Crux Wealth Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Crux Wealth Advisors reported 166 stock positions worth $234.8 million. Its top holding was BNY Mellon Core Bond ETF (BKAG) at 5.1% of the portfolio, followed by BNY Mellon Dynamic Value (BKDV, 4.1%) and SS SPDR P S&P 500 Growth ETF (SPYG, 3.8%). Compared with Q1 2025, it opened 15 new positions, sold out of 17, added to 86 and reduced 63. The biggest buy was BNY Mellon Dynamic Value (BKDV, shares +217%) and the biggest sale iShares ESG Optimized MSCI U (SUSA, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- LONG BEACH, CA
- CIK
- 0002054270
- Portfolio Value
- $234.8M (Q2 2025)
- SEC Filing
- 0002054270-25-000004 ↗ filed Jul 29, 2025
Holdings Value
Holdings 166 stocks · $234.8M
| BKAG BNY Mellon Core Bond ETF | 5.10% | 284,055 | $12.0M | Add +120.3% |
| BKDV BNY Mellon Dynamic Value | 4.14% | 365,734 | $9.7M | Add +216.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.75% | 92,449 | $8.8M | Add +121.7% |
| MSFT Microsoft Corp. | 3.12% | 14,753 | $7.3M | Reduce -2.6% |
| BKLC BNY Mellon US LRG Cap Cor | 3.05% | 60,473 | $7.2M | Add +113.3% |
| NVDA Nvidia Corp. | 3.03% | 45,044 | $7.1M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 2.30% | 7,324 | $5.4M | Add +15.7% |
| AMZN Amazon.com Inc. | 2.15% | 22,988 | $5.0M | Add +6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.02% | 9,763 | $4.7M | Add +22.8% |
| DGRW Wisdomtree U.S. Quality Divi | 2.01% | 56,498 | $4.7M | Reduce -28.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.85% | 85,108 | $4.3M | New |
| VOO Vanguard S&P 500 ETF | 1.83% | 7,560 | $4.3M | Add +1.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 1.61% | 90,354 | $3.8M | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.38% | 34,450 | $3.2M | New |
| JPM JPMorgan Chase & Co. | 1.37% | 11,130 | $3.2M | Reduce -15.7% |
| BKNG Booking Holdings Inc. | 1.36% | 551 | $3.2M | Add +29.0% |
| BKCI BNY Mellon Concentrated Intl | 1.34% | 61,414 | $3.2M | Add +126.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.31% | 10,112 | $3.1M | Reduce -16.3% |
| EAGG iShares ESG Aware US Aggrega | 1.28% | 63,331 | $3.0M | Add +126.4% |
| ESGD iShares Trust iShares ESG Aw | 1.23% | 32,263 | $2.9M | New |
| SCHW Schwab (charles) Corp. | 1.22% | 31,422 | $2.9M | Add +33.1% |
| HMOP Hartford Municipal Opp ETF | 1.20% | 73,411 | $2.8M | Reduce -2.5% |
| SCHG Schwab US Large-Cap Growth | 1.16% | 92,975 | $2.7M | Add +0.6% |
| PM Philip Morris International | 1.13% | 14,589 | $2.7M | Add +37.6% |
| AAPL Apple Inc. | 1.11% | 12,742 | $2.6M | Reduce -23.2% |
| V Visa Inc. Class A | 1.04% | 6,851 | $2.4M | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 1.01% | 13,502 | $2.4M | Add +8.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.99% | 59,272 | $2.3M | New |
| ORCL Oracle Corp. | 0.98% | 10,568 | $2.3M | Add +24.3% |
| BKHY BNY Mellon High Yield ETF | 0.94% | 45,956 | $2.2M | Add +141.5% |
| FVD First Trust Value Line DVD | 0.88% | 46,455 | $2.1M | Reduce -29.2% |
| GOOG Alphabet Inc. Class C | 0.87% | 11,540 | $2.0M | Add +37.2% |
| RODM Hartford Multifact Dev MRKT | 0.86% | 59,274 | $2.0M | Reduce -32.5% |
| AVGO Broadcom Inc. | 0.83% | 7,082 | $2.0M | Reduce -43.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.82% | 20,423 | $1.9M | Reduce -16.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.81% | 8,396 | $1.9M | Add +28.8% |
| EZM Wisdomtree US Midcap Fund | 0.81% | 30,701 | $1.9M | Reduce -26.1% |
| WFC Wells Fargo & Co. | 0.77% | 22,691 | $1.8M | Add +42.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.77% | 6,465 | $1.8M | Reduce -27.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.75% | 33,216 | $1.8M | Reduce -16.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 3,932 | $1.7M | Reduce -1.2% |
| AGG iShares Core U.S. Aggregate | 0.71% | 16,917 | $1.7M | Reduce -39.4% |
| VXF Vanguard Extended Market ETF | 0.70% | 8,494 | $1.6M | Reduce -18.7% |
| ELV Elevance Health Inc. | 0.68% | 4,088 | $1.6M | Add +50.6% |
| KMX Carmax Inc. | 0.67% | 23,408 | $1.6M | Add +50.2% |
| XOM Exxon Mobil Corp. | 0.65% | 14,088 | $1.5M | Add +22.4% |
| FLQL Franklin U.S. Large Cap Mult | 0.63% | 23,554 | $1.5M | Reduce -54.3% |
| ADI Analog Devices Inc. | 0.62% | 6,161 | $1.5M | Add +6.1% |
| AMAT Applied Materials Inc. | 0.59% | 7,526 | $1.4M | Add +221.9% |
| VIG Vanguard Dividend Apprec ETF | 0.57% | 6,576 | $1.3M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.57% | 10,753 | $1.3M | Add +38.5% |
| SYK Stryker Corp. | 0.56% | 3,350 | $1.3M | Add +0.2% |
| MA Mastercard Inc. Class A | 0.56% | 2,353 | $1.3M | Add +21.7% |
| CMCSA Comcast Corp. Class A | 0.56% | 36,952 | $1.3M | Add +7.1% |
| MDT Medtronic PLC | 0.56% | 15,058 | $1.3M | Add +5.5% |
| BKIE BNY Mellon Intl Eqty ETF | 0.56% | 15,150 | $1.3M | Add +130.3% |
| NVS Novartis AG-Sponsored ADR | 0.52% | 10,146 | $1.2M | Add +46.5% |
| TSLA Tesla Inc. | 0.52% | 3,858 | $1.2M | Add +17.8% |
| CRM Salesforce Inc. | 0.52% | 4,449 | $1.2M | Add +11.6% |
| IQV Iqvia Holdings Inc. | 0.51% | 7,644 | $1.2M | Add +21.9% |
| UL Unilever PLC | 0.51% | 19,514 | $1.2M | Add +49.8% |
| IVV iShares Core S&P 500 ETF | 0.49% | 1,843 | $1.1M | Reduce -17.6% |
| VIGI Vanguard Int Div App Indx FD | 0.48% | 12,424 | $1.1M | Reduce -17.1% |
| GD General Dynamics Corp. | 0.47% | 3,787 | $1.1M | Add +67.9% |
| COP Conocophillips | 0.45% | 11,830 | $1.1M | Add +59.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.44% | 11,460 | $1.0M | Add +46.2% |
| SBUX Starbucks Corp. | 0.43% | 10,954 | $1.0M | Add +31.6% |
| APD Air Products & Chemicals Inc. | 0.42% | 3,482 | $982K | Reduce -13.3% |
| MCK McKesson Corp. | 0.41% | 1,307 | $958K | Add +43.3% |
| FNX First Trust Mid Cap Core Alp | 0.39% | 7,996 | $918K | Reduce -58.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 18,804 | $890K | Add +37.9% |
| BKEM BNY Mellon Emrg Mrkts Eqty | 0.38% | 13,257 | $889K | Add +174.7% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 15,592 | $889K | Reduce -7.2% |
| ETN Eaton Corp. PLC | 0.38% | 2,481 | $886K | Reduce -51.7% |
| BDX Becton Dickinson and Co. | 0.37% | 5,075 | $874K | Add +93.9% |
| SNY Sanofi-ADR | 0.37% | 17,824 | $861K | Add +60.1% |
| SCHX Schwab US Large-Cap ETF | 0.35% | 33,460 | $818K | Add +0.3% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.34% | 16,101 | $791K | Reduce -46.6% |
| SUSA iShares ESG Optimized MSCI U | 0.33% | 6,181 | $783K | Reduce -79.8% |
| QCOM Qualcomm Inc. | 0.33% | 4,895 | $780K | Add +32.6% |
| ADSK Autodesk Inc. | 0.33% | 2,490 | $771K | Add +31.5% |
| EBAY eBay Inc. | 0.33% | 10,253 | $763K | Reduce -0.8% |
| FLJP Franklin Ftse Japan ETF | 0.32% | 23,686 | $762K | Reduce -28.1% |
| FIXD First Trust Smith Opportunis | 0.32% | 17,146 | $753K | Reduce -66.6% |
| FISV Fiserv Inc. | 0.31% | 4,226 | $729K | Add +1.1% |
| CHKP Check Point Software Tech | 0.31% | 3,275 | $725K | Add +1.8% |
| DEO Diageo PLC-Sponsored ADR | 0.31% | 7,176 | $724K | Add +35.9% |
| ADBE Adobe Inc. | 0.30% | 1,808 | $699K | Add +53.2% |
| ABNB Airbnb Inc. Class A | 0.29% | 5,111 | $676K | New |
| EMC GLB X Emrg MRKT GRT Cnsumr | 0.29% | 23,065 | $676K | Reduce -54.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 4,092 | $673K | No change |
| GLD SPDR Gold Shares | 0.29% | 2,200 | $671K | Add +14.2% |
| MSI Motorola Solutions Inc. | 0.28% | 1,576 | $663K | Reduce -52.3% |
| HD Home Depot Inc. | 0.28% | 1,796 | $658K | Reduce -46.1% |
| COR Cencora Inc. | 0.27% | 2,101 | $630K | Reduce -3.9% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.27% | 28,864 | $627K | New |
| UNH Unitedhealth Group Inc. | 0.27% | 2,002 | $625K | Add +10.6% |
| FTLS First Trust Long/Short Eqty | 0.26% | 9,268 | $614K | Add +25.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,101 | $608K | Add +1.2% |
| WMT Walmart Inc. | 0.26% | 6,151 | $601K | Reduce -51.5% |
Portfolio Sells Q1 2025 → Q2 2025
| SUSA iShares ESG Optimized MSCI U | Reduce -79.8% | 0.33% | −1.50 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -28.8% | 2.01% | −1.29 |
| FLQL Franklin U.S. Large Cap Mult | Reduce -54.3% | 0.63% | −0.88 |
| FIXD First Trust Smith Opportunis | Reduce -66.6% | 0.32% | −0.85 |
| AAPL Apple Inc. | Reduce -23.2% | 1.11% | −0.81 |
| AGG iShares Core U.S. Aggregate | Reduce -39.4% | 0.71% | −0.72 |
| FNX First Trust Mid Cap Core Alp | Reduce -58.5% | 0.39% | −0.70 |
| FVD First Trust Value Line DVD | Reduce -29.2% | 0.88% | −0.64 |
| RODM Hartford Multifact Dev MRKT | Reduce -32.5% | 0.86% | −0.56 |
| EZM Wisdomtree US Midcap Fund | Reduce -26.1% | 0.81% | −0.48 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -82.3% | 0.09% | −0.47 |
| MSI Motorola Solutions Inc. | Reduce -52.3% | 0.28% | −0.47 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -46.6% | 0.34% | −0.46 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -27.0% | 0.77% | −0.42 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -16.3% | 1.31% | −0.42 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Reduce -54.0% | 0.29% | −0.40 |
| CB Chubb Ltd. | Reduce -54.1% | 0.21% | −0.38 |
| HD Home Depot Inc. | Reduce -46.1% | 0.28% | −0.36 |
| IVW iShares S&P 500 Growth ETF | Reduce -57.8% | 0.24% | −0.35 |
| ETN Eaton Corp. PLC | Reduce -51.7% | 0.38% | −0.35 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -16.8% | 0.75% | −0.34 |
| MRK Merck & Co. Inc. | Reduce -56.0% | 0.15% | −0.32 |
| WMT Walmart Inc. | Reduce -51.5% | 0.26% | −0.32 |
| JPM JPMorgan Chase & Co. | Reduce -15.7% | 1.37% | −0.31 |
| HMOP Hartford Municipal Opp ETF | Reduce -2.5% | 1.20% | −0.31 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -16.5% | 0.82% | −0.30 |
| MPC Marathon Petroleum Corp. | Reduce -54.3% | 0.21% | −0.29 |
| TOTL SS Doubleline TR Tact ETF | Reduce -41.5% | 0.26% | −0.28 |
| DIVB iShares Core Dividend ETF | Sold out | 0.00% | −0.28 |
| CME Cme Group Inc. | Reduce -52.7% | 0.18% | −0.27 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.27 |
| AVGO Broadcom Inc. | Reduce -43.6% | 0.83% | −0.26 |
| EES Wisdomtree US Smallcap Fund | Reduce -65.6% | 0.11% | −0.26 |
| DDWM Wisdomtree DY Inter Eq FD-US | Reduce -45.0% | 0.24% | −0.25 |
| VXF Vanguard Extended Market ETF | Reduce -18.7% | 0.70% | −0.24 |
| JNJ Johnson & Johnson | Reduce -54.1% | 0.13% | −0.24 |
| DRI Darden Restaurants Inc. | Reduce -51.9% | 0.14% | −0.20 |
| APD Air Products & Chemicals Inc. | Reduce -13.3% | 0.42% | −0.20 |
| VZ Verizon Communications Inc. | Reduce -48.9% | 0.13% | −0.20 |
| QQEW First TR Nasdaq-100 Sel Eq | Sold out | 0.00% | −0.19 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.18 |
| FLJP Franklin Ftse Japan ETF | Reduce -28.1% | 0.32% | −0.18 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.17 |
| VIGI Vanguard Int Div App Indx FD | Reduce -17.1% | 0.48% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -17.6% | 0.49% | −0.17 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.16 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.16 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| BKDV BNY Mellon Dynamic Value | Add +216.7% | 4.14% | +2.62 |
| BKAG BNY Mellon Core Bond ETF | Add +120.3% | 5.10% | +2.28 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +121.7% | 3.75% | +2.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | New | 1.85% | +1.85 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 1.61% | +1.61 |
| BKLC BNY Mellon US LRG Cap Cor | Add +113.3% | 3.05% | +1.48 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 1.38% | +1.38 |
| ESGD iShares Trust iShares ESG Aw | New | 1.23% | +1.23 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.99% | +0.99 |
| BKCI BNY Mellon Concentrated Intl | Add +126.8% | 1.34% | +0.67 |
| EAGG iShares ESG Aware US Aggrega | Add +126.4% | 1.28% | +0.59 |
| BKHY BNY Mellon High Yield ETF | Add +141.5% | 0.94% | +0.47 |
| AMAT Applied Materials Inc. | Add +221.9% | 0.59% | +0.41 |
| META Meta Platforms Inc. Class A | Add +15.7% | 2.30% | +0.40 |
| ORCL Oracle Corp. | Add +24.3% | 0.98% | +0.37 |
| BKNG Booking Holdings Inc. | Add +29.0% | 1.36% | +0.33 |
| BKIE BNY Mellon Intl Eqty ETF | Add +130.3% | 0.56% | +0.29 |
| ABNB Airbnb Inc. Class A | New | 0.29% | +0.29 |
| NUHY Nuveen ESG Hi YLD Corp. BND | New | 0.27% | +0.27 |
| SCHW Schwab (charles) Corp. | Add +33.1% | 1.22% | +0.26 |
| PM Philip Morris International | Add +37.6% | 1.13% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | Add +28.8% | 0.81% | +0.25 |
| BKEM BNY Mellon Emrg Mrkts Eqty | Add +174.7% | 0.38% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +37.2% | 0.87% | +0.19 |
| WFC Wells Fargo & Co. | Add +42.2% | 0.77% | +0.18 |
| DIS The Walt Disney Co. | Add +38.5% | 0.57% | +0.17 |
| VCEB Vanguard ESG US Corp. Bond | New | 0.15% | +0.15 |
| GD General Dynamics Corp. | Add +67.9% | 0.47% | +0.15 |
| NVS Novartis AG-Sponsored ADR | Add +46.5% | 0.52% | +0.12 |
| UL Unilever PLC | Add +49.8% | 0.51% | +0.10 |
| BNY Bank of New York Mellon Corp. | Add +46.2% | 0.44% | +0.10 |
| NFLX Netflix Inc. | New | 0.10% | +0.10 |
| IWP iShares Russell Mid-Cap Grow | New | 0.10% | +0.10 |
| MSTR Strategy Inc. | New | 0.10% | +0.10 |
| GS Goldman Sachs Group Inc. | New | 0.09% | +0.09 |
| BND Vanguard Total Bond Market | New | 0.09% | +0.09 |
| MCK McKesson Corp. | Add +43.3% | 0.41% | +0.09 |
| NOW ServiceNow Inc. | New | 0.09% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.09% | +0.09 |
| BAC Bank of America Corp. | Add +37.9% | 0.38% | +0.08 |
| TSLA Tesla Inc. | Add +17.8% | 0.52% | +0.08 |
| ADSK Autodesk Inc. | Add +31.5% | 0.33% | +0.07 |
| ELV Elevance Health Inc. | Add +50.6% | 0.68% | +0.06 |
| ADBE Adobe Inc. | Add +53.2% | 0.30% | +0.06 |
| BDX Becton Dickinson and Co. | Add +93.9% | 0.37% | +0.06 |
| VEEV Veeva Systems Inc. Class A | Add +29.9% | 0.20% | +0.05 |
| OMC Omnicom Group | Add +88.0% | 0.19% | +0.05 |
| COP Conocophillips | Add +59.7% | 0.45% | +0.05 |
| SNY Sanofi-ADR | Add +60.1% | 0.37% | +0.05 |
| RTX RTX Corp. | Add +39.5% | 0.19% | +0.04 |
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 |