DOSSIER · 13F-HR · Q2 2026

CRUX WEALTH ADVISORS

$289M in tracked AUM across 192 positions as of Q2 2026.

CW
CIK 0002054270 · last filed Jun 30, 2026
Total AUM
$289M
as of Q2 2026
Holdings
192
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CRUX WEALTH ADVISORS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BKAG
BNY MELLON ETF TRUST
$14M324K4.7%
02
SPYG
SPDR SERIES TRUST
$13M113K4.7%
03
BKDV
BNY MELLON ETF TRUST II
$11M338K3.9%
04
BKLC
BNY MELLON ETF TRUST
$10M70K3.5%
05
NVDA
NVIDIA CORPORATION
$8M40K2.8%
06
AMZN
AMAZON COM INC
$6M26K2.2%
07
RDVY
FIRST TR EXCHANGE TRADED FD
$5M67K1.9%
08
MSFT
MICROSOFT CORP
$5M14K1.8%
09
SPYX
SPDR SERIES TRUST
$5M86K1.8%
10
VOO
VANGUARD INDEX FDS
$5M7K1.8%

Filing history

2026Q2Jun 30
$289M 10.7%
192 positionsView →
2026Q1Mar 31
$261M 3.0%
181 positionsView →
2025Q4Dec 31
$269M 6.5%
176 positionsView →
2025Q3Sep 30
$252M 7.4%
167 positionsView →
2025Q2Jun 30
$235M 22.2%
166 positionsLocked
2025Q1Mar 31
$192M 6.9%
168 positionsLocked
2024Q4Dec 31
$180M
150 positionsLocked