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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$1.65T
$4.05 Billion 1.51% of portfolio
12,928
Q4 2025 Reduced 4.01%
$1.74T
$3.62 Billion 1.35% of portfolio
11,542
Q4 2025 Reduced 2.68%
$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%
$191B
$3.11 Billion 1.16% of portfolio
581
Q4 2025 Reduced 1.02%
$237B
$2.64 Billion 0.98% of portfolio
16,444
Q4 2025 Added 1.68%
$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%
$197B
$2.15 Billion 0.8% of portfolio
8,386
Q4 2025 Reduced 1.25%
$41B
$1.89 Billion 0.7% of portfolio
8,400
Q4 2025 Added 1.74%
$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%
-
$1.65 Billion 0.62% of portfolio
-
Q4 2025 New
$78.2B
$1.6 Billion 0.59% of portfolio
4,555
Q4 2025 Reduced 0.37%
$283B
$1.48 Billion 0.55% of portfolio
10,729
Q4 2025 Reduced 0.43%
$128B
$1.49 Billion 0.55% of portfolio
15,528
Q4 2025 Reduced 1.25%
$94.5B
$1.41 Billion 0.52% of portfolio
4,184
Q4 2025 Reduced 0.38%
$512B
$1.41 Billion 0.52% of portfolio
2,462
Q4 2025 Reduced 2.76%
$120B
$1.41 Billion 0.52% of portfolio
47,098
Q4 2025 Added 0.11%
$89.3B
$1.4 Billion 0.52% of portfolio
12,081
Q4 2025 Reduced 0.74%
$113B
$1.27 Billion 0.47% of portfolio
13,565
Q4 2025 Added 1.27%
$193B
$1.27 Billion 0.47% of portfolio
11,205
Q4 2025 Reduced 1.94%
$54.5B
$1.22 Billion 0.45% of portfolio
6,297
Q4 2025 Added 0.78%
$136B
$1.18 Billion 0.44% of portfolio
3,361
Q4 2025 Reduced 0.68%
$121B
$1.15 Billion 0.43% of portfolio
1,407
Q4 2025 Reduced 0.57%
$237B
$1.13 Billion 0.42% of portfolio
4,273
Q4 2025 Reduced 1.77%
$14.7B
$1.06 Billion 0.4% of portfolio
13,173
Q4 2025 Added 1.67%
$413B
$1.03 Billion 0.38% of portfolio
18,644
Q4 2025 Reduced 0.38%
$593B
$1 Billion 0.37% of portfolio
5,144
Q4 2025 Added 3.67%
$5.44B
$973 Million 0.36% of portfolio
25,188
Q4 2025 Added 0.27%
$97.3B
$962 Million 0.36% of portfolio
11,428
Q4 2025 Reduced 0.34%
$130B
$915 Million 0.34% of portfolio
18,891
Q4 2025 Reduced 0.66%
$187B
$875 Million 0.33% of portfolio
5,117
Q4 2025 Reduced 1.2%
$57.5B
$815 Million 0.3% of portfolio
3,301
Q4 2025 Reduced 5.82%
$53.1B
$767 Million 0.29% of portfolio
2,591
Q4 2025 Reduced 1.74%
$24.8B
$782 Million 0.29% of portfolio
4,214
Q4 2025 Added 20.71%
$46.9B
$756 Million 0.28% of portfolio
5,573
Q4 2025 Reduced 1.66%
$140B
$741 Million 0.28% of portfolio
2,328
Q4 2025 Reduced 7.44%
$38.4B
$735 Million 0.27% of portfolio
2,177
Q4 2025 Reduced 1.76%
$151B
$670 Million 0.25% of portfolio
1,916
Q4 2025 Reduced 1.24%
$53B
$662 Million 0.25% of portfolio
7,671
Q4 2025 Added 1.11%

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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