Crux Wealth Advisors Top Holdings and 13F Report (2026) About Crux Wealth AdvisorsInvestment ActivityCrux Wealth Advisors has $260.63 million in total holdings as of March 31, 2026.Crux Wealth Advisors owns shares of 179 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 5.21% of the portfolio was purchased this quarter.About 4.63% of the portfolio was sold this quarter.This quarter, Crux Wealth Advisors has purchased 176 new stocks and bought additional shares in 85 stocks.Crux Wealth Advisors sold shares of 75 stocks and completely divested from 11 stocks this quarter.Largest Holdings BNY Mellon Core Bond ETF $13,622,361SPDR Portfolio S&P 500 Growth ETF $10,635,974BNY MELLON ETF TRUST II $10,160,508BNY Mellon US Large Cap Core Equity ETF $8,559,468NVIDIA $7,089,725 Largest New Holdings this Quarter G0403H108 - AON $780,805 HoldingH2927K103 - AMRIZE LTD $664,509 HoldingG1151C101 - Accenture $514,166 Holding883556102 - Thermo Fisher Scientific $496,445 Holding31488V107 - FERGUSON ENTERPRISES INC $464,887 Holding Largest Purchases this Quarter CIRCLE INTERNET GROUP INC 21,340 shares (about $2.04M)AON 2,419 shares (about $780.81K)AMRIZE LTD 11,862 shares (about $664.51K)Intercontinental Exchange 3,898 shares (about $613.07K)Accenture 2,593 shares (about $514.17K) Largest Sales this Quarter Alphabet 1,795 shares (about $516.16K)Wells Fargo & Company 5,416 shares (about $431.16K)SPDR Gold Shares 943 shares (about $405.76K)iShares S&P 500 Growth ETF 3,464 shares (about $391.77K)Berkshire Hathaway 773 shares (about $370.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrux Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKAGBNY Mellon Core Bond ETF$13,622,361$294,598 â–²2.2%322,8055.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,635,974$447,547 â–²4.4%108,6304.1%ETFBNY MELLON ETF TRUST II$10,160,508$179,028 â–²1.8%342,5663.9%DYNAMIC VALUEBKLCBNY Mellon US Large Cap Core Equity ETF$8,559,468$400,515 â–²4.9%68,5803.3%ETFNVDANVIDIA$7,089,725$255,322 â–¼-3.5%40,6522.7%Computer and TechnologyAMZNAmazon.com$5,667,339$425,696 â–²8.1%27,2122.2%Retail/WholesaleMSFTMicrosoft$5,383,504$76,627 â–²1.4%14,5432.1%Computer and TechnologyMETAMeta Platforms$4,633,498$216,829 â–²4.9%8,0991.8%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$4,540,446$198,286 â–²4.6%66,4971.7%ManufacturingSPYXSPDR S&P Fossil Fuel Reserves Free ETF$4,534,801$9,704 â–¼-0.2%85,5141.7%ETFVOOVanguard S&P 500 ETF$4,483,804$64,532 â–¼-1.4%7,5041.7%ETFBRK.BBerkshire Hathaway$4,452,726$370,422 â–¼-7.7%9,2921.7%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,348,167$56,393 â–¼-1.3%49,5011.7%ManufacturingNULVNuveen ESG Large-Cap Value ETF$3,688,730$9,282 â–¼-0.3%81,0711.4%ETFBKCIBNY Mellon Concentrated International ETF$3,610,830$122,188 â–²3.5%72,9921.4%ETFGOOGAlphabet$3,259,781$51,060 â–¼-1.5%11,3641.3%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$3,246,295$10,185 â–²0.3%35,6971.2%ETFSCHWCharles Schwab$3,206,435$41,352 â–¼-1.3%34,1181.2%FinanceGOOGLAlphabet$3,201,344$516,160 â–¼-13.9%11,1331.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,189,942$27,341 â–²0.9%67,0861.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,169,678$24,383 â–¼-0.8%33,1491.2%ManufacturingAAPLApple$3,039,132$7,867 â–¼-0.3%11,9751.2%Computer and TechnologyJPMJPMorgan Chase & Co.$3,033,955$135,019 â–¼-4.3%10,3141.2%FinanceFTCSFirst Trust Capital Strength ETF$2,963,470$99,809 â–²3.5%31,9481.1%ETFFIRST TR EXCHANGE-TRADED FD$2,873,728$173,541 â–²6.4%139,2311.1%STRUCTURED CR INESGEiShares ESG Aware MSCI EM ETF$2,760,525$21,780 â–¼-0.8%60,7111.1%ManufacturingAMATApplied Materials$2,740,534$125,782 â–¼-4.4%8,0181.1%Computer and TechnologyPMPhilip Morris International$2,737,409$18,518 â–²0.7%16,5561.1%Consumer StaplesBKNGBooking$2,683,929$235,950 â–²9.6%6371.0%Retail/WholesaleBKHYBNY Mellon High Yield ETF$2,619,716$92,733 â–²3.7%55,2571.0%ETFCIRCLE INTERNET GROUP INC$2,511,764$2,036,050 â–²428.0%26,3261.0%COM CL AXOMExxonMobil$2,477,906$13,573 â–²0.6%14,6051.0%EnergySCHGSchwab U.S. Large-Cap Growth ETF$2,428,749$256,607 â–¼-9.6%83,3760.9%ETFHMOPHartford Municipal Opportunities ETF$2,395,788$250,840 â–¼-9.5%61,8430.9%ETFVVisa$2,174,802$20,551 â–²1.0%7,1960.8%Business ServicesSBNDColumbia Short Duration Bond ETF$2,142,945$156,423 â–²7.9%114,0770.8%ETFPTLCPacer Trendpilot US Large Cap ETF$2,141,081$118,506 â–²5.9%40,8140.8%ETFTSMTaiwan Semiconductor Manufacturing$2,123,726$356,883 â–¼-14.4%6,2840.8%Computer and TechnologyCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$2,108,468$131,210 â–²6.6%62,4940.8%ETFAVGOBroadcom$1,973,312$155,055 â–¼-7.3%6,3760.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,882,351$118,068 â–¼-5.9%5,8670.7%ETFCGGRCapital Group Growth ETF$1,816,052$101,760 â–²5.9%45,1870.7%ETFCOPConocoPhillips$1,807,271$16,633 â–²0.9%13,6910.7%EnergyFNYFirst Trust Mid Cap Growth AlphaDEX Fund$1,719,613$78,995 â–²4.8%19,0040.7%ETFTSLATesla$1,683,284$109,666 â–¼-6.1%4,5280.6%Auto/Tires/TrucksFIRST TR EXCHANGE-TRADED FD$1,675,646$109,893 â–²7.0%79,9450.6%CORE INVESTMENTADIAnalog Devices$1,665,430$351,856 â–¼-17.4%5,2350.6%Computer and TechnologyVUGVanguard Growth ETF$1,654,567$13,104 â–¼-0.8%3,7880.6%ETFBKIEBNY Mellon International Equity ETF$1,595,237$101,933 â–¼-6.0%17,0740.6%ETFVOVanguard Mid-Cap ETF$1,564,559$113,723 â–¼-6.8%5,4480.6%ETFAFMCFirst Trust Active Factor Mid Cap ETF$1,563,641$77,223 â–²5.2%44,0400.6%ETFRODMHartford Multifactor Developed Markets (ex-US) ETF$1,557,794$125,237 â–¼-7.4%39,5180.6%ETFSYKStryker$1,508,888$404,495 â–²36.6%4,5920.6%MedicalWFCWells Fargo & Company$1,489,010$431,163 â–¼-22.5%18,7040.6%FinanceEZMWisdomTree U.S. MidCap Fund$1,471,108$174,234 â–¼-10.6%21,8850.6%FinanceGDGeneral Dynamics$1,461,346$25,397 â–²1.8%4,2580.6%AerospaceVIGVanguard Dividend Appreciation ETF$1,455,624$5,592 â–²0.4%6,7680.6%ETFNVSNovartis$1,453,180$185,753 â–¼-11.3%9,5130.6%MedicalFVDFirst Trust Value Line Dividend Index Fund$1,435,306$86,253 â–¼-5.7%30,5190.6%ETFBKEMBNY Mellon Emerging Markets Equity ETF$1,421,962$97,454 â–¼-6.4%17,9470.5%ETFIQVIQVIA$1,415,482$17,054 â–¼-1.2%8,3000.5%MedicalCMCSAComcast$1,406,350$54,175 â–²4.0%48,9850.5%Consumer DiscretionaryELVElevance Health$1,379,711$46,254 â–²3.5%4,7130.5%MedicalMDTMedtronic$1,367,793$22,269 â–²1.7%15,7850.5%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,351,358$26,770 â–¼-1.9%25,3920.5%ManufacturingBANK NEW YORK MELLON CORP$1,339,470$93,719 â–¼-6.5%11,2910.5%COMMAMastercard$1,155,973$73,934 â–¼-6.0%2,3140.4%Business ServicesMCKMcKesson$1,149,577$68,386 â–¼-5.6%1,3280.4%MedicalIVViShares Core S&P 500 ETF$1,128,301$58,800 â–¼-5.0%1,7270.4%ETFUNILEVER PLC$1,106,585$18,914 â–²1.7%19,4240.4%SPON ADR NEWMOATVanEck Morningstar Wide Moat ETF$1,095,278$100,467 â–¼-8.4%11,3270.4%ETFBDXBecton, Dickinson and Company$1,092,613$102,516 â–²10.4%6,9490.4%MedicalFLQLFranklin U.S. Large Cap Multifactor Index ETF$1,055,456$16,234 â–¼-1.5%15,6040.4%ETFDISWalt Disney$1,054,847$25,058 â–¼-2.3%10,9450.4%Consumer DiscretionaryINNOVATOR ETFS TRUST$1,034,706$120,082 â–²13.1%35,4230.4%NASDAQ-100 10 BUMUBiShares National Muni Bond ETF$1,032,670$345,002 â–²50.2%9,7280.4%ETFOMCOmnicom Group$1,021,606$29,522 â–²3.0%13,5650.4%Business ServicesSBUXStarbucks$1,014,579$9,228 â–¼-0.9%11,3250.4%Retail/WholesaleAPDAir Products and Chemicals$948,922$9,876 â–¼-1.0%3,2670.4%Basic MaterialsVEAVanguard FTSE Developed Markets ETF$941,221$62,607 â–¼-6.2%14,6880.4%ETFSNYSanofi$924,760$14,598 â–²1.6%19,1940.4%MedicalGLDSPDR Gold Shares$881,234$405,764 â–¼-31.5%2,0480.3%FinanceVXFVanguard Extended Market ETF$832,704$109,696 â–¼-11.6%4,0460.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$827,265$51,425 â–¼-5.9%8,3330.3%FinanceICEIntercontinental Exchange$817,533$613,071 â–²299.8%5,1980.3%FinanceETNEaton$810,482$22,176 â–¼-2.7%2,2660.3%IndustrialsSCHXSchwab US Large-Cap ETF$785,479$2,256 â–²0.3%30,6350.3%ETFCRMSalesforce$781,431$16,241 â–¼-2.0%4,1860.3%Computer and TechnologyAONAON$780,805$780,805 â–²New Holding2,4190.3%FinanceVOEVanguard Mid-Cap Value ETF$769,976$4,054 â–²0.5%4,1780.3%ETFFTLSFirst Trust Long/Short Equity ETF$750,038$20,334 â–²2.8%10,6600.3%ETFQQQInvesco QQQ$734,636$31,163 â–²4.4%1,2730.3%FinanceWALMART INC$710,714$7,208 â–¼-1.0%5,7190.3%COMORCLOracle$700,535$56,196 â–¼-7.4%4,7620.3%Computer and TechnologyFLJPFranklin FTSE Japan ETF$698,209$28,257 â–¼-3.9%19,2980.3%ETFABNBAirbnb$682,891$20,835 â–¼-3.0%5,4080.3%Consumer DiscretionaryNUHYNuveen ESG High Yield Corporate Bond ETF$667,813$7,879 â–²1.2%31,5300.3%ETFCORCencora$664,731$19,163 â–¼-2.8%2,1160.3%MedicalAMRIZE LTD$664,509$664,509 â–²New Holding11,8620.3%SHSMPCMarathon Petroleum$662,435$7,813 â–¼-1.2%2,7130.3%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
