Crux Wealth Advisors

Crux Wealth Advisors as of Dec. 31, 2025

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