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 Market Cap. of $10 Billions to $200 Billions
