Crux Wealth Advisors Portfolio Holdings

Crux Wealth Advisors

  • $269 Billion
  • Q4 2025

Crux Wealth Advisors has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bny Mellon ETF Tr Core Bond Et with a value of $13.4B, Spdr Portfolio with a value of $11.1B, Bny Mellon ETF Trust Ii with a value of $9.77B, Bny Mellon ETF Tr Us Large Cap with a value of $8.55B, and Nvidia Corp with a value of $7.85B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $252B to 269B.

Crux Wealth Advisors is based out at Long Beach, CA

Below you can find more details about Crux Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $269 Billion
ETFs: $129 Billion
Technology: $32.7 Billion
Financial Services: $21.9 Billion
Communication Services: $16.8 Billion
Consumer Cyclical: $16 Billion
Healthcare: $13.7 Billion
Consumer Defensive: $4.6 Billion
Industrials: $4.45 Billion
Other: $4.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.4 Billion 4.98% of portfolio
315,824
Q4 2025 Added 3.4%
$0
$11.1 Billion 4.13% of portfolio
104,059
Q4 2025 Added 13.18%
Bny Mellon ETF Trust Ii
-
$9.77 Billion 3.63% of portfolio
-
Q4 2025 Added 5.21%
$0
$8.55 Billion 3.18% of portfolio
65,371
Q4 2025 Added 5.5%
$465B
$7.85 Billion 2.92% of portfolio
42,116
Q4 2025 Reduced 3.64%
$3.78T
$6.93 Billion 2.58% of portfolio
14,336
Q4 2025 Reduced 4.87%
$2.39T
$5.81 Billion 2.16% of portfolio
25,168
Q4 2025 Reduced 0.81%
$1.37T
$5.1 Billion 1.9% of portfolio
7,720
Q4 2025 Added 1.46%
$662B
$5.06 Billion 1.88% of portfolio
10,065
Q4 2025 Reduced 0.44%
$0
$4.82 Billion 1.79% of portfolio
85,697
Q4 2025 Reduced 1.18%
$0
$4.77 Billion 1.78% of portfolio
7,612
Q4 2025 Added 0.16%
$0
$4.48 Billion 1.67% of portfolio
50,143
Q4 2025 Reduced 8.99%
$0
$4.42 Billion 1.64% of portfolio
63,593
Q4 2025 New
$1.65T
$4.05 Billion 1.51% of portfolio
12,928
Q4 2025 Reduced 4.01%
$0
$3.66 Billion 1.36% of portfolio
81,275
Q4 2025 Added 1.07%
$0
$3.64 Billion 1.35% of portfolio
70,522
Q4 2025 Reduced 9.32%
$0
$3.48 Billion 1.29% of portfolio
35,585
Q4 2025 Added 2.24%
$881B
$3.47 Billion 1.29% of portfolio
10,773
Q4 2025 Reduced 2.88%
$167B
$3.45 Billion 1.28% of portfolio
34,558
Q4 2025 Reduced 0.31%
$4.3T
$3.26 Billion 1.21% of portfolio
12,006
Q4 2025 Reduced 4.24%
$0
$3.18 Billion 1.18% of portfolio
33,404
Q4 2025 Reduced 11.77%
$0
$3.18 Billion 1.18% of portfolio
66,511
Q4 2025 Added 0.22%
$191B
$3.11 Billion 1.16% of portfolio
581
Q4 2025 Reduced 1.02%
$0
$3.01 Billion 1.12% of portfolio
92,185
Q4 2025 Reduced 0.8%
$0
$2.86 Billion 1.06% of portfolio
30,872
Q4 2025 Added 392.85%
First Tr Exchange Traded Fd
-
$2.72 Billion 1.01% of portfolio
-
Q4 2025 New
$0
$2.7 Billion 1.01% of portfolio
61,190
Q4 2025 Added 1.44%
$0
$2.67 Billion 0.99% of portfolio
68,318
Q4 2025 Reduced 7.16%
$237B
$2.64 Billion 0.98% of portfolio
16,444
Q4 2025 Added 1.68%
$0
$2.56 Billion 0.95% of portfolio
53,301
Q4 2025 Added 7.89%
$533B
$2.5 Billion 0.93% of portfolio
7,128
Q4 2025 Reduced 1.86%
$139B
$2.38 Billion 0.89% of portfolio
6,877
Q4 2025 Reduced 3.76%
$317B
$2.25 Billion 0.84% of portfolio
24,120
Q4 2025 Added 0.12%
$1.46T
$2.23 Billion 0.83% of portfolio
7,340
Q4 2025 Reduced 5.74%
$1.29T
$2.17 Billion 0.81% of portfolio
4,823
Q4 2025 Added 9.19%
$0
$2.14 Billion 0.8% of portfolio
38,555
Q4 2025 New
$197B
$2.15 Billion 0.8% of portfolio
8,386
Q4 2025 Reduced 1.25%
$0
$2.09 Billion 0.78% of portfolio
6,235
Q4 2025 Reduced 37.9%
Pacer Fds Tr
-
$2.06 Billion 0.77% of portfolio
-
Q4 2025 New
$0
$2 Billion 0.74% of portfolio
105,750
Q4 2025 Added 288.22%
$0
$1.9 Billion 0.71% of portfolio
42,655
Q4 2025 New
$41B
$1.89 Billion 0.7% of portfolio
8,400
Q4 2025 Added 1.74%
$0
$1.86 Billion 0.69% of portfolio
3,818
Q4 2025 Reduced 2.58%
$490B
$1.75 Billion 0.65% of portfolio
14,525
Q4 2025 Reduced 0.65%
$118B
$1.72 Billion 0.64% of portfolio
6,341
Q4 2025 Reduced 1.46%
$0
$1.7 Billion 0.63% of portfolio
5,844
Q4 2025 Reduced 7.19%
$0
$1.68 Billion 0.63% of portfolio
18,165
Q4 2025 Reduced 5.82%
-
$1.65 Billion 0.62% of portfolio
-
Q4 2025 New
$0
$1.64 Billion 0.61% of portfolio
24,477
Q4 2025 Reduced 19.9%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $269 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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