Filed: 7/30/2025ACC: 0001730033-25-000004
📋 What this filing means
CREWE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 747 equity positions with a total reported market value of $706.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
747
Positions
$706.85M
Total AUM (reported)
9.05M
Total Shares
Allocation by class
COM$102.95M14.6%
TR UNIT$59.40M8.4%
CORE S&P MCP ETF$54.45M7.7%
CL A$43.20M6.1%
CORE MSCI EAFE$42.61M6.0%
TOTAL BND MRKT$39.55M5.6%
ESG US STK ETF$35.41M5.0%
Portfolio Concentration
Top 3$156.46M22.1%
4–10$223.76M31.7%
11–25$178.49M25.3%
Rest$148.14M21.0%
Top 3 weight
22.1%
Top 10 weight
53.8%
Voting Authority Distribution
Total shares with voting rights: 9.05M
Sole
Full voting authority
7.72M
shares
% of voting shares85.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.33M
shares
% of voting shares14.7%
Investment Discretion (by position count)
Sole747
Shared0
Other0
Dominant voting typeSole · 85.3% of voting shares
Institutional Holdings747
Rows:
SPDR S&P 500 ETF TR
SOLEShares96.14K
TypeSH
Market value$59.40M
8.40%
Sole
93.62K
Shared
0.00
None
2.52K
ISHARES TR
SOLEShares877.93K
TypeSH
Market value$54.45M
7.70%
Sole
774.03K
Shared
0.00
None
103.90K
ISHARES TR
SOLEShares510.40K
TypeSH
Market value$42.61M
6.03%
Sole
452.85K
Shared
0.00
None
57.55K
VANGUARD BD INDEX FDS
SOLEShares537.19K
TypeSH
Market value$39.55M
5.60%
Sole
502.49K
Shared
0.00
None
34.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares52.00
TypeSH
Market value$37.90M
5.36%
Sole
52.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares322.98K
TypeSH
Market value$35.41M
5.01%
Sole
322.98K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares727.84K
TypeSH
Market value$31.84M
4.50%
Sole
674.32K
Shared
0.00
None
53.52K
PGIM ETF TR
SOLEShares575.99K
TypeSH
Market value$28.66M
4.05%
Sole
516.57K
Shared
0.00
None
59.42K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares50.44K
TypeSH
Market value$28.57M
4.04%
Sole
50.26K
Shared
0.00
None
177.00
APPLE INC
SOLEShares106.36K
TypeSH
Market value$21.82M
3.09%
Sole
100.18K
Shared
0.00
None
6.18K
ISHARES TR
SOLEShares208.79K
TypeSH
Market value$21.81M
3.09%
Sole
184.62K
Shared
0.00
None
24.17K
VANGUARD INDEX FDS
SOLEShares85.51K
TypeSH
Market value$20.26M
2.87%
Sole
85.38K
Shared
0.00
None
131.00
ISHARES TR
SOLEShares73.13K
TypeSH
Market value$15.78M
2.23%
Sole
71.22K
Shared
0.00
None
1.91K
ISHARES TR
SOLEShares136.70K
TypeSH
Market value$14.94M
2.11%
Sole
110.44K
Shared
0.00
None
26.26K
PACS GROUP INC
SOLEShares1.11M
TypeSH
Market value$14.37M
2.03%
Sole
1.03M
Shared
0.00
None
85.05K
TESLA INC
SOLEShares44.28K
TypeSH
Market value$14.07M
1.99%
Sole
44.25K
Shared
0.00
None
30.00
VANGUARD WORLD FD
SOLEShares20.38K
TypeSH
Market value$13.52M
1.91%
Sole
20.38K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares19.69K
TypeSH
Market value$10.86M
1.54%
Sole
19.23K
Shared
0.00
None
459.00
VANGUARD WORLD FD
SOLEShares148.43K
TypeSH
Market value$9.72M
1.38%
Sole
148.43K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares132.74K
TypeSH
Market value$8.31M
1.18%
Sole
102.58K
Shared
0.00
None
30.16K
VANGUARD INDEX FDS
SOLEShares14.21K
TypeSH
Market value$8.07M
1.14%
Sole
12.74K
Shared
0.00
None
1.47K
VANGUARD SCOTTSDALE FDS
SOLEShares87.39K
TypeSH
Market value$7.25M
1.03%
Sole
70.30K
Shared
0.00
None
17.09K
ISHARES TR
SOLEShares79.08K
TypeSH
Market value$7.07M
1.00%
Sole
69.85K
Shared
0.00
None
9.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.50K
TypeSH
Market value$6.56M
0.93%
Sole
11.23K
Shared
0.00
None
2.27K
AMAZON COM INC
SOLEShares26.93K
TypeSH
Market value$5.91M
0.84%
Sole
24.14K
Shared
0.00
None
2.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 96.14K | SH | $59.40M 8.40% | 93.62K | 0.00 | 2.52K |
ISHARES TRSOLE | CORE S&P MCP ETF | 877.93K | SH | $54.45M 7.70% | 774.03K | 0.00 | 103.90K |
ISHARES TRSOLE | CORE MSCI EAFE | 510.40K | SH | $42.61M 6.03% | 452.85K | 0.00 | 57.55K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 537.19K | SH | $39.55M 5.60% | 502.49K | 0.00 | 34.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 52.00 | SH | $37.90M 5.36% | 52.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 322.98K | SH | $35.41M 5.01% | 322.98K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 727.84K | SH | $31.84M 4.50% | 674.32K | 0.00 | 53.52K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 575.99K | SH | $28.66M 4.05% | 516.57K | 0.00 | 59.42K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 50.44K | SH | $28.57M 4.04% | 50.26K | 0.00 | 177.00 |
APPLE INCSOLE | COM | 106.36K | SH | $21.82M 3.09% | 100.18K | 0.00 | 6.18K |
ISHARES TRSOLE | NATIONAL MUN ETF | 208.79K | SH | $21.81M 3.09% | 184.62K | 0.00 | 24.17K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.51K | SH | $20.26M 2.87% | 85.38K | 0.00 | 131.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 73.13K | SH | $15.78M 2.23% | 71.22K | 0.00 | 1.91K |
ISHARES TRSOLE | CORE S&P SCP ETF | 136.70K | SH | $14.94M 2.11% | 110.44K | 0.00 | 26.26K |
PACS GROUP INCSOLE | COM SHS | 1.11M | SH | $14.37M 2.03% | 1.03M | 0.00 | 85.05K |
TESLA INCSOLE | COM | 44.28K | SH | $14.07M 1.99% | 44.25K | 0.00 | 30.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 20.38K | SH | $13.52M 1.91% | 20.38K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.69K | SH | $10.86M 1.54% | 19.23K | 0.00 | 459.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 148.43K | SH | $9.72M 1.38% | 148.43K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 132.74K | SH | $8.31M 1.18% | 102.58K | 0.00 | 30.16K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.21K | SH | $8.07M 1.14% | 12.74K | 0.00 | 1.47K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 87.39K | SH | $7.25M 1.03% | 70.30K | 0.00 | 17.09K |
ISHARES TRSOLE | MSCI EAFE ETF | 79.08K | SH | $7.07M 1.00% | 69.85K | 0.00 | 9.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.50K | SH | $6.56M 0.93% | 11.23K | 0.00 | 2.27K |
AMAZON COM INCSOLE | COM | 26.93K | SH | $5.91M 0.84% | 24.14K | 0.00 | 2.78K |
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