Crewe Advisors LLC
Annual return '25
+20.7%
SPY '25
+17.7%
Alpha
+3.0ptsvs SPY
Invested
$1.2B
Holdings
1,125
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
12.1%
02
$PACS
PACS GROUP INC
Held since at least Q1 2024
7.6%
03
$IJH
ISHARES TR
Held since at least Q1 2024
5.8%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
5.6%
05
$IEFA
ISHARES TR
Held since at least Q1 2024
4.7%
06
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.2%
07
$ESGV
VANGUARD WORLD FD
Held since at least Q1 2024
3.5%
08
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
3.4%
09
$DBEF
DBX ETF TR
Held since at least Q1 2024
3.2%
10
$PULS
PGIM ETF TR
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:32 UTC.