Crux Wealth Advisors

Crux Wealth Advisors as of March 31, 2026

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