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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ELV Elevance Health, Inc. Healthcare	$78.2B	$1.48 Billion 0.59% of portfolio	4,572	Q3 2025 Added 11.84%
FLQL Franklin Templeton ETF Tr Libe ETFs	$0	$1.45 Billion 0.58% of portfolio	21,226	Q3 2025 Reduced 9.88%
GD General Dynamics Corp Industrials	$94.5B	$1.43 Billion 0.57% of portfolio	4,200	Q3 2025 Added 10.91%
MA Mastercard Inc Financial Services	$512B	$1.44 Billion 0.57% of portfolio	2,532	Q3 2025 Added 7.61%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.44 Billion 0.57% of portfolio	6,688	Q3 2025 Added 1.7%
NVS Novartis Ag Healthcare	$283B	$1.38 Billion 0.55% of portfolio	10,775	Q3 2025 Added 6.2%
ORCL Oracle Corp Technology	$593B	$1.4 Billion 0.55% of portfolio	4,962	Q3 2025 Reduced 53.05%
BK Bank Of New York Mellon Corp Financial Services	$89.3B	$1.33 Billion 0.53% of portfolio	12,171	Q3 2025 Added 6.2%
DIS Walt Disney CO Communication Services	$193B	$1.31 Billion 0.52% of portfolio	11,427	Q3 2025 Added 6.27%

UL Unilever PLC Consumer Defensive	$150B	$1.27 Billion 0.5% of portfolio	21,387	Q3 2025 Added 9.6%
COP Conocophillips Energy	$113B	$1.27 Billion 0.5% of portfolio	13,395	Q3 2025 Added 13.23%
SYK Stryker Corp Healthcare	$136B	$1.25 Billion 0.5% of portfolio	3,384	Q3 2025 Added 1.01%
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%
BDX Becton Dickinson & CO Healthcare	$54.5B	$1.17 Billion 0.46% of portfolio	6,248	Q3 2025 Added 23.11%
KMX Carmax Inc Consumer Cyclical	$5.44B	$1.13 Billion 0.45% of portfolio	25,121	Q3 2025 Added 7.32%
BKEM Bny Mellon ETF Tr Emerging Mkt ETFs	$0	$1.1 Billion 0.44% of portfolio	14,956	Q3 2025 Added 12.82%
MCK Mckesson Corp Healthcare	$121B	$1.09 Billion 0.43% of portfolio	1,415	Q3 2025 Added 8.26%

OMC Omnicom Group Inc. Communication Services	$14.7B	$1.06 Billion 0.42% of portfolio	12,956	Q3 2025 Added 108.97%
CRM Salesforce, Inc. Technology	$237B	$1.03 Billion 0.41% of portfolio	4,350	Q3 2025 Reduced 2.23%
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%
BAC Bank Of America Corp Financial Services	$413B	$966 Million 0.38% of portfolio	18,715	Q3 2025 Reduced 0.47%
APD Air Products & Chemicals, Inc. Basic Materials	$57.5B	$956 Million 0.38% of portfolio	3,505	Q3 2025 Added 0.66%
SBUX Starbucks Corp Consumer Cyclical	$97.3B	$970 Million 0.38% of portfolio	11,467	Q3 2025 Added 4.68%
ETN Eaton Corp PLC Industrials	$140B	$941 Million 0.37% of portfolio	2,515	Q3 2025 Added 1.37%
VEA Vanguard Ftse Developed Market ETFs	$0	$928 Million 0.37% of portfolio	15,480	Q3 2025 Reduced 0.72%
SNY Sanofi Healthcare	$130B	$898 Million 0.36% of portfolio	19,017	Q3 2025 Added 6.69%
QCOM Qualcomm Inc Technology	$187B	$862 Million 0.34% of portfolio	5,179	Q3 2025 Added 5.8%
ADSK Autodesk, Inc. Technology	$53.1B	$838 Million 0.33% of portfolio	2,637	Q3 2025 Added 5.9%
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%
UNH Unitedhealth Group Inc Healthcare	$300B	$731 Million 0.29% of portfolio	2,116	Q3 2025 Added 5.69%
DEO Diageo PLC Consumer Defensive	$53B	$724 Million 0.29% of portfolio	7,587	Q3 2025 Added 5.73%
SUSA Ishares Tr Msci Usa Esg Select ETFs	$0	$724 Million 0.29% of portfolio	5,334	Q3 2025 Reduced 13.7%
CHKP Check Point Software Technologies LTD Technology	$24.8B	$722 Million 0.29% of portfolio	3,491	Q3 2025 Added 6.6%
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%
MSI Motorola Solutions, Inc. Technology	$63.4B	$718 Million 0.28% of portfolio	1,571	Q3 2025 Reduced 0.32%
ABNB Airbnb, Inc. Consumer Cyclical	$46.9B	$688 Million 0.27% of portfolio	5,667	Q3 2025 Added 10.88%
Global X Fds	-	$689 Million 0.27% of portfolio	-	Q3 2025 Reduced 4.15%
ADBE Adobe Inc. Technology	$151B	$684 Million 0.27% of portfolio	1,940	Q3 2025 Added 7.3%
Innovator Etfs Trust	-	$689 Million 0.27% of portfolio	-	Q3 2025 Added 18.15%
ABC Amerisourcebergen Corp Healthcare	$38.4B	$692 Million 0.27% of portfolio	2,216	Q3 2025 Added 5.47%
WMT Walmart Inc. Consumer Defensive	$279B	$654 Million 0.26% of portfolio	6,343	Q3 2025 Added 3.12%
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%
EBAY Ebay Inc Consumer Cyclical	$46.1B	$654 Million 0.26% of portfolio	7,196	Q3 2025 Reduced 29.82%

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