Crux Wealth Advisors Portfolio Stock Holdings
Crux Wealth Advisors disclosed 179 stock positions valued at approximately $260.2 million in its latest SEC 13F filing. The largest holdings include BNY MELLON ETF TRUST, SPDR SERIES TRUST, and BNY MELLON ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 179
- Portfolio Value
- $260.2M
Holdings by Sector
Crux Wealth Advisors Portfolio Holdings in Q1 2026
170 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BNY MELLON ETF TRUST | BKAG | Other | 5.23% | 322,805 | +6,981 | +2.21% | $13,622,361 |
| SPDR SERIES TRUST | SPYG | Other | 4.09% | 108,630 | +4,571 | +4.39% | $10,635,974 |
| BNY MELLON ETF TRUST | BKLC | Other | 3.29% | 68,580 | +3,209 | +4.91% | $8,559,468 |
| NVIDIA CORPORATION | NVDA | Technology | 2.72% | 40,652 | -1,464 | -3.48% | $7,089,725 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.18% | 27,212 | +2,044 | +8.12% | $5,667,339 |
| MICROSOFT CORP | MSFT | Technology | 2.07% | 14,543 | +207 | +1.44% | $5,383,504 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.74% | 66,497 | +2,904 | +4.57% | $4,540,446 |
| SPDR SERIES TRUST | SPYX | Other | 1.74% | 85,514 | -183 | -0.21% | $4,534,801 |
| VANGUARD INDEX FDS | VOO | Other | 1.72% | 7,504 | -108 | -1.42% | $4,483,804 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.71% | 9,292 | -773 | -7.68% | $4,452,726 |
| META PLATFORMS INC | META | Communication Services | 1.69% | 7,699 | -21 | -0.27% | $4,404,646 |
| WISDOMTREE TR | DGRW | Other | 1.67% | 49,501 | -642 | -1.28% | $4,348,167 |
| NUSHARES ETF TR | NULV | Other | 1.42% | 81,071 | -204 | -0.25% | $3,688,730 |
| BNY MELLON ETF TRUST | BKCI | Other | 1.39% | 72,992 | +2,470 | +3.50% | $3,610,830 |
| ALPHABET INC | GOOG | Communication Services | 1.25% | 11,364 | -178 | -1.54% | $3,259,781 |
| NUSHARES ETF TR | NULG | Other | 1.25% | 35,697 | +112 | +0.31% | $3,246,295 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.23% | 34,118 | -440 | -1.27% | $3,206,435 |
| ALPHABET INC | GOOGL | Communication Services | 1.23% | 11,133 | -1,795 | -13.88% | $3,201,344 |
| ISHARES TR | EAGG | Other | 1.23% | 67,086 | +575 | +0.86% | $3,189,942 |
| ISHARES TR | ESGD | Other | 1.22% | 33,149 | -255 | -0.76% | $3,169,678 |
| APPLE INC | AAPL | Technology | 1.17% | 11,975 | -31 | -0.26% | $3,039,132 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.17% | 10,314 | -459 | -4.26% | $3,033,955 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 1.14% | 31,948 | +1,076 | +3.49% | $2,963,470 |
| ISHARES INC | ESGE | Other | 1.06% | 60,711 | -479 | -0.78% | $2,760,525 |
| APPLIED MATLS INC | AMAT | Technology | 1.05% | 8,018 | -368 | -4.39% | $2,740,534 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.05% | 16,556 | +112 | +0.68% | $2,737,409 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.03% | 637 | +56 | +9.64% | $2,683,929 |
| BNY MELLON ETF TRUST | BKHY | Other | 1.01% | 55,257 | +1,956 | +3.67% | $2,619,716 |
| CIRCLE INTERNET GROUP INC | CRCL | Other | 0.97% | 26,326 | +21,340 | +428.00% | $2,511,764 |
| EXXON MOBIL CORP | XOM | Energy | 0.95% | 14,605 | +80 | +0.55% | $2,477,906 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.93% | 83,376 | -8,809 | -9.56% | $2,428,749 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 0.92% | 61,843 | -6,475 | -9.48% | $2,395,788 |
| VISA INC | V | Financial Services | 0.84% | 7,196 | +68 | +0.95% | $2,174,802 |
| PACER FDS TR | PTLC | Other | 0.82% | 40,814 | +2,259 | +5.86% | $2,141,081 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.82% | 6,284 | -1,056 | -14.39% | $2,123,726 |
| PACER FDS TR | COWG | Other | 0.81% | 62,494 | +3,889 | +6.64% | $2,108,468 |
| BROADCOM INC | AVGO | Technology | 0.76% | 6,376 | -501 | -7.29% | $1,973,312 |
| VANGUARD INDEX FDS | VTI | Other | 0.72% | 5,867 | -368 | -5.90% | $1,882,351 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.70% | 45,187 | +2,532 | +5.94% | $1,816,052 |
| CONOCOPHILLIPS | COP | Energy | 0.69% | 13,691 | +126 | +0.93% | $1,807,271 |
| FIRST TR EXCHANGE-TRADED ALP | FNY | Other | 0.66% | 19,004 | +873 | +4.81% | $1,719,613 |
| TESLA INC | TSLA | Consumer Cyclical | 0.65% | 4,528 | -295 | -6.12% | $1,683,284 |
| ANALOG DEVICES INC | ADI | Technology | 0.64% | 5,235 | -1,106 | -17.44% | $1,665,430 |
| VANGUARD INDEX FDS | VUG | Other | 0.64% | 3,788 | -30 | -0.79% | $1,654,567 |
| BNY MELLON ETF TRUST | BKIE | Other | 0.61% | 17,074 | -1,091 | -6.01% | $1,595,237 |
| VANGUARD INDEX FDS | VO | Other | 0.60% | 5,448 | -396 | -6.78% | $1,564,559 |
| FIRST TR EXCHNG TRADED FD VI | AFMC | Other | 0.60% | 44,040 | +2,175 | +5.20% | $1,563,641 |
| LATTICE STRATEGIES TR | RODM | Other | 0.60% | 39,518 | -3,177 | -7.44% | $1,557,794 |
| STRYKER CORPORATION | SYK | Healthcare | 0.58% | 4,592 | +1,231 | +36.63% | $1,508,888 |
| WELLS FARGO & CO | WFC | Financial Services | 0.57% | 18,704 | -5,416 | -22.45% | $1,489,010 |
| WISDOMTREE TR | EZM | Other | 0.57% | 21,885 | -2,592 | -10.59% | $1,471,108 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.56% | 4,258 | +74 | +1.77% | $1,461,346 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.56% | 6,768 | +26 | +0.39% | $1,455,624 |
| NOVARTIS AG | NVS | Healthcare | 0.56% | 9,513 | -1,216 | -11.33% | $1,453,180 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.55% | 30,519 | -1,834 | -5.67% | $1,435,306 |
| BNY MELLON ETF TRUST | BKEM | Other | 0.55% | 17,947 | -1,230 | -6.41% | $1,421,962 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.54% | 8,300 | -100 | -1.19% | $1,415,482 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.54% | 48,985 | +1,887 | +4.01% | $1,406,350 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.53% | 4,713 | +158 | +3.47% | $1,379,711 |
| MEDTRONIC PLC | MDT | Other | 0.53% | 15,785 | +257 | +1.66% | $1,367,793 |
| ISHARES TR | IGIB | Other | 0.52% | 25,392 | -503 | -1.94% | $1,351,358 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.51% | 11,291 | -790 | -6.54% | $1,339,470 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.44% | 2,314 | -148 | -6.01% | $1,155,973 |
| MCKESSON CORP | MCK | Healthcare | 0.44% | 1,328 | -79 | -5.61% | $1,149,577 |
| ISHARES TR | IVV | Other | 0.43% | 1,727 | -90 | -4.95% | $1,128,301 |
| VANECK ETF TRUST | MOAT | Other | 0.42% | 11,327 | -1,039 | -8.40% | $1,095,278 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.42% | 6,949 | +652 | +10.35% | $1,092,613 |
| FRANKLIN TEMPLETON ETF TR | FLQL | Other | 0.41% | 15,604 | -240 | -1.51% | $1,055,456 |
| DISNEY WALT CO | DIS | Communication Services | 0.41% | 10,945 | -260 | -2.32% | $1,054,847 |
| ISHARES TR | MUB | Other | 0.40% | 9,728 | +3,250 | +50.17% | $1,032,670 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.39% | 13,565 | +392 | +2.98% | $1,021,606 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.39% | 11,325 | -103 | -0.90% | $1,014,579 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.36% | 3,267 | -34 | -1.03% | $948,922 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.36% | 14,688 | -977 | -6.24% | $941,221 |
| SANOFI SA | SNY | Healthcare | 0.36% | 19,194 | +303 | +1.60% | $924,760 |
| SPDR GOLD TR | GLD | Other | 0.34% | 2,048 | -943 | -31.53% | $881,234 |
| VANGUARD INDEX FDS | VXF | Other | 0.32% | 4,046 | -533 | -11.64% | $832,704 |
| ISHARES TR | AGG | Other | 0.32% | 8,333 | -518 | -5.85% | $827,265 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.31% | 5,198 | +3,898 | +299.85% | $817,533 |
| EATON CORP PLC | ETN | Other | 0.31% | 2,266 | -62 | -2.66% | $810,482 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.30% | 30,635 | +88 | +0.29% | $785,479 |
| SALESFORCE INC | CRM | Technology | 0.30% | 4,186 | -87 | -2.04% | $781,431 |
| AON PLC | AON | Financial Services | 0.30% | 2,419 | +2,419 | +100.00% | $780,805 |
| VANGUARD INDEX FDS | VOE | Other | 0.30% | 4,178 | +22 | +0.53% | $769,976 |
| FIRST TR EXCH TRADED FD III | FTLS | Other | 0.29% | 10,660 | +289 | +2.79% | $750,038 |
| INVESCO QQQ TR | QQQ | Other | 0.28% | 1,273 | +54 | +4.43% | $734,636 |
| WALMART INC | WMT | Consumer Defensive | 0.27% | 5,719 | -58 | -1.00% | $710,714 |
| ORACLE CORP | ORCL | Technology | 0.27% | 4,762 | -382 | -7.43% | $700,535 |
| FRANKLIN TEMPLETON ETF TR | FLJP | Other | 0.27% | 19,298 | -781 | -3.89% | $698,209 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.26% | 5,408 | -165 | -2.96% | $682,891 |
| NUSHARES ETF TR | NUHY | Other | 0.26% | 31,530 | +372 | +1.19% | $667,813 |
| CENCORA INC | COR | Healthcare | 0.26% | 2,116 | -61 | -2.80% | $664,731 |
| AMRIZE LTD | AMRZ | Other | 0.26% | 11,862 | +11,862 | +100.00% | $664,509 |
| MARATHON PETE CORP | MPC | Energy | 0.25% | 2,713 | -32 | -1.17% | $662,435 |
| QUALCOMM INC | QCOM | Technology | 0.25% | 5,104 | -13 | -0.25% | $657,244 |
| RTX CORPORATION | RTX | Industrials | 0.25% | 3,334 | +5 | +0.15% | $643,099 |
| BNY MELLON ETF TRUST | BKSE | Other | 0.24% | 5,470 | -329 | -5.67% | $623,093 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.23% | 1,409 | -17 | -1.19% | $611,440 |
| AUTODESK INC | ADSK | Technology | 0.23% | 2,552 | -39 | -1.51% | $610,949 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.23% | 4,231 | +17 | +0.40% | $604,327 |
Crux Wealth Advisors Options Holdings in Q1 2026