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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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