Crux Wealth Advisors 13F Holdings · Q2 2026
Crux Wealth Advisors reported 192 securities worth $288.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BKAG (4.71%), SPYG (4.67%), BKDV (3.93%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKAG | BNY MELLON ETF TRUST | $13.6M | 4.71% | 323,784 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $13.5M | 4.67% | 113,321 | Added |
| 3 | BKDV | BNY MELLON ETF TRUST II | $11.3M | 3.93% | 338,200 | Trimmed |
| 4 | BKLC | BNY MELLON ETF TRUST | $10.0M | 3.48% | 69,947 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $8.1M | 2.79% | 40,232 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $6.3M | 2.18% | 26,373 | Trimmed |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.4M | 1.88% | 67,080 | Added |
| 8 | MSFT | MICROSOFT CORP | $5.3M | 1.84% | 14,249 | Trimmed |
| 9 | SPYX | SPDR SERIES TRUST | $5.2M | 1.82% | 85,856 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $5.1M | 1.76% | 7,408 | Trimmed |
| 11 | DGRW | WISDOMTREE TR | $4.7M | 1.63% | 49,246 | Trimmed |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.6M | 1.59% | 9,179 | Trimmed |
| 13 | AMAT | APPLIED MATLS INC | $4.3M | 1.50% | 6,001 | Trimmed |
| 14 | META | META PLATFORMS INC | $4.3M | 1.48% | 7,557 | Trimmed |
| 15 | NULG | NUSHARES ETF TR | $4.2M | 1.46% | 36,108 | Added |
| 16 | NULV | NUSHARES ETF TR | $4.0M | 1.39% | 79,972 | Trimmed |
| 17 | BKCI | BNY MELLON ETF TRUST | $3.9M | 1.37% | 73,001 | Added |
| 18 | GOOGL | ALPHABET INC | $3.6M | 1.26% | 10,213 | Trimmed |
| 19 | GOOG | ALPHABET INC | $3.5M | 1.22% | 9,951 | Trimmed |
| 20 | ESGD | ISHARES TR | $3.4M | 1.19% | 33,490 | Added |
| 21 | AAPL | APPLE INC | $3.4M | 1.16% | 11,580 | Trimmed |
| 22 | EAGG | ISHARES TR | $3.3M | 1.13% | 68,778 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $3.3M | 1.13% | 9,938 | Trimmed |
| 24 | ESGE | ISHARES INC | $3.2M | 1.12% | 59,144 | Trimmed |
| 25 | FTCS | FIRST TR EXCHANGE-TRADED FD | $3.0M | 1.05% | 32,272 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR