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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 16, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
1,099
+135 vs. Q3 2025
Portfolio value
$1.13B
+$81.0M (+7.7%) vs. Q3 2025
Filed
Jan 16, 2026
SEC
Holdings of Crewe Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF200,342$137.2M12.2%+3,492+1.8%Added–
PACSPACS Group, Inc.COM SHS2,147,815$82.5M7.3%+1,035,747+93.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF100,755$68.7M6.1%−1,058−1.0%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF930,710$61.4M5.4%+29,161+3.2%Added–
iShares Core MSCI Eafe ETF46432F842ETF551,109$49.3M4.4%+23,369+4.4%Added–
Vanguard Total Bond Market ETF921937835ETF604,549$44.8M4.0%+28,019+4.9%Added–
BRK.ABerkshire Hathaway IncCL A56$42.3M3.7%00.0%UnchangedHistory
Vanguard World FD921910733ESG US STK ETF322,408$39.0M3.5%−210.0%Reduced–
Pgim ETF Tr69344A107PGIM ULTRA SH BD760,896$37.7M3.3%−178,588−19.0%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE754,413$36.3M3.2%+16,718+2.3%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF50,125$30.2M2.7%+60.0%AddedHistory
MSFTMicrosoft CorpStock59,553$28.8M2.6%−649−1.1%ReducedHistory
AAPLApple Inc.Stock102,757$27.9M2.5%−3,229−3.0%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF215,722$23.1M2.0%+6,438+3.1%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF85,513$22.1M2.0%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF147,896$17.8M1.6%+5,956+4.2%Added–
TSLATesla, Inc.Stock39,308$17.7M1.6%−2,556−6.1%ReducedHistory
iShares Russell 2000 ETF464287655ETF71,464$17.6M1.6%−1,028−1.4%Reduced–
CVXChevron CorpStock114,341$17.4M1.5%−5,277−4.4%ReducedHistory
GOOGAlphabet Inc.Stock53,165$16.7M1.5%−768−1.4%ReducedHistory
Vanguard Information Technology ETF92204A702ETF20,552$15.5M1.4%+173+0.8%Added–
BRK.BBerkshire Hathaway IncStock25,385$12.8M1.1%−323−1.3%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF19,394$11.9M1.1%−654−3.3%Reduced–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF151,244$10.0M0.9%+13,196+9.6%Added–
Vanguard World FD921910725ESG INTL STK ETF140,223$10.0M0.9%−7,310−5.0%Reduced–
GOOGLAlphabet Inc.Stock28,015$8.77M0.8%−1,062−3.7%ReducedHistory
AMDAdvanced Micro Devices IncStock39,103$8.37M0.7%−95−0.2%ReducedHistory
iShares MSCI Eafe ETF464287465ETF85,022$8.16M0.7%−130.0%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF92,980$7.79M0.7%+1,567+1.7%Added–
Vanguard S&P 500 ETF922908363ETF11,582$7.26M0.6%−642−5.3%Reduced–
NVDANVIDIA CorpStock35,302$6.58M0.6%+158+0.4%AddedHistory
VVisa Inc.Stock17,143$6.01M0.5%+89+0.5%AddedHistory
AMZNAmazon Com IncStock25,897$5.98M0.5%−1,287−4.7%ReducedHistory
Vanguard Real Estate ETF922908553ETF60,147$5.32M0.5%+4,196+7.5%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF95,472$5.13M0.5%+4,607+5.1%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF14,415$4.83M0.4%−30.0%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF68,052$4.57M0.4%+2,863+4.4%Added–
JPMJPMorgan Chase & CoStock12,603$4.06M0.4%+86+0.7%AddedHistory
EQTEQT CorpStock75,122$4.03M0.4%+20.0%AddedHistory
NFLXNetflix IncStock42,899$4.02M0.4%00.0%UnchangedConverted for a 10-for-1 splitHistory
METAMeta Platforms, Inc.Stock5,888$3.89M0.3%+26+0.4%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF68,160$3.45M0.3%−22,938−25.2%Reduced–
iShares Russell 1000 Growth ETF464287614ETF6,823$3.23M0.3%−165−2.4%Reduced–
iShares Tr464288273EAFE SML CP ETF37,072$2.87M0.3%+3,783+11.4%Added–
XOMExxonMobil Holdings CorpCOM23,110$2.78M0.2%−1,169−4.8%ReducedHistory
RGLDRoyal Gold IncStock12,484$2.78M0.2%+12,484NewHistory
Schwab US Dividend Equity ETF808524797ETF97,242$2.67M0.2%+2,065+2.2%Added–
MCOMoodys CorpStock5,108$2.61M0.2%−312−5.8%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF23,393$2.50M0.2%−234−1.0%Reduced–
ANETArista Networks, Inc.Stock18,336$2.40M0.2%+18+0.1%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF10,246$2.25M0.2%−110−1.1%Reduced–
AVGOBroadcom Inc.Stock6,429$2.23M0.2%−2,224−25.7%ReducedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM38,406$2.20M0.2%+9,514+32.9%Added–
AXPAmerican Express CoStock5,632$2.08M0.2%−20.0%ReducedHistory
TJXTJX Companies IncStock13,397$2.06M0.2%−1,676−11.1%ReducedHistory
GLDSPDR Gold TrustETF5,121$2.03M0.2%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC64,870$2.01M0.2%−5,239−7.5%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF13,797$1.99M0.2%−607−4.2%ReducedConverted for a 2-for-1 split–
iShares Tr464287234MSCI EMG MKT ETF35,883$1.96M0.2%+20+0.1%Added–
MAMastercard IncStock3,394$1.94M0.2%−486−12.5%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF30,847$1.93M0.2%+811+2.7%Added–
iShares Core Dividend Growth ETF46434V621ETF27,368$1.90M0.2%+234+0.9%Added–
iShares Tr46438G455LARG CAP MAR ETF61,748$1.62M0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock1,784$1.54M0.1%+9+0.5%AddedHistory
RWAYRunway Growth Finance Corp.COM172,002$1.54M0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF4,838$1.40M0.1%−599−11.0%Reduced–
SHOPShopify Inc.Stock8,651$1.39M0.1%+45+0.5%AddedHistory
IBMInternational Business Machines CorpStock4,666$1.38M0.1%−473−9.2%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF10,909$1.34M0.1%+5,630+106.6%Added–
IDAIdacorp IncCOM10,374$1.31M0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock3,791$1.30M0.1%+18+0.5%AddedHistory
ORCLOracle CorpStock6,422$1.25M0.1%+284+4.6%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF45,411$1.22M0.1%−3,961−8.0%Reduced–
APHAmphenol CorpCL A8,482$1.15M0.1%+37+0.4%AddedHistory
PGProcter & Gamble CoStock7,985$1.14M0.1%−650−7.5%ReducedHistory
BACBank of America CorpStock19,657$1.08M0.1%+149+0.8%AddedHistory
EXEExpand Energy CorpCOM9,433$1.04M0.1%00.0%UnchangedHistory
SHELShell plcADR14,146$1.04M0.1%−697−4.7%ReducedHistory
iShares Tr46438G588LARG CAP SEP ETF38,118$1.03M0.1%+3,726+10.8%Added–
iShares Tr46438G612LARG CAP JUN ETF36,295$1.02M0.1%00.0%Unchanged–
RTXRTX CorpStock5,568$1.02M0.1%−39−0.7%ReducedHistory
BXBlackstone Inc.COM6,624$1.02M0.1%+25+0.4%AddedHistory
MRKMerck & Co., Inc.Stock9,684$1.02M0.1%+57+0.6%AddedHistory
iShares Tr46438G471LARG CAP DEC ETF37,807$1.01M0.1%00.0%Unchanged–
GSATGlobalstar, Inc.COM NEW16,256$992.3K0.1%00.0%UnchangedHistory
ANAutonation, Inc.COM4,761$983.1K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock8,725$972.1K0.1%+5+0.1%AddedHistory
CATCaterpillar IncStock1,610$922.3K0.1%+15+0.9%AddedHistory
LLYEli Lilly & CoStock848$911.0K0.1%−174−17.0%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF4,207$879.8K0.1%00.0%Unchanged–
GEGeneral Electric CoStock2,782$856.9K0.1%+20+0.7%AddedHistory
BKNGBooking Holdings Inc.Stock153$821.8K0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF1,648$804.0K0.1%+34+2.1%Added–
Schwab U.S. Broad Market ETF808524102ETF29,967$786.0K0.1%−4,776−13.7%Reduced–
iShares Tr464288281JPMORGAN USD EMG7,959$766.3K0.1%−39−0.5%Reduced–
MLMMartin Marietta Materials IncCOM1,226$763.4K0.1%−135−9.9%ReducedHistory
SHWSherwin Williams CoCOM2,285$740.4K0.1%−8−0.3%ReducedHistory
AMPAmeriprise Financial IncCOM1,409$690.9K0.1%00.0%UnchangedHistory
BABoeing CoStock3,177$689.8K0.1%+29+0.9%AddedHistory
iShares Tr464287622RUS 1000 ETF1,833$684.5K0.1%00.0%Unchanged–

Sold out since Q3 2025 (41)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Crewe Advisors LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Sandstorm Gold Ltd Com New80013R206Stock199,746$2.50M0.2%–
PDYNPalladyne AI Corp.COM NEW37,744$324.2K<0.1%History
VKTXViking Therapeutics, Inc.COM8,322$218.7K<0.1%History
GSBDGoldman Sachs BDC, Inc.SHS9,943$101.1K<0.1%History
Innovator ETFs Trust45784N775EQUITY DEF PROTN3,827$95.5K<0.1%–
Alps ETF Tr00162Q205EQUAL SEC ETF1,800$82.9K<0.1%–
Vanguard Utilities ETF92204A876ETF433$82.0K<0.1%–
BTCGrayscale Bitcoin Mini Trust ETFETF1,061$53.7K<0.1%History
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY361$37.9K<0.1%–
FFIVF5, Inc.Stock107$34.6K<0.1%History
J P Morgan Exchange Traded F46641Q118SMALL & MID CAP515$32.7K<0.1%–
SSentinelOne, Inc.CL A1,465$25.8K<0.1%History
DOWDow Inc.Stock1,055$24.2K<0.1%History
Invesco Exchange Traded FD T46137V142WATER RES ETF296$21.3K<0.1%–
SLBSLB LimitedStock584$20.1K<0.1%History
MRCCMonroe Capital CorpCOM2,800$19.7K<0.1%History
iShares Russell Mid-Cap Growth ETF464287481ETF133$18.9K<0.1%–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF238$18.1K<0.1%–
LBRDKLiberty Broadband CorpCOM SER C277$17.6K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock80$16.1K<0.1%History
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE100$15.1K<0.1%–
OWLBlue Owl Capital Inc.COM CL A703$11.9K<0.1%History
CHRDChord Energy CorpCOM NEW118$11.7K<0.1%History
PEOAdams Natural Resources Fund, Inc.COM500$10.8K<0.1%History
JSPRJasper Therapeutics, Inc.COM NEW3,100$7.38K<0.1%History
MBCMasterBrand, Inc.COMMON STOCK534$7.03K<0.1%History
iShares Core S&P US Value ETF464287663ETF67$6.70K<0.1%–
INFAInformatica Inc.COM CL A201$4.99K<0.1%History
WENWendy's CoStock440$4.03K<0.1%History
ULUnilever PLCSPON ADR NEW51$3.02K<0.1%History
UUUUEnergy Fuels IncCOM NEW155$2.38K<0.1%History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF53$2.23K<0.1%–
FXEInvesco CurrencyShares Euro TrustEURO SHS19$2.06K<0.1%History
GLIBKLiberty Capital CorpSER C GCI GROUP55$2.05K<0.1%History
ALLEAllegion plcORD SHS10$1.77K<0.1%History
Kraneshares Trust500767306CSI CHI INTERNET42$1.76K<0.1%–
FBTCFidelity Wise Origin Bitcoin FundSHS16$1.60K<0.1%History
NMRKNewmark Group, Inc.CL A50$933<0.1%History
DECKDeckers Outdoor CorpCOM5$548<0.1%History
RHRHCOM2$407<0.1%History
CNTNCanton Strategic Holdings, Inc.COM30$86<0.1%History