Crewe Advisors LLC
•CIK: 1730033•Filing: Q4 2025
**Crewe Advisors LLC** manages $1.1B across a diversified portfolio of 1,099 positions. The fund exhibits significant exposure to core market indices, notably holding $137.2M in IVV and $68.7M in SPY. Top allocations also include substantial positions in PACS ($82.5M), IJH ($61.4M), and IEFA ($49.3M). This structure suggests a systematic, multi-asset approach targeting broad market capture and sector diversification.
Total AUM
$1.1B
QoQ Performance
+7.7%
Positions
878
Top 10 Concentration
54.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
PACS
SPY
IJH
IVV12.2%
PACS7.3%
SPY6.1%
IJH5.4%
IEFA4.4%
BND4.0%
BRK.A3.7%
ESGV3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.0%
ETF19.3%
Technology9.8%
Consumer2.7%
Energy1.8%
Financial1.8%
Healthcare0.4%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+760 more exited positions
Changes from Q3 2025
NEW1 new position
↑93 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022