Institutional Fund
Crux Wealth Advisors
Long Beach, CACIK 20542705 filings on record
Portfolio Value
$260.24M
Q1 2026
Holdings
179
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-3.2%
from $268.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bny Mellon ETF Trust5.2%
- Spdr Series Trust4.1%
- Bny Mellon ETF Trust II3.9%
- Bny Mellon ETF Trust3.3%
- Nvidia Corporation2.7%
- Amazon Com Inc2.2%
- Other78.6%
Portfolio Holdings
179 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon ETF Trust | 322.8K | $13.62M | 5.2% | +7.0K | Added |
| 2 | Spdr Series Trust | 108.6K | $10.64M | 4.1% | +4.6K | Added |
| 3 | Bny Mellon ETF Trust II | 342.6K | $10.16M | 3.9% | +6.0K | Added |
| 4 | Bny Mellon ETF Trust | 68.6K | $8.56M | 3.3% | +3.2K | Added |
| 5 | Nvidia Corporation | 40.7K | $7.09M | 2.7% | −1.5K | Reduced |
| 6 | Amazon Com Inc | 27.2K | $5.67M | 2.2% | +2.0K | Added |
| 7 | Microsoft Corp | 14.5K | $5.38M | 2.1% | +207 | Added |
| 8 | First Tr Exchange Traded Fd | 66.5K | $4.54M | 1.7% | +2.9K | Added |
| 9 | Spdr Series Trust | 85.5K | $4.53M | 1.7% | −183 | Reduced |
| 10 | Vanguard Index Fds | 7.5K | $4.48M | 1.7% | −108 | Reduced |
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