Crux Wealth Advisors
193 holdingsFiling period: 2026-06-30Current AUM: $300.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BKAG | BNY Mellon ETF Trust | 323.8K | $13.6M | $13.0M | 4.34% | +979 | 2026-06-30 |
| 2 | SPYG | Spdr Series Trust | 113.3K | $13.5M | $13.8M | 4.60% | +4.7K | 2026-06-30 |
| 3 | BKDV | BNY Mellon ETF Trust II | 338.2K | $11.3M | $11.7M | 3.90% | -4,366 | 2026-06-30 |
| 4 | BKLC | BNY Mellon ETF Trust | 69.9K | $10.0M | $10.4M | 3.45% | +1.4K | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 40.2K | $8.1M | $8.9M | 2.97% | -420 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 26.4K | $6.3M | $6.9M | 2.30% | -839 | 2026-06-30 |
| 7 | RDVY | First TR Exchange Traded FD | 67.1K | $5.4M | $5.4M | 1.78% | +583 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 14.2K | $5.3M | $7.6M | 2.53% | -294 | 2026-06-30 |
| 9 | SPYX | Spdr Series Trust | 85.9K | $5.2M | $5.4M | 1.81% | +342 | 2026-06-30 |
| 10 | VOO | Vanguard Index Fds | 7.4K | $5.1M | $5.3M | 1.75% | -96 | 2026-06-30 |
| 11 | DGRW | WisdomTree TR | 49.2K | $4.7M | $4.9M | 1.63% | -255 | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc Del | 9.2K | $4.6M | $4.6M | 1.53% | -113 | 2026-06-30 |
| 13 | AMAT | Applied Matls Inc | 6.0K | $4.3M | $2.5M | 0.82% | -2,017 | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 7.6K | $4.3M | $5.3M | 1.75% | -542 | 2026-06-30 |
| 15 | NULG | Nushares ETF TR | 36.1K | $4.2M | $4.1M | 1.35% | +411 | 2026-06-30 |
| 16 | NULV | Nushares ETF TR | 80.0K | $4.0M | $4.4M | 1.45% | -1,099 | 2026-06-30 |
| 17 | BKCI | BNY Mellon ETF Trust | 73.0K | $3.9M | $3.9M | 1.30% | +9 | 2026-06-30 |
| 18 | GOOGL | Alphabet Inc | 10.2K | $3.6M | $3.4M | 1.14% | -920 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 10.0K | $3.5M | $3.3M | 1.10% | -1,413 | 2026-06-30 |
| 20 | ESGD | iShares TR | 33.5K | $3.4M | $3.5M | 1.15% | +341 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 11.6K | $3.4M | $4.0M | 1.32% | -395 | 2026-06-30 |
| 22 | EAGG | iShares TR | 68.8K | $3.3M | $3.1M | 1.04% | +1.7K | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 9.9K | $3.3M | $3.3M | 1.11% | -376 | 2026-06-30 |
| 24 | ESGE | iShares Inc | 59.1K | $3.2M | $3.1M | 1.02% | -1,567 | 2026-06-30 |
| 25 | SCHW | Schwab Charles Corp | 33.0K | $3.0M | $3.0M | 1.01% | -1,137 | 2026-06-30 |
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