Crux Wealth Advisors Portfolio Holdings

Crux Wealth Advisors

  • $235 Billion
  • Q2 2025

Crux Wealth Advisors has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 166 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 $12B, Bny Mellon ETF Trust Ii with a value of $9.73B, Spdr Portfolio with a value of $8.81B, Microsoft Corp with a value of $7.34B, and Bny Mellon ETF Tr Us Large Cap with a value of $7.16B.

Examining the 13F form we can see an increase of $42.7B in the current position value, from $192B to 235B.

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 $235 Billion
ETFs: $112 Billion
Technology: $32.5 Billion
Financial Services: $19.8 Billion
Consumer Cyclical: $15.5 Billion
Communication Services: $13.5 Billion
Healthcare: $11.8 Billion
Consumer Defensive: $5.8 Billion
Industrials: $4.38 Billion
Other: $4.91 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$7.34 Billion 3.12% of portfolio
14,753
Q2 2025 Reduced 2.58%
$456B
$7.12 Billion 3.03% of portfolio
45,044
Q2 2025 Reduced 1.09%
$1.78T
$5.41 Billion 2.3% of portfolio
7,324
Q2 2025 Added 15.68%
$2.26T
$5.04 Billion 2.15% of portfolio
22,988
Q2 2025 Added 6.68%
$621B
$4.74 Billion 2.02% of portfolio
9,763
Q2 2025 Added 22.77%
$859B
$3.23 Billion 1.37% of portfolio
11,130
Q2 2025 Reduced 15.68%
$217B
$3.19 Billion 1.36% of portfolio
551
Q2 2025 Added 29.04%
$179B
$2.87 Billion 1.22% of portfolio
31,422
Q2 2025 Added 33.06%
$261B
$2.66 Billion 1.13% of portfolio
14,589
Q2 2025 Added 37.65%
$3.69T
$2.61 Billion 1.11% of portfolio
12,742
Q2 2025 Reduced 23.23%
$551B
$2.43 Billion 1.04% of portfolio
6,851
Q2 2025 Added 8.95%
$1.21T
$2.38 Billion 1.01% of portfolio
13,502
Q2 2025 Added 8.62%
$684B
$2.31 Billion 0.98% of portfolio
10,568
Q2 2025 Added 24.34%
$1.24T
$2.05 Billion 0.87% of portfolio
11,540
Q2 2025 Added 37.18%
$127B
$1.95 Billion 0.83% of portfolio
7,082
Q2 2025 Reduced 43.59%
$1.27T
$1.9 Billion 0.81% of portfolio
8,396
Q2 2025 Added 28.79%
$70.7B
$1.59 Billion 0.68% of portfolio
4,088
Q2 2025 Added 50.63%
$8.95B
$1.57 Billion 0.67% of portfolio
23,408
Q2 2025 Added 50.19%
$442B
$1.52 Billion 0.65% of portfolio
14,088
Q2 2025 Added 22.43%
$119B
$1.47 Billion 0.62% of portfolio
6,161
Q2 2025 Added 6.11%
$162B
$1.38 Billion 0.59% of portfolio
7,526
Q2 2025 Added 221.9%
$207B
$1.33 Billion 0.57% of portfolio
10,753
Q2 2025 Added 38.55%
$548B
$1.32 Billion 0.56% of portfolio
2,353
Q2 2025 Added 21.73%
$142B
$1.33 Billion 0.56% of portfolio
3,350
Q2 2025 Added 0.24%
$122B
$1.31 Billion 0.56% of portfolio
15,058
Q2 2025 Added 5.54%
$141B
$1.32 Billion 0.56% of portfolio
36,952
Q2 2025 Added 7.08%
$232B
$1.21 Billion 0.52% of portfolio
4,449
Q2 2025 Added 11.56%
$1.08T
$1.23 Billion 0.52% of portfolio
3,858
Q2 2025 Added 17.84%
$257B
$1.23 Billion 0.52% of portfolio
10,146
Q2 2025 Added 46.45%
$34.5B
$1.2 Billion 0.51% of portfolio
7,644
Q2 2025 Added 21.93%
$155B
$1.19 Billion 0.51% of portfolio
19,514
Q2 2025 Added 49.83%
$86.2B
$1.1 Billion 0.47% of portfolio
3,787
Q2 2025 Added 67.86%
$120B
$1.06 Billion 0.45% of portfolio
11,830
Q2 2025 Added 59.71%
$83.7B
$1.04 Billion 0.44% of portfolio
11,460
Q2 2025 Added 46.21%
$108B
$1 Billion 0.43% of portfolio
10,954
Q2 2025 Added 31.56%
$64.2B
$982 Million 0.42% of portfolio
3,482
Q2 2025 Reduced 13.3%
$94.7B
$958 Million 0.41% of portfolio
1,307
Q2 2025 Added 43.31%
$381B
$890 Million 0.38% of portfolio
18,804
Q2 2025 Added 37.89%
$145B
$886 Million 0.38% of portfolio
2,481
Q2 2025 Reduced 51.71%
$121B
$861 Million 0.37% of portfolio
17,824
Q2 2025 Added 60.14%
$55.6B
$874 Million 0.37% of portfolio
5,075
Q2 2025 Added 93.92%
$53.3B
$763 Million 0.33% of portfolio
10,253
Q2 2025 Reduced 0.8%
$173B
$780 Million 0.33% of portfolio
4,895
Q2 2025 Added 32.58%
$53.1B
$771 Million 0.33% of portfolio
2,490
Q2 2025 Added 31.47%
$79.5B
$729 Million 0.31% of portfolio
4,226
Q2 2025 Added 1.15%
$22.7B
$725 Million 0.31% of portfolio
3,275
Q2 2025 Added 1.83%
$63.5B
$724 Million 0.31% of portfolio
7,176
Q2 2025 Added 35.91%
$157B
$699 Million 0.3% of portfolio
1,808
Q2 2025 Added 53.22%
$48.5B
$676 Million 0.29% of portfolio
5,111
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $235 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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