CRUX WEALTH ADVISORS Portfolio Holdings - 13F Filings | 13F Fund Database
CRUX WEALTH ADVISORS 13F Holdings
CIK 0002054270 · LONG BEACH, CA
As of Sep 30, 2025, CRUX WEALTH ADVISORS reported
167 positions worth $252.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BNY MELLON CORE BOND ETF | BKAG | — | 305,438 |
|
3.0M5.16% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 91,941 | $9.6M | 3.81% |
| BNY MELLON ETF TRUST II | — | — | 319,874 | $8.9M | 3.52% |
| NVIDIA CORP | NVDA | Technology | 43,705 | $8.2M | 3.23% |
| BNY MELLON US LARGE CAP CORE EQUITY ETF | BKLC | — | 61,965 | $8.0M | 3.15% |
| MICROSOFT CORP | MSFT | Technology | 15,070 | $7.8M | 3.09% |
| META PLATFORMS INC | META | Communication Services | 7,609 | $5.6M | 2.21% |
| AMAZON.COM INC | AMZN | Equity | 25,373 | $5.6M | 2.21% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 10,109 | $5.1M | 2.01% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 55,096 | $4.9M | 1.94% |
| STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF | SPYX | — | 86,719 | $4.8M | 1.89% |
| VANGUARD 500 INDEX FUND | VOO | — | 7,600 | $4.7M | 1.84% |
| BNY MELLON CONCENTRATED INTERNATIONAL ETF | BKCI | — | 77,774 | $4.0M | 1.59% |
| NUVEEN ESG LARGE-CAP VALUE ETF | NULV | — | 80,412 | $3.5M | 1.40% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 37,860 | $3.5M | 1.40% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 11,093 | $3.5M | 1.39% |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | — | 34,806 | $3.5M | 1.37% |
| SCHWAB CHARLES CORP | SCHW | Equity | 34,666 | $3.3M | 1.31% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,041 | $3.3M | 1.31% |
| ALPHABET INC | GOOGL | Equity | 13,468 | $3.3M | 1.30% |
| APPLE INC | AAPL | Technology | 12,538 | $3.2M | 1.27% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 66,363 | $3.2M | 1.26% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 587 | $3.2M | 1.26% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 92,927 | $3.0M | 1.18% |
| ALPHABET INC | GOOG | Equity | 11,860 | $2.9M | 1.14% |