEx Corp. Add +0.4% 0.02% +0.00
ASTS Ast Spacemobile Inc. New 0.00% +0.00
ISRG Intuitive Surgical Inc. Add +5.0% 0.01% +0.00
DLPN Dolphin Entertainment Inc. New 0.00% +0.00
SPSM SS SPDR P S&P 600 Small Cap New 0.00% +0.00
IAU iShares Gold Trust Add +34.1% 0.01% +0.00
SLV iShares Silver Trust Add +38.8% 0.00% +0.00
NEWT Newtekone Inc. New 0.00% +0.00
RIO Rio Tinto PLC-Spon ADR New 0.00% +0.00
APH Amphenol Corp. Class A Add +0.4% 0.10% +0.00
MS Morgan Stanley Add +1.4% 0.04% +0.00
CRM Salesforce Inc. Add +2.4% 0.03% +0.00
WFC Wells Fargo & Co. Add +2.9% 0.03% +0.00
AZN Astrazeneca PLC-Spons ADR Add +0.7% 0.02% +0.00
GM General Motors Co. Add +1.0% 0.01% +0.00
SPYV SS SPDR P S&P 500 Value ETF Add +41.1% 0.01% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.00% +0.00
GS Goldman Sachs Group Inc. Add +2.0% 0.04% +0.00
VRTX Vertex Pharmaceuticals Inc. Add +0.6% 0.02% +0.00

Notes & Other Activity Q3 2025 → Q4 2025
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 New 150 $79
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 New 150 $60

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,130$1.4BIVV, PACS, IJH, SPY, IEFA
Q1 2026 1,033$1.2BIVV, PACS, IJH, SPY, IEFA
Q4 2025 1,095$1.1BIVV, PACS, SPY, IJH, IEFA
Q3 2025 963$1.0BIVV, SPY, IJH, PULS, IEFA
Q2 2025 746$706.8MSPY, IJH, IEFA, BND, BRK.A
Q1 2025 715$711.6MIVV, SPY, IJH, BRK.A, IEFA
Q4 2024 645$725.2MIVV, SPY, IJH, BRK.A, IEFA
Q3 2024 712$862.2MENSG, IVV, SPY, IJH, BRK.A
Q2 2024 935$892.4MENSG, IVV, SPY, IJH, BRK.A
Q1 2024 926$858.1MENSG, IVV, SPY, IJH, BRK.A