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Crux Wealth Advisors

Portfolio Manager
Crux Wealth Advisors
Performance
-5.89% (2026 Q1)
AUM (13F)
$260.63M
# of Holdings
179
Performance Rank
Allocation (Top 20)
42.75%

Crux Wealth Advisors Holdings Map

Top 50 Crux Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BKAG
BNY MELLON ETF TRUST
5.23%322.8K$13.6M
+2.21%(+6.98K)
2025-Q1: 128.9K shares2025-Q2: 284.1K shares2025-Q3: 305.4K shares2025-Q4: 315.8K shares2026-Q1: 322.8K shares
$41.97(-0.33%)
2026-03-31
SPYG
SPDR SERIES TRUST
4.09%108.6K$10.6M
+4.39%(+4.57K)
2025-Q1: 41.7K shares2025-Q2: 92.4K shares2025-Q3: 91.9K shares2025-Q4: 104.1K shares2026-Q1: 108.6K shares
$89.59(+32.63%)
2026-03-31
BKDV
BNY MELLON ETF TRUST II
3.9%342.6K$10.2M
+1.79%(+6.04K)
2025-Q1: 115.5K shares2025-Q2: 365.7K shares2025-Q3: 319.9K shares2025-Q4: 336.5K shares2026-Q1: 342.6K shares
$25.76(+25.35%)
2026-03-31
BKLC
BNY MELLON ETF TRUST
3.29%68.6K$8.6M
+4.91%(+3.21K)
2025-Q1: 28.4K shares2025-Q2: 60.5K shares2025-Q3: 62.0K shares2025-Q4: 65.4K shares2026-Q1: 68.6K shares
$112.89(+25.84%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.72%40.7K$7.1M
-3.48%(-1.46K)
2025-Q1: 45.5K shares2025-Q2: 45.0K shares2025-Q3: 43.7K shares2025-Q4: 42.1K shares2026-Q1: 40.7K shares
$127.86(+76.62%)
2026-03-31
AMZN
AMAZON COM INC
2.18%27.2K$5.7M
+8.12%(+2.04K)
2025-Q1: 21.5K shares2025-Q2: 23.0K shares2025-Q3: 25.4K shares2025-Q4: 25.2K shares2026-Q1: 27.2K shares
$205.73(+31.31%)
2026-03-31
MSFT
MICROSOFT CORP
2.07%14.5K$5.4M
+1.44%(+207)
2025-Q1: 15.1K shares2025-Q2: 14.8K shares2025-Q3: 15.1K shares2025-Q4: 14.3K shares2026-Q1: 14.5K shares
$426.69(-5.04%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
1.74%66.5K$4.5M
+4.57%(+2.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 63.6K shares2026-Q1: 66.5K shares
$68.39(+8.06%)
2026-03-31
SPYX
SPDR SERIES TRUST
1.74%85.5K$4.5M
-0.21%(-183)
2025-Q1: 0 shares2025-Q2: 85.1K shares2025-Q3: 86.7K shares2025-Q4: 85.7K shares2026-Q1: 85.5K shares
$48.31(+25.75%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.72%7.5K$4.5M
-1.42%(-108)
2025-Q1: 7.4K shares2025-Q2: 7.6K shares2025-Q3: 7.6K shares2025-Q4: 7.6K shares2026-Q1: 7.5K shares
$533.48(+27.92%)
2026-03-31

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