CRUX WEALTH ADVISORS
180 holdingsFiling period: 2026-03-31Current AUM: $289.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BKAG | BNY MELLON ETF TRUST | 322.8K | $13.6M | $13.3M | 4.60% | +7.0K | 2026-03-31 |
| 2 | SPYG | SPDR SERIES TRUST | 108.6K | $10.6M | $12.7M | 4.39% | +4.6K | 2026-03-31 |
| 3 | BKDV | BNY MELLON ETF TRUST II | 342.6K | $10.2M | $11.7M | 4.02% | +6.0K | 2026-03-31 |
| 4 | BKLC | BNY MELLON ETF TRUST | 68.6K | $8.6M | $9.8M | 3.38% | +3.2K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 40.7K | $7.1M | $8.2M | 2.82% | -1,464 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 27.2K | $5.7M | $7.4M | 2.55% | +2.0K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 14.5K | $5.4M | $6.8M | 2.33% | +207 | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 8.1K | $4.6M | $4.5M | 1.56% | +379 | 2026-03-31 |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 66.5K | $4.5M | $5.4M | 1.86% | +2.9K | 2026-03-31 |
| 10 | SPYX | SPDR SERIES TRUST | 85.5K | $4.5M | $5.2M | 1.81% | -183 | 2026-03-31 |
| 11 | VOO | VANGUARD INDEX FDS | 7.5K | $4.5M | $5.2M | 1.78% | -108 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.3K | $4.5M | $4.5M | 1.54% | -773 | 2026-03-31 |
| 13 | DGRW | WISDOMTREE TR | 49.5K | $4.3M | $4.8M | 1.65% | -642 | 2026-03-31 |
| 14 | NULV | NUSHARES ETF TR | 81.1K | $3.7M | $4.2M | 1.45% | -204 | 2026-03-31 |
| 15 | BKCI | BNY MELLON ETF TRUST | 73.0K | $3.6M | $3.9M | 1.35% | +2.5K | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 11.4K | $3.3M | $4.1M | 1.40% | -178 | 2026-03-31 |
| 17 | NULG | NUSHARES ETF TR | 35.7K | $3.2M | $4.0M | 1.38% | +112 | 2026-03-31 |
| 18 | SCHW | SCHWAB CHARLES CORP | 34.1K | $3.2M | $3.6M | 1.24% | -440 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 11.1K | $3.2M | $4.0M | 1.37% | -1,795 | 2026-03-31 |
| 20 | EAGG | ISHARES TR | 67.1K | $3.2M | $3.1M | 1.08% | +575 | 2026-03-31 |
| 21 | ESGD | ISHARES TR | 33.1K | $3.2M | $3.5M | 1.20% | -255 | 2026-03-31 |
| 22 | AAPL | APPLE INC | 12.0K | $3.0M | $3.7M | 1.28% | -31 | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 10.3K | $3.0M | $3.6M | 1.25% | -459 | 2026-03-31 |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | 31.9K | $3.0M | $3.2M | 1.09% | +1.1K | 2026-03-31 |
| 25 | SCIO | FIRST TR EXCHANGE-TRADED FD | 139.2K | $2.9M | $2.9M | 0.98% | +8.4K | 2026-03-31 |
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