StockDriftsStockDriftsTop 50 Crux Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKAG | BNY MELLON ETF TRUST | 4.71% | 323.8K | $13.6M | +0.30%(+979) | $41.97(-1.61%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 4.67% | 113.3K | $13.5M | +4.32%(+4.69K) | $90.27(+36.02%) | 2026-06-30 | |
| BKDV | BNY MELLON ETF TRUST II | 3.93% | 338.2K | $11.3M | -1.27%(-4.37K) | $25.76(+36.24%) | 2026-06-30 | |
| BKLC | BNY MELLON ETF TRUST | 3.48% | 69.9K | $10.0M | +1.99%(+1.37K) | $113.27(-56.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.79% | 40.2K | $8.1M | -1.03%(-420) | $127.86(+72.42%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.18% | 26.4K | $6.3M | -3.08%(-839) | $205.73(+33.65%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.88% | 67.1K | $5.4M | +0.88%(+583) | $68.43(+22.06%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.84% | 14.2K | $5.3M | -2.02%(-294) | $426.69(+17.83%) | 2026-06-30 | |
| SPYX | SPDR SERIES TRUST | 1.82% | 85.9K | $5.2M | +0.40%(+342) | $48.34(+31.25%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.76% | 7.4K | $5.1M | -1.28%(-96) | $533.48(+33.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.49% |
Crux Wealth Advisors reports $288.54M in US-listed equity holdings across 192 positions in its most recent 13F filing. Its largest disclosed positions are BKAG (4.7%), SPYG (4.7%) and BKDV (3.9%). The top 20 holdings account for 43.15% of reported assets. Its disclosed equity book has returned +17.92% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crux Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054270). View Crux Wealth Advisors’s 13F filings on SEC