Crux Wealth Advisors Portfolio Holdings

Crux Wealth Advisors

$252 Billion
Q3 2025

Crux Wealth Advisors has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 167 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 $13B, Spdr Portfolio with a value of $9.61B, Bny Mellon ETF Trust Ii with a value of $8.89B, Nvidia Corp with a value of $8.15B, and Bny Mellon ETF Tr Us Large Cap with a value of $7.96B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $235B to 252B.

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 $252 Billion

ETFs: $120 Billion

Technology: $34.3 Billion

Financial Services: $21.4 Billion

Communication Services: $16.1 Billion

Consumer Cyclical: $16 Billion

Healthcare: $13.2 Billion

Consumer Defensive: $5.95 Billion

Industrials: $4.93 Billion

Other: $5.52 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BKAG Bny Mellon ETF Tr Core Bond Et ETFs	$0	$13 Billion 5.16% of portfolio	305,438	Q3 2025 Added 7.53%
SPYG Spdr Portfolio ETFs	$0	$9.61 Billion 3.81% of portfolio	91,941	Q3 2025 Reduced 0.55%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$7.96 Billion 3.15% of portfolio	61,965	Q3 2025 Added 2.47%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$4.9 Billion 1.94% of portfolio	55,096	Q3 2025 Reduced 2.48%
SPYX Spdr S&P 500 Fossil Fuel Reser ETFs	$0	$4.76 Billion 1.89% of portfolio	86,719	Q3 2025 Added 1.89%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.65 Billion 1.84% of portfolio	7,600	Q3 2025 Added 0.53%
BKCI Bny Mellon ETF Tr Concentrated	$0	$4.01 Billion 1.59% of portfolio	77,774	Q3 2025 Added 26.64%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$3.52 Billion 1.4% of portfolio	80,412	Q3 2025 Reduced 11.0%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$3.52 Billion 1.4% of portfolio	37,860	Q3 2025 Added 17.35%

NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$3.46 Billion 1.37% of portfolio	34,806	Q3 2025 Added 1.03%
VTI Vanguard Total Stock Market Et ETFs	$0	$3.3 Billion 1.31% of portfolio	10,041	Q3 2025 Reduced 0.7%
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$3.19 Billion 1.26% of portfolio	66,363	Q3 2025 Added 4.79%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$2.97 Billion 1.18% of portfolio	92,927	Q3 2025 Reduced 0.05%
HMOP Hartford Fds Exchange Traded T ETFs	$0	$2.87 Billion 1.14% of portfolio	73,585	Q3 2025 Added 0.24%
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$2.62 Billion 1.04% of portfolio	60,320	Q3 2025 Added 1.77%
BKHY Bny Mellon ETF Tr High Yield B ETFs	$0	$2.41 Billion 0.95% of portfolio	49,403	Q3 2025 Added 7.5%
FVD First Tr Value Line Divid Inde ETFs	$0	$2.11 Billion 0.83% of portfolio	45,559	Q3 2025 Reduced 1.93%
RODM Hartford Multifactor Developed ETFs	$0	$2.05 Billion 0.81% of portfolio	57,768	Q3 2025 Reduced 2.54%

EZM Wisdomtree U.S. Midcap Fund ETFs	$0	$2.01 Billion 0.8% of portfolio	30,557	Q3 2025 Reduced 0.47%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$1.95 Billion 0.77% of portfolio	19,694	Q3 2025 Reduced 3.57%
VUG Vanguard Growth ETF ETFs	$0	$1.88 Billion 0.75% of portfolio	3,919	Q3 2025 Reduced 0.33%
VO Vanguard Mid Cap ETF ETFs	$0	$1.85 Billion 0.73% of portfolio	6,297	Q3 2025 Reduced 2.6%
BKIE Bny Mellon ETF Tr Internationa ETFs	$0	$1.73 Billion 0.68% of portfolio	19,287	Q3 2025 Added 27.31%
VXF Vanguard Extended Market ETF ETFs	$0	$1.72 Billion 0.68% of portfolio	8,237	Q3 2025 Reduced 3.03%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$1.64 Billion 0.65% of portfolio	30,361	Q3 2025 Reduced 8.6%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.49 Billion 0.59% of portfolio	14,891	Q3 2025 Reduced 11.98%
FLQL Franklin Templeton ETF Tr Libe ETFs	$0	$1.45 Billion 0.58% of portfolio	21,226	Q3 2025 Reduced 9.88%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.44 Billion 0.57% of portfolio	6,688	Q3 2025 Added 1.7%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.25 Billion 0.49% of portfolio	1,860	Q3 2025 Added 0.92%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$1.24 Billion 0.49% of portfolio	13,880	Q3 2025 Added 11.72%
BKEM Bny Mellon ETF Tr Emerging Mkt ETFs	$0	$1.1 Billion 0.44% of portfolio	14,956	Q3 2025 Added 12.82%
FNX First Tr Mid Cap Core Alphadex ETFs	$0	$956 Million 0.38% of portfolio	7,622	Q3 2025 Reduced 4.68%
GLD Spdr Gold Trust ETFs	$130B	$964 Million 0.38% of portfolio	2,711	Q3 2025 Added 23.23%
VEA Vanguard Ftse Developed Market ETFs	$0	$928 Million 0.37% of portfolio	15,480	Q3 2025 Reduced 0.72%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$802 Million 0.32% of portfolio	30,456	Q3 2025 Reduced 8.98%
FLJP Franklin Templeton ETF Tr ETFs	$0	$799 Million 0.32% of portfolio	23,129	Q3 2025 Reduced 2.35%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$781 Million 0.31% of portfolio	15,831	Q3 2025 Reduced 1.68%
SUSA Ishares Tr Msci Usa Esg Select ETFs	$0	$724 Million 0.29% of portfolio	5,334	Q3 2025 Reduced 13.7%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$718 Million 0.28% of portfolio	1,197	Q3 2025 Added 8.72%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$718 Million 0.28% of portfolio	4,114	Q3 2025 Added 0.54%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$694 Million 0.28% of portfolio	15,629	Q3 2025 Reduced 8.85%
MUB Ishares National Muni Bond ETF ETFs	$0	$646 Million 0.26% of portfolio	6,066	Q3 2025 Added 9.16%
NUHY Nuveen Esg High Yield Corp Bon ETFs	$0	$651 Million 0.26% of portfolio	29,923	Q3 2025 Added 3.67%
BKSE Bny Mellon ETF Tr Us Small Cap ETFs	$0	$648 Million 0.26% of portfolio	5,882	Q3 2025 Added 13.16%
BKMC Bny Mellon ETF Tr Us Mid Cap C ETFs	$0	$626 Million 0.25% of portfolio	5,767	Q3 2025 Added 13.39%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$640 Million 0.25% of portfolio	9,143	Q3 2025 Reduced 1.35%
FTCS First Trust Capital Strength E ETFs	$0	$587 Million 0.23% of portfolio	6,264	Q3 2025 Reduced 4.54%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$590 Million 0.23% of portfolio	4,886	Q3 2025 Reduced 5.97%
DDWM Wisdomtree Tr Currency Hedged ETFs	$0	$587 Million 0.23% of portfolio	14,035	Q3 2025 Reduced 0.12%
XLK Technology Sector Spdr ETFs	$0	$538 Million 0.21% of portfolio	1,909	Q3 2025 Added 47.19%

Summary

Portfolio
No. of Stocks 167
Current Value $252 Billion
Prior Value $235 Billion
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 6 stocks
Additional Purchases 95 stocks
Sold out of 0 stocks
Reduced holdings in 64 stocks

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Crux Wealth Advisors Portfolio Holdings