SEC 13F Intelligence

Managers / Q4 2025

CROWLEY WEALTH MANAGEMENT, INC.

CIK 0002055836 · 3201-B MILLCREEK ROAD, WILMINGTON, DE, 19808 · 302-994-4700

Reported Value
$0
Q4 2025
Positions
1
Filings on Record
5
2019–present window
Filed
Jan 16, 2026
original filing

Summary

Compared with Q3 2025, the fund opened 1 new position and exited 415.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $113MQ4 ’24Q1 ’25: $105MQ1 ’25Q2 ’25: $110MQ2 ’25Q3 ’25: $126MQ3 ’25Q4 ’25: $0Q4 ’25filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Not ApplicableNEW+00+$0$0
AAPLAPPLE INCSOLD OUT51.1K0$13M$0
TSLATESLA INCSOLD OUT16.0K0$7M$0
QLDPROSHARES ULTRA QQQ ETFSOLD OUT44.9K0$6M$0
ABBVABBVIE INCSOLD OUT25.4K0$6M$0
LOWLOWES COS INCSOLD OUT22.4K0$6M$0
SSOPROSHARES ULTRA S&P 500 ETFSOLD OUT50.3K0$6M$0
MSFTMICROSOFT CORPSOLD OUT10.6K0$5M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

1 positions
#IssuerClass% PortfolioValueShares
1Not ApplicableNot Applicable$00

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$01Jan 16, 202613F-HRchanges · EDGAR ↗
Q3 2025$126M437Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$110M403Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$105M416Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$113M429Feb 11, 202513F-HRchanges · EDGAR ↗

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 ↗.