CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS reported 192 positions worth $288.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: BKAG (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BKAG | SH | $13.6M | 4.71% | 323,784 | — | — | |
| ▸ 2 | SPYG | SH | $13.5M | 4.67% | 113,321 | — | — | |
| ▸ 3 | BKDV | SH | $11.3M | 3.93% | 338,200 | — | — | |
| ▸ 4 | BKLC | SH | $10.0M | 3.48% | 69,947 | — | — | |
| ▸ 5 | NVDA | SH | $8.1M | 2.79% | 40,232 | — | — | |
| ▸ 6 | AMZN | SH | $6.3M | 2.18% | 26,373 | — | — | |
| ▸ 7 | RDVY | SH | $5.4M | 1.88% | 67,080 | — | — | |
| ▸ 8 | MSFT | SH | $5.3M | 1.84% | 14,249 | — | — | |
| ▸ 9 | SPYX | SH | $5.2M | 1.82% | 85,856 | — | — | |
| ▸ 10 | VOO | SH | $5.1M | 1.76% | 7,408 | — | — |
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Frequently Asked Questions
What stocks does CRUX WEALTH ADVISORS hold as of Q2 2026?
CRUX WEALTH ADVISORS reported 192 positions worth $288.5M in its Q2 2026 13F filing. Largest positions: BKAG (4.7%), SPYG (4.7%), BKDV (3.9%), BKLC (3.5%) and NVDA (2.8%).
What did CRUX WEALTH ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CRUX WEALTH ADVISORS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.