Crowley Wealth Management, INC. Quarterly 13F Holdings Update

Name: Crowley Wealth Management, INC. — 13F Holdings, 2025-12-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002055836

High-turnover trader

Total reported value

—

Reporting period: 2025-12-31 · Number of holdings: 1

CROWLEY WEALTH MANAGEMENT, INC. disclosed 1 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of — and a quarterly turnover rate of 100.0%.

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Personality snowflake

Concentration: 0
Portfolio Stability: 100
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/crowley-wealth-management-inc

Recent moves

Sold out AAPL
Sold out TSLA
Sold out QLD
Sold out ABBV
Sold out LOW
Sold out SSO

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

+17.4%

Based on 68% of reported portfolio value with available pricing

Stdev: +10.2%
Beta: +0.78
Alpha: +3.8%
Max Drawdown: -3.1%
Annualized Perf: +17.2%
Batting Avg vs S&P: +41.7%
Sortino: +2.7
Stutzer: +0.45
Treynor: +0.21
Sterling: +1.31
Calmar: +5.47
Information Ratio: +0.02
Tracking Error: +6.3%
Stdev Down: +6.1%
Winning Months %: +75%
Losing Months %: +25%
Best 12 Months: +17.2%
Worst 12 Months: +17.2%
Efficiency Ratio: +0.51
Sharpe: +1.62
Stdev Sectors: —
Skewness: -1.17
Kurtosis: +0.35
Upside Potential: +4.11

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-12-31	1	—	100
2025-09-30	437	$125.7M	25	1AAPL 2TSLA 3QLD Top holdings2025-09-30 1.AAPL 2.TSLA 3.QLD 4.ABBV 5.LOW 6.SSO 7.MSFT 8.JPM 9.HD 10.UWM
2025-06-30	403	$109.9M	0	1AAPL 2MSFT 3TSLA Top holdings2025-06-30 1.AAPL 2.MSFT 3.TSLA 4.QLD 5.LOW 6.JPM 7.SSO 8.ABBV 9.HD 10.DIS
2025-03-31	416	$105.0M	0	1AAPL 2ABBV 3LOW Top holdings2025-03-31 1.AAPL 2.ABBV 3.LOW 4.JPM 5.TSLA 6.HD 7.SSO 8.MSFT 9.QLD 10.AMGN
2024-12-31	429	$113.4M	0	1AAPL 2TSLA 3LOW Top holdings2024-12-31 1.AAPL 2.TSLA 3.LOW 4.QLD 5.ABBV 6.SSO 7.MSFT 8.HD 9.JPM 10.DIS

Holding changes this quarter

Crowley Wealth Management, INC.'s most significant position changes for 2025-12-31: Sold out: Apple INC (AAPL); Sold out: Tesla INC (TSLA); Sold out: Proshares Ultra Qqq (QLD); Sold out: Abbvie INC (ABBV); Sold out: Lowe's Cos INC (LOW).

Position changes disclosed by Crowley Wealth Management, INC. for the quarter ending 2025-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	—	EXIT	Sold out
2	TSLA	Tesla INC	—	EXIT	Sold out
3	QLD	Proshares Ultra Qqq	—	EXIT	Sold out
4	ABBV	Abbvie INC	—	EXIT	Sold out
5	LOW	Lowe's Cos INC	—	EXIT	Sold out
6	SSO	Proshares Ultra S&p500	—	EXIT	Sold out
7	MSFT	Microsoft CORP	—	EXIT	Sold out
8	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
9	HD	Home Depot INC	—	EXIT	Sold out
10	UWM	Proshares Ultra Russell2000	—	EXIT	Sold out
11	DIS	Walt Disney Co/the	—	EXIT	Sold out
12	AMGN	Amgen INC	—	EXIT	Sold out
13	SYK	Stryker CORP	—	EXIT	Sold out
14	AMZN	Amazon.com INC	—	EXIT	Sold out
15	ABT	Abbott Laboratories	—	EXIT	Sold out
16	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
17	FDX	Fedex CORP	—	EXIT	Sold out
18	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
19	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
20	RTX	Rtx CORP	—	EXIT	Sold out
21	V	Visa Inc-class A Shares	—	EXIT	Sold out
22	CMI	Cummins INC	—	EXIT	Sold out
23	NVDA	Nvidia CORP	—	EXIT	Sold out
24	DUK	Duke Energy CORP	—	EXIT	Sold out
25	DGRO	Ishares Core Dividend Growth	—	EXIT	Sold out
26	MA	Mastercard INC - A	—	EXIT	Sold out
27	GLD	Spdr Gold Shares	—	EXIT	Sold out
28	VIG	Vanguard Dividend Apprec ETF	—	EXIT	Sold out
29	GD	General Dynamics CORP	—	EXIT	Sold out
30	DE	Deere & Co	—	EXIT	Sold out
31	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
32	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
33	UPS	United Parcel Service-cl B	—	EXIT	Sold out
34	BIIB	Biogen INC	—	EXIT	Sold out
35	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
36	JNJ	Johnson & Johnson	—	EXIT	Sold out
37	NEE	Nextera Energy INC	—	EXIT	Sold out
38	ED	Consolidated Edison INC	—	EXIT	Sold out
39	WM	Waste Management INC	—	EXIT	Sold out
40	ALNY	Alnylam Pharmaceuticals INC	—	EXIT	Sold out
41	ROK	Rockwell Automation INC	—	EXIT	Sold out
42	MCD	Mcdonald's CORP	—	EXIT	Sold out
43	CAT	Caterpillar INC	—	EXIT	Sold out
44	LMT	Lockheed Martin CORP	—	EXIT	Sold out
45	TLT	Ishares 20+ Year Treasury Bd	—	EXIT	Sold out
46	HON	Honeywell International INC	—	EXIT	Sold out
47	NFLX	Netflix INC	—	EXIT	Sold out
48	AEP	American Electric Power	—	EXIT	Sold out
49	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
50	PG	Procter & Gamble Co/the	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2025-12-31	2026-01-16	13F-HR	View on EDGAR
2025-09-30	2025-10-21	13F-HR	View on EDGAR
2025-06-30	2025-07-16	13F-HR	View on EDGAR
2025-03-31	2025-04-16	13F-HR	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR

FAQ

What is Crowley Wealth Management, INC. and what type of investor is it?

Crowley Wealth Management, INC. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Crowley Wealth Management, INC.'s largest equity positions?

Based on the latest 13F filing, Crowley Wealth Management, INC.'s top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Crowley Wealth Management, INC. make in its most recent portfolio filing?

In the latest quarter, Crowley Wealth Management, INC. took a more defensive posture — trimming 0 positions and completely exiting 50 holdings. The largest of these moves: Sold out: Apple INC (AAPL); Sold out: Tesla INC (TSLA); Sold out: Proshares Ultra Qqq (QLD); Sold out: Abbvie INC (ABBV); Sold out: Lowe's Cos INC (LOW)

What sectors does Crowley Wealth Management, INC. focus on?

Sector breakdown data is not yet available for Crowley Wealth Management, INC.. Check back after the next 13F processing cycle.

Peer Institutions

Institutions with a similar AUM

Cowen And Company, LLC

CIK 0000048966

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Kresge Foundation

CIK 0000056822

Total reported value

—

1 stks

2019-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Resource America, INC.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Personality snowflake

Concentration

Portfolio Stability

100

Momentum/Contrarian

Sector conviction

Diversification

Sizing Uniformity

—

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/crowley-wealth-management-inc

Ticker

Issuer

Asset Subclass

Weight

Weight Change

Shares Change

4Q Trend

✓

Ikena Oncology INC

Stock-Other

—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

+17.4%

Based on 68% of reported portfolio value with available pricing

Stdev: +10.2%
Beta: +0.78
Alpha: +3.8%
Max Drawdown: -3.1%
Annualized Perf: +17.2%
Batting Avg vs S&P: +41.7%
Sortino: +2.7
Stutzer: +0.45
Treynor: +0.21
Sterling: +1.31
Calmar: +5.47
Information Ratio: +0.02
Tracking Error: +6.3%
Stdev Down: +6.1%
Winning Months %: +75%
Losing Months %: +25%
Best 12 Months: +17.2%
Worst 12 Months: +17.2%
Efficiency Ratio: +0.51
Sharpe: +1.62
Stdev Sectors: —
Skewness: -1.17
Kurtosis: +0.35
Upside Potential: +4.11

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-12-31	1	—	100
2025-09-30	437	$125.7M	25	1AAPL 2TSLA 3QLD Top holdings2025-09-30 1.AAPL 2.TSLA 3.QLD 4.ABBV 5.LOW 6.SSO 7.MSFT 8.JPM 9.HD 10.UWM
2025-06-30	403	$109.9M	0	1AAPL 2MSFT 3TSLA Top holdings2025-06-30 1.AAPL 2.MSFT 3.TSLA 4.QLD 5.LOW 6.JPM 7.SSO 8.ABBV 9.HD 10.DIS
2025-03-31	416	$105.0M	0	1AAPL 2ABBV 3LOW Top holdings2025-03-31 1.AAPL 2.ABBV 3.LOW 4.JPM 5.TSLA 6.HD 7.SSO 8.MSFT 9.QLD 10.AMGN
2024-12-31	429	$113.4M	0	1AAPL 2TSLA 3LOW Top holdings2024-12-31 1.AAPL 2.TSLA 3.LOW 4.QLD 5.ABBV 6.SSO 7.MSFT 8.HD 9.JPM 10.DIS