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, NVDA, BKLC, and represent 18.88% of Crux Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BKAG, BKCI, OMC, AMZN, ESGD, MAS, BKIE, CMCSA, SCHW, PM.
- Started 6 new stock positions in VB, RVNU, MAS, BIV, CDXS, CVX.
- Reduced shares in these 10 stocks: ORCL, BKDV, NULV, EBAY, NVDA, MSTR, DAL, BND, , AGG.
- Sold out of its positions in DAL, XJH, MSTR, NOW, BND.
- Crux Wealth Advisors was a net buyer of stock by $4.4M.
- Crux Wealth Advisors has $252M in assets under management (AUM), dropping by 7.44%.
- Central Index Key (CIK): 0002054270
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Portfolio Holdings for Crux Wealth Advisors
Crux Wealth Advisors holds 167 positions in its portfolio as reported in the September 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) | 5.2 | $13M | +7% | 305k | 42.60 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 3.8 | $9.6M | 92k | 104.51 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 3.5 | $8.9M | -12% | 320k | 27.80 |
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| NVIDIA Corporation (NVDA) | 3.2 | $8.2M | -2% | 44k | 186.58 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 3.2 | $8.0M | +2% | 62k | 128.38 |
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| Microsoft Corporation (MSFT) | 3.1 | $7.8M | +2% | 15k | 517.95 |
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| Meta Platforms Cl A (META) | 2.2 | $5.6M | +3% | 7.6k | 734.38 |
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| Amazon (AMZN) | 2.2 | $5.6M | +10% | 25k | 219.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $5.1M | +3% | 10k | 502.74 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.9 | $4.9M | -2% | 55k | 88.96 |
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| Spdr Series Trust Spdr S&p 500 Etf (SPYX) | 1.9 | $4.8M | 87k | 54.85 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $4.7M | 7.6k | 612.34 |
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| Bny Mellon Etf Trust Concentrated Int (BKCI) | 1.6 | $4.0M | +26% | 78k | 51.53 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.4 | $3.5M | -11% | 80k | 43.83 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.4 | $3.5M | +17% | 38k | 92.98 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $3.5M | 11k | 315.44 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.4 | $3.5M | 35k | 99.45 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $3.3M | +10% | 35k | 95.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $3.3M | 10k | 328.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.3M | 14k | 243.10 |
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| Apple (AAPL) | 1.3 | $3.2M | 13k | 254.63 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.3 | $3.2M | +4% | 66k | 48.03 |
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| Booking Holdings (BKNG) | 1.3 | $3.2M | +6% | 587.00 | 5401.08 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $3.0M | 93k | 31.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.9M | +2% | 12k | 243.55 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 1.1 | $2.9M | 74k | 38.97 |
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| Philip Morris International (PM) | 1.0 | $2.6M | +10% | 16k | 162.20 |
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| Ishares Esg Awr Msci Em (ESGE) | 1.0 | $2.6M | 60k | 43.42 |
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| Visa Com Cl A (V) | 1.0 | $2.5M | +6% | 7.3k | 341.39 |
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| Bny Mellon Etf Trust High Yield Etf (BKHY) | 1.0 | $2.4M | +7% | 49k | 48.70 |
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| Broadcom (AVGO) | 0.9 | $2.4M | 7.1k | 329.89 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $2.2M | -7% | 7.8k | 279.28 |
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| First Tr Exchange-traded SHS (FVD) | 0.8 | $2.1M | 46k | 46.24 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.8 | $2.1M | -2% | 58k | 35.52 |
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| Wells Fargo & Company (WFC) | 0.8 | $2.0M | +6% | 24k | 83.82 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.8 | $2.0M | 31k | 65.91 |
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| Tesla Motors (TSLA) | 0.8 | $2.0M | +14% | 4.4k | 444.72 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $2.0M | -3% | 20k | 99.11 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $1.9M | 3.9k | 479.62 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $1.8M | -2% | 6.3k | 293.73 |
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| Applied Materials (AMAT) | 0.7 | $1.7M | +12% | 8.5k | 204.74 |
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| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 0.7 | $1.7M | +27% | 19k | 89.55 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.7 | $1.7M | -3% | 8.2k | 209.35 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | +3% | 15k | 112.75 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $1.6M | -8% | 30k | 54.09 |
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| Analog Devices (ADI) | 0.6 | $1.6M | +4% | 6.4k | 245.70 |
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| Iqvia Holdings (IQV) | 0.6 | $1.6M | +8% | 8.3k | 189.94 |
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| Medtronic SHS (MDT) | 0.6 | $1.5M | +4% | 16k | 95.24 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.5M | -11% | 15k | 100.25 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $1.5M | +27% | 47k | 31.42 |
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| Anthem (ELV) | 0.6 | $1.5M | +11% | 4.6k | 323.10 |
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| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.6 | $1.5M | -9% | 21k | 68.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.4M | 6.7k | 215.80 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $1.4M | +7% | 2.5k | 568.89 |
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| General Dynamics Corporation (GD) | 0.6 | $1.4M | +10% | 4.2k | 341.04 |
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| Oracle Corporation (ORCL) | 0.6 | $1.4M | -53% | 5.0k | 281.24 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $1.4M | +6% | 11k | 128.24 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $1.3M | +6% | 12k | 108.96 |
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| Walt Disney Company (DIS) | 0.5 | $1.3M | +6% | 11k | 114.50 |
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| Unilever Spon Adr New (UL) | 0.5 | $1.3M | +9% | 21k | 59.28 |
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| ConocoPhillips (COP) | 0.5 | $1.3M | +13% | 13k | 94.59 |
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| Stryker Corporation (SYK) | 0.5 | $1.3M | 3.4k | 369.68 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.2M | 1.9k | 669.44 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $1.2M | +11% | 14k | 89.57 |
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| Becton, Dickinson and (BDX) | 0.5 | $1.2M | +23% | 6.2k | 187.16 |
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| CarMax (KMX) | 0.4 | $1.1M | +7% | 25k | 44.87 |
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| Bny Mellon Etf Trust Emrg Mkt Equit (BKEM) | 0.4 | $1.1M | +12% | 15k | 73.46 |
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| McKesson Corporation (MCK) | 0.4 | $1.1M | +8% | 1.4k | 772.50 |
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| Omni (OMC) | 0.4 | $1.1M | +108% | 13k | 81.53 |
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| salesforce (CRM) | 0.4 | $1.0M | -2% | 4.4k | 237.00 |
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| Starbucks Corporation (SBUX) | 0.4 | $970k | +4% | 12k | 84.60 |
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| Bank of America Corporation (BAC) | 0.4 | $966k | 19k | 51.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $964k | +23% | 2.7k | 355.47 |
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| Air Products & Chemicals (APD) | 0.4 | $956k | 3.5k | 272.73 |
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| First Tr Exchange-traded A Com Shs (FNX) | 0.4 | $956k | -4% | 7.6k | 125.41 |
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| Eaton Corp SHS (ETN) | 0.4 | $941k | 2.5k | 374.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $928k | 16k | 59.92 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.4 | $898k | +6% | 19k | 47.20 |
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| Qualcomm (QCOM) | 0.3 | $862k | +5% | 5.2k | 166.36 |
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| Autodesk (ADSK) | 0.3 | $838k | +5% | 2.6k | 317.67 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $802k | -8% | 31k | 26.34 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.3 | $799k | -2% | 23k | 34.56 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.3 | $781k | 16k | 49.31 |
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| UnitedHealth (UNH) | 0.3 | $731k | +5% | 2.1k | 345.28 |
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| Diageo Spon Adr New (DEO) | 0.3 | $724k | +5% | 7.6k | 95.43 |
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| Ishares Tr Esg Optimized (SUSA) | 0.3 | $724k | -13% | 5.3k | 135.65 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $722k | +6% | 3.5k | 206.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $718k | +8% | 1.2k | 600.17 |
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| Motorola Solutions Com New (MSI) | 0.3 | $718k | 1.6k | 457.19 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $718k | 4.1k | 174.56 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.3 | $694k | -8% | 16k | 44.42 |
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| AmerisourceBergen (COR) | 0.3 | $692k | +5% | 2.2k | 312.46 |
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| Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) | 0.3 | $689k | +18% | 24k | 28.70 |
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| Global X Fds Emerging Mkt Grt (EMC) | 0.3 | $689k | -4% | 22k | 31.16 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $688k | +10% | 5.7k | 121.42 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $684k | +7% | 1.9k | 352.75 |
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| eBay (EBAY) | 0.3 | $655k | -29% | 7.2k | 90.95 |
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| Wal-Mart Stores (WMT) | 0.3 | $654k | +3% | 6.3k | 103.05 |
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| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.3 | $651k | +3% | 30k | 21.77 |
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| Bny Mellon Etf Trust Us Smlcp Core (BKSE) | 0.3 | $648k | +13% | 5.9k | 110.17 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $646k | +9% | 6.1k | 106.50 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.3 | $640k | 9.1k | 69.95 |
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| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.2 | $626k | +13% | 5.8k | 108.51 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $590k | -5% | 4.9k | 120.73 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.2 | $587k | 14k | 41.80 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $587k | -4% | 6.3k | 93.64 |
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| Home Depot (HD) | 0.2 | $579k | -20% | 1.4k | 405.33 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $576k | 3.0k | 192.76 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $557k | +7% | 3.3k | 167.35 |
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| Fiserv (FI) | 0.2 | $544k | 4.2k | 128.93 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $539k | -11% | 13k | 40.57 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $538k | +47% | 1.9k | 281.84 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $519k | +7% | 1.7k | 297.91 |
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| Columbia Etf Tr I Short Duration (SBND) | 0.2 | $517k | +5% | 27k | 18.97 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.2 | $506k | +4% | 10k | 50.23 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $505k | +4% | 10k | 50.73 |
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| Starwood Property Trust (STWD) | 0.2 | $494k | +2% | 26k | 19.37 |
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| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.2 | $484k | 24k | 20.10 |
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| Trane Technologies SHS (TT) | 0.2 | $462k | -8% | 1.1k | 421.99 |
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| Pepsi (PEP) | 0.2 | $454k | +7% | 3.2k | 140.43 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $452k | +4% | 9.1k | 49.79 |
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| Masco Corporation (MAS) | 0.2 | $444k | NEW | 6.3k | 70.39 |
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| Chubb (CB) | 0.2 | $433k | -10% | 1.5k | 282.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $417k | -3% | 3.5k | 118.82 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $399k | +70% | 7.4k | 53.87 |
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| Merck & Co (MRK) | 0.2 | $387k | +3% | 4.6k | 83.93 |
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| Cme (CME) | 0.2 | $383k | -9% | 1.4k | 270.20 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $375k | +3% | 5.8k | 64.20 |
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| Ecolab (ECL) | 0.1 | $367k | +6% | 1.3k | 273.90 |
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| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.1 | $367k | 12k | 31.88 |
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| TJX Companies (TJX) | 0.1 | $358k | -7% | 2.5k | 144.53 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $352k | 14k | 24.77 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $340k | +14% | 7.8k | 43.41 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $337k | 1.4k | 244.16 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $332k | 2.0k | 164.55 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $328k | +2% | 5.8k | 57.10 |
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| Johnson & Johnson (JNJ) | 0.1 | $328k | -9% | 1.8k | 185.41 |
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| McDonald's Corporation (MCD) | 0.1 | $306k | -31% | 1.0k | 303.90 |
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| Verizon Communications (VZ) | 0.1 | $306k | 7.0k | 43.95 |
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| AutoZone (AZO) | 0.1 | $300k | 70.00 | 4290.24 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $300k | -19% | 5.5k | 54.18 |
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| Deere & Company (DE) | 0.1 | $296k | 648.00 | 457.35 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $283k | 2.6k | 109.96 |
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| Automatic Data Processing (ADP) | 0.1 | $274k | -17% | 934.00 | 293.54 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $271k | -2% | 4.9k | 55.87 |
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| Advanced Micro Devices (AMD) | 0.1 | $270k | +15% | 1.7k | 161.79 |
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| Darden Restaurants (DRI) | 0.1 | $265k | -9% | 1.4k | 190.37 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $260k | 2.7k | 95.14 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $256k | +6% | 1.8k | 142.42 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $253k | NEW | 3.2k | 78.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $252k | 2.9k | 87.32 |
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| Intercontinental Exchange (ICE) | 0.1 | $245k | -8% | 1.5k | 168.44 |
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| Goldman Sachs (GS) | 0.1 | $243k | 304.00 | 797.56 |
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| Union Pacific Corporation (UNP) | 0.1 | $240k | -6% | 1.0k | 236.42 |
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| Netflix (NFLX) | 0.1 | $239k | +11% | 199.00 | 1198.92 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $237k | -2% | 2.1k | 112.36 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $237k | 4.5k | 52.30 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $231k | -20% | 7.8k | 29.73 |
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| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 0.1 | $230k | NEW | 9.3k | 24.67 |
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| Costco Wholesale Corporation (COST) | 0.1 | $225k | +3% | 243.00 | 925.37 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $222k | 1.2k | 186.54 |
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| Chevron Corporation (CVX) | 0.1 | $211k | NEW | 1.4k | 155.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $204k | NEW | 803.00 | 254.36 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $204k | 2.7k | 76.00 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $203k | -7% | 890.00 | 227.65 |
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| Ardelyx (ARDX) | 0.1 | $154k | 28k | 5.51 |
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| Codexis (CDXS) | 0.0 | $33k | NEW | 13k | 2.44 |
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Past Filings by Crux Wealth Advisors
SEC 13F filings are viewable for Crux Wealth Advisors going back to 2025
- Crux Wealth Advisors 2025 Q3 filed Nov. 13, 2025
- Crux Wealth Advisors 2025 Q2 filed July 29, 2025