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Filers›Holding Co.›CRUX WEALTH ADVISORS
DOSSIER · 13F-HR · Q1 2026

CRUX WEALTH ADVISORS

CRUX WEALTH's holding co. based in Omaha, NE — $261M in tracked AUM across 181 positions as of Q1 2026.

CW
CRUX WEALTH·Omaha, NE·Holding Co.
CIK 0002054270 · last filed Mar 31, 2026
Total AUM
$261M
▲ 19.7%
vs prior
Holdings
181
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CRUX WEALTH ADVISORS filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BKAG
BNY MELLON ETF TRUST
$14M323K5.2%
02
SPYG
SPDR SERIES TRUST
$11M109K4.1%
03
BKDV
BNY MELLON ETF TRUST II
$10M343K3.9%
04
BKLC
BNY MELLON ETF TRUST
$9M69K3.3%
05
NVDA
NVIDIA CORPORATION
$7M41K2.7%
06
AMZN
AMAZON COM INC
$6M27K2.2%
07
MSFT
MICROSOFT CORP
$5M15K2.1%
08
META
META PLATFORMS INC
$5M8K1.8%
09
RDVY
FIRST TR EXCHANGE TRADED FD
$5M66K1.7%
10
SPYX
SPDR SERIES TRUST
$5M86K1.7%

Filing history

Filing history loading…
AI Agent · grounded in CRUX
haiku-4-5 · 181 positions indexed
Sector mix
  • Tech11%
  • Financials19%
  • Health Care40%
  • Communications7%
  • Industrials6%
  • Other17%
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