13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730033
Total reported value
$1.4B
$1.4B
964 檔
25.5%
At the close of Q3 2025, Crewe Advisors LLC disclosed equity holdings valued at approximately $1.4B, spread across 964 reported holdings.
In Q3 2025, Crewe Advisors LLC displayed an active expansion posture, initiating 24 new positions and adding to 13 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, IJH) accounted for 25.5% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 964 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.57% | -0.40% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.47% | +0.09% | +5.90% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.61% | -0.01% | +2.69% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 4.47% | +0.19% | +63.11% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.40% | -0.12% | +3.40% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.09% | -0.55% | +7.32% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.03% | -0.45% | +7.69% | |
| 8 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.64% | — | -0.17% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 3.27% | -0.14% | +1.35% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.27% | — | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.85% | -0.09% | -0.63% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.13% | -0.35% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.13% | -0.13% | +0.24% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.08% | -0.03% | — | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | — | -5.46% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.77% | -0.57% | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.67% | +0.01% | -0.88% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | +0.10% | +3.84% | |
| 19 | PACS | Pacs Group Inc | Stock-Other | 1.46% | +2.67% | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.45% | +0.20% | +0.00% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.08% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.08% | +90.46% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.09% | +1.80% | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.98% | -0.02% | -0.61% | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.86% | -0.08% | +4.00% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | -0.07% | +7.53% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | -0.10% | +4.60% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.01% | -13.96% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.05% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.05% | +13.03% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +1.01% | +2.49% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.01% | +0.96% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | — | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.13% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | -0.03% | -0.72% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.03% | -8.58% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.07% | +10.43% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | +0.02% | +10.30% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.03% | +2.52% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.02% | -2.85% | |
| 41 | EQT | Eqt CORP | Stock-Energy | 0.39% | -0.12% | -0.00% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.02% | +6.54% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.03% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.36% | EXIT | |
| 46 | ANET | Arista Networks Inc | Stock-Tech | 0.25% | +0.04% | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.02% | -0.41% | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.25% | -0.04% | -10.00% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.24% | -0.01% | +0.39% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.24% | -0.03% | +326.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | +0.5% | +63.11% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +90.46% | Add |
| 3 | TSLA | Tesla Inc | +0.2% | -5.46% | Trim |
| 4 | SUB | Ishares Short-term National | +0.2% | +326.87% | Add |
| 5 | AMD | Advanced Micro Devices | +0.1% | +2.49% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | -0.1% | +3.84% | Add |
| 7 | EFA | Ishares Msci Eafe ETF | -0.1% | +7.53% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.80% | Add |
| 9 | VGT | Vanguard Info Tech ETF | -0.1% | +0.00% | Trim |
| 10 | VSGX | Vanguard Esg Intl Stock ETF | -0.3% | -0.61% | Trim |
| 11 | PACS | Pacs Group Inc | -0.3% | — | Unchanged |
| 12 | ENSG | Ensign Group Inc/the | -0.3% | — | Trim |
| 13 | PFF | Ishares Preferred & Income S | -0.5% | +5.43% | Trim |
| 14 | JPST | Jpmorgan Ultra-short Income | -0.6% | +10.30% | Trim |
| 15 | IWM | Ishares Russell 2000 ETF | -0.6% | -0.88% | Trim |
| 16 | VB | Vanguard Small-cap ETF | -0.6% | — | Trim |
| 17 | ESGV | Vanguard Esg US Stock ETF | -0.8% | -0.17% | Add |
| 18 | MDY | State Street Spdr S&p Midcap | -1% | -0.63% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | +5.90% | Add |
| 20 | IEFA | Ishares Core Msci Eafe ETF | -1.1% | +3.40% | Add |
| 21 | DBEF | Xtrackers Msci Eafe Hedged E | -1.2% | +1.35% | Add |
| 22 | IJH | Ishares Core S&p Midcap ETF | -1.4% | +2.69% | Add |
| 23 | MUB | Ishares National Muni Bond E | -1.4% | +0.24% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | -2.1% | — | Add |
| 25 | NVDA | Nvidia CORP | -2.4% | +13.03% | Trim |
| 26 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 27 | MSFT | Microsoft CORP | — | NEW | New buy |
| 28 | AAPL | Apple Inc | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | NEW | New buy |
| 30 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 31 | HELO | Jpmorgan Hedged Equity ETF | — | NEW | New buy |
| 32 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 33 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 34 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 36 | NFLX | Netflix Inc | — | NEW | New buy |
| 37 | WCN | Waste Connections Inc | — | EXIT | Sold out |
| 38 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | AVGO | Broadcom Inc | — | NEW | New buy |
| 41 | ANET | Arista Networks Inc | — | NEW | New buy |
| 42 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 43 | MA | Mastercard Inc - A | — | NEW | New buy |
| 44 | ORCL | Oracle CORP | — | NEW | New buy |
| 45 | MMAX | Ishares Larg Cm Buff Mar ETF | — | NEW | New buy |
| 46 | HD | Home Depot Inc | — | NEW | New buy |
| 47 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 48 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 49 | MAXJ | Ishares Lg Cap Max Buff Jun | — | NEW | New buy |
| 50 | BAC | Bank Of America CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Crewe Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 964 disclosed positions in Q3 2025.
During Q3 2025, Crewe Advisors LLC's top holdings by market value included IVV (12.6%)、SPY (6.5%)、IJH (5.6%). The largest single position, IVV, represented 12.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BND
市值: $42.9M
Top Position Liquidated / Trimmed
WCN
前期市值: $4.6M
In Q3 2025, Crewe Advisors LLC made 49 total portfolio adjustments, initiating 24 new buys, adding to 13 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.