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Crewe Advisors LLC

Crewe Advisors LLC is an Investment Adviser institutional filer with the SEC under CIK 1730033, reporting 1,135 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: UT
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-24

Top 10 portfolio positions

The largest reported holdings in Crewe Advisors LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. PACS GROUP INC (PACS)
  3. ISHARES TR (IJH)
  4. STATE STR SPDR S&P 500 ETF T (SPY)
  5. ISHARES TR (IEFA)
  6. VANGUARD BD INDEX FDS (BND)
  7. VANGUARD WORLD FD (ESGV)
  8. DBX ETF TR (DBEF)
  9. PGIM ETF TR (PULS)
  10. BERKSHIRE HATHAWAY INC DEL (BRK.A)
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