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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Billion 5.1% of portfolio
284,055
Q2 2025 Added 120.35%
$0
$8.81 Billion 3.75% of portfolio
92,449
Q2 2025 Added 121.68%
$0
$7.16 Billion 3.05% of portfolio
60,473
Q2 2025 Added 113.31%
$0
$4.73 Billion 2.01% of portfolio
56,498
Q2 2025 Reduced 28.84%
$0
$4.33 Billion 1.85% of portfolio
85,108
Q2 2025 New
$0
$4.29 Billion 1.83% of portfolio
7,560
Q2 2025 Added 1.53%
$0
$3.79 Billion 1.61% of portfolio
90,354
Q2 2025 New
$0
$3.24 Billion 1.38% of portfolio
34,450
Q2 2025 New
$0
$3.15 Billion 1.34% of portfolio
61,414
Q2 2025 Added 126.81%
$0
$3.07 Billion 1.31% of portfolio
10,112
Q2 2025 Reduced 16.26%
$0
$3.01 Billion 1.28% of portfolio
63,331
Q2 2025 Added 126.41%
$0
$2.88 Billion 1.23% of portfolio
32,263
Q2 2025 New
$0
$2.81 Billion 1.2% of portfolio
73,411
Q2 2025 Reduced 2.51%
$0
$2.72 Billion 1.16% of portfolio
92,975
Q2 2025 Added 0.61%
$0
$2.32 Billion 0.99% of portfolio
59,272
Q2 2025 New
$0
$2.22 Billion 0.94% of portfolio
45,956
Q2 2025 Added 141.53%
$0
$2.02 Billion 0.86% of portfolio
59,274
Q2 2025 Reduced 32.51%
$0
$1.92 Billion 0.82% of portfolio
20,423
Q2 2025 Reduced 16.5%
$0
$1.9 Billion 0.81% of portfolio
30,701
Q2 2025 Reduced 26.15%
$0
$1.81 Billion 0.77% of portfolio
6,465
Q2 2025 Reduced 27.03%
$0
$1.77 Billion 0.75% of portfolio
33,216
Q2 2025 Reduced 16.8%
$0
$1.72 Billion 0.73% of portfolio
3,932
Q2 2025 Reduced 1.21%
$0
$1.68 Billion 0.71% of portfolio
16,917
Q2 2025 Reduced 39.41%
$0
$1.64 Billion 0.7% of portfolio
8,494
Q2 2025 Reduced 18.73%
$0
$1.49 Billion 0.63% of portfolio
23,554
Q2 2025 Reduced 54.25%
$0
$1.35 Billion 0.57% of portfolio
6,576
Q2 2025 Added 0.57%
$0
$1.31 Billion 0.56% of portfolio
15,150
Q2 2025 Added 130.35%
$0
$1.14 Billion 0.49% of portfolio
1,843
Q2 2025 Reduced 17.65%
$0
$1.12 Billion 0.48% of portfolio
12,424
Q2 2025 Reduced 17.13%
$0
$918 Million 0.39% of portfolio
7,996
Q2 2025 Reduced 58.47%
$0
$889 Million 0.38% of portfolio
13,257
Q2 2025 Added 174.7%
$0
$889 Million 0.38% of portfolio
15,592
Q2 2025 Reduced 7.17%
$0
$818 Million 0.35% of portfolio
33,460
Q2 2025 Added 0.3%
$0
$791 Million 0.34% of portfolio
16,101
Q2 2025 Reduced 46.63%
$0
$783 Million 0.33% of portfolio
6,181
Q2 2025 Reduced 79.83%
$0
$762 Million 0.32% of portfolio
23,686
Q2 2025 Reduced 28.08%
$0
$753 Million 0.32% of portfolio
17,146
Q2 2025 Reduced 66.58%
$0
$673 Million 0.29% of portfolio
4,092
Q1 2025 Added 0.66%
$106B
$671 Million 0.29% of portfolio
2,200
Q2 2025 Added 14.23%
$0
$627 Million 0.27% of portfolio
28,864
Q2 2025 New
$0
$601 Million 0.26% of portfolio
14,988
Q2 2025 Reduced 41.47%
$0
$608 Million 0.26% of portfolio
1,101
Q2 2025 Added 1.19%
$0
$614 Million 0.26% of portfolio
9,268
Q2 2025 Added 25.68%
$0
$596 Million 0.25% of portfolio
6,562
Q2 2025 Added 0.24%
$0
$581 Million 0.25% of portfolio
5,557
Q2 2025 Added 30.57%
$0
$572 Million 0.24% of portfolio
5,196
Q2 2025 Reduced 57.8%
$0
$557 Million 0.24% of portfolio
14,052
Q2 2025 Reduced 44.99%
$0
$521 Million 0.22% of portfolio
5,086
Q2 2025 Added 15.85%
$0
$519 Million 0.22% of portfolio
5,198
Q2 2025 Added 16.05%

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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