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CIK: 0002054270
Total reported value
$288.5M
$288.5M
166 檔
15.6%
As reported in its official Q2 2025 Form 13F filing, Crux Wealth Advisors's tracked investment portfolio stood at $288.5M with 166 total positions.
Crux Wealth Advisors executed strategic sector rebalancing during Q2 2025, establishing 7 new positions while fully exiting 2 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including BKAG, BKDV, SPYG) accounted for 15.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 5.10% | -0.52% | +120.35% | |
| 2 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 4.14% | +0.03% | +216.67% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.75% | +0.59% | +121.68% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.23% | -2.58% | |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 3.05% | +0.20% | +113.31% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | +0.07% | -1.09% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.30% | +15.68% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.01% | +6.68% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | -0.12% | +22.77% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.01% | -0.04% | -28.84% | |
| 11 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.85% | +0.08% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | +0.04% | +1.53% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.61% | -0.03% | — | |
| 14 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.38% | +0.21% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.03% | -15.68% | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.36% | +0.01% | +29.04% | |
| 17 | BKCI | Bny Mellon Concentrated Intl | ETF-Other | 1.34% | -0.02% | +126.81% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | — | -16.26% | |
| 19 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.28% | -0.09% | +126.41% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.23% | -0.03% | — | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.22% | -0.18% | +33.06% | |
| 22 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.20% | -0.10% | -2.51% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.16% | +0.04% | +0.61% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.13% | -0.08% | +37.65% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.01% | -23.23% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.03% | +8.95% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.03% | +8.62% | |
| 28 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.99% | +0.06% | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.03% | +24.34% | |
| 30 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.94% | -0.07% | +141.53% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.88% | -0.05% | -29.17% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.03% | +37.19% | |
| 33 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.86% | -0.04% | -32.51% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.08% | -43.59% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.82% | -0.03% | -16.50% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.09% | +28.79% | |
| 37 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.81% | -0.01% | -26.15% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.77% | -0.06% | +42.23% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.77% | -0.01% | -27.03% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.75% | -0.04% | -16.80% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.04% | -1.21% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.03% | -39.41% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.70% | — | -18.73% | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.68% | +0.07% | +50.63% | |
| 45 | KMX | Carmax Inc | Stock-Consumer Disc | 0.67% | — | +50.19% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.27% | +22.43% | |
| 47 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.63% | +0.01% | -54.25% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.62% | +0.05% | +6.11% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | +0.45% | +221.90% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | — | +0.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKDV | Bny Mellon Dynamic Value | +2.6% | +216.67% | Add |
| 2 | BKAG | Bny Mellon Core Bond ETF | +2.3% | +120.35% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2% | +121.68% | Add |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +1.9% | NEW | New buy |
| 5 | NULV | Nuveen Esg Large-cap Val ETF | +1.6% | NEW | New buy |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | +1.5% | +113.31% | Add |
| 7 | NULG | Nuveen Esg Lrg-cap Grw ETF | +1.4% | NEW | New buy |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | +1.2% | NEW | New buy |
| 9 | ESGE | Ishares Inc Ishares Esg Awar | +1% | NEW | New buy |
| 10 | BKCI | Bny Mellon Concentrated Intl | +0.7% | +126.81% | Add |
| 11 | EAGG | Ishares Esg Aware US Aggrega | +0.6% | +126.41% | Add |
| 12 | BKHY | Bny Mellon High Yield ETF | +0.5% | +141.53% | Add |
| 13 | NVDA | Nvidia CORP | +0.5% | -1.09% | Trim |
| 14 | AMAT | Applied Materials Inc | +0.4% | +221.90% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.4% | +15.68% | Add |
| 16 | ORCL | Oracle CORP | +0.4% | +24.34% | Add |
| 17 | BKNG | Booking Holdings Inc | +0.3% | +29.04% | Add |
| 18 | BKIE | Bny Mellon Intl Eqty ETF | +0.3% | +130.35% | Add |
| 19 | ABNB | Airbnb Inc-class A | +0.3% | NEW | New buy |
| 20 | NUHY | Nuveen Esg Hi Yld CORP Bnd | +0.3% | NEW | New buy |
| 21 | SCHW | Schwab (charles) CORP | +0.3% | +33.06% | Add |
| 22 | PM | Philip Morris International | +0.3% | +37.65% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +28.79% | Add |
| 24 | BKEM | Bny Mellon Emrg Mrkts Eqty | +0.2% | +174.70% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.2% | +37.19% | Add |
| 26 | WFC | Wells Fargo & Co | +0.2% | +42.23% | Add |
| 27 | DIS | Walt Disney Co/the | +0.2% | +38.55% | Add |
| 28 | MSFT | Microsoft CORP | +0.2% | -2.58% | Trim |
| 29 | AMZN | Amazon.com Inc | 0% | +6.68% | Add |
| 30 | DVN | Devon Energy CORP | -0.3% | EXIT | Sold out |
| 31 | DIVB | Ishares Core Dividend ETF | -0.3% | EXIT | Sold out |
| 32 | MRK | Merck & Co. Inc. | -0.3% | -56.03% | Trim |
| 33 | WMT | Walmart Inc | -0.3% | -51.48% | Trim |
| 34 | IVW | Ishares S&p 500 Growth ETF | -0.4% | -57.80% | Trim |
| 35 | HD | Home Depot Inc | -0.4% | -46.15% | Trim |
| 36 | CB | Chubb Limited | -0.4% | -54.14% | Trim |
| 37 | EMC | Glb X Emrg Mrkt Grt Cnsumr | -0.4% | -54.02% | Trim |
| 38 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.5% | -46.63% | Trim |
| 39 | XJH | Ishare Esg Ss S&p Midcap ETF | -0.5% | -82.25% | Trim |
| 40 | MSI | Motorola Solutions Inc | -0.5% | -52.27% | Trim |
| 41 | EZM | Wisdomtree US Midcap Fund | -0.5% | -26.15% | Trim |
| 42 | RODM | Hartford Multifact Dev Mrkt | -0.6% | -32.51% | Trim |
| 43 | FVD | First Trust Value Line Dvd | -0.6% | -29.17% | Trim |
| 44 | FNX | First Trust Mid Cap Core Alp | -0.7% | -58.47% | Trim |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.7% | -39.41% | Trim |
| 46 | AAPL | Apple Inc | -0.8% | -23.23% | Trim |
| 47 | FIXD | First Trust Smith Opportunis | -0.9% | -66.58% | Trim |
| 48 | FLQL | Franklin U.s. Large Cap Mult | -0.9% | -54.25% | Trim |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | -1.3% | -28.84% | Trim |
| 50 | SUSA | Ishares Esg Optimized Msci U | -1.5% | -79.83% | Trim |
According to official SEC Form 13F filings, Crux Wealth Advisors reported a total U.S. public equity portfolio value of $288.5M across 166 disclosed positions in Q2 2025.
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Top New Position Initiated
SPYX
市值: $4.3M
Top Position Liquidated / Trimmed
DIVB
前期市值: $531.2K
During Q2 2025, Crux Wealth Advisors's top holdings by market value included BKAG (5.1%)、BKDV (4.1%)、SPYG (3.8%). The largest single position, BKAG, represented 5.1% of total portfolio value.
In Q2 2025, Crux Wealth Advisors made 50 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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