Filed: 1/16/2026ACC: 0001730033-26-000001
📋 What this filing means
CREWE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 1099 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1099
Positions
$1.13B
Total AUM (reported)
11.51M
Total Shares
Allocation by class
COM$191.41M17.0%
CORE S&P500 ETF$137.22M12.2%
COM SHS$85.00M7.5%
TR UNIT$68.71M6.1%
CORE S&P MCP ETF$61.43M5.4%
CL A$52.27M4.6%
CORE MSCI EAFE$49.30M4.4%
Portfolio Concentration
Top 3$288.38M25.5%
4–10$310.80M27.5%
11–25$279.55M24.8%
Rest$250.14M22.2%
Top 3 weight
25.5%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 11.51M
Sole
Full voting authority
11.51M
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)
Sole1099
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1099
Rows:
ISHARES TR
SOLEShares200.34K
TypeSH
Market value$137.22M
12.16%
Sole
200.34K
Shared
0.00
None
0.00
PACS GROUP INC
SOLEShares2.15M
TypeSH
Market value$82.45M
7.30%
Sole
2.15M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares100.75K
TypeSH
Market value$68.71M
6.09%
Sole
100.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares930.71K
TypeSH
Market value$61.43M
5.44%
Sole
930.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares551.11K
TypeSH
Market value$49.30M
4.37%
Sole
551.11K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares604.55K
TypeSH
Market value$44.78M
3.97%
Sole
604.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.00
TypeSH
Market value$42.27M
3.74%
Sole
56.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares322.41K
TypeSH
Market value$39.00M
3.45%
Sole
322.41K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares760.90K
TypeSH
Market value$37.73M
3.34%
Sole
760.90K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares754.41K
TypeSH
Market value$36.29M
3.22%
Sole
754.41K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares50.13K
TypeSH
Market value$30.24M
2.68%
Sole
50.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares59.55K
TypeSH
Market value$28.80M
2.55%
Sole
59.55K
Shared
0.00
None
0.00
APPLE INC
SOLEShares102.76K
TypeSH
Market value$27.94M
2.47%
Sole
102.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares215.72K
TypeSH
Market value$23.11M
2.05%
Sole
215.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares85.51K
TypeSH
Market value$22.06M
1.95%
Sole
85.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares147.90K
TypeSH
Market value$17.77M
1.57%
Sole
147.90K
Shared
0.00
None
0.00
TESLA INC
SOLEShares39.31K
TypeSH
Market value$17.68M
1.57%
Sole
39.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares71.46K
TypeSH
Market value$17.59M
1.56%
Sole
71.46K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares114.34K
TypeSH
Market value$17.43M
1.54%
Sole
114.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares53.16K
TypeSH
Market value$16.68M
1.48%
Sole
53.16K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares20.55K
TypeSH
Market value$15.49M
1.37%
Sole
20.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.39K
TypeSH
Market value$12.76M
1.13%
Sole
25.39K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares19.39K
TypeSH
Market value$11.91M
1.06%
Sole
19.39K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares151.24K
TypeSH
Market value$10.05M
0.89%
Sole
151.24K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares140.22K
TypeSH
Market value$10.04M
0.89%
Sole
140.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 200.34K | SH | $137.22M 12.16% | 200.34K | 0.00 | 0.00 |
PACS GROUP INCSOLE | COM SHS | 2.15M | SH | $82.45M 7.30% | 2.15M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 100.75K | SH | $68.71M 6.09% | 100.75K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 930.71K | SH | $61.43M 5.44% | 930.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 551.11K | SH | $49.30M 4.37% | 551.11K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 604.55K | SH | $44.78M 3.97% | 604.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 56.00 | SH | $42.27M 3.74% | 56.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 322.41K | SH | $39.00M 3.45% | 322.41K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 760.90K | SH | $37.73M 3.34% | 760.90K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 754.41K | SH | $36.29M 3.22% | 754.41K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 50.13K | SH | $30.24M 2.68% | 50.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 59.55K | SH | $28.80M 2.55% | 59.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 102.76K | SH | $27.94M 2.47% | 102.76K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 215.72K | SH | $23.11M 2.05% | 215.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.51K | SH | $22.06M 1.95% | 85.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 147.90K | SH | $17.77M 1.57% | 147.90K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 39.31K | SH | $17.68M 1.57% | 39.31K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 71.46K | SH | $17.59M 1.56% | 71.46K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 114.34K | SH | $17.43M 1.54% | 114.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 53.16K | SH | $16.68M 1.48% | 53.16K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 20.55K | SH | $15.49M 1.37% | 20.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.39K | SH | $12.76M 1.13% | 25.39K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.39K | SH | $11.91M 1.06% | 19.39K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 151.24K | SH | $10.05M 0.89% | 151.24K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 140.22K | SH | $10.04M 0.89% | 140.22K | 0.00 | 0.00 |
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