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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 19.21% of Crux Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CRCL, AON, AMRZ, ICE, ACN, TMO, FERG, SPYG, UBER, AMZN.
Started 14 new stock positions in ACN, AMRZ, NOW, PFEB, DVN, KFEB, EALT, SMH, AON, CVX. TMO, UBER, FERG, HEDJ.
Reduced shares in these 10 stocks: BAC, KMX, , EBAY, GOOGL, WFC, GLD, IVW, BRK.B, FLMI.
Sold out of its positions in BAC, KMX, DEO, EBAY, CIBR, GMAR, DOCT, FLMI, EFAS, SLV. VB.
Crux Wealth Advisors was a net buyer of stock by $1.5M.
Crux Wealth Advisors has $261M in assets under management (AUM), dropping by -3.03%.
Central Index Key (CIK): 0002054270

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Portfolio Holdings for Crux Wealth Advisors

Crux Wealth Advisors holds 179 positions in its portfolio as reported in the March 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)	5.2	$14M	+2%	323k	42.20	View chart
Spdr Series Trust State Street Spd (SPYG)	4.1	$11M	+4%	109k	97.91	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	3.9	$10M		343k	29.66	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	3.3	$8.6M	+4%	69k	124.81	View chart
NVIDIA Corporation (NVDA)	2.7	$7.1M	-3%	41k	174.40	View chart
Amazon (AMZN)	2.2	$5.7M	+8%	27k	208.27	View chart
Microsoft Corporation (MSFT)	2.1	$5.4M		15k	370.18	View chart
Meta Platforms Cl A (META)	1.8	$4.6M	+4%	8.1k	572.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$4.5M	+4%	67k	68.28	View chart
Spdr Series Trust State Street Spd (SPYX)	1.7	$4.5M		86k	53.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$4.5M		7.5k	597.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$4.5M	-7%	9.3k	479.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.7	$4.3M		50k	87.84	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.4	$3.7M		81k	45.50	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	1.4	$3.6M	+3%	73k	49.47	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$3.3M		11k	286.85	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.2	$3.2M		36k	90.94	View chart
Charles Schwab Corporation (SCHW)	1.2	$3.2M		34k	93.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$3.2M	-13%	11k	287.55	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.2	$3.2M		67k	47.55	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.2	$3.2M		33k	95.62	View chart
Apple (AAPL)	1.2	$3.0M		12k	253.79	View chart
JPMorgan Chase & Co. (JPM)	1.2	$3.0M	-4%	10k	294.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$3.0M	+3%	32k	92.76	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	1.1	$2.9M	+6%	139k	20.64	View chart
Ishares Esg Awr Msci Em (ESGE)	1.1	$2.8M		61k	45.47	View chart
Applied Materials (AMAT)	1.1	$2.7M	-4%	8.0k	341.80	View chart
Philip Morris International (PM)	1.1	$2.7M		17k	165.34	View chart
Booking Holdings (BKNG)	1.0	$2.7M	+9%	637.00	4213.39	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.0	$2.6M	+3%	55k	47.41	View chart
Circle Internet Group Com Cl A (CRCL)	1.0	$2.5M	+427%	26k	95.41	View chart
Exxon Mobil Corporation (XOM)	1.0	$2.5M		15k	169.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$2.4M	-9%	83k	29.13	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.9	$2.4M	-9%	62k	38.74	View chart
Visa Com Cl A (V)	0.8	$2.2M		7.2k	302.22	View chart
Columbia Etf Tr I Short Duration (SBND)	0.8	$2.1M	+7%	114k	18.79	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.8	$2.1M	+5%	41k	52.46	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$2.1M	-14%	6.3k	337.96	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.8	$2.1M	+6%	63k	33.74	View chart
Broadcom (AVGO)	0.8	$2.0M	-7%	6.4k	309.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.9M	-5%	5.9k	320.84	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$1.8M	+5%	45k	40.19	View chart
ConocoPhillips (COP)	0.7	$1.8M		14k	132.00	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.7	$1.7M	+4%	19k	90.49	View chart
Tesla Motors (TSLA)	0.6	$1.7M	-6%	4.5k	371.75	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.6	$1.7M	+7%	80k	20.96	View chart
Analog Devices (ADI)	0.6	$1.7M	-17%	5.2k	318.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.7M		3.8k	436.79	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.6	$1.6M	-6%	17k	93.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.6M	-6%	5.4k	287.18	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.6	$1.6M	+5%	44k	35.51	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$1.6M	-7%	40k	39.42	View chart
Stryker Corporation (SYK)	0.6	$1.5M	+36%	4.6k	328.59	View chart
Wells Fargo & Company (WFC)	0.6	$1.5M	-22%	19k	79.61	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.6	$1.5M	-10%	22k	67.22	View chart
General Dynamics Corporation (GD)	0.6	$1.5M		4.3k	343.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.5M		6.8k	215.07	View chart
Novartis Sponsored Adr (NVS)	0.6	$1.5M	-11%	9.5k	152.76	View chart
First Tr Exchange-traded SHS (FVD)	0.6	$1.4M	-5%	31k	47.03	View chart
Bny Mellon Etf Trust Emrg Mkt Equit (BKEM)	0.5	$1.4M	-6%	18k	79.23	View chart
Iqvia Holdings (IQV)	0.5	$1.4M		8.3k	170.54	View chart
Comcast Corp Cl A (CMCSA)	0.5	$1.4M	+4%	49k	28.71	View chart
Anthem (ELV)	0.5	$1.4M	+3%	4.7k	292.75	View chart
Medtronic SHS (MDT)	0.5	$1.4M		16k	86.65	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$1.4M		25k	53.22	View chart
Bank of New York Mellon Corporation (BK)	0.5	$1.3M	-6%	11k	118.63	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.2M	-6%	2.3k	499.56	View chart
McKesson Corporation (MCK)	0.4	$1.1M	-5%	1.3k	865.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.1M	-4%	1.7k	653.33	View chart
Unilever Spon Adr New (UL)	0.4	$1.1M		19k	56.97	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$1.1M	-8%	11k	96.70	View chart
Becton, Dickinson and (BDX)	0.4	$1.1M	+10%	6.9k	157.23	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$1.1M		16k	67.64	View chart
Walt Disney Company (DIS)	0.4	$1.1M	-2%	11k	96.38	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.4	$1.0M	+13%	35k	29.21	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.0M	+50%	9.7k	106.15	View chart
Omni (OMC)	0.4	$1.0M	+2%	14k	75.31	View chart
Starbucks Corporation (SBUX)	0.4	$1.0M		11k	89.59	View chart
Air Products & Chemicals (APD)	0.4	$949k		3.3k	290.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$941k	-6%	15k	64.08	View chart
Sanofi Sa Sponsored Adr (SNY)	0.4	$925k		19k	48.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$881k	-31%	2.0k	430.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$833k	-11%	4.0k	205.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$827k	-5%	8.3k	99.28	View chart
Intercontinental Exchange (ICE)	0.3	$818k	+299%	5.2k	157.28	View chart
Eaton Corp SHS (ETN)	0.3	$811k	-2%	2.3k	357.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$786k		31k	25.64	View chart
salesforce (CRM)	0.3	$781k	-2%	4.2k	186.68	View chart
Aon Shs Cl A (AON)	0.3	$781k	NEW	2.4k	322.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$770k		4.2k	184.29	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$750k	+2%	11k	70.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$735k	+4%	1.3k	577.09	View chart
Wal-Mart Stores (WMT)	0.3	$711k		5.7k	124.27	View chart
Oracle Corporation (ORCL)	0.3	$701k	-7%	4.8k	147.11	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.3	$698k	-3%	19k	36.18	View chart
Airbnb Com Cl A (ABNB)	0.3	$683k	-2%	5.4k	126.27	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.3	$668k		32k	21.18	View chart
AmerisourceBergen (COR)	0.3	$665k	-2%	2.1k	314.15	View chart
Amrize SHS (AMRZ)	0.3	$665k	NEW	12k	56.02	View chart
Marathon Petroleum Corp (MPC)	0.3	$662k		2.7k	244.17	View chart
Qualcomm (QCOM)	0.3	$657k		5.1k	128.77	View chart
Raytheon Technologies Corp (RTX)	0.2	$643k		3.3k	192.89	View chart
Bny Mellon Etf Trust Us Smlcp Core (BKSE)	0.2	$623k	-5%	5.5k	113.91	View chart
Motorola Solutions Com New (MSI)	0.2	$611k		1.4k	433.95	View chart
Autodesk (ADSK)	0.2	$611k		2.6k	239.40	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$604k		4.2k	142.83	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.2	$588k	-8%	5.3k	110.31	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$578k	-8%	6.5k	88.47	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$519k		13k	39.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$514k	NEW	2.6k	198.29	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$513k		11k	48.71	View chart
Masco Corporation (MAS)	0.2	$508k	+4%	8.4k	60.37	View chart
Pepsi (PEP)	0.2	$505k	+2%	3.3k	155.28	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$505k	+21%	16k	32.46	View chart
Thermo Fisher Scientific (TMO)	0.2	$496k	NEW	1.0k	491.53	View chart
Merck & Co (MRK)	0.2	$488k		4.1k	120.28	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$465k	NEW	2.0k	233.26	View chart
Adobe Systems Incorporated (ADBE)	0.2	$462k		1.9k	243.05	View chart
Chubb (CB)	0.2	$447k		1.4k	325.85	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$447k	+11%	18k	24.63	View chart
Dex (DXCM)	0.2	$440k	+3%	7.0k	62.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$439k		3.5k	124.30	View chart
Uber Technologies (UBER)	0.2	$432k	NEW	6.0k	71.93	View chart
Home Depot (HD)	0.2	$422k	+2%	1.3k	328.93	View chart
Trane Technologies SHS (TT)	0.2	$398k	-2%	955.00	416.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$393k	-49%	3.5k	113.10	View chart
Cme (CME)	0.1	$391k	+2%	1.3k	295.28	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$390k		6.2k	62.83	View chart
Johnson & Johnson (JNJ)	0.1	$383k		1.6k	244.49	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$373k	-22%	8.5k	44.11	View chart
Ecolab (ECL)	0.1	$368k	+4%	1.4k	266.00	View chart
Deere & Company (DE)	0.1	$367k		652.00	563.51	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$361k	+20%	7.1k	50.80	View chart
TJX Companies (TJX)	0.1	$353k		2.2k	159.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$346k	-31%	2.6k	132.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$333k		5.9k	56.68	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$330k	+13%	5.5k	59.78	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$329k		4.3k	76.54	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$327k		1.4k	236.42	View chart
Verizon Communications (VZ)	0.1	$325k	+4%	6.5k	50.20	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$318k	+39%	6.4k	49.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$314k		2.0k	155.08	View chart
Johnson Controls Internation SHS (JCI)	0.1	$303k		2.3k	130.96	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$303k		1.7k	175.69	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$303k		6.4k	47.54	View chart
McDonald's Corporation (MCD)	0.1	$299k		961.00	310.88	View chart
Advanced Micro Devices (AMD)	0.1	$298k	-7%	1.5k	203.43	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$297k	-11%	2.3k	128.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$294k		5.4k	54.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$284k	NEW	7.1k	40.10	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$276k		4.8k	58.05	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$263k	NEW	5.0k	52.30	View chart
Servicenow (NOW)	0.1	$261k	NEW	2.5k	104.55	View chart
Goldman Sachs (GS)	0.1	$260k		308.00	844.62	View chart
First Tr Exchange Traded Indxx Inovtv Etf (LEGR)	0.1	$255k	+15%	4.4k	57.76	View chart
Darden Restaurants (DRI)	0.1	$252k		1.3k	196.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$249k		2.7k	90.54	View chart
Devon Energy Corporation (DVN)	0.1	$248k	NEW	4.9k	50.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$246k	-3%	2.7k	92.76	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$242k	NEW	7.2k	33.59	View chart
Global X Fds Emerging Mkt Grt (EMC)	0.1	$241k	-8%	7.8k	30.89	View chart
Union Pacific Corporation (UNP)	0.1	$241k	+4%	993.00	242.54	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$241k		4.6k	52.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$237k		1.2k	196.23	View chart
AutoZone (AZO)	0.1	$236k		70.00	3377.79	View chart
Costco Wholesale Corporation (COST)	0.1	$234k		235.00	994.41	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.1	$233k	+5%	8.0k	29.29	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$232k		12k	19.96	View chart
Chevron Corporation (CVX)	0.1	$228k	NEW	1.1k	206.88	View chart
UnitedHealth (UNH)	0.1	$222k		820.00	270.49	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$217k		2.1k	103.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$217k		1.7k	128.12	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$217k	-40%	4.4k	49.37	View chart
Ardelyx (ARDX)	0.1	$215k	+15%	36k	5.99	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$203k		7.1k	28.72	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$201k	NEW	524.00	383.26	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$200k	NEW	7.1k	28.09	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$172k		10k	16.77	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$53k	+3%	11k	5.03	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 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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