Crux Wealth Advisors Portfolio Holdings

Crux Wealth Advisors

  • $252 Billion
  • Q3 2025

Crux Wealth Advisors has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 167 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 $13B, Spdr Portfolio with a value of $9.61B, Bny Mellon ETF Trust Ii with a value of $8.89B, Nvidia Corp with a value of $8.15B, and Bny Mellon ETF Tr Us Large Cap with a value of $7.96B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $235B to 252B.

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 $252 Billion
ETFs: $120 Billion
Technology: $34.3 Billion
Financial Services: $21.4 Billion
Communication Services: $16.1 Billion
Consumer Cyclical: $16 Billion
Healthcare: $13.2 Billion
Consumer Defensive: $5.95 Billion
Industrials: $4.93 Billion
Other: $5.52 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$8.15 Billion 3.23% of portfolio
43,705
Q3 2025 Reduced 2.97%
$3.78T
$7.81 Billion 3.09% of portfolio
15,070
Q3 2025 Added 2.15%
$2.39T
$5.57 Billion 2.21% of portfolio
25,373
Q3 2025 Added 10.37%
$1.37T
$5.59 Billion 2.21% of portfolio
7,609
Q3 2025 Added 3.89%
$662B
$5.08 Billion 2.01% of portfolio
10,109
Q3 2025 Added 3.54%
$881B
$3.5 Billion 1.39% of portfolio
11,093
Q3 2025 Reduced 0.33%
$167B
$3.31 Billion 1.31% of portfolio
34,666
Q3 2025 Added 10.32%
$1.65T
$3.27 Billion 1.3% of portfolio
13,468
Q3 2025 Reduced 0.25%
$4.3T
$3.19 Billion 1.27% of portfolio
12,538
Q3 2025 Reduced 1.6%
$191B
$3.17 Billion 1.26% of portfolio
587
Q3 2025 Added 6.53%
$1.74T
$2.89 Billion 1.14% of portfolio
11,860
Q3 2025 Added 2.77%
$237B
$2.62 Billion 1.04% of portfolio
16,173
Q3 2025 Added 10.86%
$533B
$2.48 Billion 0.98% of portfolio
7,263
Q3 2025 Added 6.01%
$139B
$2.36 Billion 0.93% of portfolio
7,146
Q3 2025 Added 0.9%
$1.46T
$2.17 Billion 0.86% of portfolio
7,787
Q3 2025 Reduced 7.25%
$317B
$2.02 Billion 0.8% of portfolio
24,090
Q3 2025 Added 6.17%
$197B
$1.74 Billion 0.69% of portfolio
8,492
Q3 2025 Added 12.84%
$490B
$1.65 Billion 0.65% of portfolio
14,620
Q3 2025 Added 3.78%
$118B
$1.58 Billion 0.63% of portfolio
6,435
Q3 2025 Added 4.45%
$41B
$1.57 Billion 0.62% of portfolio
8,256
Q3 2025 Added 8.01%
$128B
$1.5 Billion 0.59% of portfolio
15,725
Q3 2025 Added 4.43%
$120B
$1.48 Billion 0.59% of portfolio
47,047
Q3 2025 Added 27.32%
$78.2B
$1.48 Billion 0.59% of portfolio
4,572
Q3 2025 Added 11.84%
$94.5B
$1.43 Billion 0.57% of portfolio
4,200
Q3 2025 Added 10.91%
$512B
$1.44 Billion 0.57% of portfolio
2,532
Q3 2025 Added 7.61%
$283B
$1.38 Billion 0.55% of portfolio
10,775
Q3 2025 Added 6.2%
$593B
$1.4 Billion 0.55% of portfolio
4,962
Q3 2025 Reduced 53.05%
$89.3B
$1.33 Billion 0.53% of portfolio
12,171
Q3 2025 Added 6.2%
$193B
$1.31 Billion 0.52% of portfolio
11,427
Q3 2025 Added 6.27%
$150B
$1.27 Billion 0.5% of portfolio
21,387
Q3 2025 Added 9.6%
$113B
$1.27 Billion 0.5% of portfolio
13,395
Q3 2025 Added 13.23%
$136B
$1.25 Billion 0.5% of portfolio
3,384
Q3 2025 Added 1.01%
$54.5B
$1.17 Billion 0.46% of portfolio
6,248
Q3 2025 Added 23.11%
$5.44B
$1.13 Billion 0.45% of portfolio
25,121
Q3 2025 Added 7.32%
$121B
$1.09 Billion 0.43% of portfolio
1,415
Q3 2025 Added 8.26%
$14.7B
$1.06 Billion 0.42% of portfolio
12,956
Q3 2025 Added 108.97%
$237B
$1.03 Billion 0.41% of portfolio
4,350
Q3 2025 Reduced 2.23%
$413B
$966 Million 0.38% of portfolio
18,715
Q3 2025 Reduced 0.47%
$57.5B
$956 Million 0.38% of portfolio
3,505
Q3 2025 Added 0.66%
$97.3B
$970 Million 0.38% of portfolio
11,467
Q3 2025 Added 4.68%
$140B
$941 Million 0.37% of portfolio
2,515
Q3 2025 Added 1.37%
$130B
$898 Million 0.36% of portfolio
19,017
Q3 2025 Added 6.69%
$187B
$862 Million 0.34% of portfolio
5,179
Q3 2025 Added 5.8%
$53.1B
$838 Million 0.33% of portfolio
2,637
Q3 2025 Added 5.9%
$300B
$731 Million 0.29% of portfolio
2,116
Q3 2025 Added 5.69%
$53B
$724 Million 0.29% of portfolio
7,587
Q3 2025 Added 5.73%
$24.8B
$722 Million 0.29% of portfolio
3,491
Q3 2025 Added 6.6%
$63.4B
$718 Million 0.28% of portfolio
1,571
Q3 2025 Reduced 0.32%
$46.9B
$688 Million 0.27% of portfolio
5,667
Q3 2025 Added 10.88%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $252 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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