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 ETFs Only

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%
$0
$8.55 Billion 3.18% of portfolio
65,371
Q4 2025 Added 5.5%
$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
$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%
$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%
$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%
$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%
$0
$2.14 Billion 0.8% of portfolio
38,555
Q4 2025 New
$0
$2.09 Billion 0.78% of portfolio
6,235
Q4 2025 Reduced 37.9%
$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
$0
$1.86 Billion 0.69% of portfolio
3,818
Q4 2025 Reduced 2.58%
$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%
$0
$1.64 Billion 0.61% of portfolio
24,477
Q4 2025 Reduced 19.9%
$0
$1.58 Billion 0.59% of portfolio
42,695
Q4 2025 Reduced 26.09%
$0
$1.49 Billion 0.55% of portfolio
32,353
Q4 2025 Reduced 28.99%
$0
$1.48 Billion 0.55% of portfolio
6,742
Q4 2025 Added 0.81%
$0
$1.44 Billion 0.54% of portfolio
41,865
Q4 2025 New
$0
$1.44 Billion 0.53% of portfolio
19,177
Q4 2025 Added 28.22%
$0
$1.4 Billion 0.52% of portfolio
25,895
Q4 2025 Reduced 14.71%
$0
$1.28 Billion 0.48% of portfolio
12,366
Q4 2025 Reduced 37.21%
$0
$1.24 Billion 0.46% of portfolio
1,817
Q4 2025 Reduced 2.31%
$130B
$1.19 Billion 0.44% of portfolio
2,991
Q4 2025 Added 10.33%
$0
$1.1 Billion 0.41% of portfolio
15,844
Q4 2025 Reduced 25.36%
$0
$958 Million 0.36% of portfolio
4,579
Q4 2025 Reduced 44.41%
$0
$979 Million 0.36% of portfolio
15,665
Q4 2025 Added 1.2%
$0
$884 Million 0.33% of portfolio
8,851
Q4 2025 Reduced 40.56%
$0
$856 Million 0.32% of portfolio
6,942
Q4 2025 Added 42.08%
$0
$822 Million 0.31% of portfolio
30,547
Q4 2025 Added 0.3%
$0
$749 Million 0.28% of portfolio
1,219
Q4 2025 Added 1.84%
$0
$737 Million 0.27% of portfolio
4,156
Q4 2025 Added 1.02%
$0
$736 Million 0.27% of portfolio
10,371
Q4 2025 Added 13.43%
$0
$694 Million 0.26% of portfolio
6,478
Q4 2025 Added 6.79%
$0
$692 Million 0.26% of portfolio
20,079
Q4 2025 Reduced 13.19%
$0
$673 Million 0.25% of portfolio
31,158
Q4 2025 Added 4.13%
$0
$633 Million 0.24% of portfolio
5,813
Q4 2025 Added 0.8%
$0
$652 Million 0.24% of portfolio
5,799
Q4 2025 Reduced 1.41%
$0
$654 Million 0.24% of portfolio
7,150
Q4 2025 Reduced 48.49%
$0
$545 Million 0.2% of portfolio
3,785
Q4 2025 Added 98.27%

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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