Institutional Manager · CIK 0001730033
Crewe Advisors LLC
SALT LAKE CITY, UT · File #028-18317
Latest AUM
$1.13B
Positions
1,099
Top-10 Concentration
60.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 20251,099 pos · $1.13B
- 13F COMBINATION REPORTQ/E Sep 2025964 pos · $1.05B
- 13F COMBINATION REPORTQ/E Jun 2025747 pos · $706.9M
- 13F COMBINATION REPORTQ/E Mar 2025716 pos · $711.6M
- 13F COMBINATION REPORTQ/E Dec 2024646 pos · $725.2M
- 13F COMBINATION REPORTQ/E Sep 2024713 pos · $862.2M
- 13F COMBINATION REPORTQ/E Jun 2024936 pos · $892.4M
- 13F COMBINATION REPORTQ/E Mar 2024928 pos · $858.1M
- 13F COMBINATION REPORTQ/E Dec 2023580 pos · $578.2M
- 13F COMBINATION REPORTQ/E Sep 2023868 pos · $712.4M
- 13F COMBINATION REPORTQ/E Jun 2023811 pos · $685.5M
- 13F COMBINATION REPORTQ/E Mar 20231,018 pos · $630.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 200,342 | $137.2M | 13.74% |
| 2 | PACS GROUP INC | PACS | 2,147,815 | $82.5M | 8.26% |
| 3 | SPDR S&P 500 ETF TR | SPY | 100,755 | $68.7M | 6.88% |
| 4 | ISHARES TR | 464287507 | 930,710 | $61.4M | 6.15% |
| 5 | ISHARES TR | 46432F842 | 551,109 | $49.3M | 4.94% |
| 6 | VANGUARD BD INDEX FDS | 921937835 | 604,549 | $44.8M | 4.48% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 56 | $42.3M | 4.23% |
| 8 | VANGUARD WORLD FD | 921910733 | 322,408 | $39.0M | 3.90% |
| 9 | PGIM ETF TR | 69344A107 | 760,896 | $37.7M | 3.78% |
| 10 | DBX ETF TR | 233051200 | 754,413 | $36.3M | 3.63% |
| 11 | SPDR S&P MIDCAP 400 ETF TR | MDY | 50,125 | $30.2M | 3.03% |
| 12 | MICROSOFT CORP | MSFT | 59,553 | $28.8M | 2.88% |
| 13 | APPLE INC | AAPL | 102,757 | $27.9M | 2.80% |
| 14 | ISHARES TR | 464288414 | 215,722 | $23.1M | 2.31% |
| 15 | VANGUARD INDEX FDS | 922908751 | 85,513 | $22.1M | 2.21% |
| 16 | ISHARES TR | 464287804 | 147,896 | $17.8M | 1.78% |
| 17 | TESLA INC | TSLA | 39,308 | $17.7M | 1.77% |
| 18 | ISHARES TR | 464287655 | 71,464 | $17.6M | 1.76% |
| 19 | CHEVRON CORP NEW | CVX | 114,341 | $17.4M | 1.74% |
| 20 | ALPHABET INC | GOOG | 53,165 | $16.7M | 1.67% |