§ 13F · FUND PROFILE
CRUX WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $234.8T (13F)Positions · 166Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BKAG | BNY MELLON ETF TRUST | 316K | $13.4T | 5.0% | +3% |
| 2 | SPYG | SPDR SERIES TRUST | 104K | $11.1T | 4.1% | +13% |
| 3 | BKDV | BNY MELLON ETF TRUST II | 337K | $9.8T | 3.6% | +5% |
| 4 | BKLC | BNY MELLON ETF TRUST | 65K | $8.6T | 3.2% | +5% |
| 5 | NVDA | NVIDIA CORPORATION | 42K | $7.9T | 2.9% | −4% |
| 6 | MSFT | MICROSOFT CORP | 14K | $6.9T | 2.6% | −5% |
| 7 | AMZN | AMAZON COM INC | 25K | $5.8T | 2.2% | −1% |
| 8 | META | META PLATFORMS INC | 8K | $5.1T | 1.9% | +1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5.1T | 1.9% | ±0% |
| 10 | SPYX | SPDR SERIES TRUST | 86K | $4.8T | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRUX SIGNAL
AC read
CRUX WEALTH ADVISORS is a Other fund managing $234833.6 trillion in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed