CRUX WEALTH ADVISORS
CIK 0002054270 · LONG BEACH, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$288.5M
2026 Q2
Positions
192
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BKAG
BNY MELLON ETF TRUST
4.7%
SPYG
SPDR SERIES TRUST
4.7%
BKDV
BNY MELLON ETF TRUST II
3.9%
BKLC
BNY MELLON ETF TRUST
3.5%
NVDA
NVIDIA CORPORATION
2.8%
AMZN
AMAZON COM INC
2.2%
RDVY
FIRST TR EXCHANGE TRADED FD
1.9%
MSFT
MICROSOFT CORP
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.