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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 19.57% of Crux Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BKNG, VUG, VO, VTEC, ICE, SPGI, NFLX, AJG, SPYG, FDL.
Started 19 new stock positions in NFEB, VTEC, LMBS, AJG, GSY, CIBR, FCAL, BAC, CSCO, QTUM. ROK, VB, NXPI, JPST, GMAR, SHLD, NFLX, QQQM, SPGI.
Reduced shares in these 10 stocks: AMAT, SBUX, , QCOM, GOOG, TSM, GOOGL, META, , BNY.
Sold out of its positions in CVX, FIW, LYG, SNY, NOW, SBUX.
Crux Wealth Advisors was a net buyer of stock by $8.3M.
Crux Wealth Advisors has $289M in assets under management (AUM), dropping by 10.71%.
Central Index Key (CIK): 0002054270

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Portfolio Holdings for Crux Wealth Advisors

Crux Wealth Advisors holds 192 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Bny Mellon Etf Trust Core Bond Etf (BKAG)	4.7	$14M		324k	41.95	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	4.7	$14M	+4%	113k	118.99	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	3.9	$11M		338k	33.49	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	3.5	$10M		70k	143.39	View chart
NVIDIA Corporation (NVDA)	2.8	$8.1M		40k	200.09	View chart
Amazon (AMZN)	2.2	$6.3M	-3%	26k	238.34	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.9	$5.4M		67k	81.06	View chart
Microsoft Corporation (MSFT)	1.8	$5.3M	-2%	14k	373.01	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	1.8	$5.2M		86k	61.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$5.1M		7.4k	686.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.6	$4.7M		49k	95.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$4.6M		9.2k	500.39	View chart
Applied Materials (AMAT)	1.5	$4.3M	-25%	6.0k	722.95	View chart
Meta Platforms Cl A (META)	1.5	$4.3M	-6%	7.6k	563.29	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.5	$4.2M		36k	117.06	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.4	$4.0M		80k	49.99	View chart
Bny Mellon Etf Trust Conce Intl Etf (BKCI)	1.4	$3.9M		73k	53.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$3.6M	-8%	10k	357.36	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$3.5M	-12%	10k	353.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.2	$3.4M		34k	102.81	View chart
Apple (AAPL)	1.2	$3.4M	-3%	12k	289.37	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.1	$3.3M	+2%	69k	47.41	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.3M	-3%	9.9k	327.34	View chart
Ishares Esg Awr Msci Em (ESGE)	1.1	$3.2M	-2%	59k	54.69	View chart
Charles Schwab Corporation (SCHW)	1.1	$3.0M	-3%	33k	92.27	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$3.0M		32k	93.92	View chart
Booking Holdings (BKNG)	1.0	$3.0M	+2530%	17k	178.24	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	1.0	$2.9M		140k	20.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$2.8M		83k	33.84	View chart
Philip Morris International (PM)	1.0	$2.8M	-6%	16k	180.91	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	0.9	$2.7M	+3%	57k	47.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$2.6M	-13%	5.4k	477.56	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.9	$2.5M		63k	40.15	View chart
Visa Com Cl A (V)	0.9	$2.5M		7.2k	343.08	View chart
Broadcom (AVGO)	0.8	$2.4M		6.4k	377.72	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.8	$2.4M		41k	58.26	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.8	$2.4M	-2%	60k	39.14	View chart
Columbia Etf Tr I Short Duration (SBND)	0.8	$2.3M	+7%	123k	18.79	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.7	$2.2M		46k	47.20	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.7	$2.1M		19k	110.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.1M	-4%	5.6k	370.01	View chart
Analog Devices (ADI)	0.7	$2.0M	-3%	5.0k	397.17	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.0M		14k	136.72	View chart
Tesla Motors (TSLA)	0.7	$1.9M	+2%	4.6k	420.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.9M	+494%	23k	86.14	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.6	$1.8M		44k	40.98	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.6	$1.7M		17k	100.60	View chart
Anthem (ELV)	0.6	$1.7M	-4%	4.5k	386.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.7M	+290%	21k	80.57	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.6	$1.7M		81k	20.86	View chart
Bny Mellon Etf Trust Emrg Mkt Equit (BKEM)	0.6	$1.7M	-2%	18k	95.32	View chart
Stryker Corporation (SYK)	0.6	$1.7M	+14%	5.3k	314.86	View chart
Circle Internet Group Com Cl A (CRCL)	0.6	$1.6M		26k	62.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.6M		6.8k	236.62	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$1.6M		40k	40.41	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.6	$1.6M	-3%	21k	75.78	View chart
Iqvia Holdings (IQV)	0.5	$1.5M	-4%	8.0k	193.22	View chart
Wells Fargo & Company (WFC)	0.5	$1.5M	-3%	18k	82.64	View chart
General Dynamics Corporation (GD)	0.5	$1.5M	-2%	4.2k	354.28	View chart
Intercontinental Exchange (ICE)	0.5	$1.5M	+126%	12k	123.11	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$1.4M		30k	48.18	View chart
Novartis Sponsored Adr (NVS)	0.5	$1.4M	-5%	9.0k	156.73	View chart
ConocoPhillips (COP)	0.5	$1.4M		13k	103.96	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$1.4M	+2%	26k	53.17	View chart
Bank of New York Mellon Corporation (BNY)	0.5	$1.4M	-15%	9.5k	144.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.3M		1.7k	748.84	View chart
Becton, Dickinson and (BDX)	0.4	$1.3M	+23%	8.6k	151.33	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.4	$1.3M	+17%	42k	30.77	View chart
Medtronic SHS (MDT)	0.4	$1.3M	+2%	16k	78.23	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$1.2M	-2%	15k	78.28	View chart
Comcast Corp Cl A (CMCSA)	0.4	$1.2M	-3%	47k	24.55	View chart
Unilever Spon Adr New (UL)	0.4	$1.1M	-3%	19k	60.12	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.1M	-4%	2.2k	513.63	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$1.1M	-5%	11k	103.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.1M	+16%	1.5k	736.30	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.1M	+2%	10k	107.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M		15k	71.25	View chart
Walt Disney Company (DIS)	0.4	$1.0M		11k	96.25	View chart
Eaton Corp SHS (ETN)	0.3	$967k		2.3k	426.13	View chart
Omni (OMC)	0.3	$960k	-2%	13k	72.83	View chart
McKesson Corporation (MCK)	0.3	$952k	-5%	1.3k	755.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$937k	-5%	3.8k	246.22	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.3	$933k	NEW	9.3k	100.60	View chart
Air Products & Chemicals (APD)	0.3	$911k	-4%	3.1k	293.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$904k		31k	29.43	View chart
Advanced Micro Devices (AMD)	0.3	$836k		1.4k	580.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$829k		4.2k	197.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$825k		8.3k	98.98	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$813k	+134%	17k	48.66	View chart
S&p Global (SPGI)	0.3	$806k	NEW	2.0k	407.36	View chart
Netflix (NFLX)	0.3	$806k	NEW	11k	71.40	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$799k		11k	73.80	View chart
Aon Shs Cl A (AON)	0.3	$797k		2.4k	331.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$750k		2.0k	368.38	View chart
Airbnb Com Cl A (ABNB)	0.3	$736k	-4%	5.1k	143.09	View chart
Bny Mellon Etf Trust Us Smlcp Core (BKSE)	0.2	$717k	-2%	5.3k	134.45	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.2	$717k	-6%	18k	39.75	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.2	$710k	+4%	33k	21.44	View chart
Marathon Petroleum Corp (MPC)	0.2	$695k		2.7k	255.66	View chart
Oracle Corporation (ORCL)	0.2	$695k		4.7k	146.55	View chart
First Tr Exchange Traded Indxx Inovtv Etf (LEGR)	0.2	$672k	+137%	11k	64.25	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$664k	NEW	2.9k	229.58	View chart
Masco Corporation (MAS)	0.2	$653k	-4%	8.0k	81.37	View chart
Wal-Mart Stores (WMT)	0.2	$647k		5.7k	113.26	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.2	$642k	-2%	5.2k	123.90	View chart
salesforce (CRM)	0.2	$641k	-2%	4.1k	156.64	View chart
Amrize SHS (AMRZ)	0.2	$622k		12k	53.30	View chart
Raytheon Technologies Corp (RTX)	0.2	$617k	-2%	3.3k	189.73	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$603k	+14%	18k	33.87	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$592k	+68%	11k	54.63	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$591k	+83%	4.8k	124.44	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$583k	-4%	6.2k	93.38	View chart
AmerisourceBergen (COR)	0.2	$577k	-3%	2.0k	283.01	View chart
Motorola Solutions Com New (MSI)	0.2	$562k	-3%	1.4k	415.20	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$545k		4.1k	131.41	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.2	$543k	+89%	9.5k	57.00	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$539k	+63%	9.0k	59.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$525k		3.5k	148.33	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.2	$516k		13k	39.47	View chart
Merck & Co (MRK)	0.2	$505k	-3%	3.9k	128.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$497k		2.6k	190.48	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$492k	+4%	2.1k	237.37	View chart
Autodesk (ADSK)	0.2	$476k	-4%	2.4k	194.42	View chart
Trane Technologies SHS (TT)	0.2	$469k		955.00	491.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$468k	-2%	3.4k	137.52	View chart
Chubb (CB)	0.2	$468k		1.4k	340.64	View chart
Thermo Fisher Scientific (TMO)	0.2	$448k	-11%	893.00	501.36	View chart
Dex (DXCM)	0.2	$444k	-5%	6.6k	67.35	View chart
Home Depot (HD)	0.2	$444k	-2%	1.3k	352.80	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$440k	-4%	17k	25.31	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.1	$432k	NEW	8.7k	49.65	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$430k	+10%	6.8k	62.76	View chart
Pepsi (PEP)	0.1	$425k	-3%	3.1k	135.38	View chart
Deere & Company (DE)	0.1	$415k		654.00	634.35	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$405k	-23%	8.0k	50.50	View chart
Uber Technologies (UBER)	0.1	$401k	-7%	5.6k	72.16	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$393k		8.5k	46.18	View chart
Johnson & Johnson (JNJ)	0.1	$382k	-4%	1.5k	254.03	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$381k		2.0k	188.10	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$380k		1.4k	273.69	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$378k		4.3k	87.88	View chart
Ecolab (ECL)	0.1	$374k	-2%	1.3k	278.62	View chart
Adobe Systems Incorporated (ADBE)	0.1	$371k	-4%	1.8k	204.99	View chart
Qualcomm (QCOM)	0.1	$347k	-63%	1.9k	184.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$339k	+2%	6.0k	56.48	View chart
UnitedHealth (UNH)	0.1	$338k		813.00	415.82	View chart
Johnson Controls Internation SHS (JCI)	0.1	$338k		2.3k	146.09	View chart
TJX Companies (TJX)	0.1	$336k		2.2k	151.51	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$332k	-2%	2.3k	146.32	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$329k	+27%	9.2k	35.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$319k		5.3k	59.69	View chart
Goldman Sachs (GS)	0.1	$312k		309.00	1010.75	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$312k	-3%	4.6k	67.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$311k	-9%	474.00	655.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$309k	NEW	6.2k	49.78	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$309k		6.4k	48.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$300k		7.0k	43.06	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$294k	-3%	1.7k	177.50	View chart
Cme (CME)	0.1	$293k		1.3k	220.76	View chart
Global X Fds Emerging Mkt Grt (EMC)	0.1	$287k	-2%	7.6k	37.64	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$274k	NEW	3.0k	89.85	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.1	$273k	+10%	8.8k	31.08	View chart
Union Pacific Corporation (UNP)	0.1	$271k		998.00	271.89	View chart
Verizon Communications (VZ)	0.1	$270k		6.4k	42.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$270k		2.8k	96.57	View chart
Cisco Systems (CSCO)	0.1	$269k	NEW	2.3k	117.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$265k		1.2k	217.96	View chart
McDonald's Corporation (MCD)	0.1	$262k		968.00	270.19	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$257k		2.7k	96.45	View chart
Rockwell Automation (ROK)	0.1	$256k	NEW	517.00	495.02	View chart
Darden Restaurants (DRI)	0.1	$255k	-3%	1.2k	206.00	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$250k	NEW	5.0k	50.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$250k	NEW	4.9k	50.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$248k		1.7k	146.39	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$241k	NEW	4.0k	59.72	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$236k		4.4k	53.60	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$234k	-9%	4.1k	56.52	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$233k		12k	19.99	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$229k	NEW	1.4k	165.35	View chart
AutoZone (AZO)	0.1	$224k		70.00	3195.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$222k	NEW	734.00	303.03	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$222k		7.1k	31.07	View chart
Nxp Semiconductors N V (NXPI)	0.1	$221k	NEW	787.00	280.92	View chart
Costco Wholesale Corporation (COST)	0.1	$220k		235.00	934.66	View chart
Bank of America Corporation (BAC)	0.1	$219k	NEW	3.9k	56.97	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$218k	NEW	7.2k	30.34	View chart
Devon Energy Corporation (DVN)	0.1	$210k	+2%	5.1k	41.32	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$206k		7.0k	29.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$205k	NEW	677.00	302.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$201k	NEW	4.5k	44.24	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$201k		10k	19.57	View chart
Ardelyx (ARDX)	0.1	$201k	+9%	39k	5.10	View chart

Past Filings by Crux Wealth Advisors

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

Crux Wealth Advisors 2026 Q2 filed July 21, 2026
Crux Wealth Advisors 2026 Q1 filed April 24, 2026
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

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