Crewe Advisors LLC

Q4 2025 13F Combination Report, Stock Holdings

Signature - Title
Dustin Thackeray - Head of Portfolio Management
Location
Salt Lake City, UT
Holdings as of
31 Dec 2025
Value $
$1,128,871,919
Num holdings
1,099
Filing time
16 Jan 2026, 16:12:37 UTC
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, PACS, SPY, IJH, and IEFA.
Previous filing
Q3 2025 - 13 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* 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 16 Jan 2026

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