Filed: 11/13/2025ACC: 0001730033-25-000006
📋 What this filing means
CREWE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 964 equity positions with a total reported market value of $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
964
Positions
$1.05B
Total AUM (reported)
10.65M
Total Shares
Allocation by class
COM$193.45M18.5%
CORE S&P500 ETF$131.75M12.6%
TR UNIT$67.83M6.5%
CORE S&P MCP ETF$58.84M5.6%
CL A$52.90M5.0%
PGIM ULTRA SH BD$46.81M4.5%
CORE MSCI EAFE$46.08M4.4%
Portfolio Concentration
Top 3$258.41M24.7%
4–10$281.62M26.9%
11–25$260.28M24.8%
Rest$247.53M23.6%
Top 3 weight
24.7%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 10.65M
Sole
Full voting authority
10.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole964
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings964
Rows:
ISHARES TR
SOLEShares196.85K
TypeSH
Market value$131.75M
12.57%
Sole
196.85K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares101.81K
TypeSH
Market value$67.83M
6.47%
Sole
101.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares901.55K
TypeSH
Market value$58.84M
5.61%
Sole
901.55K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares939.48K
TypeSH
Market value$46.81M
4.47%
Sole
939.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares527.74K
TypeSH
Market value$46.08M
4.40%
Sole
527.74K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares576.53K
TypeSH
Market value$42.88M
4.09%
Sole
576.53K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.00
TypeSH
Market value$42.24M
4.03%
Sole
56.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares322.43K
TypeSH
Market value$38.19M
3.64%
Sole
322.43K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares737.70K
TypeSH
Market value$34.24M
3.27%
Sole
737.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares60.20K
TypeSH
Market value$31.18M
2.98%
Sole
60.20K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares50.12K
TypeSH
Market value$29.87M
2.85%
Sole
50.12K
Shared
0.00
None
0.00
APPLE INC
SOLEShares105.99K
TypeSH
Market value$26.99M
2.58%
Sole
105.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares209.28K
TypeSH
Market value$22.29M
2.13%
Sole
209.28K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares85.51K
TypeSH
Market value$21.74M
2.08%
Sole
85.51K
Shared
0.00
None
0.00
TESLA INC
SOLEShares41.86K
TypeSH
Market value$18.62M
1.78%
Sole
41.86K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares119.62K
TypeSH
Market value$18.58M
1.77%
Sole
119.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.49K
TypeSH
Market value$17.54M
1.67%
Sole
72.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares141.94K
TypeSH
Market value$16.87M
1.61%
Sole
141.94K
Shared
0.00
None
0.00
PACS GROUP INC
SOLEShares1.11M
TypeSH
Market value$15.27M
1.46%
Sole
1.11M
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares20.38K
TypeSH
Market value$15.22M
1.45%
Sole
20.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares53.93K
TypeSH
Market value$13.14M
1.25%
Sole
53.93K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.71K
TypeSH
Market value$12.92M
1.23%
Sole
25.71K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares20.05K
TypeSH
Market value$12.04M
1.15%
Sole
20.05K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares147.53K
TypeSH
Market value$10.23M
0.98%
Sole
147.53K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares138.05K
TypeSH
Market value$8.97M
0.86%
Sole
138.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 196.85K | SH | $131.75M 12.57% | 196.85K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 101.81K | SH | $67.83M 6.47% | 101.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 901.55K | SH | $58.84M 5.61% | 901.55K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 939.48K | SH | $46.81M 4.47% | 939.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 527.74K | SH | $46.08M 4.40% | 527.74K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 576.53K | SH | $42.88M 4.09% | 576.53K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 56.00 | SH | $42.24M 4.03% | 56.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 322.43K | SH | $38.19M 3.64% | 322.43K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 737.70K | SH | $34.24M 3.27% | 737.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 60.20K | SH | $31.18M 2.98% | 60.20K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 50.12K | SH | $29.87M 2.85% | 50.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 105.99K | SH | $26.99M 2.58% | 105.99K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 209.28K | SH | $22.29M 2.13% | 209.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.51K | SH | $21.74M 2.08% | 85.51K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 41.86K | SH | $18.62M 1.78% | 41.86K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 119.62K | SH | $18.58M 1.77% | 119.62K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 72.49K | SH | $17.54M 1.67% | 72.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 141.94K | SH | $16.87M 1.61% | 141.94K | 0.00 | 0.00 |
PACS GROUP INCSOLE | COM SHS | 1.11M | SH | $15.27M 1.46% | 1.11M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 20.38K | SH | $15.22M 1.45% | 20.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 53.93K | SH | $13.14M 1.25% | 53.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.71K | SH | $12.92M 1.23% | 25.71K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 20.05K | SH | $12.04M 1.15% | 20.05K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 147.53K | SH | $10.23M 0.98% | 147.53K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 138.05K | SH | $8.97M 0.86% | 138.05K | 0.00 | 0.00 |
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