Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Crux Wealth Advisors

Latest statistics and disclosures from Crux Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BKAG, SPYG, BKDV, BKLC, NVDA, and represent 18.85% of Crux Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVY, SCIO, FTCS, PTLC, COWG, CGGR, FNY, FTCB, SBND, AFMC.
Started 24 new stock positions in LEGR, DBEF, SCIO, WCMI, COWG, CRCL, FTSM, DXCM, EFAS, FMHI. PTLC, UL, FSMB, CGGR, GMAR, SLV, AFMC, DOCT, LYG, RBUF, RDVY, SPYM, FTCB, FNY.
Reduced shares in these 10 stocks: VTI, Unilever, VXF, MOAT, SUSA, FIXD, FNX, VIGI, FVD, AGG.
Sold out of its positions in ADP, CVX, CDXS, LMBS, FIXD, FUMB, FI, GSY, SUSA, JPST. NFLX, STWD, Unilever, BIV, NXPI.
Crux Wealth Advisors was a net buyer of stock by $13M.
Crux Wealth Advisors has $269M in assets under management (AUM), dropping by 6.52%.
Central Index Key (CIK): 0002054270

Tip: Access up to 7 years of quarterly data

Positions held by Crux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Crux Wealth Advisors

Crux Wealth Advisors holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Bny Mellon Etf Trust Core Bond Etf (BKAG)	5.0	$13M	+3%	316k	42.38	View chart
Spdr Series Trust State Street Spd (SPYG)	4.1	$11M	+13%	104k	106.70	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	3.6	$9.8M	+5%	337k	29.02	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	3.2	$8.6M	+5%	65k	130.80	View chart
NVIDIA Corporation (NVDA)	2.9	$7.9M	-3%	42k	186.50	View chart
Microsoft Corporation (MSFT)	2.6	$6.9M	-4%	14k	483.64	View chart
Amazon (AMZN)	2.2	$5.8M		25k	230.82	View chart
Meta Platforms Cl A (META)	1.9	$5.1M		7.7k	660.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$5.1M		10k	502.65	View chart
Spdr Series Trust State Street Spd (SPYX)	1.8	$4.8M		86k	56.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$4.8M		7.6k	627.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.7	$4.5M	-8%	50k	89.43	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$4.4M	NEW	64k	69.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$4.0M	-4%	13k	313.00	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.4	$3.7M		81k	45.05	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	1.4	$3.6M	-9%	71k	51.57	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$3.6M	-2%	12k	313.81	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.3	$3.5M	+2%	36k	97.80	View chart
JPMorgan Chase & Co. (JPM)	1.3	$3.5M	-2%	11k	322.23	View chart
Charles Schwab Corporation (SCHW)	1.3	$3.5M		35k	99.91	View chart
Apple (AAPL)	1.2	$3.3M	-4%	12k	271.85	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.2	$3.2M		67k	47.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.2	$3.2M	-11%	33k	95.09	View chart
Booking Holdings (BKNG)	1.2	$3.1M		581.00	5356.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$3.0M		92k	32.62	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$2.9M	+392%	31k	92.51	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	1.0	$2.7M	NEW	131k	20.80	View chart
Ishares Esg Awr Msci Em (ESGE)	1.0	$2.7M		61k	44.17	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	1.0	$2.7M	-7%	68k	39.11	View chart
Philip Morris International (PM)	1.0	$2.6M		16k	160.40	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.0	$2.6M	+7%	53k	48.07	View chart
Visa Com Cl A (V)	0.9	$2.5M		7.1k	350.69	View chart
Broadcom (AVGO)	0.9	$2.4M	-3%	6.9k	346.11	View chart
Wells Fargo & Company (WFC)	0.8	$2.2M		24k	93.20	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.8	$2.2M	-5%	7.3k	303.87	View chart
Tesla Motors (TSLA)	0.8	$2.2M	+9%	4.8k	449.72	View chart
Applied Materials (AMAT)	0.8	$2.2M		8.4k	256.98	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.8	$2.1M	NEW	39k	55.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$2.1M	-37%	6.2k	335.25	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.8	$2.1M	NEW	59k	35.21	View chart
Columbia Etf Tr I Short Duration (SBND)	0.7	$2.0M	+288%	106k	18.93	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$1.9M	NEW	43k	44.47	View chart
Iqvia Holdings (IQV)	0.7	$1.9M		8.4k	225.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.9M	-2%	3.8k	487.85	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.7M		15k	120.34	View chart
Analog Devices (ADI)	0.6	$1.7M		6.3k	271.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.7M	-7%	5.8k	290.23	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.6	$1.7M	-5%	18k	92.56	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.6	$1.7M	NEW	18k	91.19	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.6	$1.6M	-19%	25k	66.80	View chart
Anthem (ELV)	0.6	$1.6M		4.6k	350.59	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.6	$1.6M	NEW	75k	21.23	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$1.6M	-26%	43k	36.97	View chart
Medtronic SHS (MDT)	0.6	$1.5M		16k	96.06	View chart
First Tr Exchange-traded SHS (FVD)	0.6	$1.5M	-28%	32k	46.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.5M		6.7k	219.78	View chart
Novartis Sponsored Adr (NVS)	0.6	$1.5M		11k	137.87	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.5	$1.4M	NEW	42k	34.47	View chart
Bny Mellon Etf Trust Emrg Mkt Equit (BKEM)	0.5	$1.4M	+28%	19k	74.87	View chart
General Dynamics Corporation (GD)	0.5	$1.4M		4.2k	336.67	View chart
Comcast Corp Cl A (CMCSA)	0.5	$1.4M		47k	29.89	View chart
Mastercard Incorporated Cl A (MA)	0.5	$1.4M	-2%	2.5k	570.96	View chart
Bank of New York Mellon Corporation (BK)	0.5	$1.4M		12k	116.09	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$1.4M	-14%	26k	53.88	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$1.3M	-37%	12k	103.56	View chart
Walt Disney Company (DIS)	0.5	$1.3M		11k	113.77	View chart
ConocoPhillips (COP)	0.5	$1.3M		14k	93.61	View chart
Unilever Spon Adr New (UL)	0.5	$1.2M	NEW	19k	65.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.2M	-2%	1.8k	684.87	View chart
Becton, Dickinson and (BDX)	0.5	$1.2M		6.3k	194.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.2M	+10%	3.0k	396.31	View chart
Stryker Corporation (SYK)	0.4	$1.2M		3.4k	351.44	View chart
McKesson Corporation (MCK)	0.4	$1.2M		1.4k	820.42	View chart
salesforce (CRM)	0.4	$1.1M		4.3k	264.92	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$1.1M	-25%	16k	69.33	View chart
Omni (OMC)	0.4	$1.1M		13k	80.75	View chart
Bank of America Corporation (BAC)	0.4	$1.0M		19k	55.00	View chart
Oracle Corporation (ORCL)	0.4	$1.0M	+3%	5.1k	194.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$979k		16k	62.47	View chart
CarMax (KMX)	0.4	$973k		25k	38.64	View chart
Starbucks Corporation (SBUX)	0.4	$962k		11k	84.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$958k	-44%	4.6k	209.12	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.3	$918k	+30%	31k	29.31	View chart
Sanofi Sa Sponsored Adr (SNY)	0.3	$916k		19k	48.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$884k	-40%	8.9k	99.88	View chart
Qualcomm (QCOM)	0.3	$875k		5.1k	171.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$856k	+42%	6.9k	123.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$822k		31k	26.91	View chart
Air Products & Chemicals (APD)	0.3	$815k	-5%	3.3k	247.02	View chart
Check Point Software Tech Lt Ord (CHKP)	0.3	$782k	+20%	4.2k	185.56	View chart
Autodesk (ADSK)	0.3	$767k		2.6k	296.01	View chart
Airbnb Com Cl A (ABNB)	0.3	$756k		5.6k	135.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$749k		1.2k	614.46	View chart
Eaton Corp SHS (ETN)	0.3	$741k	-7%	2.3k	318.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$737k		4.2k	177.36	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$736k	+13%	10k	70.99	View chart
AmerisourceBergen (COR)	0.3	$735k		2.2k	337.82	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$694k	+6%	6.5k	107.10	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.3	$692k	-13%	20k	34.45	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.3	$673k	+4%	31k	21.60	View chart
Adobe Systems Incorporated (ADBE)	0.2	$670k		1.9k	349.90	View chart
Diageo Spon Adr New (DEO)	0.2	$662k		7.7k	86.27	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$654k	-48%	7.2k	91.45	View chart
Bny Mellon Etf Trust Us Smlcp Core (BKSE)	0.2	$652k		5.8k	112.50	View chart
Wal-Mart Stores (WMT)	0.2	$644k	-8%	5.8k	111.40	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.2	$633k		5.8k	108.94	View chart
eBay (EBAY)	0.2	$629k		7.2k	87.10	View chart
Raytheon Technologies Corp (RTX)	0.2	$611k		3.3k	183.38	View chart
Motorola Solutions Com New (MSI)	0.2	$547k	-9%	1.4k	383.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$545k	+98%	3.8k	143.99	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$521k	-2%	13k	40.25	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$514k	-33%	11k	49.15	View chart
Masco Corporation (MAS)	0.2	$509k	+27%	8.0k	63.46	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$475k	-22%	11k	43.54	View chart
Pepsi (PEP)	0.2	$457k		3.2k	143.53	View chart
Dex (DXCM)	0.2	$450k	NEW	6.8k	66.37	View chart
Marathon Petroleum Corp (MPC)	0.2	$447k	-8%	2.7k	162.65	View chart
Chubb (CB)	0.2	$435k	-9%	1.4k	312.13	View chart
Home Depot (HD)	0.2	$433k	-12%	1.3k	344.15	View chart
Merck & Co (MRK)	0.2	$425k	-12%	4.0k	105.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$423k		3.5k	120.19	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$416k	+10%	13k	32.57	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$407k		7.4k	54.77	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.1	$398k	+73%	16k	24.54	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$395k	NEW	5.0k	79.30	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$392k	+5%	6.2k	63.63	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$388k		1.7k	223.17	View chart
Trane Technologies SHS (TT)	0.1	$381k	-10%	978.00	389.04	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$358k		14k	24.87	View chart
Cme (CME)	0.1	$353k	-8%	1.3k	273.18	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$347k		1.4k	251.19	View chart
Ecolab (ECL)	0.1	$347k		1.3k	262.49	View chart
TJX Companies (TJX)	0.1	$347k	-8%	2.3k	153.61	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$345k	NEW	4.3k	80.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$339k		2.0k	167.97	View chart
Advanced Micro Devices (AMD)	0.1	$338k	-5%	1.6k	214.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$333k		5.8k	57.24	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$331k	-65%	2.6k	125.99	View chart
Johnson & Johnson (JNJ)	0.1	$324k	-11%	1.6k	206.91	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$316k	NEW	4.9k	64.42	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$305k	NEW	6.4k	47.93	View chart
Deere & Company (DE)	0.1	$303k		650.00	465.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$294k		5.5k	53.76	View chart
McDonald's Corporation (MCD)	0.1	$292k	-5%	956.00	305.59	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$292k	NEW	4.9k	59.93	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$277k	-9%	2.3k	119.77	View chart
UnitedHealth (UNH)	0.1	$276k	-60%	836.00	330.08	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$270k	-2%	4.7k	56.93	View chart
Goldman Sachs (GS)	0.1	$269k		306.00	878.45	View chart
Global X Fds Emerging Mkt Grt (EMC)	0.1	$262k	-61%	8.5k	30.74	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$261k	-24%	5.9k	44.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$258k		2.7k	94.17	View chart
Global X Fds Msci Supdiv Ea (EFAS)	0.1	$258k	NEW	13k	19.41	View chart
Verizon Communications (VZ)	0.1	$253k	-10%	6.2k	40.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$246k	-4%	2.7k	89.47	View chart
AutoZone (AZO)	0.1	$237k		70.00	3391.50	View chart
Darden Restaurants (DRI)	0.1	$235k	-8%	1.3k	184.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$235k		4.6k	51.60	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$233k	NEW	12k	20.05	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$232k	-5%	1.7k	136.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$230k		1.2k	190.91	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$228k		2.1k	108.66	View chart
First Tr Exchange-traded Indxx Inovtv Etf (LEGR)	0.1	$227k	NEW	3.8k	59.51	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$223k	NEW	4.6k	48.11	View chart
Union Pacific Corporation (UNP)	0.1	$220k	-6%	950.00	231.41	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.1	$220k	NEW	7.6k	29.05	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$211k	-7%	7.2k	29.37	View chart
Intercontinental Exchange (ICE)	0.1	$211k	-10%	1.3k	161.97	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$207k	+8%	2.9k	71.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$204k		789.00	258.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$203k	NEW	4.9k	40.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$202k	NEW	4.6k	44.29	View chart
Costco Wholesale Corporation (COST)	0.1	$202k	-3%	234.00	863.33	View chart
Ardelyx (ARDX)	0.1	$181k	+10%	31k	5.83	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$175k	NEW	10k	17.01	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$54k	NEW	10k	5.30	View chart

Past Filings by Crux Wealth Advisors

SEC 13F filings are viewable for Crux Wealth Advisors going back to 2025

Crux Wealth Advisors 2025 Q4 filed Jan. 21, 2026
Crux Wealth Advisors 2025 Q3 filed Nov. 13, 2025
Crux Wealth Advisors 2025 Q2 filed July 29, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z