Crux Wealth Advisors
Crux Wealth Advisors reported 192 stocks worth $289M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are BKAG (4.7%), SPYG (4.7%) and BKDV (3.9%). Compared with Q1 2026, the fund opened new positions in VTEC, SPGI and NFLX, added to BKAG, SPYG and BKLC, trimmed BKDV, NVDA and AMZN and sold out of SBUX, SNY and CVX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BKAG BNY Mellon ETF Trust | $13.6M | 4.7% | 324K | +979 (+0%) | 6 of 7 | |
| 2 |  SPYG Spdr Series Trust | $13.5M | 4.7% | 113K | +4,691 (+4%) | 6 of 7 | |
| 3 |  BKDV BNY Mellon ETF Trust II | $11.3M | 3.9% | 338K | −4,366 (−1%) | 6 of 7 | |
| 4 |  BKLC BNY Mellon ETF Trust | $10M | 3.5% | 70K | +1,367 (+2%) | 6 of 7 | |
| 5 |  NVDA Nvidia Corporation | $8.1M | 2.8% | 40K | −420 (−1%) | 7 of 7 | |
| 6 |  AMZN Amazon Com Inc | $6.3M | 2.2% | 26K | −839 (−3%) | 7 of 7 | |
| 7 |  RDVY First TR Exchange Traded FD | $5.4M | 1.9% | 67K | +583 (+1%) | 3 of 7 | |
| 8 |  MSFT Microsoft Corp | $5.3M | 1.8% | 14K | −294 (−2%) | 7 of 7 | |
| 9 |  SPYX Spdr Series Trust | $5.2M | 1.8% | 86K | +342 (+0%) | 5 of 7 | |
| 10 |  VOO Vanguard S&P 500 ETF | $5.1M | 1.8% | 7,408 | −96 (−1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SBUX Starbucks Corp | $1M | 11K |
 SNY Sanofi | $925K | 19K |
 CVX Chevron Corp New | $228K | 1,103 |
 FIW First Trust Water ETF | $217K | 2,105 |
 NOW Servicenow Inc | $105K | 1,000 |
🔒 Free account: see all 6.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Crux Wealth Advisors 13F FAQ
What does Crux Wealth Advisors own?
Crux Wealth Advisors reported 192 stocks worth $289M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are BKAG (4.7%), SPYG (4.7%) and BKDV (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did Crux Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 73 added to, 86 trimmed and 6 sold out. New positions include VTEC, SPGI and NFLX. It sold all of SBUX, SNY and CVX.
When will Crux Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Crux Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $289M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.