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
1099 檔
28.9%
In Q4 2025, Crewe Advisors LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 1099 disclosed stock positions.
Crewe Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, PACS, SPY) accounted for 28.9% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1099 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.16% | -0.40% | +1.77% | |
| 2 | PACS | Pacs Group Inc | Stock-Other | 7.30% | +2.67% | +93.14% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.09% | +0.09% | -1.04% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.44% | -0.01% | +3.23% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.37% | -0.12% | +4.43% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.97% | -0.55% | +4.86% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.74% | -0.45% | — | |
| 8 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.45% | — | -0.01% | |
| 9 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.34% | +0.19% | -19.01% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 3.22% | -0.14% | +2.27% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.68% | -0.09% | +0.01% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.27% | -1.08% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.47% | -0.13% | -3.05% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.05% | -0.13% | +3.08% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.95% | -0.03% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.57% | +0.10% | +4.20% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.57% | — | -6.11% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.56% | +0.01% | -1.42% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.54% | -0.57% | -4.41% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.08% | -1.42% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.37% | +0.20% | +0.85% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.08% | -1.26% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.09% | -3.26% | |
| 24 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.89% | -0.08% | +9.56% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.89% | -0.02% | -4.95% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.05% | -3.65% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.74% | +1.01% | -0.24% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.72% | -0.07% | -0.02% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.69% | -0.10% | +1.71% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.01% | -5.25% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.05% | +0.45% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | +0.52% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.01% | -4.73% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | -0.03% | +7.50% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.03% | +5.07% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | -0.07% | -0.02% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.02% | +4.39% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.01% | +0.69% | |
| 39 | EQT | Eqt CORP | Stock-Energy | 0.36% | -0.12% | +0.00% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.13% | +903.96% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.03% | +0.44% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | +0.02% | -25.18% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | -0.02% | -2.36% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.25% | -0.01% | +11.36% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.36% | EXIT | |
| 46 | RGLD | Royal Gold Inc | Stock-Materials | 0.25% | -0.09% | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.02% | +2.17% | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.23% | -0.04% | -5.76% | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.22% | -0.03% | -0.99% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.21% | +0.04% | +0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PACS | Pacs Group Inc | +5.8% | +93.14% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | -1.42% | Trim |
| 3 | AMD | Advanced Micro Devices | +0.1% | -0.24% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.65% | Trim |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +106.65% | Add |
| 6 | HELO | Jpmorgan Hedged Equity ETF | 0% | +9.56% | Add |
| 7 | JEPI | Jpmorgan Equity Premium Inco | 0% | +32.93% | Add |
| 8 | GSAT | Globalstar Inc | 0% | — | Unchanged |
| 9 | RSP | Invesco S&p 500 Equal Weight | 0% | +124.72% | Add |
| 10 | IBIT | Ishares Bitcoin Trust ETF | 0% | +612.46% | Add |
| 11 | IVE | Ishares S&p 500 Value ETF | 0% | +99.42% | Add |
| 12 | CGUS | Cap Group Core Equity | 0% | +119.77% | Add |
| 13 | SCZ | Ishares Msci Eafe Small-cap | 0% | +11.36% | Add |
| 14 | MRK | Merck & Co. Inc. | 0% | +0.59% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | — | +4.39% | Add |
| 16 | AXP | American Express Co | — | -0.04% | Trim |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | -90.50% | Trim |
| 18 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.43% | Add |
| 19 | HD | Home Depot Inc | 0% | +0.48% | Add |
| 20 | RWAY | Runway Growth Finance CORP | 0% | — | Unchanged |
| 21 | IJR | Ishares Core S&p Small-cap E | 0% | +4.20% | Add |
| 22 | ADBE | Adobe Inc | 0% | -48.14% | Trim |
| 23 | MA | Mastercard Inc - A | 0% | -12.53% | Trim |
| 24 | ANET | Arista Networks Inc | 0% | +0.10% | Add |
| 25 | EFA | Ishares Msci Eafe ETF | 0% | -0.02% | Trim |
| 26 | DBEF | Xtrackers Msci Eafe Hedged E | -0.1% | +2.27% | Add |
| 27 | ORCL | Oracle CORP | -0.1% | +4.63% | Add |
| 28 | AVGO | Broadcom Inc | -0.1% | -25.70% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.1% | +0.44% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | -5.25% | Trim |
| 31 | MUB | Ishares National Muni Bond E | -0.1% | +3.08% | Add |
| 32 | VGT | Vanguard Info Tech ETF | -0.1% | +0.85% | Add |
| 33 | AAPL | Apple Inc | -0.1% | -3.05% | Trim |
| 34 | BND | Vanguard Total Bond Market | -0.1% | +4.86% | Add |
| 35 | JPST | Jpmorgan Ultra-short Income | -0.1% | -25.18% | Trim |
| 36 | NFLX | Netflix Inc | -0.1% | +903.96% | Add |
| 37 | VB | Vanguard Small-cap ETF | -0.1% | — | Unchanged |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +3.23% | Add |
| 39 | MDY | State Street Spdr S&p Midcap | -0.2% | +0.01% | Add |
| 40 | ESGV | Vanguard Esg US Stock ETF | -0.2% | -0.01% | Trim |
| 41 | TSLA | Tesla Inc | -0.2% | -6.11% | Trim |
| 42 | CVX | Chevron CORP | -0.2% | -4.41% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -1.04% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.4% | +1.77% | Add |
| 45 | MSFT | Microsoft CORP | -0.4% | -1.08% | Trim |
| 46 | PULS | Pgim Ultra Short Bond ETF | -1.1% | -19.01% | Trim |
| 47 | RGLD | Royal Gold Inc | — | NEW | New buy |
| 48 | AYS1 | Sandstorm Gold LTD | — | EXIT | Sold out |
| 49 | PDYN | Palladyne Ai CORP | — | EXIT | Sold out |
| 50 | VKTX | Viking Therapeutics Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Crewe Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 1099 disclosed positions in Q4 2025.
During Q4 2025, Crewe Advisors LLC's top holdings by market value included IVV (12.2%)、PACS (7.3%)、SPY (6.1%). The largest single position, IVV, represented 12.2% 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
RGLD
市值: $2.8M
Top Position Liquidated / Trimmed
AYS1
前期市值: $2.5M
In Q4 2025, Crewe Advisors LLC made 47 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 18 holdings, and fully liquidating 3 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.