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

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%
Bny Mellon ETF Trust Ii
-
$9.73 Billion 4.14% of portfolio
-
Q2 2025 Added 216.67%
$0
$8.81 Billion 3.75% of portfolio
92,449
Q2 2025 Added 121.68%
$3.93T
$7.34 Billion 3.12% of portfolio
14,753
Q2 2025 Reduced 2.58%
$0
$7.16 Billion 3.05% of portfolio
60,473
Q2 2025 Added 113.31%
$444B
$7.12 Billion 3.03% of portfolio
45,044
Q2 2025 Reduced 1.09%
$1.72T
$5.41 Billion 2.3% of portfolio
7,324
Q2 2025 Added 15.68%
$2.18T
$5.04 Billion 2.15% of portfolio
22,988
Q2 2025 Added 6.68%
$611B
$4.74 Billion 2.02% of portfolio
9,763
Q2 2025 Added 22.77%
$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
$855B
$3.23 Billion 1.37% of portfolio
11,130
Q2 2025 Reduced 15.68%
$217B
$3.19 Billion 1.36% of portfolio
551
Q2 2025 Added 29.04%
$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
$175B
$2.87 Billion 1.22% of portfolio
31,422
Q2 2025 Added 33.06%
$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%
$254B
$2.66 Billion 1.13% of portfolio
14,589
Q2 2025 Added 37.65%
$3.26T
$2.61 Billion 1.11% of portfolio
12,742
Q2 2025 Reduced 23.23%
$552B
$2.43 Billion 1.04% of portfolio
6,851
Q2 2025 Added 8.95%
$1.16T
$2.38 Billion 1.01% of portfolio
13,502
Q2 2025 Added 8.62%
$0
$2.32 Billion 0.99% of portfolio
59,272
Q2 2025 New
$689B
$2.31 Billion 0.98% of portfolio
10,568
Q2 2025 Added 24.34%
$0
$2.22 Billion 0.94% of portfolio
45,956
Q2 2025 Added 141.53%
$0
$2.08 Billion 0.88% of portfolio
46,455
Q2 2025 Reduced 29.17%
$1.19T
$2.05 Billion 0.87% of portfolio
11,540
Q2 2025 Added 37.18%
$0
$2.02 Billion 0.86% of portfolio
59,274
Q2 2025 Reduced 32.51%
$119B
$1.95 Billion 0.83% of portfolio
7,082
Q2 2025 Reduced 43.59%
$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%
$1.21T
$1.9 Billion 0.81% of portfolio
8,396
Q2 2025 Added 28.79%
$0
$1.81 Billion 0.77% of portfolio
6,465
Q2 2025 Reduced 27.03%
$296B
$1.82 Billion 0.77% of portfolio
22,691
Q2 2025 Added 42.23%
$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%
$66.3B
$1.59 Billion 0.68% of portfolio
4,088
Q2 2025 Added 50.63%
$8.86B
$1.57 Billion 0.67% of portfolio
23,408
Q2 2025 Added 50.19%
$447B
$1.52 Billion 0.65% of portfolio
14,088
Q2 2025 Added 22.43%
$0
$1.49 Billion 0.63% of portfolio
23,554
Q2 2025 Reduced 54.25%
$114B
$1.47 Billion 0.62% of portfolio
6,161
Q2 2025 Added 6.11%
$154B
$1.38 Billion 0.59% of portfolio
7,526
Q2 2025 Added 221.9%
$216B
$1.33 Billion 0.57% of portfolio
10,753
Q2 2025 Added 38.55%

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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