Managers / Q3 2025 · view latest →
Crewe Advisors LLC
CIK 0001730033 · 650 S. MAIN STREET, SUITE 700, SALT LAKE CITY, UT, 84101 · 3853552700
Reported Value
$1.0B
Q3 2025
Positions
964
Filings on Record
30
2019–present window
Filed
Nov 13, 2025
original filing
Summary
Crewe Advisors Llc reported $1.0B in U.S.-listed holdings across 964 positions for Q3 2025.
Its largest position, IVV, represents 12.6% of the portfolio.
Compared with Q2 2025, the fund opened 327 new positions and exited 110.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 1,038 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 1,099 | Jan 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 964 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $707M | 747 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $712M | 716 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $725M | 646 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $862M | 713 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $892M | 936 | Jul 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $858M | 928 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $632M | 432 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $578M | 580 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $712M | 868 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $686M | 811 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $630.3B | 1,018 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $553M | 1,289 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $453M | 1,165 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $512M | 503 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $492M | 415 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $423M | 408 | Oct 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $403M | 473 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $403M | 474 | Apr 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $250M | 457 | Jan 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $213M | 640 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $205M | 231 | Jul 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $168M | 193 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $228M | 262 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $218M | 225 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $308M | 310 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $318M | 249 | May 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $316M | 228 | Feb 5, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 7 additional managers.
- Neuberger Berman Investment Advisers LLC028-17085
- Invesco Ltd.028-11246
- J.P. Morgan Investment Management Inc.028-11937
- Quantinno Capital Management LP028-19308
- Aperio Group, LLC028-11964
- Nuveen Asset Management, LLC028-14498
- ENVESTNET ASSET MANAGEMENT INC028-13411
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.