§ 13F · FUND PROFILE
CRUX WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252M (13F)Positions · 167Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BKAG | BNY MELLON ETF TRUST | 323K | $14M | 5.2% | +2% |
| 2 | SPYG | SPDR SERIES TRUST | 109K | $11M | 4.1% | +4% |
| 3 | BKDV | BNY MELLON ETF TRUST II | 343K | $10M | 3.9% | +2% |
| 4 | BKLC | BNY MELLON ETF TRUST | 69K | $9M | 3.3% | +5% |
| 5 | NVDA | NVIDIA CORPORATION | 41K | $7M | 2.7% | −3% |
| 6 | AMZN | AMAZON COM INC | 27K | $6M | 2.2% | +8% |
| 7 | MSFT | MICROSOFT CORP | 15K | $5M | 2.1% | +1% |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 66K | $5M | 1.7% | +5% |
| 9 | SPYX | SPDR SERIES TRUST | 86K | $5M | 1.7% | ±0% |
| 10 | VOO | VANGUARD INDEX FDS | 8K | $4M | 1.7% | −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 $252 million in assets. The fund runs a portfolio of 167 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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