CREWE ADVISORS LLC

Filed: 4/23/2025ACC: 0001730033-25-000002

📋 What this filing means

CREWE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 716 equity positions with a total reported market value of $711.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

716

Positions

$711.56M

Total AUM (reported)

8.23M

Total Shares

Allocation by class

CORE S&P500 ETF$104.10M14.6%

COM$92.77M13.0%

TR UNIT$53.33M7.5%

CORE S&P MCP ETF$49.62M7.0%

CL A$44.03M6.2%

CORE MSCI EAFE$38.78M5.4%

ESG US STK ETF$31.53M4.4%

Portfolio Concentration

Top 3$207.05M29.1%

4–10$225.53M31.7%

11–25$158.61M22.3%

Rest$120.37M16.9%

Top 3 weight

29.1%

Top 10 weight

60.8%

Voting Authority Distribution

Total shares with voting rights: 8.23M

Sole

Full voting authority

7.51M

% of voting shares91.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

721.08K

% of voting shares8.8%

Investment Discretion (by position count)

Sole716

Shared0

Other0

Dominant voting typeSole · 91.2% of voting shares

Institutional Holdings716

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares185.27K

TypeSH

Market value$104.10M

14.63%

Sole

171.57K

Shared

0.00

None

13.70K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares95.33K

TypeSH

Market value$53.33M

7.49%

Sole

95.06K

Shared

0.00

None

280.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares850.32K

TypeSH

Market value$49.62M

6.97%

Sole

781.36K

Shared

0.00

None

68.96K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares54.00

TypeSH

Market value$43.12M

6.06%

Sole

54.00

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares512.58K

TypeSH

Market value$38.78M

5.45%

Sole

450.06K

Shared

0.00

None

62.51K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares321.91K

TypeSH

Market value$31.53M

4.43%

Sole

321.91K

Shared

0.00

None

0.00

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares727.92K

TypeSH

Market value$31.52M

4.43%

Sole

684.05K

Shared

0.00

None

43.86K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares569.67K

TypeSH

Market value$28.33M

3.98%

Sole

531.95K

Shared

0.00

None

37.72K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares50.95K

TypeSH

Market value$27.18M

3.82%

Sole

50.26K

Shared

0.00

None

698.00

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares237.82K

TypeSH

Market value$25.08M

3.52%

Sole

213.85K

Shared

0.00

None

23.97K

NVIDIA CORPORATION

SOLE

COM

Shares199.50K

TypeSH

Market value$21.62M

3.04%

Sole

196.46K

Shared

0.00

None

3.04K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares85.79K

TypeSH

Market value$19.02M

2.67%

Sole

85.70K

Shared

0.00

None

88.00

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares79.52K

TypeSH

Market value$15.86M

2.23%

Sole

78.29K

Shared

0.00

None

1.23K

PACS GROUP INC

SOLE

COM SHS

Shares1.11M

TypeSH

Market value$12.50M

1.76%

Sole

1.03M

Shared

0.00

None

85.05K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares114.40K

TypeSH

Market value$11.96M

1.68%

Sole

94.98K

Shared

0.00

None

19.42K

TESLA INC

SOLE

COM

Shares44.23K

TypeSH

Market value$11.46M

1.61%

Sole

44.22K

Shared

0.00

None

8.00

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares20.40K

TypeSH

Market value$11.07M

1.56%

Sole

20.40K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares18.97K

TypeSH

Market value$8.89M

1.25%

Sole

18.87K

Shared

0.00

None

102.00

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares149.27K

TypeSH

Market value$8.80M

1.24%

Sole

149.27K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares15.26K

TypeSH

Market value$7.84M

1.10%

Sole

15.07K

Shared

0.00

None

193.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares140.53K

TypeSH

Market value$7.12M

1.00%

Sole

130.63K

Shared

0.00

None

9.90K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares74.19K

TypeSH

Market value$6.06M

0.85%

Sole

70.48K

Shared

0.00

None

3.70K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares11.35K

TypeSH

Market value$6.04M

0.85%

Sole

11.34K

Shared

0.00

None

4.00

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares57.34K

TypeSH

Market value$5.19M

0.73%

Sole

57.32K

Shared

0.00

None

15.00

ISHARES TR

SOLE

PFD AND INCM SEC

Shares167.87K

TypeSH

Market value$5.16M

0.72%

Sole

162.18K

Shared

0.00

None

5.69K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	185.27K	SH	$104.10M 14.63%	171.57K	13.70K
SPDR S&P 500 ETF TRSOLE	TR UNIT	95.33K	SH	$53.33M 7.49%	95.06K	280.00
ISHARES TRSOLE	CORE S&P MCP ETF	850.32K	SH	$49.62M 6.97%	781.36K	68.96K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	54.00	SH	$43.12M 6.06%	54.00	0.00
ISHARES TRSOLE	CORE MSCI EAFE	512.58K	SH	$38.78M 5.45%	450.06K	62.51K
VANGUARD WORLD FDSOLE	ESG US STK ETF	321.91K	SH	$31.53M 4.43%	321.91K	0.00
DBX ETF TRSOLE	XTRACK MSCI EAFE	727.92K	SH	$31.52M 4.43%	684.05K	43.86K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	569.67K	SH	$28.33M 3.98%	531.95K	37.72K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	50.95K	SH	$27.18M 3.82%	50.26K	698.00
ISHARES TRSOLE	NATIONAL MUN ETF	237.82K	SH	$25.08M 3.52%	213.85K	23.97K
NVIDIA CORPORATIONSOLE	COM	199.50K	SH	$21.62M 3.04%	196.46K	3.04K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	85.79K	SH	$19.02M 2.67%	85.70K	88.00
ISHARES TRSOLE	RUSSELL 2000 ETF	79.52K	SH	$15.86M 2.23%	78.29K	1.23K
PACS GROUP INCSOLE	COM SHS	1.11M	SH	$12.50M 1.76%	1.03M	85.05K
ISHARES TRSOLE	CORE S&P SCP ETF	114.40K	SH	$11.96M 1.68%	94.98K	19.42K
TESLA INCSOLE	COM	44.23K	SH	$11.46M 1.61%	44.22K	8.00
VANGUARD WORLD FDSOLE	INF TECH ETF	20.40K	SH	$11.07M 1.56%	20.40K	0.00
INVESCO QQQ TRSOLE	UNIT SER 1	18.97K	SH	$8.89M 1.25%	18.87K	102.00
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	149.27K	SH	$8.80M 1.24%	149.27K	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	15.26K	SH	$7.84M 1.10%	15.07K	193.00
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	140.53K	SH	$7.12M 1.00%	130.63K	9.90K
ISHARES TRSOLE	MSCI EAFE ETF	74.19K	SH	$6.06M 0.85%	70.48K	3.70K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	11.35K	SH	$6.04M 0.85%	11.34K	4.00
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	57.34K	SH	$5.19M 0.73%	57.32K	15.00
ISHARES TRSOLE	PFD AND INCM SEC	167.87K	SH	$5.16M 0.72%	162.18K	5.69K

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