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
$283B
$601 Million 0.26% of portfolio
6,151
Q2 2025 Reduced 51.48%
$0
$596 Million 0.25% of portfolio
6,562
Q2 2025 Added 0.24%
$0
$581 Million 0.25% of portfolio
5,557
Q2 2025 Added 30.57%
$0
$572 Million 0.24% of portfolio
5,196
Q2 2025 Reduced 57.8%
$0
$557 Million 0.24% of portfolio
14,052
Q2 2025 Reduced 44.99%
Innovator Etfs Trust
-
$560 Million 0.24% of portfolio
-
Q2 2025 Added 32.52%
$0
$521 Million 0.22% of portfolio
5,086
Q2 2025 Added 15.85%
$0
$519 Million 0.22% of portfolio
5,198
Q2 2025 Added 16.05%
$92.4B
$522 Million 0.22% of portfolio
1,193
Q2 2025 Reduced 44.17%
$0
$483 Million 0.21% of portfolio
9,640
Q2 2025 Added 1.18%
$6.27B
$501 Million 0.21% of portfolio
24,987
Q2 2025 Added 2.64%
$0
$487 Million 0.21% of portfolio
25,871
Q2 2025 Added 1.27%
$92.1B
$503 Million 0.21% of portfolio
3,030
Q2 2025 Reduced 54.28%
$113B
$496 Million 0.21% of portfolio
1,710
Q2 2025 Reduced 54.14%
$0
$483 Million 0.21% of portfolio
9,538
Q2 2025 Added 1.15%
$0
$481 Million 0.2% of portfolio
23,926
Q2 2025 Added 0.75%
$233B
$452 Million 0.19% of portfolio
3,094
Q2 2025 Added 39.5%
$15.6B
$446 Million 0.19% of portfolio
6,200
Q2 2025 Added 87.99%
$0
$427 Million 0.18% of portfolio
8,659
Q2 2025 Added 8.78%
$224B
$432 Million 0.18% of portfolio
1,479
Q2 2025 Reduced 1.07%
$94.3B
$433 Million 0.18% of portfolio
1,572
Q2 2025 Reduced 52.69%
$0
$399 Million 0.17% of portfolio
3,648
Q2 2025 Reduced 0.36%
$195B
$396 Million 0.17% of portfolio
3,002
Q2 2025 Added 57.5%
$206B
$353 Million 0.15% of portfolio
4,464
Q2 2025 Reduced 56.03%
Innovator Etfs Trust
-
$354 Million 0.15% of portfolio
-
Q2 2025 Added 7.68%
$0
$359 Million 0.15% of portfolio
5,660
Q2 2025 New
$75.6B
$341 Million 0.15% of portfolio
1,265
Q2 2025 Added 28.43%
$120B
$349 Million 0.15% of portfolio
1,133
Q2 2025 Reduced 7.05%
$0
$341 Million 0.15% of portfolio
14,076
Q2 2025 Added 1.1%
$25.6B
$335 Million 0.14% of portfolio
1,538
Q2 2025 Reduced 51.94%
$163B
$330 Million 0.14% of portfolio
2,669
Q2 2025 Reduced 41.52%
$142B
$329 Million 0.14% of portfolio
646
Q2 2025 Reduced 6.65%
$0
$329 Million 0.14% of portfolio
1,297
Q2 2025 Added 0.15%
$0
$320 Million 0.14% of portfolio
5,637
Q2 2025 Added 1.88%
$0
$339 Million 0.14% of portfolio
6,855
Q2 2025 Reduced 40.71%
$186B
$305 Million 0.13% of portfolio
7,040
Q2 2025 Reduced 48.86%
$0
$303 Million 0.13% of portfolio
2,013
Q2 2025 Added 0.15%
$0
$315 Million 0.13% of portfolio
1,400
Q2 2025 Added 1.67%
$463B
$297 Million 0.13% of portfolio
1,946
Q2 2025 Reduced 54.13%
$0
$285 Million 0.12% of portfolio
9,722
Q2 2025 Reduced 34.9%
$96.2B
$291 Million 0.12% of portfolio
1,586
Q2 2025 Reduced 45.16%
$0
$287 Million 0.12% of portfolio
6,846
Q2 2025 Added 1.09%
$134B
$250 Million 0.11% of portfolio
1,084
Q2 2025 Reduced 44.83%
$0
$260 Million 0.11% of portfolio
2,768
Q2 2025 Added 1.21%
$74B
$267 Million 0.11% of portfolio
2,527
Q2 2025 Reduced 57.44%
$0
$254 Million 0.11% of portfolio
4,988
Q2 2025 Reduced 65.58%
$80.3B
$260 Million 0.11% of portfolio
70
Q2 2025 Reduced 2.78%
$0
$225 Million 0.1% of portfolio
4,498
Q2 2025 Added 0.69%
$426B
$231 Million 0.1% of portfolio
234
Q2 2025 Reduced 10.34%

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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