§ 13F · FUND PROFILE
CRUX WEALTH ADVISORS.
AUM · $289M (13F)Positions · 192Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BKAG | BNY MELLON ETF TRUST | 324K | $14M | 4.7% | ±0% |
| 2 | SPYG | SPDR SERIES TRUST | 113K | $13M | 4.7% | +4% |
| 3 | BKDV | BNY MELLON ETF TRUST II | 338K | $11M | 3.9% | −1% |
| 4 | BKLC | BNY MELLON ETF TRUST | 70K | $10M | 3.5% | +2% |
| 5 | NVDA | NVIDIA CORPORATION | 40K | $8M | 2.8% | −1% |
| 6 | AMZN | AMAZON COM INC | 26K | $6M | 2.2% | −3% |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 67K | $5M | 1.9% | +1% |
| 8 | MSFT | MICROSOFT CORP | 14K | $5M | 1.8% | −2% |
| 9 | SPYX | SPDR SERIES TRUST | 86K | $5M | 1.8% | ±0% |
| 10 | VOO | VANGUARD INDEX FDS | 7K | $5M | 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 $289 million in assets. The fund runs a portfolio of 192 positions.
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