Crewe Advisors LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.0B
Holdings
964
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (964 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 196,850 | $131.8M | 12.57% | |
| 2 | SPYSPDR S&P 500 ETF TR | 101,813 | $67.8M | 6.47% | |
| 3 | IJHISHARES TR | 901,549 | $58.8M | 5.61% | |
| 4 | PULSPGIM ETF TR | 939,484 | $46.8M | 4.47% | |
| 5 | AQLTISHARES TR | 527,740 | $46.1M | 4.40% | |
| 6 | BNDVANGUARD BD INDEX FDS | 576,530 | $42.9M | 4.09% | |
| 7 | BRK-BBERKSHIRE HATHAWAY INC DEL | 56 | $42.2M | 4.03% | |
| 8 | ESGVVANGUARD WORLD FD | 322,429 | $38.2M | 3.64% | |
| 9 | DBEFDBX ETF TR | 737,695 | $34.2M | 3.27% | |
| 10 | MSFTMICROSOFT CORP | 60,202 | $31.2M | 2.98% | |
| 11 | MDYSPDR S&P MIDCAP 400 ETF TR | 50,119 | $29.9M | 2.85% | |
| 12 | AAPLAPPLE INC | 105,986 | $27.0M | 2.58% | |
| 13 | MUBISHARES TR | 209,284 | $22.3M | 2.13% | |
| 14 | VBVANGUARD INDEX FDS | 85,513 | $21.7M | 2.08% | |
| 15 | TSLATESLA INC | 41,864 | $18.6M | 1.78% | |
| 16 | CVXCHEVRON CORP NEW | 119,618 | $18.6M | 1.77% | |
| 17 | IWMISHARES TR | 72,492 | $17.5M | 1.67% | |
| 18 | IJRISHARES TR | 141,940 | $16.9M | 1.61% | |
| 19 | PACSPACS GROUP INC | 1,112,068 | $15.3M | 1.46% | |
| 20 | VGTVANGUARD WORLD FD | 20,379 | $15.2M | 1.45% | |
| 21 | GOOGALPHABET INC | 53,933 | $13.1M | 1.25% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,708 | $12.9M | 1.23% | |
| 23 | NDQINVESCO QQQ TR | 20,048 | $12.0M | 1.15% | |
| 24 | VSGXVANGUARD WORLD FD | 147,533 | $10.2M | 0.98% | |
| 25 | HELOJ P MORGAN EXCHANGE TRADED F | 138,048 | $9.0M | 0.86% | |
| 26 | EFAISHARES TR | 85,035 | $7.9M | 0.76% | |
| 27 | VCITVANGUARD SCOTTSDALE FDS | 91,413 | $7.7M | 0.73% | |
| 28 | VOOVANGUARD INDEX FDS | 12,224 | $7.5M | 0.71% | |
| 29 | GOOGLALPHABET INC | 29,077 | $7.1M | 0.67% | |
| 30 | NVDANVIDIA CORPORATION | 35,144 | $6.6M | 0.63% | |
| 31 | AMDADVANCED MICRO DEVICES INC | 39,198 | $6.3M | 0.61% | |
| 32 | AMZNAMAZON COM INC | 27,184 | $6.0M | 0.57% | |
| 33 | VVISA INC | 17,054 | $5.8M | 0.56% | |
| 34 | NFLXNETFLIX INC | 4,273 | $5.1M | 0.49% | |
| 35 | VNQVANGUARD INDEX FDS | 55,951 | $5.1M | 0.49% | |
| 36 | VWOVANGUARD INTL EQUITY INDEX F | 90,865 | $4.9M | 0.47% | |
| 37 | VTIVANGUARD INDEX FDS | 14,418 | $4.7M | 0.45% | |
| 38 | JPSTJ P MORGAN EXCHANGE TRADED F | 91,098 | $4.6M | 0.44% | |
| 39 | METAMETA PLATFORMS INC | 5,862 | $4.3M | 0.41% | |
| 40 | IEMGISHARES INC | 65,189 | $4.3M | 0.41% | |
| 41 | EQTEQT CORP | 75,120 | $4.1M | 0.39% | |
| 42 | JPMJPMORGAN CHASE & CO. | 12,517 | $3.9M | 0.38% | |
| 43 | IWFISHARES TR | 6,988 | $3.3M | 0.31% | |
| 44 | AVGOBROADCOM INC | 8,653 | $2.9M | 0.27% | |
| 45 | XOMEXXON MOBIL CORP | 24,279 | $2.7M | 0.26% | |
| 46 | ANETARISTA NETWORKS INC | 18,318 | $2.7M | 0.25% | |
| 47 | SCHDSCHWAB STRATEGIC TR | 95,177 | $2.6M | 0.25% | |
| 48 | MCOMOODYS CORP | 5,420 | $2.6M | 0.25% | |
| 49 | SCZISHARES TR | 33,289 | $2.6M | 0.24% | |
| 50 | SUBISHARES TR | 23,627 | $2.5M | 0.24% | |
| 51 | AYS1SANDSTORM GOLD LTD | 199,746 | $2.5M | 0.24% | |
| 52 | VIGVANGUARD SPECIALIZED FUNDS | 10,356 | $2.2M | 0.21% | |
| 53 | PFFISHARES TR | 70,109 | $2.2M | 0.21% | |
| 54 | MAMASTERCARD INCORPORATED | 3,880 | $2.2M | 0.21% | |
| 55 | TJXTJX COS INC NEW | 15,073 | $2.2M | 0.21% | |
| 56 | XLKSELECT SECTOR SPDR TR | 7,202 | $2.0M | 0.19% | |
| 57 | EEMISHARES TR | 35,863 | $1.9M | 0.18% | |
| 58 | AXPAMERICAN EXPRESS CO | 5,634 | $1.9M | 0.18% | |
| 59 | DGROISHARES TR | 27,134 | $1.8M | 0.18% | |
| 60 | GQ9SPDR GOLD TR | 5,121 | $1.8M | 0.17% | |
| 61 | VEAVANGUARD TAX-MANAGED FDS | 30,036 | $1.8M | 0.17% | |
| 62 | RWAYRUNWAY GROWTH FINANCE CORP | 172,002 | $1.7M | 0.17% | |
| 63 | ORCLORACLE CORP | 6,138 | $1.7M | 0.16% | |
| 64 | JEPIJ P MORGAN EXCHANGE TRADED F | 28,892 | $1.6M | 0.16% | |
| 65 | COSTCOSTCO WHSL CORP NEW | 1,775 | $1.6M | 0.16% | |
| 66 | MMAXISHARES TR | 61,748 | $1.6M | 0.15% | |
| 67 | VOVANGUARD INDEX FDS | 5,437 | $1.6M | 0.15% | |
| 68 | HDHOME DEPOT INC | 3,773 | $1.5M | 0.15% | |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 5,139 | $1.4M | 0.14% | |
| 70 | IDAIDACORP INC | 10,374 | $1.4M | 0.13% | |
| 71 | PGPROCTER AND GAMBLE CO | 8,635 | $1.3M | 0.13% | |
| 72 | SCHXSCHWAB STRATEGIC TR | 49,372 | $1.3M | 0.12% | |
| 73 | SHOPSHOPIFY INC | 8,606 | $1.3M | 0.12% | |
| 74 | BXBLACKSTONE INC | 6,599 | $1.1M | 0.11% | |
| 75 | SHELSHELL PLC | 14,843 | $1.1M | 0.10% | |
| 76 | APHAMPHENOL CORP NEW | 8,445 | $1.0M | 0.10% | |
| 77 | ANAUTONATION INC | 4,761 | $1.0M | 0.10% | |
| 78 | MAXJISHARES TR | 36,295 | $1.0M | 0.10% | |
| 79 | BACBANK AMERICA CORP | 19,508 | $1.0M | 0.10% | |
| 80 | EXEEXPAND ENERGY CORPORATION | 9,433 | $1.0M | 0.10% | |
| 81 | DMAXISHARES TR | 37,807 | $998K | 0.10% | |
| 82 | RTXRTX CORPORATION | 5,607 | $938K | 0.09% | |
| 83 | SMAXISHARES TR | 34,392 | $921K | 0.09% | |
| 84 | WMTWALMART INC | 8,720 | $898K | 0.09% | |
| 85 | SCHBSCHWAB STRATEGIC TR | 34,743 | $893K | 0.09% | |
| 86 | VXFVANGUARD INDEX FDS | 4,207 | $880K | 0.08% | |
| 87 | MLMMARTIN MARIETTA MATLS INC | 1,361 | $857K | 0.08% | |
| 88 | GEGE AEROSPACE | 2,762 | $830K | 0.08% | |
| 89 | BKNGBOOKING HOLDINGS INC | 153 | $827K | 0.08% | |
| 90 | MRKMERCK & CO INC | 9,627 | $807K | 0.08% | |
| 91 | SHWSHERWIN WILLIAMS CO | 2,293 | $793K | 0.08% | |
| 92 | LLYELI LILLY & CO | 1,022 | $779K | 0.07% | |
| 93 | VUGVANGUARD INDEX FDS | 1,614 | $774K | 0.07% | |
| 94 | CATCATERPILLAR INC | 1,595 | $761K | 0.07% | |
| 95 | EMBISHARES TR | 7,998 | $761K | 0.07% | |
| 96 | ADBEADOBE INC | 2,065 | $728K | 0.07% | |
| 97 | IBKRINTERACTIVE BROKERS GROUP IN | 10,192 | $701K | 0.07% | |
| 98 | A4SAMERIPRISE FINL INC | 1,409 | $692K | 0.07% | |
| 99 | MCDMCDONALDS CORP | 2,249 | $683K | 0.07% | |
| 100 | BABOEING CO | 3,148 | $679K | 0.06% |
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