Crux Wealth Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Crux Wealth Advisors reported 168 stock positions worth $192.1 million. Its top holding was Wisdomtree U.S. Quality Divi (DGRW) at 3.3% of the portfolio, followed by Microsoft (MSFT, 3.0%) and BNY Mellon Core Bond ETF (BKAG, 2.8%). Compared with Q4 2024, it opened 24 new positions, sold out of 6, added to 63 and reduced 76. The biggest buy was a new position in BNY Mellon Core Bond ETF (BKAG) and the biggest sale Nvidia (NVDA, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- LONG BEACH, CA
- CIK
- 0002054270
- Portfolio Value
- $192.1M (Q1 2025)
- SEC Filing
- 0002054270-25-000002 ↗ filed May 13, 2025
Holdings Value
Holdings 168 stocks · $192.1M
| DGRW Wisdomtree U.S. Quality Divi | 3.30% | 79,399 | $6.3M | Reduce -0.0% |
| MSFT Microsoft Corp. | 2.96% | 15,144 | $5.7M | Add +3.6% |
| BKAG BNY Mellon Core Bond ETF | 2.83% | 128,908 | $5.4M | New |
| NVDA Nvidia Corp. | 2.57% | 45,539 | $4.9M | Reduce -10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.20% | 7,952 | $4.2M | Add +33.5% |
| AMZN Amazon.com Inc. | 2.13% | 21,549 | $4.1M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 1.99% | 7,446 | $3.8M | Add +4.4% |
| AAPL Apple Inc. | 1.92% | 16,598 | $3.7M | Reduce -6.3% |
| META Meta Platforms Inc. Class A | 1.90% | 6,331 | $3.6M | Add +8.2% |
| SUSA iShares ESG Optimized MSCI U | 1.83% | 30,647 | $3.5M | Reduce -2.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.74% | 41,704 | $3.4M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.73% | 12,076 | $3.3M | Reduce -5.1% |
| JPM JPMorgan Chase & Co. | 1.69% | 13,200 | $3.2M | Reduce -9.9% |
| BKLC BNY Mellon US LRG Cap Cor | 1.57% | 28,350 | $3.0M | New |
| FVD First Trust Value Line DVD | 1.52% | 65,585 | $2.9M | Reduce -1.0% |
| BKDV BNY Mellon Dynamic Value | 1.52% | 115,494 | $2.9M | New |
| FLQL Franklin U.S. Large Cap Mult | 1.51% | 51,483 | $2.9M | Add +3.6% |
| HMOP Hartford Municipal Opp ETF | 1.51% | 75,299 | $2.9M | Reduce -5.9% |
| AGG iShares Core U.S. Aggregate | 1.44% | 27,921 | $2.8M | Reduce -11.3% |
| RODM Hartford Multifact Dev MRKT | 1.42% | 87,825 | $2.7M | Reduce -9.1% |
| EZM Wisdomtree US Midcap Fund | 1.29% | 41,570 | $2.5M | Reduce -1.2% |
| SCHG Schwab US Large-Cap Growth | 1.20% | 92,413 | $2.3M | Reduce -1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.19% | 8,860 | $2.3M | Reduce -2.5% |
| FIXD First Trust Smith Opportunis | 1.17% | 51,297 | $2.2M | Reduce -42.0% |
| V Visa Inc. Class A | 1.15% | 6,288 | $2.2M | Reduce -0.6% |
| MOAT Vaneck Morningstar Wide Moat | 1.12% | 24,458 | $2.2M | Reduce -6.4% |
| AVGO Broadcom Inc. | 1.09% | 12,554 | $2.1M | Reduce -23.2% |
| FNX First Trust Mid Cap Core Alp | 1.09% | 19,255 | $2.1M | Reduce -28.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.09% | 39,921 | $2.1M | Add +14.7% |
| BKNG Booking Holdings Inc. | 1.03% | 427 | $2.0M | Add +25.6% |
| GOOGL Alphabet Inc. Class A | 1.00% | 12,430 | $1.9M | Reduce -4.0% |
| SCHW Schwab (charles) Corp. | 0.96% | 23,615 | $1.8M | Add +39.8% |
| VXF Vanguard Extended Market ETF | 0.94% | 10,452 | $1.8M | Reduce -6.5% |
| PM Philip Morris International | 0.88% | 10,599 | $1.7M | Add +67.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.79% | 30,168 | $1.5M | Reduce -34.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.77% | 3,980 | $1.5M | Reduce -1.0% |
| MSI Motorola Solutions Inc. | 0.75% | 3,302 | $1.4M | Reduce -25.5% |
| ETN Eaton Corp. PLC | 0.73% | 5,138 | $1.4M | Reduce -24.7% |
| XOM Exxon Mobil Corp. | 0.71% | 11,507 | $1.4M | Add +25.1% |
| EAGG iShares ESG Aware US Aggrega | 0.69% | 27,972 | $1.3M | Add +17.3% |
| GOOG Alphabet Inc. Class C | 0.68% | 8,412 | $1.3M | Add +47.3% |
| EMC GLB X Emrg MRKT GRT Cnsumr | 0.68% | 50,164 | $1.3M | Reduce -22.4% |
| BKCI BNY Mellon Concentrated Intl | 0.67% | 27,077 | $1.3M | New |
| MDT Medtronic PLC | 0.67% | 14,267 | $1.3M | Add +11.2% |
| CMCSA Comcast Corp. Class A | 0.66% | 34,508 | $1.3M | Add +13.0% |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 6,539 | $1.3M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.65% | 2,238 | $1.3M | Reduce -1.6% |
| SYK Stryker Corp. | 0.65% | 3,342 | $1.2M | Add +0.2% |
| VIGI Vanguard Int Div App Indx FD | 0.65% | 14,993 | $1.2M | Reduce -6.5% |
| HD Home Depot Inc. | 0.64% | 3,335 | $1.2M | Reduce -27.2% |
| KMX Carmax Inc. | 0.63% | 15,586 | $1.2M | Add +50.6% |
| ORCL Oracle Corp. | 0.62% | 8,499 | $1.2M | Add +36.1% |
| APD Air Products & Chemicals Inc. | 0.62% | 4,016 | $1.2M | Reduce -10.0% |
| ELV Elevance Health Inc. | 0.61% | 2,714 | $1.2M | Add +43.4% |
| ADI Analog Devices Inc. | 0.61% | 5,806 | $1.2M | Add +15.1% |
| WFC Wells Fargo & Co. | 0.60% | 15,954 | $1.1M | Add +61.4% |
| IVW iShares S&P 500 Growth ETF | 0.59% | 12,312 | $1.1M | Reduce -5.4% |
| CB Chubb Ltd. | 0.59% | 3,729 | $1.1M | Reduce -25.3% |
| WMT Walmart Inc. | 0.58% | 12,677 | $1.1M | Reduce -26.7% |
| IQV Iqvia Holdings Inc. | 0.58% | 6,269 | $1.1M | Reduce -5.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.56% | 6,519 | $1.1M | Add +15.5% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.56% | 27,410 | $1.1M | Reduce -1.9% |
| CRM Salesforce Inc. | 0.56% | 3,988 | $1.1M | Reduce -3.2% |
| MA Mastercard Inc. Class A | 0.55% | 1,933 | $1.1M | Add +17.2% |
| TOTL SS Doubleline TR Tact ETF | 0.54% | 25,606 | $1.0M | Reduce -0.5% |
| FLJP Franklin Ftse Japan ETF | 0.50% | 32,935 | $968K | Reduce -9.7% |
| MPC Marathon Petroleum Corp. | 0.50% | 6,628 | $966K | Reduce -24.0% |
| UNH Unitedhealth Group Inc. | 0.49% | 1,810 | $948K | Reduce -6.8% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.49% | 25,545 | $940K | Add +9.8% |
| FISV Fiserv Inc. | 0.48% | 4,178 | $923K | Reduce -17.5% |
| MRK Merck & Co. Inc. | 0.47% | 10,152 | $911K | Reduce -23.5% |
| BKHY BNY Mellon High Yield ETF | 0.47% | 19,027 | $906K | New |
| CME Cme Group Inc. | 0.46% | 3,323 | $882K | Reduce -23.7% |
| VEA Vanguard Ftse Developed ETF | 0.44% | 16,797 | $854K | Reduce -17.5% |
| TSLA Tesla Inc. | 0.44% | 3,274 | $848K | Add +41.3% |
| SBUX Starbucks Corp. | 0.43% | 8,326 | $817K | Add +14.0% |
| COP Conocophillips | 0.40% | 7,407 | $778K | Add +90.8% |
| UL Unilever PLC | 0.40% | 13,024 | $776K | Add +97.2% |
| NVS Novartis AG-Sponsored ADR | 0.40% | 6,928 | $772K | Add +67.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 7,761 | $766K | Add +30.0% |
| SCHX Schwab US Large-Cap ETF | 0.38% | 33,361 | $737K | Add +0.3% |
| CHKP Check Point Software Tech | 0.38% | 3,216 | $733K | Add +10.7% |
| TT Trane Technologies PLC | 0.37% | 2,137 | $720K | Reduce -33.5% |
| EES Wisdomtree US Smallcap Fund | 0.37% | 14,490 | $708K | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.37% | 4,242 | $704K | Reduce -24.7% |
| EBAY eBay Inc. | 0.36% | 10,336 | $700K | Add +73.9% |
| DRI Darden Restaurants Inc. | 0.35% | 3,200 | $665K | Reduce -26.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.34% | 7,838 | $657K | Add +70.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.34% | 4,092 | $657K | Add +0.7% |
| VZ Verizon Communications Inc. | 0.33% | 13,767 | $624K | Reduce -22.9% |
| SNY Sanofi-ADR | 0.32% | 11,130 | $617K | Add +74.0% |
| GD General Dynamics Corp. | 0.32% | 2,256 | $615K | Add +76.8% |
| MCK McKesson Corp. | 0.32% | 912 | $614K | Add +78.8% |
| COR Cencora Inc. | 0.32% | 2,187 | $608K | Add +11.9% |
| BDX Becton Dickinson and Co. | 0.31% | 2,617 | $599K | Add +113.5% |
| FTCS First Trust Capital Strength | 0.31% | 6,546 | $587K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 13,637 | $569K | Add +52.5% |
| QCOM Qualcomm Inc. | 0.30% | 3,692 | $567K | Add +24.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 4,564 | $556K | Reduce -33.9% |
| GLD SPDR Gold Shares | 0.29% | 1,926 | $555K | Add +9.5% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -10.8% | 2.57% | −1.25 |
| AVGO Broadcom Inc. | Reduce -23.2% | 1.09% | −1.02 |
| FIXD First Trust Smith Opportunis | Reduce -42.0% | 1.17% | −0.94 |
| FNX First Trust Mid Cap Core Alp | Reduce -28.8% | 1.09% | −0.65 |
| AMZN Amazon.com Inc. | Reduce -2.5% | 2.13% | −0.56 |
| AAPL Apple Inc. | Reduce -6.3% | 1.92% | −0.55 |
| ETN Eaton Corp. PLC | Reduce -24.7% | 0.73% | −0.53 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -34.2% | 0.79% | −0.49 |
| MSI Motorola Solutions Inc. | Reduce -25.5% | 0.75% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 1.00% | −0.36 |
| HD Home Depot Inc. | Reduce -27.2% | 0.64% | −0.36 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.1% | 1.73% | −0.33 |
| WMT Walmart Inc. | Reduce -26.7% | 0.58% | −0.29 |
| TT Trane Technologies PLC | Reduce -33.5% | 0.37% | −0.29 |
| SUSA iShares ESG Optimized MSCI U | Reduce -2.0% | 1.83% | −0.28 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.0% | 3.30% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -9.9% | 1.69% | −0.27 |
| MRK Merck & Co. Inc. | Reduce -23.5% | 0.47% | −0.26 |
| AGG iShares Core U.S. Aggregate | Reduce -11.3% | 1.44% | −0.26 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Reduce -22.4% | 0.68% | −0.25 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.2% | 1.20% | −0.25 |
| VXF Vanguard Extended Market ETF | Reduce -6.5% | 0.94% | −0.24 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.4% | 1.12% | −0.23 |
| HMOP Hartford Municipal Opp ETF | Reduce -5.9% | 1.51% | −0.22 |
| CRM Salesforce Inc. | Reduce -3.2% | 0.56% | −0.21 |
| CB Chubb Ltd. | Reduce -25.3% | 0.59% | −0.18 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.18 |
| TJX TJX Companies Inc. | Reduce -33.9% | 0.29% | −0.17 |
| EZM Wisdomtree US Midcap Fund | Reduce -1.2% | 1.29% | −0.17 |
| MPC Marathon Petroleum Corp. | Reduce -24.0% | 0.50% | −0.17 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -41.0% | 0.19% | −0.17 |
| AFEM FRST Trust Ac Fact Em ETF-US | Sold out | 0.00% | −0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.0% | 0.77% | −0.15 |
| IQV Iqvia Holdings Inc. | Reduce -5.3% | 0.58% | −0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.5% | 1.19% | −0.14 |
| AMD Advanced Micro Devices | Reduce -35.8% | 0.15% | −0.14 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.4% | 0.59% | −0.14 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.14 |
| NXPI NXP Semiconductors NV | Reduce -34.4% | 0.17% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -46.2% | 0.14% | −0.12 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.12 |
| BBY Best Buy Co. Inc. | Reduce -24.4% | 0.18% | −0.12 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.11 |
| ICE Intercontinental Exchange Inc. | Reduce -35.7% | 0.26% | −0.11 |
| EW Edwards Lifesciences Corp. | Reduce -37.1% | 0.15% | −0.11 |
| JCI Johnson Controls Internation | Reduce -27.4% | 0.25% | −0.11 |
| RODM Hartford Multifact Dev MRKT | Reduce -9.1% | 1.42% | −0.11 |
| SPGI S&P Global Inc. | Reduce -35.8% | 0.17% | −0.11 |
| DRI Darden Restaurants Inc. | Reduce -26.3% | 0.35% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -10.0% | 0.62% | −0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| BKAG BNY Mellon Core Bond ETF | New | 2.83% | +2.83 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 1.74% | +1.74 |
| BKLC BNY Mellon US LRG Cap Cor | New | 1.57% | +1.57 |
| BKDV BNY Mellon Dynamic Value | New | 1.52% | +1.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +33.5% | 2.20% | +0.70 |
| BKCI BNY Mellon Concentrated Intl | New | 0.67% | +0.67 |
| BKHY BNY Mellon High Yield ETF | New | 0.47% | +0.47 |
| PM Philip Morris International | Add +67.8% | 0.88% | +0.45 |
| SCHW Schwab (charles) Corp. | Add +39.8% | 0.96% | +0.27 |
| BKIE BNY Mellon Intl Eqty ETF | New | 0.26% | +0.26 |
| GSY Invesco Ultra Short Duration | New | 0.25% | +0.25 |
| JPST JPMorgan Ultra-Short Income | New | 0.25% | +0.25 |
| FUMB First Trust Ultra Short Dur | New | 0.25% | +0.25 |
| SBND Columbia SHRT Dur BND ETF | New | 0.25% | +0.25 |
| ELV Elevance Health Inc. | Add +43.4% | 0.61% | +0.23 |
| BKMC BNY Mellon US M/C Core ETF | New | 0.22% | +0.22 |
| BKSE BNY Mellon US Small Cap Core | New | 0.22% | +0.22 |
| QBUF Innv Nasdaq -100 10 B - QRT | New | 0.21% | +0.21 |
| WFC Wells Fargo & Co. | Add +61.4% | 0.60% | +0.21 |
| LMBS First Trust Low Duration Opp | New | 0.20% | +0.20 |
| UL Unilever PLC | Add +97.2% | 0.40% | +0.20 |
| COP Conocophillips | Add +90.8% | 0.40% | +0.19 |
| NVS Novartis AG-Sponsored ADR | Add +67.7% | 0.40% | +0.18 |
| FLMI Franklin Dynamic Municipal B | New | 0.18% | +0.18 |
| AMAT Applied Materials Inc. | New | 0.18% | +0.18 |
| ZALT Innovator US Eq 10 Buffer | New | 0.17% | +0.17 |
| JEPI JPMorgan Equity Premium Inco | New | 0.16% | +0.16 |
| XOM Exxon Mobil Corp. | Add +25.1% | 0.71% | +0.16 |
| KMX Carmax Inc. | Add +50.6% | 0.63% | +0.16 |
| EBAY eBay Inc. | Add +73.9% | 0.36% | +0.16 |
| MCK McKesson Corp. | Add +78.8% | 0.32% | +0.16 |
| BDX Becton Dickinson and Co. | Add +113.5% | 0.31% | +0.16 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.15% | +0.15 |
| RTX RTX Corp. | New | 0.15% | +0.15 |
| BKEM BNY Mellon Emrg Mrkts Eqty | New | 0.15% | +0.15 |
| SNY Sanofi-ADR | Add +74.0% | 0.32% | +0.15 |
| PEP Pepsico Inc. | New | 0.15% | +0.15 |
| BNY Bank of New York Mellon Corp. | Add +70.4% | 0.34% | +0.15 |
| OMC Omnicom Group | New | 0.14% | +0.14 |
| GD General Dynamics Corp. | Add +76.8% | 0.32% | +0.13 |
| MDT Medtronic PLC | Add +11.2% | 0.67% | +0.10 |
| MUB iShares National Muni Bond E | Add +83.5% | 0.23% | +0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +14.7% | 1.09% | +0.09 |
| BKNG Booking Holdings Inc. | Add +25.6% | 1.03% | +0.09 |
| CHKP Check Point Software Tech | Add +10.7% | 0.38% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +47.3% | 0.68% | +0.08 |
| BAC Bank of America Corp. | Add +52.5% | 0.30% | +0.08 |
| EAGG iShares ESG Aware US Aggrega | Add +17.3% | 0.69% | +0.07 |
| COR Cencora Inc. | Add +11.9% | 0.32% | +0.07 |
| MA Mastercard Inc. Class A | Add +17.2% | 0.55% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 192 | $288.5M | BKAG, SPYG, BKDV, BKLC, NVDA |
| Q1 2026 | 179 | $260.2M | BKAG, SPYG, BKDV, BKLC, NVDA |
| Q4 2025 | 176 | $268.8M | BKAG, SPYG, BKDV, BKLC, NVDA |
| Q3 2025 | 167 | $252.3M | BKAG, SPYG, BKDV, NVDA, BKLC |
| Q2 2025 | 166 | $234.8M | BKAG, BKDV, SPYG, MSFT, BKLC |
| Q1 2025 | 168 | $192.1M | DGRW, MSFT, BKAG, NVDA, BRK.B |
| Q4 2024 | 150 | $179.7M | NVDA, DGRW, MSFT, AMZN, AAPL |