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CIK: 0002054270
Total reported value
$288.5M
$288.5M
167 檔
16.5%
At the close of Q3 2025, Crux Wealth Advisors disclosed equity holdings valued at approximately $288.5M, spread across 167 reported holdings.
In Q3 2025, Crux Wealth Advisors displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BKAG, SPYG, BKDV) accounted for 16.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 5.16% | -0.52% | +7.53% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.81% | +0.59% | -0.55% | |
| 3 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 3.52% | +0.03% | -12.54% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | +0.07% | -2.97% | |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 3.15% | +0.20% | +2.47% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.23% | +2.15% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | -0.30% | +3.89% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.01% | +10.38% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | -0.12% | +3.54% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.94% | -0.04% | -2.48% | |
| 11 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.89% | +0.08% | +1.89% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | +0.04% | +0.53% | |
| 13 | BKCI | Bny Mellon Concentrated Intl | ETF-Other | 1.59% | -0.02% | +26.64% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.40% | -0.03% | -11.00% | |
| 15 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.40% | -0.03% | +17.35% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.03% | -0.33% | |
| 17 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.37% | +0.21% | +1.03% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.31% | -0.18% | +10.32% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | — | -0.70% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.03% | -0.25% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.27% | -0.01% | -1.60% | |
| 22 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.26% | -0.09% | +4.79% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.26% | +0.01% | +6.53% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.18% | +0.04% | -0.05% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.03% | +2.77% | |
| 26 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.14% | -0.10% | +0.24% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 1.04% | -0.08% | +10.86% | |
| 28 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.04% | +0.06% | +1.77% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.03% | +6.01% | |
| 30 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.95% | -0.07% | +7.50% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.08% | +0.90% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.86% | +0.09% | -7.25% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-Other | 0.83% | -0.05% | -1.93% | |
| 34 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.81% | -0.04% | -2.54% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.80% | -0.06% | +6.17% | |
| 36 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.80% | -0.01% | -0.47% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.02% | +14.49% | |
| 38 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.77% | -0.03% | -3.57% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | +0.04% | -0.33% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.01% | -2.60% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | +0.45% | +12.84% | |
| 42 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 0.68% | — | +27.31% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.68% | — | -3.03% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.27% | +3.78% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.65% | -0.04% | -8.60% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.63% | +0.05% | +4.45% | |
| 47 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.62% | -0.01% | +8.01% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.59% | -0.08% | +4.43% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.03% | -11.98% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.59% | -0.14% | +27.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKAG | Bny Mellon Core Bond ETF | +2.3% | +7.53% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.1% | -0.55% | Add |
| 3 | BKDV | Bny Mellon Dynamic Value | +2% | -12.54% | Add |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | +1.6% | +2.47% | Add |
| 5 | BKCI | Bny Mellon Concentrated Intl | +0.9% | +26.64% | Add |
| 6 | NVDA | Nvidia CORP | +0.7% | -2.97% | Trim |
| 7 | EAGG | Ishares Esg Aware US Aggrega | +0.6% | +4.79% | Add |
| 8 | AMAT | Applied Materials Inc | +0.5% | +12.84% | Add |
| 9 | BKHY | Bny Mellon High Yield ETF | +0.5% | +7.50% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.5% | +2.77% | Add |
| 11 | BKIE | Bny Mellon Intl Eqty ETF | +0.4% | +27.31% | Add |
| 12 | SCHW | Schwab (charles) CORP | +0.4% | +10.32% | Add |
| 13 | TSLA | Tesla Inc | +0.3% | +14.49% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +3.89% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.25% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -7.25% | Add |
| 17 | BKEM | Bny Mellon Emrg Mrkts Eqty | +0.3% | +12.82% | Add |
| 18 | OMC | Omnicom Group | +0.3% | +108.97% | Add |
| 19 | GD | General Dynamics CORP | +0.3% | +10.91% | Add |
| 20 | BKNG | Booking Holdings Inc | +0.2% | +6.53% | Add |
| 21 | WFC | Wells Fargo & Co | +0.2% | +6.17% | Add |
| 22 | BNY | Bank Of New York Mellon CORP | +0.2% | +6.20% | Add |
| 23 | PM | Philip Morris International | +0.2% | +10.86% | Add |
| 24 | NVS | Novartis Ag-sponsored Adr | +0.2% | +6.20% | Add |
| 25 | MSFT | Microsoft CORP | +0.1% | +2.15% | Trim |
| 26 | AMZN | Amazon.com Inc | +0.1% | +10.38% | Add |
| 27 | SCHG | Schwab US Large-cap Growth | 0% | -0.05% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.53% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +3.54% | Add |
| 30 | HD | Home Depot Inc | -0.4% | -20.43% | Trim |
| 31 | EMC | Glb X Emrg Mrkt Grt Cnsumr | -0.4% | -4.15% | Trim |
| 32 | CB | Chubb Limited | -0.4% | -10.29% | Trim |
| 33 | MSI | Motorola Solutions Inc | -0.5% | -0.32% | Trim |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.5% | -1.68% | Trim |
| 35 | RODM | Hartford Multifact Dev Mrkt | -0.6% | -2.54% | Trim |
| 36 | FVD | First Trust Value Line Dvd | -0.7% | -1.93% | Trim |
| 37 | FNX | First Trust Mid Cap Core Alp | -0.7% | -4.68% | Trim |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.9% | -11.98% | Trim |
| 39 | FIXD | First Trust Smith Opportunis | -0.9% | -8.85% | Trim |
| 40 | FLQL | Franklin U.s. Large Cap Mult | -0.9% | -9.88% | Trim |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | -1.4% | -2.48% | Trim |
| 42 | SUSA | Ishares Esg Optimized Msci U | -1.5% | -13.70% | Trim |
| 43 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | NEW | New buy |
| 44 | NULV | Nuveen Esg Large-cap Val ETF | — | NEW | New buy |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | — | NEW | New buy |
| 46 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | NEW | New buy |
| 47 | ESGE | Ishares Inc Ishares Esg Awar | — | NEW | New buy |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | — | EXIT | Sold out |
| 49 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 50 | NUHY | Nuveen Esg Hi Yld CORP Bnd | — | NEW | New buy |
According to official SEC Form 13F filings, Crux Wealth Advisors reported a total U.S. public equity portfolio value of $288.5M across 167 disclosed positions in Q3 2025.
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Top New Position Initiated
SPYX
市值: $4.8M
Top Position Liquidated / Trimmed
XJH
前期市值: $1.1M
During Q3 2025, Crux Wealth Advisors's top holdings by market value included BKAG (5.2%)、SPYG (3.8%)、BKDV (3.5%). The largest single position, BKAG, represented 5.2% of total portfolio value.
In Q3 2025, Crux Wealth Advisors made 50 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 15 holdings, and fully liquidating 1 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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