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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.44B
$973 Million 0.36% of portfolio
25,188
Q4 2025 Added 0.27%

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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