CRUX WEALTH ADVISORS Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$268.8B
Holdings
176
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ADBEADOBE INC | 1,916 | $670.0M | 0.25% | |
| 102 | DEODIAGEO PLC | 7,671 | $661.0M | 0.25% | |
| 103 | VIGIVANGUARD WHITEHALL FDS | 7,150 | $653.0M | 0.24% | |
| 104 | BKSEBNY MELLON ETF TRUST | 5,799 | $652.0M | 0.24% | |
| 105 | WMTWALMART INC | 5,777 | $643.0M | 0.24% | |
| 106 | BKMCBNY MELLON ETF TRUST | 5,813 | $633.0M | 0.24% | |
| 107 | EBAEBAY INC. | 7,225 | $629.0M | 0.23% | |
| 108 | RTXRTX CORPORATION | 3,329 | $610.0M | 0.23% | |
| 109 | MSIMOTOROLA SOLUTIONS INC | 1,426 | $546.0M | 0.20% | |
| 110 | XLKSELECT SECTOR SPDR TR | 3,785 | $544.0M | 0.20% | |
| 111 | TOTLSSGA ACTIVE ETF TR | 12,948 | $521.0M | 0.19% | |
| 112 | KNGFIRST TR EXCHANGE-TRADED FD | 10,457 | $513.0M | 0.19% | |
| 113 | MASMASCO CORP | 8,026 | $509.0M | 0.19% | |
| 114 | DDWMWISDOMTREE TR | 10,916 | $475.0M | 0.18% | |
| 115 | PEPPEPSICO INC | 3,182 | $456.0M | 0.17% | |
| 116 | DC4DEXCOM INC | 6,773 | $449.0M | 0.17% | |
| 117 | MPCMARATHON PETE CORP | 2,745 | $446.0M | 0.17% | |
| 118 | CBCHUBB LIMITED | 1,394 | $435.0M | 0.16% | |
| 119 | HDHOME DEPOT INC | 1,257 | $432.0M | 0.16% | |
| 120 | MRKMERCK & CO INC | 4,039 | $425.0M | 0.16% | |
| 121 | IJRISHARES TR | 3,522 | $423.0M | 0.16% | |
| 122 | ZALTINNOVATOR ETFS TRUST | 12,757 | $415.0M | 0.15% | |
| 123 | XLFSELECT SECTOR SPDR TR | 7,436 | $407.0M | 0.15% | |
| 124 | RVNUDBX ETF TR | 16,202 | $397.0M | 0.15% | |
| 125 | CRCLCIRCLE INTERNET GROUP INC | 4,986 | $395.0M | 0.15% | |
| 126 | VCEBVANGUARD WORLD FD | 6,160 | $391.0M | 0.15% | |
| 127 | VEEVVEEVA SYS INC | 1,738 | $387.0M | 0.14% | |
| 128 | TTTRANE TECHNOLOGIES PLC | 978 | $380.0M | 0.14% | |
| 129 | FLMIFRANKLIN TEMPLETON ETF TR | 14,400 | $358.0M | 0.13% | |
| 130 | CMECME GROUP INC | 1,293 | $353.0M | 0.13% | |
| 131 | ECLECOLAB INC | 1,322 | $347.0M | 0.13% | |
| 132 | MGCVANGUARD WORLD FD | 1,383 | $347.0M | 0.13% | |
| 133 | TJXTJX COS INC NEW | 2,257 | $346.0M | 0.13% | |
| 134 | SPYMSPDR SERIES TRUST | 4,298 | $344.0M | 0.13% | |
| 135 | IUSGISHARES TR | 2,019 | $339.0M | 0.13% | |
| 136 | AMDADVANCED MICRO DEVICES INC | 1,578 | $337.0M | 0.13% | |
| 137 | JEPIJ P MORGAN EXCHANGE TRADED F | 5,810 | $332.0M | 0.12% | |
| 138 | FNXFIRST TR EXCHANGE-TRADED ALP | 2,627 | $330.0M | 0.12% | |
| 139 | JNJJOHNSON & JOHNSON | 1,567 | $324.0M | 0.12% | |
| 140 | SLVISHARES SILVER TR | 4,904 | $315.0M | 0.12% | |
| 141 | FMHIFIRST TR EXCH TRADED FD III | 6,364 | $305.0M | 0.11% | |
| 142 | DEDEERE & CO | 650 | $302.0M | 0.11% | |
| 143 | VWOVANGUARD INTL EQUITY INDEX F | 5,471 | $294.0M | 0.11% | |
| 144 | MCDMCDONALDS CORP | 956 | $292.0M | 0.11% | |
| 145 | FTSMFIRST TR EXCHANGE-TRADED FD | 4,873 | $292.0M | 0.11% | |
| 146 | JCIJOHNSON CTLS INTL PLC | 2,314 | $277.0M | 0.10% | |
| 147 | UNHUNITEDHEALTH GROUP INC | 836 | $275.0M | 0.10% | |
| 148 | EESWISDOMTREE TR | 4,744 | $270.0M | 0.10% | |
| 149 | GSGOLDMAN SACHS GROUP INC | 306 | $268.0M | 0.10% | |
| 150 | EMCGLOBAL X FDS | 8,528 | $262.0M | 0.10% | |
| 151 | FDLFIRST TR EXCHANGE-TRADED FD | 5,895 | $261.0M | 0.10% | |
| 152 | USMVISHARES TR | 2,743 | $258.0M | 0.10% | |
| 153 | EFASGLOBAL X FDS | 13,294 | $257.0M | 0.10% | |
| 154 | BACVERIZON COMMUNICATIONS INC | 6,222 | $253.0M | 0.09% | |
| 155 | AQLTISHARES TR | 2,749 | $245.0M | 0.09% | |
| 156 | AZOAUTOZONE INC | 70 | $237.0M | 0.09% | |
| 157 | DONWISDOMTREE TR | 4,556 | $235.0M | 0.09% | |
| 158 | DRIDARDEN RESTAURANTS INC | 1,279 | $235.0M | 0.09% | |
| 159 | FSMBFIRST TR EXCH TRADED FD III | 11,612 | $232.0M | 0.09% | |
| 160 | IWPISHARES TR | 1,692 | $231.0M | 0.09% | |
| 161 | VTVVANGUARD INDEX FDS | 1,202 | $229.0M | 0.09% | |
| 162 | FIWFIRST TR EXCHANGE-TRADED FD | 2,101 | $228.0M | 0.08% | |
| 163 | LEGRFIRST TR EXCHANGE-TRADED FD | 3,822 | $227.0M | 0.08% | |
| 164 | DBEFDBX ETF TR | 4,628 | $222.0M | 0.08% | |
| 165 | UNPUNION PAC CORP | 950 | $219.0M | 0.08% | |
| 166 | RBUFINNOVATOR ETFS TRUST | 7,557 | $219.0M | 0.08% | |
| 167 | ICEINTERCONTINENTAL EXCHANGE IN | 1,300 | $210.0M | 0.08% | |
| 168 | ANGLVANECK ETF TRUST | 7,176 | $210.0M | 0.08% | |
| 169 | CIBRFIRST TR EXCHANGE TRADED FD | 2,902 | $207.0M | 0.08% | |
| 170 | VBVANGUARD INDEX FDS | 789 | $203.0M | 0.08% | |
| 171 | DOCTFIRST TR EXCHNG TRADED FD VI | 4,570 | $202.0M | 0.08% | |
| 172 | GMARFIRST TR EXCHNG TRADED FD VI | 4,947 | $202.0M | 0.08% | |
| 173 | COSTCOSTCO WHSL CORP NEW | 234 | $202.0M | 0.08% | |
| 174 | ARDXARDELYX INC | 30,973 | $180.0M | 0.07% | |
| 175 | WCMIFIRST TR EXCHANGE-TRADED FD | 10,259 | $174.0M | 0.06% | |
| 176 | LYGLLOYDS BANKING GROUP PLC | 10,190 | $54.0M | 0.02% |
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