CRUX WEALTH ADVISORS Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$252.3B
Holdings
167
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (167 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BKAGBNY MELLON ETF TRUST | 305,438 | $13.0B | 5.16% | |
| 2 | SPYGSPDR SERIES TRUST | 91,941 | $9.6B | 3.81% | |
| 3 | BKDVBNY MELLON ETF TRUST II | 319,874 | $8.9B | 3.52% | |
| 4 | NVDANVIDIA CORPORATION | 43,705 | $8.2B | 3.23% | |
| 5 | BKLCBNY MELLON ETF TRUST | 61,965 | $8.0B | 3.15% | |
| 6 | MSFTMICROSOFT CORP | 15,070 | $7.8B | 3.09% | |
| 7 | METAMETA PLATFORMS INC | 7,609 | $5.6B | 2.21% | |
| 8 | AMZNAMAZON COM INC | 25,373 | $5.6B | 2.21% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,109 | $5.1B | 2.01% | |
| 10 | DGRWWISDOMTREE TR | 55,096 | $4.9B | 1.94% | |
| 11 | SPYXSPDR SERIES TRUST | 86,719 | $4.8B | 1.89% | |
| 12 | VOOVANGUARD INDEX FDS | 7,600 | $4.7B | 1.84% | |
| 13 | BKCIBNY MELLON ETF TRUST | 77,774 | $4.0B | 1.59% | |
| 14 | NULVNUSHARES ETF TR | 80,412 | $3.5B | 1.40% | |
| 15 | ESGDISHARES TR | 37,860 | $3.5B | 1.40% | |
| 16 | JPMJPMORGAN CHASE & CO. | 11,093 | $3.5B | 1.39% | |
| 17 | NULGNUSHARES ETF TR | 34,806 | $3.5B | 1.37% | |
| 18 | SCHWSCHWAB CHARLES CORP | 34,666 | $3.3B | 1.31% | |
| 19 | VTIVANGUARD INDEX FDS | 10,041 | $3.3B | 1.31% | |
| 20 | GOOGLALPHABET INC | 13,468 | $3.3B | 1.30% | |
| 21 | AAPLAPPLE INC | 12,538 | $3.2B | 1.27% | |
| 22 | EAGGISHARES TR | 66,363 | $3.2B | 1.26% | |
| 23 | BKNGBOOKING HOLDINGS INC | 587 | $3.2B | 1.26% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 92,927 | $3.0B | 1.18% | |
| 25 | GOOGALPHABET INC | 11,860 | $2.9B | 1.14% | |
| 26 | HEMIHARTFORD FDS EXCHANGE TRADED | 73,585 | $2.9B | 1.14% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 16,173 | $2.6B | 1.04% | |
| 28 | ESGEISHARES INC | 60,320 | $2.6B | 1.04% | |
| 29 | VVISA INC | 7,263 | $2.5B | 0.98% | |
| 30 | BKHYBNY MELLON ETF TRUST | 49,403 | $2.4B | 0.95% | |
| 31 | AVGOBROADCOM INC | 7,146 | $2.4B | 0.93% | |
| 32 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,787 | $2.2B | 0.86% | |
| 33 | FVDFIRST TR EXCHANGE-TRADED FD | 45,559 | $2.1B | 0.83% | |
| 34 | RODMLATTICE STRATEGIES TR | 57,768 | $2.1B | 0.81% | |
| 35 | WFCWELLS FARGO CO NEW | 24,090 | $2.0B | 0.80% | |
| 36 | EZMWISDOMTREE TR | 30,557 | $2.0B | 0.80% | |
| 37 | TSLATESLA INC | 4,417 | $2.0B | 0.78% | |
| 38 | MOATVANECK ETF TRUST | 19,694 | $2.0B | 0.77% | |
| 39 | VUGVANGUARD INDEX FDS | 3,919 | $1.9B | 0.75% | |
| 40 | VOVANGUARD INDEX FDS | 6,297 | $1.8B | 0.73% | |
| 41 | AMATAPPLIED MATLS INC | 8,492 | $1.7B | 0.69% | |
| 42 | BKIEBNY MELLON ETF TRUST | 19,287 | $1.7B | 0.68% | |
| 43 | VXFVANGUARD INDEX FDS | 8,237 | $1.7B | 0.68% | |
| 44 | XOMEXXON MOBIL CORP | 14,620 | $1.6B | 0.65% | |
| 45 | IGIBISHARES TR | 30,361 | $1.6B | 0.65% | |
| 46 | ADIANALOG DEVICES INC | 6,435 | $1.6B | 0.63% | |
| 47 | IQVIQVIA HLDGS INC | 8,256 | $1.6B | 0.62% | |
| 48 | MDTMEDTRONIC PLC | 15,725 | $1.5B | 0.59% | |
| 49 | AGGISHARES TR | 14,891 | $1.5B | 0.59% | |
| 50 | CMCSACOMCAST CORP NEW | 47,047 | $1.5B | 0.59% | |
| 51 | ELVELEVANCE HEALTH INC FORMERLY | 4,572 | $1.5B | 0.59% | |
| 52 | FLQLFRANKLIN TEMPLETON ETF TR | 21,226 | $1.5B | 0.58% | |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 6,688 | $1.4B | 0.57% | |
| 54 | MAMASTERCARD INCORPORATED | 2,532 | $1.4B | 0.57% | |
| 55 | GDGENERAL DYNAMICS CORP | 4,200 | $1.4B | 0.57% | |
| 56 | ORCLORACLE CORP | 4,962 | $1.4B | 0.55% | |
| 57 | NVSNNOVARTIS AG | 10,775 | $1.4B | 0.55% | |
| 58 | BKBANK NEW YORK MELLON CORP | 12,171 | $1.3B | 0.53% | |
| 59 | DISDISNEY WALT CO | 11,427 | $1.3B | 0.52% | |
| 60 | ULUNILEVER PLC | 21,387 | $1.3B | 0.50% | |
| 61 | COPCONOCOPHILLIPS | 13,395 | $1.3B | 0.50% | |
| 62 | SYKSTRYKER CORPORATION | 3,384 | $1.3B | 0.50% | |
| 63 | IVVISHARES TR | 1,860 | $1.2B | 0.49% | |
| 64 | VIGIVANGUARD WHITEHALL FDS | 13,880 | $1.2B | 0.49% | |
| 65 | BDXBECTON DICKINSON & CO | 6,248 | $1.2B | 0.46% | |
| 66 | KMXCARMAX INC | 25,121 | $1.1B | 0.45% | |
| 67 | BKEMBNY MELLON ETF TRUST | 14,956 | $1.1B | 0.44% | |
| 68 | MCKMCKESSON CORP | 1,415 | $1.1B | 0.43% | |
| 69 | OMCOMNICOM GROUP INC | 12,956 | $1.1B | 0.42% | |
| 70 | CRMSALESFORCE INC | 4,350 | $1.0B | 0.41% | |
| 71 | SBUXSTARBUCKS CORP | 11,467 | $970.1M | 0.38% | |
| 72 | BACBANK AMERICA CORP | 18,715 | $965.5M | 0.38% | |
| 73 | GQ9SPDR GOLD TR | 2,711 | $963.7M | 0.38% | |
| 74 | APDAIR PRODS & CHEMS INC | 3,505 | $955.9M | 0.38% | |
| 75 | FNXFIRST TR EXCHANGE-TRADED ALP | 7,622 | $955.9M | 0.38% | |
| 76 | ETNEATON CORP PLC | 2,515 | $941.3M | 0.37% | |
| 77 | VEAVANGUARD TAX-MANAGED FDS | 15,480 | $927.5M | 0.37% | |
| 78 | SNYSANOFI SA | 19,017 | $897.6M | 0.36% | |
| 79 | QCOMQUALCOMM INC | 5,179 | $861.6M | 0.34% | |
| 80 | ADSKAUTODESK INC | 2,637 | $837.7M | 0.33% | |
| 81 | SCHXSCHWAB STRATEGIC TR | 30,456 | $802.2M | 0.32% | |
| 82 | FLJPFRANKLIN TEMPLETON ETF TR | 23,129 | $799.3M | 0.32% | |
| 83 | KNGFIRST TR EXCHANGE-TRADED FD | 15,831 | $780.6M | 0.31% | |
| 84 | UNHUNITEDHEALTH GROUP INC | 2,116 | $730.6M | 0.29% | |
| 85 | DEODIAGEO PLC | 7,587 | $724.1M | 0.29% | |
| 86 | SUSAISHARES TR | 5,334 | $723.5M | 0.29% | |
| 87 | CHKPCHECK POINT SOFTWARE TECH LT | 3,491 | $722.3M | 0.29% | |
| 88 | NDQINVESCO QQQ TR | 1,197 | $718.4M | 0.28% | |
| 89 | MSIMOTOROLA SOLUTIONS INC | 1,571 | $718.3M | 0.28% | |
| 90 | VOEVANGUARD INDEX FDS | 4,114 | $718.1M | 0.28% | |
| 91 | FIXDFIRST TR EXCHNG TRADED FD VI | 15,629 | $694.2M | 0.28% | |
| 92 | ABGCENCORA INC | 2,216 | $692.4M | 0.27% | |
| 93 | QBUFINNOVATOR ETFS TRUST | 24,001 | $688.9M | 0.27% | |
| 94 | EMCGLOBAL X FDS | 22,107 | $688.8M | 0.27% | |
| 95 | ABNBAIRBNB INC | 5,667 | $688.1M | 0.27% | |
| 96 | ADBEADOBE INC | 1,940 | $684.3M | 0.27% | |
| 97 | EBAEBAY INC. | 7,196 | $654.5M | 0.26% | |
| 98 | WMTWALMART INC | 6,343 | $653.7M | 0.26% | |
| 99 | NUHYNUSHARES ETF TR | 29,923 | $651.4M | 0.26% | |
| 100 | BKSEBNY MELLON ETF TRUST | 5,882 | $648.0M | 0.26% |
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