Crewe Advisors LLC

Q3 2025 13F Combination Report, Stock Holdings

Signature - Title
Dustin Thackeray - Head of Portfolio Management
Location
Salt Lake City, UT
Holdings as of
September 30, 2025
Value $
$1.05B
Num holdings
964
Date filed
11/13/2025, 03:41 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IVV, SPY, IJH, PULS, and IEFA.
Previous filing
Q2 2025 - Jul 30, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Dustin Thackeray Head of Portfolio Management Salt Lake City, Utah 11/13/2025

List of Other Managers Reporting for Crewe Advisors LLC:

Name Holdings Value Location File Number
Invesco Ltd. $635B 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 $348B Chicago, IL 028-13411
Nuveen Asset Management, LLC Chicago, IL 028-14498
Quantinno Capital Management LP $36.7B New York, NY 028-19308