Crewe Advisors LLC
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,380,329
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 1,135 | 1,380,329 | 13F-HR | Crewe Advisors LLC |
| Q1 2026 | 5/7/2026 | 1,038 | 1,171,736 | 13F-HR | Crewe Advisors LLC |
| Q4 2025 | 1/16/2026 | 1,099 | 1,128,872 | 13F-HR | Crewe Advisors LLC |
| Q3 2025 | 11/13/2025 | 964 | 1,047,840 | 13F-HR | Crewe Advisors LLC |
| Q2 2025 | 7/30/2025 | 747 | 706,851 | 13F-HR | Crewe Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 487.1 K | 35.3% | 101.6 K | 0 | 101.6 K |
| ETFs | 891.4 K | 64.6% | 105.4 K | 0 | 105.4 K |
| Debt | 1.383 K | 0.1% | 1.33 K | 0 | 1.33 K |
| Other | 9 | 0.0% | 9 | 0 | 9 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,380,329
Holdings
1135
QoQ value change ($000)
208,593
(17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.