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 Trade History
$0
$648 Million 0.26% of portfolio
5,882
Q3 2025 Added 13.16%
$0
$626 Million 0.25% of portfolio
5,767
Q3 2025 Added 13.39%
$0
$640 Million 0.25% of portfolio
9,143
Q3 2025 Reduced 1.35%
$367B
$579 Million 0.23% of portfolio
1,429
Q3 2025 Reduced 20.43%
$0
$587 Million 0.23% of portfolio
6,264
Q3 2025 Reduced 4.54%
$0
$590 Million 0.23% of portfolio
4,886
Q3 2025 Reduced 5.97%
$99.7B
$576 Million 0.23% of portfolio
2,986
Q3 2025 Reduced 1.45%
$0
$587 Million 0.23% of portfolio
14,035
Q3 2025 Reduced 0.12%
$258B
$557 Million 0.22% of portfolio
3,327
Q3 2025 Added 7.53%
$79.5B
$544 Million 0.22% of portfolio
4,219
Q3 2025 Reduced 0.17%
$41.2B
$519 Million 0.21% of portfolio
1,742
Q3 2025 Added 7.33%
$0
$538 Million 0.21% of portfolio
1,909
Q3 2025 Added 47.19%
$0
$539 Million 0.21% of portfolio
13,281
Q3 2025 Reduced 11.39%
$0
$506 Million 0.2% of portfolio
10,068
Q3 2025 Added 4.44%
$0
$505 Million 0.2% of portfolio
9,961
Q3 2025 Added 4.43%
$0
$517 Million 0.2% of portfolio
27,240
Q3 2025 Added 5.29%
$0
$484 Million 0.19% of portfolio
24,060
Q3 2025 Added 0.56%
$0
$452 Million 0.18% of portfolio
9,080
Q3 2025 Added 4.86%
$204B
$454 Million 0.18% of portfolio
3,233
Q3 2025 Added 7.69%
$96.9B
$462 Million 0.18% of portfolio
1,095
Q3 2025 Reduced 8.21%
$13.4B
$444 Million 0.18% of portfolio
6,308
Q3 2025 New
$0
$417 Million 0.17% of portfolio
3,506
Q3 2025 Reduced 3.89%
$123B
$433 Million 0.17% of portfolio
1,534
Q3 2025 Reduced 10.29%
$0
$399 Million 0.16% of portfolio
7,411
Q3 2025 Added 70.76%
$235B
$387 Million 0.15% of portfolio
4,613
Q3 2025 Added 3.34%
$100B
$383 Million 0.15% of portfolio
1,419
Q3 2025 Reduced 9.73%
$0
$375 Million 0.15% of portfolio
5,843
Q3 2025 Added 3.23%
Innovator Etfs Trust
-
$367 Million 0.15% of portfolio
-
Q2 2025 Added 7.68%
$73.7B
$367 Million 0.15% of portfolio
1,341
Q3 2025 Added 6.01%
$0
$352 Million 0.14% of portfolio
14,221
Q3 2025 Added 1.03%
$170B
$358 Million 0.14% of portfolio
2,479
Q3 2025 Reduced 7.12%
$0
$328 Million 0.13% of portfolio
5,750
Q3 2025 Added 2.0%
$0
$337 Million 0.13% of portfolio
1,379
Q3 2025 Reduced 1.5%
$0
$332 Million 0.13% of portfolio
2,016
Q3 2025 Added 0.15%
$522B
$328 Million 0.13% of portfolio
1,768
Q3 2025 Reduced 9.15%
$0
$340 Million 0.13% of portfolio
7,824
Q3 2025 Added 14.29%
$73.2B
$300 Million 0.12% of portfolio
70
Q2 2025 Reduced 2.78%
$224B
$306 Million 0.12% of portfolio
1,008
Q3 2025 Reduced 31.85%
$0
$300 Million 0.12% of portfolio
5,541
Q3 2025 Reduced 19.17%
$172B
$305 Million 0.12% of portfolio
6,951
Q3 2025 Reduced 1.26%
$144B
$296 Million 0.12% of portfolio
648
Q3 2025 Added 0.31%
$104B
$274 Million 0.11% of portfolio
934
Q3 2025 Reduced 17.56%
$388B
$270 Million 0.11% of portfolio
1,671
Q3 2025 Added 15.88%
$0
$271 Million 0.11% of portfolio
4,855
Q3 2025 Reduced 2.67%
$81.8B
$283 Million 0.11% of portfolio
2,570
Q3 2025 Added 1.7%
$0
$256 Million 0.1% of portfolio
1,794
Q3 2025 Added 6.72%
$0
$252 Million 0.1% of portfolio
2,881
Q3 2025 Reduced 0.48%
$0
$260 Million 0.1% of portfolio
2,732
Q3 2025 Reduced 1.3%
$84.9B
$245 Million 0.1% of portfolio
1,453
Q3 2025 Reduced 8.39%

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
Track This Portfolio

Track Crux Wealth Advisors Portfolio

Follow Crux Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crux Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Crux Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email