Crewe Advisors LLC

RIA/Wealth

Crewe Advisors LLC is a RIA/Wealth based in Salt Lake City, UT led by Jason Richard Miller, reporting $2.5B in AUM as of Q3 2025 with 65% ETF concentration and 52% concentrated in top 10 holdings.

PresidentJason Richard Miller

Portfolio Value: $1.0B
Positions: 957
Top Holding: IVV at 12.62%
Last Reported: Q3 2025

Address650 S. Main Street, Suite 700, Salt Lake City, UT, 84101, United States

Top Holdings

Largest long holdings in Crewe Advisors LLC's portfolio (51.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$131.8M	12.62%	+$131.8M Bought	— 196.9K shares	Q4 2017 Held for 7y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$67.8M	6.50%	+$3.8M Bought	— 101.8K shares	Q4 2017 Held for 7y 11m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$58.8M	5.63%	+$1.5M Bought	— 901.5K shares	Q4 2017 Held for 7y 11m
4 PULS PGIM Ultra Short Bond PULS	Unknown Unknown	$46.8M	4.48%	+$18.1M Bought	— 939.5K shares	Q2 2024 Held for 1y 5m
5 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$46.1M	4.41%	+$1.5M Bought	— 527.7K shares	Q3 2020 Held for 5y 2m
6 Vanguard Total Bond Market BND	ETF ETF	$42.9M	4.11%	+$2.9M Bought	— 576.5K shares	Q2 2025 Held for 5 months
7 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$42.2M	4.04%	+$3.0M Bought	0.00% 56.0 shares	Q3 2022 Held for 3y 2m
8 Vanguard ESG U.S. Stock ESGV	ETF ETF	$38.2M	3.66%	-$65.3K Sold	— 322.4K shares	Q4 2019 Held for 5y 11m
9 Xtrackers MSCI EAFE Hedged Equity DBEF	ETF ETF	$34.2M	3.28%	+$457.6K Bought	— 737.7K shares	Q4 2017 Held for 7y 11m
10 Microsoft MSFT	Software - Infrastructure Technology	$31.2M	2.99%	+$31.2M Bought	0.00% 60.2K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Crewe Advisors LLC's latest filing

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Market Value

$1.0B

Prior: $703.4M

Q/Q Change

+48.45%

+$340.8M

Net Flows % of MV

+4.14%

Turnover Ratio

14.93%

New Purchases

102 stocks

$3.0M

Added To

213 stocks

+$49.6M

Sold Out Of

109 stocks

$1.8M

Reduced Holdings

144 stocks

-$7.5M

Increased Positions

Position	Shares Δ	Change
1 MAXJ iShares Large Cap Max Buffer Jun MAXJ	New	0 → 36.3K +$1.0M
2 Globalstar GSAT	New	0 → 16.3K +$591.6K
3 Palladyne AI Corp. PDYN	New	0 → 37.7K +$324.2K
4 Nautilus Biotechnology, Inc. NAUT	New	0 → 136.1K +$115.0K
5 iShares Russell 2000 Growth IWO	New	0 → 329.0 +$105.3K

Decreased Positions

Position	Shares Δ	Change
1 Blackstone Mortgage Trust BXMT	Sold	56.1K → 0 −$1.1M
2 Fiserv FI	Sold	1.8K → 0 −$316.0K
3 KT Corp. KT	Sold	7.0K → 0 −$145.5K
4 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	Sold	469.0 → 0 −$35.1K
5 iShares North American Natural Resources IGE	Sold	618.0 → 0 −$27.3K