Crux Wealth Advisors

Crux Wealth Advisors as of June 30, 2026

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