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
$13 Billion 5.16% of portfolio
305,438
Q3 2025 Added 7.53%
$0
$9.61 Billion 3.81% of portfolio
91,941
Q3 2025 Reduced 0.55%
Bny Mellon ETF Trust Ii
-
$8.89 Billion 3.52% of portfolio
-
Q3 2025 Reduced 12.54%
$474B
$8.15 Billion 3.23% of portfolio
43,705
Q3 2025 Reduced 2.97%
$0
$7.96 Billion 3.15% of portfolio
61,965
Q3 2025 Added 2.47%
$3.8T
$7.81 Billion 3.09% of portfolio
15,070
Q3 2025 Added 2.15%
$2.39T
$5.57 Billion 2.21% of portfolio
25,373
Q3 2025 Added 10.37%
$1.37T
$5.59 Billion 2.21% of portfolio
7,609
Q3 2025 Added 3.89%
$662B
$5.08 Billion 2.01% of portfolio
10,109
Q3 2025 Added 3.54%
$0
$4.9 Billion 1.94% of portfolio
55,096
Q3 2025 Reduced 2.48%
$0
$4.76 Billion 1.89% of portfolio
86,719
Q3 2025 Added 1.89%
$0
$4.65 Billion 1.84% of portfolio
7,600
Q3 2025 Added 0.53%
$0
$4.01 Billion 1.59% of portfolio
77,774
Q3 2025 Added 26.64%
$0
$3.52 Billion 1.4% of portfolio
80,412
Q3 2025 Reduced 11.0%
$0
$3.52 Billion 1.4% of portfolio
37,860
Q3 2025 Added 17.35%
$891B
$3.5 Billion 1.39% of portfolio
11,093
Q3 2025 Reduced 0.33%
$0
$3.3 Billion 1.31% of portfolio
10,041
Q3 2025 Reduced 0.7%
$172B
$3.31 Billion 1.31% of portfolio
34,666
Q3 2025 Added 10.32%
$1.65T
$3.27 Billion 1.3% of portfolio
13,468
Q3 2025 Reduced 0.25%
$4.38T
$3.19 Billion 1.27% of portfolio
12,538
Q3 2025 Reduced 1.6%
$0
$3.19 Billion 1.26% of portfolio
66,363
Q3 2025 Added 4.79%
$200B
$3.17 Billion 1.26% of portfolio
587
Q3 2025 Added 6.53%
$0
$2.97 Billion 1.18% of portfolio
92,927
Q3 2025 Reduced 0.05%
$0
$2.87 Billion 1.14% of portfolio
73,585
Q3 2025 Added 0.24%
$1.69T
$2.89 Billion 1.14% of portfolio
11,860
Q3 2025 Added 2.77%
$241B
$2.62 Billion 1.04% of portfolio
16,173
Q3 2025 Added 10.86%
$0
$2.62 Billion 1.04% of portfolio
60,320
Q3 2025 Added 1.77%
$540B
$2.48 Billion 0.98% of portfolio
7,263
Q3 2025 Added 6.01%
$0
$2.41 Billion 0.95% of portfolio
49,403
Q3 2025 Added 7.5%
$139B
$2.36 Billion 0.93% of portfolio
7,146
Q3 2025 Added 0.9%
$1.48T
$2.17 Billion 0.86% of portfolio
7,787
Q3 2025 Reduced 7.25%
$0
$2.11 Billion 0.83% of portfolio
45,559
Q3 2025 Reduced 1.93%
$0
$2.05 Billion 0.81% of portfolio
57,768
Q3 2025 Reduced 2.54%
$0
$2.01 Billion 0.8% of portfolio
30,557
Q3 2025 Reduced 0.47%
$323B
$2.02 Billion 0.8% of portfolio
24,090
Q3 2025 Added 6.17%
$1.28T
$1.96 Billion 0.78% of portfolio
4,417
Q3 2025 Added 14.49%
$0
$1.95 Billion 0.77% of portfolio
19,694
Q3 2025 Reduced 3.57%
$0
$1.88 Billion 0.75% of portfolio
3,919
Q3 2025 Reduced 0.33%
$0
$1.85 Billion 0.73% of portfolio
6,297
Q3 2025 Reduced 2.6%
$194B
$1.74 Billion 0.69% of portfolio
8,492
Q3 2025 Added 12.84%
$0
$1.73 Billion 0.68% of portfolio
19,287
Q3 2025 Added 27.31%
$0
$1.72 Billion 0.68% of portfolio
8,237
Q3 2025 Reduced 3.03%
$497B
$1.65 Billion 0.65% of portfolio
14,620
Q3 2025 Added 3.78%
$0
$1.64 Billion 0.65% of portfolio
30,361
Q3 2025 Reduced 8.6%
$121B
$1.58 Billion 0.63% of portfolio
6,435
Q3 2025 Added 4.45%
$41B
$1.57 Billion 0.62% of portfolio
8,256
Q3 2025 Added 8.01%
$127B
$1.5 Billion 0.59% of portfolio
15,725
Q3 2025 Added 4.43%
$0
$1.49 Billion 0.59% of portfolio
14,891
Q3 2025 Reduced 11.98%
$121B
$1.48 Billion 0.59% of portfolio
47,047
Q3 2025 Added 27.32%

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