Institutions / Crux Wealth Advisors
Crux Wealth Advisors
CIK 2054270 · Institution · as of Dec 31, 2025
Portfolio value
$268.76M
Positions
176
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 176 →
| Company | Value | % of portfolio |
|---|---|---|
| BNY Mellon ETF Trust | $13.39M | 5.0% |
| SPDR Series Trust | $11.10M | 4.1% |
| BNY Mellon ETF Trust II | $9.77M | 3.6% |
| BNY Mellon ETF Trust | $8.55M | 3.2% |
| NVIDIA Corp | $7.85M | 2.9% |
| Microsoft Corp | $6.93M | 2.6% |
| Amazon.com Inc | $5.81M | 2.2% |
| Meta Platforms Inc | $5.10M | 1.9% |
| Warren E. Buffett | $5.06M | 1.9% |
| SPDR Series Trust | $4.82M | 1.8% |
| Vanguard Index Fds | $4.77M | 1.8% |
| WisdomTree Tr | $4.48M | 1.7% |
| First Tr Exchange Traded Fd | $4.42M | 1.6% |
| Alphabet Inc. | $4.05M | 1.5% |
| Nushares ETF Tr | $3.66M | 1.4% |
| BNY Mellon ETF Trust | $3.64M | 1.4% |
| Alphabet Inc. | $3.62M | 1.3% |
| Nushares ETF Tr | $3.48M | 1.3% |
| JPMorgan Chase & Co | $3.47M | 1.3% |
| Schwab Charles Corp | $3.45M | 1.3% |
| Apple Inc. | $3.26M | 1.2% |
| iShares Tr | $3.18M | 1.2% |
| iShares Tr | $3.18M | 1.2% |
| Booking Holdings Inc | $3.11M | 1.2% |
| Schwab Strategic Tr | $3.01M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.