Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CRUX WEALTH ADVISORS (CIK 2054270) reported $260.6M across 177 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKAG ($13.6M, 5.23%), SPYG ($10.6M, 4.08%), BKDV ($10.2M, 3.90%), BKLC ($8.6M, 3.28%), NVDA ($7.1M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKAG | BNY MELLON ETF TRUST | $13.6M | 5.23% | 322,805 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $10.6M | 4.08% | 108,630 | Added |
| 3 | BKDV | BNY MELLON ETF TRUST II | $10.2M | 3.90% | 342,566 | Added |
| 4 | BKLC | BNY MELLON ETF TRUST | $8.6M | 3.28% | 68,580 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $7.1M | 2.72% | 40,652 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $5.7M | 2.17% | 27,212 | Added |
| 7 | MSFT | MICROSOFT CORP | $5.4M | 2.07% | 14,543 | Added |
| 8 | META | META PLATFORMS INC | $4.6M | 1.78% | 8,099 | Added |
| 9 | SPYX | SPDR SERIES TRUST | $4.5M | 1.74% | 85,514 | Trimmed |
| 10 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.5M | 1.74% | 66,497 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $4.5M | 1.72% | 7,504 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.5M | 1.71% | 9,292 | Trimmed |
| 13 | DGRW | WISDOMTREE TR | $4.3M | 1.67% | 49,501 | Trimmed |
| 14 | NULV | NUSHARES ETF TR | $3.7M | 1.42% | 81,071 | Trimmed |
| 15 | BKCI | BNY MELLON ETF TRUST | $3.6M | 1.39% | 72,992 | Added |
| 16 | GOOG | ALPHABET INC | $3.3M | 1.25% | 11,364 | Trimmed |
| 17 | NULG | NUSHARES ETF TR | $3.2M | 1.25% | 35,697 | Added |
| 18 | SCHW | SCHWAB CHARLES CORP | $3.2M | 1.23% | 34,118 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $3.2M | 1.23% | 11,133 | Trimmed |
| 20 | ESGD | ISHARES TR | $3.2M | 1.22% | 33,149 | Trimmed |
| 21 | EAGG | ISHARES TR | $3.2M | 1.22% | 67,086 | Added |
| 22 | AAPL | APPLE INC | $3.0M | 1.17% | 11,975 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.16% | 10,314 | Trimmed |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $3.0M | 1.14% | 31,948 | Added |
| 25 | SCIO | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.10% | 139,231 | Added |
Source: SEC Form 13F filings · as of 2026-03-31