13F Filings History of Crewe Advisors LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$1,128,871,919
Signature - Title
Dustin Thackeray - Head of Portfolio Management
Location
Salt Lake City, UT
Summary
This page shows a list of all the recent 13F filings made by Crewe Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crewe Advisors LLC reported 1099 stock holdings with total value $1,128,871,919 as of Q4 2025. Top holdings included IVV, PACS, SPY, IJH, and IEFA.

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Holdings Value

List of Other Managers Reporting for Crewe Advisors LLC:

Name Holdings Value Location File Number
Invesco Ltd. $652,148,087,167 Atlanta, GA 028-11246
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
J.P. Morgan Investment Management Inc. New York, NY 028-11937
Aperio Group, LLC Sausalito, CA 028-11964
ENVESTNET ASSET MANAGEMENT INC $337,094,825,788 Chicago, IL 028-13411
Nuveen Asset Management, LLC Chicago, IL 028-14498
Quantinno Capital Management LP $49,703,181,791 New York, NY 028-19308
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,099 $1,128,871,919 +$65,415,459 -$26,084,010 +$39,331,449 IVV, PACS, SPY, IJH, IEFA 13F-HR 16 Jan 2026, 16:12
Q3 2025 964 $1,047,840,346 +$302,305,427 -$9,051,002 +$293,254,425 IVV, SPY, IJH, PULS, IEFA 13F-HR 13 Nov 2025, 15:41
Q2 2025 747 $706,850,768 +$105,844,700 -$156,641,053 -$50,796,353 SPY, IJH, IEFA, BND, BERKSHIRE HATHAWAY INC DEL 13F-HR 29 Jul 2025, 19:35
Q1 2025 716 $711,561,221 +$38,646,688 -$29,422,833 +$9,223,855 IVV, SPY, IJH, BERKSHIRE HATHAWAY INC DEL, IEFA 13F-HR 22 Apr 2025, 19:38
Q4 2024 646 $725,231,139 +$103,528,139 -$221,458,264 -$117,930,125 IVV, SPY, IJH, BRKA, IEFA 13F-HR 27 Jan 2025, 13:48
Q3 2024 713 $862,161,458 +$55,190,858 -$156,977,392 -$101,786,534 ENSG, IVV, SPY, IJH, BRKA 13F-HR 12 Nov 2024, 16:55
Q2 2024 936 $892,429,359 +$39,424,994 -$13,101,380 +$26,323,614 ENSG, IVV, SPY, IJH, BRKA 13F-HR 29 Jul 2024, 16:12
Q1 2024 927 $858,143,363 +$232,465,382 -$33,369,297 +$199,096,085 ENSG, IVV, SPY, IJH, BRKA 13F-HR 13 May 2024, 18:38
Q4 2023 413 $632,062,377 +$19,462,025 -$34,046,607 -$14,584,582 ENSG, IVV, SPY, IJH, BRKA 13F-HR 09 Feb 2024, 12:11
Q3 2023 580 $578,249,533 +$14,307,410 -$127,724,020 -$113,416,610 ENSG, IVV, SPY, IJH, BRKA 13F-HR 08 Nov 2023, 19:29
Q2 2023 868 $712,360,479 +$21,563,479 -$28,503,157 -$6,939,678 ENSG, IVV, SPY, IJH, BRKA 13F-HR 28 Jul 2023, 17:07
Q1 2023 811 $685,525,582 +$34,514,046 -$19,140,736 +$15,373,310 ENSG, IVV, SPY, IJH, BRKA 13F-HR 12 May 2023, 13:52
Q4 2022 1,017 $630,323,348 +$62,404,112 -$29,586,348 +$32,817,764 ENSG, IVV, SPY, IJH, BRKA 13F-HR 07 Feb 2023, 21:19
Q3 2022 1,240 $553,226,000 +$124,863,266 -$3,099,631 +$121,763,635 ENSG, IVV, SPY, BRKA, IJH 13F-HR 14 Nov 2022, 14:13
Q2 2022 1,134 $452,736,000 +$44,112,707 -$15,861,086 +$28,251,621 ENSG, IVV, SPY, IJH, ESGV 13F-HR 02 Aug 2022, 12:37
Q1 2022 473 $512,460,000 +$37,760,205 -$2,909,505 +$34,850,700 ENSG, IVV, SPY, ESGV, VSGX 13F-HR 27 Apr 2022, 16:32
Q4 2021 397 $491,817,000 +$43,925,601 -$4,146,739 +$39,778,862 ENSG, IVV, ESGV, SPY, VSGX 13F-HR 10 Feb 2022, 14:51
Q3 2021 393 $423,149,000 +$54,845,115 -$4,321,041 +$50,524,074 ENSG, IVV, SPY, PNTG, ESGV 13F-HR 29 Oct 2021, 12:30
Q2 2021 458 $403,052,000 +$14,064,828 -$12,377,208 +$1,687,620 ENSG, PNTG, IVV, SPY, IJH 13F-HR 10 Aug 2021, 18:49
Q1 2021 457 $403,142,000 +$172,143,369 -$33,414,477 +$138,728,892 ENSG, PNTG, IVV, SPY, IJH 13F-HR 21 Apr 2021, 13:31
Q4 2020 442 $249,782,000 +$40,883,203 -$41,536,779 -$653,576 PS, SPY, IVV, DBEF, IJH 13F-HR 27 Jan 2021, 17:26
Q3 2020 623 $213,137,000 +$16,673,376 -$6,430,998 +$10,242,378 PS, SPY, IVV, DBEF, IWM 13F-HR 13 Oct 2020, 16:01
Q2 2020 214 $204,700,000 +$10,305,502 -$31,313,773 -$21,008,271 PS, SPY, IVV, DBEF, IWM 13F-HR 24 Jul 2020, 13:46
Q1 2020 174 $167,593,000 +$10,676,329 -$7,390,904 +$3,285,425 PS, SPY, IVV, DBEF, CVX 13F-HR 07 May 2020, 13:27
Q4 2019 249 $228,458,000 +$9,524,682 -$9,959,174 -$434,492 PS, SPY, IVV, DBEF, CVX 13F-HR 05 Feb 2020, 12:42
Q3 2019 212 $217,518,000 +$3,723,018 -$23,875,894 -$20,152,876 PS, SPY, IVV, DBEF, CVX 13F-HR 05 Nov 2019, 18:55
Q2 2019 298 $307,572,000 +$31,184,281 -$34,996,281 -$3,812,000 PS, SPY, IVV, CVX, DBEF 13F-HR 09 Aug 2019, 13:51
Q1 2019 243 $317,709,000 +$4,105,281 -$86,413,778 -$82,308,497 PS, CVX, SPY, IVV, DBEF 13F-HR 09 May 2019, 20:14
Q4 2018 225 $315,598,000 +$218,026,709 -$3,649,249 +$214,377,460 PS, SPY, CVX, IVV, DBEF 13F-HR 05 Feb 2019, 12:34
Q3 2018 233 $118,168,000 +$12,045,210 -$4,723,503 +$7,321,707 CVX, IVV, SPY, DBEF, MDY 13F-HR 13 Nov 2018, 10:23
Q2 2018 255 $107,508,000 +$8,809,751 -$8,437,459 +$372,292 CVX, SPY, IVV, DBEF, MDY 13F-HR 07 Aug 2018, 13:24
Q1 2018 269 $101,972,000 +$6,478,655 -$2,948,693 +$3,529,962 CVX, SPY, IVV, DBEF, MDY 13F-HR 07 May 2018, 14:52
Q4 2017 266 $102,117,000 $0 $0 $0 CVX, SPY, IVV, DBEF, MDY 13F-HR 09 Feb 2018, 13:23