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
$1.35 Billion 0.57% of portfolio
6,576
Q2 2025 Added 0.57%
$571B
$1.32 Billion 0.56% of portfolio
2,353
Q2 2025 Added 21.73%
$143B
$1.33 Billion 0.56% of portfolio
3,350
Q2 2025 Added 0.24%
$126B
$1.31 Billion 0.56% of portfolio
15,058
Q2 2025 Added 5.54%
$0
$1.31 Billion 0.56% of portfolio
15,150
Q2 2025 Added 130.35%
$143B
$1.32 Billion 0.56% of portfolio
36,952
Q2 2025 Added 7.08%
$242B
$1.21 Billion 0.52% of portfolio
4,449
Q2 2025 Added 11.56%
$1.34T
$1.23 Billion 0.52% of portfolio
3,858
Q2 2025 Added 17.84%
$263B
$1.23 Billion 0.52% of portfolio
10,146
Q2 2025 Added 46.45%
$34.7B
$1.2 Billion 0.51% of portfolio
7,644
Q2 2025 Added 21.93%
$158B
$1.19 Billion 0.51% of portfolio
19,514
Q2 2025 Added 49.83%
$0
$1.14 Billion 0.49% of portfolio
1,843
Q2 2025 Reduced 17.65%
$0
$1.12 Billion 0.48% of portfolio
12,424
Q2 2025 Reduced 17.13%
$89.3B
$1.1 Billion 0.47% of portfolio
3,787
Q2 2025 Added 67.86%
$119B
$1.06 Billion 0.45% of portfolio
11,830
Q2 2025 Added 59.71%
$86.5B
$1.04 Billion 0.44% of portfolio
11,460
Q2 2025 Added 46.21%
$64.5B
$982 Million 0.42% of portfolio
3,482
Q2 2025 Reduced 13.3%
$99.5B
$958 Million 0.41% of portfolio
1,307
Q2 2025 Added 43.31%
$0
$918 Million 0.39% of portfolio
7,996
Q2 2025 Reduced 58.47%
$412B
$890 Million 0.38% of portfolio
18,804
Q2 2025 Added 37.89%
$0
$889 Million 0.38% of portfolio
13,257
Q2 2025 Added 174.7%
$0
$889 Million 0.38% of portfolio
15,592
Q2 2025 Reduced 7.17%
$145B
$886 Million 0.38% of portfolio
2,481
Q2 2025 Reduced 51.71%
$118B
$861 Million 0.37% of portfolio
17,824
Q2 2025 Added 60.14%
$53.5B
$874 Million 0.37% of portfolio
5,075
Q2 2025 Added 93.92%
$0
$818 Million 0.35% of portfolio
33,460
Q2 2025 Added 0.3%
$0
$791 Million 0.34% of portfolio
16,101
Q2 2025 Reduced 46.63%
$49.4B
$763 Million 0.33% of portfolio
10,253
Q2 2025 Reduced 0.8%
$0
$783 Million 0.33% of portfolio
6,181
Q2 2025 Reduced 79.83%
$186B
$780 Million 0.33% of portfolio
4,895
Q2 2025 Added 32.58%
$53.1B
$771 Million 0.33% of portfolio
2,490
Q2 2025 Added 31.47%
$0
$762 Million 0.32% of portfolio
23,686
Q2 2025 Reduced 28.08%
$0
$753 Million 0.32% of portfolio
17,146
Q2 2025 Reduced 66.58%
$79.5B
$729 Million 0.31% of portfolio
4,226
Q2 2025 Added 1.15%
$24.6B
$725 Million 0.31% of portfolio
3,275
Q2 2025 Added 1.83%
$56.4B
$724 Million 0.31% of portfolio
7,176
Q2 2025 Added 35.91%
$168B
$699 Million 0.3% of portfolio
1,808
Q2 2025 Added 53.22%
$0
$673 Million 0.29% of portfolio
4,092
Q1 2025 Added 0.66%
$116B
$671 Million 0.29% of portfolio
2,200
Q2 2025 Added 14.23%
Global X Fds
-
$676 Million 0.29% of portfolio
-
Q2 2025 Reduced 54.02%
$49.2B
$676 Million 0.29% of portfolio
5,111
Q2 2025 New
$427B
$658 Million 0.28% of portfolio
1,796
Q2 2025 Reduced 46.15%
$79.7B
$663 Million 0.28% of portfolio
1,576
Q2 2025 Reduced 52.27%
$0
$627 Million 0.27% of portfolio
28,864
Q2 2025 New
$320B
$625 Million 0.27% of portfolio
2,002
Q2 2025 Added 10.61%
$38.4B
$630 Million 0.27% of portfolio
2,101
Q2 2025 Reduced 3.93%
$0
$601 Million 0.26% of portfolio
14,988
Q2 2025 Reduced 41.47%
$0
$608 Million 0.26% of portfolio
1,101
Q2 2025 Added 1.19%
$0
$614 Million 0.26% of portfolio
9,268
Q2 2025 Added 25.68%

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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