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CIK: 0002054270
Total reported value
$288.5M
$288.5M
176 檔
17.6%
As reported in its official Q4 2025 Form 13F filing, Crux Wealth Advisors's tracked investment portfolio stood at $288.5M with 176 total positions.
Crux Wealth Advisors executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 9 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including BKAG, SPYG, BKDV) accounted for 17.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 4.98% | -0.52% | +3.40% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.13% | +0.59% | +13.18% | |
| 3 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 3.63% | +0.03% | +5.21% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 3.18% | +0.20% | +5.50% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.07% | -3.64% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.23% | -4.87% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.01% | -0.81% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.30% | +1.46% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -0.12% | -0.44% | |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.79% | +0.08% | -1.18% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.04% | +0.16% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.67% | -0.04% | -8.99% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-Other | 1.64% | +0.14% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.03% | -4.01% | |
| 15 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.36% | -0.03% | +1.07% | |
| 16 | BKCI | Bny Mellon Concentrated Intl | ETF-Other | 1.35% | -0.02% | -9.32% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | -0.03% | -2.68% | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.29% | +0.21% | +2.24% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.03% | -2.88% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.28% | -0.18% | -0.31% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.21% | -0.01% | -4.24% | |
| 22 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.18% | -0.09% | +0.22% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.18% | -0.03% | -11.77% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.16% | +0.01% | -1.02% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.12% | +0.04% | -0.80% | |
| 26 | FTCS | First Trust Capital Strength | ETF-Other | 1.06% | -0.09% | +392.85% | |
| 27 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-Other | 1.01% | -0.09% | — | |
| 28 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.01% | +0.06% | +1.44% | |
| 29 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.99% | -0.10% | -7.16% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.98% | -0.08% | +1.68% | |
| 31 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.95% | -0.07% | +7.89% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.03% | -1.86% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.08% | -3.76% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.84% | -0.06% | +0.12% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.09% | -5.74% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.02% | +9.19% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | +0.45% | -1.25% | |
| 38 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.80% | +0.01% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | — | -37.90% | |
| 40 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.77% | +0.07% | — | |
| 41 | SBND | Columbia Shrt Dur Bnd ETF | ETF-Other | 0.74% | -0.02% | +288.22% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.71% | +0.05% | — | |
| 43 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.70% | -0.01% | +1.74% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.04% | -2.58% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.27% | -0.65% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | +0.05% | -1.46% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.01% | -7.19% | |
| 48 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 0.63% | — | -5.82% | |
| 49 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.62% | +0.08% | — | |
| 50 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.61% | -0.01% | -19.90% |
According to official SEC Form 13F filings, Crux Wealth Advisors reported a total U.S. public equity portfolio value of $288.5M across 176 disclosed positions in Q4 2025.
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Top New Position Initiated
RDVY
市值: $4.4M
Top Position Liquidated / Trimmed
UL
前期市值: $1.3M
During Q4 2025, Crux Wealth Advisors's top holdings by market value included BKAG (5.0%)、SPYG (4.1%)、BKDV (3.6%). The largest single position, BKAG, represented 5.0% of total portfolio value.
In Q4 2025, Crux Wealth Advisors made 50 total portfolio adjustments, initiating 12 new buys, adding to 10 positions, trimming 19 holdings, and fully liquidating 9 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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