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CIK: 0002054270
Total reported value
$288.5M
$288.5M
179 檔
17.4%
According to the latest 13F quarterly dataset, Crux Wealth Advisors managed an equity portfolio of $288.5M at the end of Q1 2026, spanning 179 distinct U.S. exchange-listed positions.
Crux Wealth Advisors executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 11 holdings and trimming 75 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 5.23% | -0.52% | +2.21% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.08% | +0.59% | +4.39% | |
| 3 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 3.90% | +0.03% | +1.79% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 3.28% | +0.20% | +4.91% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | +0.07% | -3.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.01% | +8.12% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.23% | +1.44% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.30% | +4.91% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.74% | +0.14% | +4.57% | |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.74% | +0.08% | -0.21% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.04% | -1.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.12% | -7.68% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.67% | -0.04% | -1.28% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.42% | -0.03% | -0.25% | |
| 15 | BKCI | Bny Mellon Concentrated Intl | ETF-Other | 1.39% | -0.02% | +3.50% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | -0.03% | -1.54% | |
| 17 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.25% | +0.21% | +0.31% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.23% | -0.18% | -1.27% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.03% | -13.88% | |
| 20 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.22% | -0.09% | +0.86% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.22% | -0.03% | -0.76% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.17% | -0.01% | -0.26% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.03% | -4.26% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 1.14% | -0.09% | +3.49% | |
| 25 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-Other | 1.10% | -0.09% | +6.43% | |
| 26 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.06% | +0.06% | -0.78% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.05% | +0.45% | -4.39% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 1.05% | -0.08% | +0.68% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.03% | +0.01% | +9.64% | |
| 30 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 1.01% | -0.07% | +3.67% | |
| 31 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.96% | -0.39% | +428.00% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.27% | +0.55% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.93% | +0.04% | -9.56% | |
| 34 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.92% | -0.10% | -9.48% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.03% | +0.95% | |
| 36 | SBND | Columbia Shrt Dur Bnd ETF | ETF-Other | 0.82% | -0.02% | +7.87% | |
| 37 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.82% | +0.01% | +5.86% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.09% | -14.39% | |
| 39 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.81% | +0.07% | +6.64% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.08% | -7.29% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | — | -5.90% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.70% | +0.05% | +5.94% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.69% | -0.21% | +0.93% | |
| 44 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.66% | +0.08% | +4.82% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.02% | -6.12% | |
| 46 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.64% | -0.05% | +7.02% | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | +0.05% | -17.44% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.04% | -0.79% | |
| 49 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 0.61% | — | -6.01% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.01% | -6.78% |
According to official SEC Form 13F filings, Crux Wealth Advisors reported a total U.S. public equity portfolio value of $288.5M across 179 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BKAG, SPYG, BKDV) accounted for 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AON
市值: $780.8K
Top Position Liquidated / Trimmed
BAC
前期市值: $1.0M
During Q1 2026, Crux Wealth Advisors's top holdings by market value included BKAG (5.2%)、SPYG (4.1%)、BKDV (3.9%). The largest single position, BKAG, represented 5.2% of total portfolio value.
In Q1 2026, Crux Wealth Advisors made 185 total portfolio adjustments, initiating 14 new buys, adding to 85 positions, trimming 75 holdings, and fully liquidating 11 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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