Crux Wealth Advisors

13F filer · CIK 0002054270

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$289MU.S. long equity reported on 13F

Positions10010 new · 5 closed

Net flow last quarter-$2.03MBuys minus sells

Top 10 positions weight16.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026100 positions
NVDANvidia Corp	$8.05M	2.79%	0.00%	-1.0%	Q4 2024
AMZNAmazon Com Inc	$6.29M	2.18%	0.00%	-3.1%	Q4 2024
MSFTMicrosoft Corp	$5.31M	1.84%	0.00%	-2.0%	Q4 2024
SPYXSmartpay Express, Inc.	$5.25M	1.82%	Not reported	+0.4%	Q2 2025
BRK.BBerkshire Hathaway Inc	$4.59M	1.59%	Not reported	-1.2%	Q4 2024
AMATApplied Materials Inc	$4.34M	1.50%	0.00%	-25.2%	Q2 2025
METAMeta Platforms, Inc.	$4.26M	1.48%	Not reported	-1.8%	Q4 2024
GOOGLAlphabet Inc.	$3.65M	1.26%	0.00%	-8.3%	Q4 2024
GOOGAlphabet Inc.	$3.52M	1.22%	Not reported	-12.4%	Q4 2024
AAPLApple Inc.	$3.35M	1.16%	0.00%	-3.3%	Q4 2024
JPMJPMorgan Chase & Co	$3.25M	1.13%	0.00%	-3.7%	Q4 2024
SCHWSchwab Charles Corp	$3.04M	1.05%	0.00%	-3.3%	Q4 2024
BKNGBooking Holdings Inc.	$2.99M	1.04%	0.00%	+5.2%	Q4 2024
SCIOScio Diamond Technology Corp	$2.9M	1.01%	0.22%	+0.8%	Q4 2025
PMPhilip Morris International Inc.	$2.8M	0.97%	0.00%	-6.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.6M	0.90%	0.00%	-13.5%	Q4 2024
VVisa Inc.	$2.47M	0.86%	0.00%	0.0%	Q4 2024
AVGOBroadcom Inc.	$2.41M	0.84%	0.00%	+0.1%	Q4 2024
ADIAnalog Devices Inc	$2M	0.69%	0.00%	-4.0%	Q4 2024
XOMExxonMobil Holdings Corp	$1.96M	0.68%	0.00%	-1.6%	Q4 2024
TSLATesla, Inc.	$1.95M	0.67%	0.00%	+2.2%	Q4 2024
ELVElevance Health, Inc.	$1.74M	0.60%	0.00%	-4.6%	Q4 2024
SYKStryker Corp	$1.66M	0.57%	0.00%	+14.7%	Q4 2024
CRCLCircle Internet Group, Inc.	$1.65M	0.57%	Not reported	Not reported	Q4 2025
RODMDirect Markets Holdings Corp.	$1.6M	0.56%	Not reported	+0.4%	Q4 2024
IQVIqvia Holdings Inc.	$1.54M	0.53%	0.00%	-4.1%	Q4 2024
WFCWells Fargo & Company	$1.49M	0.51%	0.00%	-3.9%	Q4 2024
GDGeneral Dynamics Corp	$1.48M	0.51%	0.00%	-2.2%	Q4 2024
ICEIntercontinental Exchange, Inc.	$1.45M	0.50%	0.00%	+126.7%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.44M	0.50%	Not reported	-1.8%	Q4 2024
NVSNovartis AG	$1.41M	0.49%	0.00%	-5.7%	Q4 2024
COPConocophillips	$1.4M	0.48%	0.00%	-1.8%	Q4 2024
BNYBank of New York Mellon Corp	$1.38M	0.48%	0.00%	-15.6%	Q4 2024
BDXBecton Dickinson & Co	$1.3M	0.45%	0.00%	+23.2%	Q4 2024
MDTMedtronic plc	$1.27M	0.44%	0.00%	+3.0%	Q4 2024
CMCSAComcast Corp	$1.16M	0.40%	0.00%	-3.2%	Q4 2024
ULUnilever PLC	$1.13M	0.39%	0.00%	-3.1%	Q4 2024
MAMastercard Inc	$1.13M	0.39%	0.00%	-4.8%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.09M	0.38%	Not reported	+16.2%	Q4 2024
DISWalt Disney Co	$1.04M	0.36%	0.00%	-1.3%	Q4 2024
ETNEaton Corp plc	$966K	0.33%	0.00%	+0.1%	Q4 2024
OMCOmnicom Group Inc.	$960K	0.33%	0.00%	-2.9%	Q2 2025
MCKMckesson Corp	$952K	0.33%	0.00%	-5.2%	Q4 2024
APDAir Products & Chemicals, Inc.	$911K	0.32%	0.00%	-4.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$836K	0.29%	0.00%	-1.9%	Q4 2024
SPGIS&P Global Inc.	$806K	0.28%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$806K	0.28%	0.00%	Not reported	Q2 2025
AONAon plc	$797K	0.28%	0.00%	-0.6%	Q1 2026
GLDSPDR Gold Trust	$750K	0.26%	0.00%	-0.5%	Q4 2024
ABNBAirbnb, Inc.	$736K	0.26%	Not reported	-4.9%	Q2 2025

Q1 2026Reported Apr 24, 202695 positions
NVDANvidia Corp	$7.09M	2.72%	0.00%	-3.5%	Q4 2024
AMZNAmazon Com Inc	$5.67M	2.17%	0.00%	+8.1%	Q4 2024
MSFTMicrosoft Corp	$5.38M	2.07%	0.00%	+1.4%	Q4 2024
SPYXSmartpay Express, Inc.	$4.53M	1.74%	Not reported	-0.2%	Q2 2025
BRK.BBerkshire Hathaway Inc	$4.45M	1.71%	Not reported	-7.7%	Q4 2024
METAMeta Platforms, Inc.	$4.4M	1.69%	Not reported	-0.3%	Q4 2024
GOOGAlphabet Inc.	$3.26M	1.25%	Not reported	-1.5%	Q4 2024
SCHWSchwab Charles Corp	$3.21M	1.23%	0.00%	-1.3%	Q4 2024
GOOGLAlphabet Inc.	$3.2M	1.23%	0.00%	-13.9%	Q4 2024
AAPLApple Inc.	$3.04M	1.17%	0.00%	-0.3%	Q4 2024
JPMJPMorgan Chase & Co	$3.03M	1.16%	0.00%	-4.3%	Q4 2024
SCIOScio Diamond Technology Corp	$2.87M	1.10%	0.22%	+6.4%	Q4 2025
AMATApplied Materials Inc	$2.74M	1.05%	0.00%	-4.4%	Q2 2025
PMPhilip Morris International Inc.	$2.74M	1.05%	0.00%	+0.7%	Q4 2024
BKNGBooking Holdings Inc.	$2.68M	1.03%	0.00%	+9.6%	Q4 2024
CRCLCircle Internet Group, Inc.	$2.51M	0.96%	Not reported	+428.0%	Q4 2025
XOMExxonMobil Holdings Corp	$2.48M	0.95%	0.00%	+0.6%	Q4 2024
VVisa Inc.	$2.17M	0.83%	0.00%	+1.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.12M	0.81%	0.00%	-14.4%	Q4 2024
AVGOBroadcom Inc.	$1.97M	0.76%	0.00%	-7.3%	Q4 2024
COPConocophillips	$1.81M	0.69%	0.00%	+0.9%	Q4 2024
TSLATesla, Inc.	$1.68M	0.65%	0.00%	-6.1%	Q4 2024
ADIAnalog Devices Inc	$1.67M	0.64%	0.00%	-17.4%	Q4 2024
RODMDirect Markets Holdings Corp.	$1.56M	0.60%	Not reported	-7.4%	Q4 2024
SYKStryker Corp	$1.51M	0.58%	0.00%	+36.6%	Q4 2024
WFCWells Fargo & Company	$1.49M	0.57%	0.00%	-22.5%	Q4 2024
GDGeneral Dynamics Corp	$1.46M	0.56%	0.00%	+1.8%	Q4 2024
NVSNovartis AG	$1.45M	0.56%	0.00%	-11.3%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.44M	0.55%	Not reported	-5.7%	Q4 2024
IQVIqvia Holdings Inc.	$1.42M	0.54%	0.01%	-1.2%	Q4 2024
CMCSAComcast Corp	$1.41M	0.54%	0.00%	+4.0%	Q4 2024
ELVElevance Health, Inc.	$1.38M	0.53%	0.00%	+3.5%	Q4 2024
MDTMedtronic plc	$1.37M	0.52%	0.00%	+1.7%	Q4 2024
BNYBank of New York Mellon Corp	$1.34M	0.51%	0.00%	-6.5%	Q4 2024
MAMastercard Inc	$1.16M	0.44%	0.00%	-6.0%	Q4 2024
MCKMckesson Corp	$1.15M	0.44%	0.00%	-5.6%	Q4 2024
ULUnilever PLC	$1.11M	0.42%	0.00%	+1.7%	Q4 2024
BDXBecton Dickinson & Co	$1.09M	0.42%	0.00%	+10.4%	Q4 2024
DISWalt Disney Co	$1.05M	0.40%	0.00%	-2.3%	Q4 2024
OMCOmnicom Group Inc.	$1.02M	0.39%	0.00%	+3.0%	Q2 2025
SBUXStarbucks Corp	$1.01M	0.39%	0.00%	-0.9%	Q4 2024
APDAir Products & Chemicals, Inc.	$949K	0.36%	0.00%	-1.0%	Q4 2024
SNYSanofi	$925K	0.35%	0.00%	+1.6%	Q4 2024
GLDSPDR Gold Trust	$881K	0.34%	0.00%	-31.5%	Q4 2024
ICEIntercontinental Exchange, Inc.	$818K	0.31%	0.00%	+299.9%	Q4 2024
ETNEaton Corp plc	$810K	0.31%	0.00%	-2.7%	Q4 2024
CRMSalesforce, Inc.	$781K	0.30%	0.00%	-2.0%	Q4 2024
AONAon plc	$781K	0.30%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$735K	0.28%	Not reported	+4.4%	Q4 2024
WMTWalmart Inc.	$711K	0.27%	0.00%	-1.0%	Q4 2024

Q4 2025Reported Jan 21, 202690 positions
NVDANvidia Corp	$7.85M	2.92%	0.00%	-3.6%	Q4 2024
MSFTMicrosoft Corp	$6.93M	2.58%	0.00%	-4.9%	Q4 2024
AMZNAmazon Com Inc	$5.81M	2.16%	0.00%	-0.8%	Q4 2024
METAMeta Platforms, Inc.	$5.1M	1.90%	Not reported	+1.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.06M	1.88%	Not reported	-0.4%	Q4 2024
SPYXSmartpay Express, Inc.	$4.82M	1.79%	Not reported	-1.2%	Q2 2025
GOOGLAlphabet Inc.	$4.05M	1.51%	0.00%	-4.0%	Q4 2024
GOOGAlphabet Inc.	$3.62M	1.35%	Not reported	-2.7%	Q4 2024
JPMJPMorgan Chase & Co	$3.47M	1.29%	0.00%	-2.9%	Q4 2024
SCHWSchwab Charles Corp	$3.45M	1.28%	0.00%	-0.3%	Q4 2024
AAPLApple Inc.	$3.26M	1.21%	0.00%	-4.2%	Q4 2024
BKNGBooking Holdings Inc.	$3.11M	1.16%	0.00%	-1.0%	Q4 2024
SCIOScio Diamond Technology Corp	$2.72M	1.01%	0.20%	New	Q4 2025
PMPhilip Morris International Inc.	$2.64M	0.98%	0.00%	+1.7%	Q4 2024
VVisa Inc.	$2.5M	0.93%	0.00%	-1.9%	Q4 2024
AVGOBroadcom Inc.	$2.38M	0.89%	0.00%	-3.8%	Q4 2024
WFCWells Fargo & Company	$2.25M	0.84%	0.00%	+0.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.23M	0.83%	0.00%	-5.7%	Q4 2024
TSLATesla, Inc.	$2.17M	0.81%	0.00%	+9.2%	Q4 2024
AMATApplied Materials Inc	$2.15M	0.80%	0.00%	-1.3%	Q2 2025
IQVIqvia Holdings Inc.	$1.89M	0.70%	0.01%	+1.7%	Q4 2024
XOMExxonMobil Holdings Corp	$1.75M	0.65%	0.00%	-0.7%	Q4 2024
ADIAnalog Devices Inc	$1.72M	0.64%	0.00%	-1.5%	Q4 2024
ELVElevance Health, Inc.	$1.6M	0.59%	0.00%	-0.4%	Q4 2024
RODMDirect Markets Holdings Corp.	$1.58M	0.59%	Not reported	-26.1%	Q4 2024
MDTMedtronic plc	$1.49M	0.55%	0.00%	-1.3%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.49M	0.55%	Not reported	-29.0%	Q4 2024
NVSNovartis AG	$1.48M	0.55%	0.00%	-0.4%	Q4 2024
GDGeneral Dynamics Corp	$1.41M	0.52%	0.00%	-0.4%	Q4 2024
CMCSAComcast Corp	$1.41M	0.52%	0.00%	+0.1%	Q4 2024
MAMastercard Inc	$1.41M	0.52%	0.00%	-2.8%	Q4 2024
BNYBank of New York Mellon Corp	$1.4M	0.52%	0.00%	-0.7%	Q4 2024
DISWalt Disney Co	$1.27M	0.47%	0.00%	-1.9%	Q4 2024
COPConocophillips	$1.27M	0.47%	0.00%	+1.3%	Q4 2024
ULUnilever PLC	$1.25M	0.46%	0.00%	+0.5%	Q4 2024
BDXBecton Dickinson & Co	$1.22M	0.45%	0.00%	+0.8%	Q4 2024
GLDSPDR Gold Trust	$1.19M	0.44%	0.00%	+10.3%	Q4 2024
SYKStryker Corp	$1.18M	0.44%	0.00%	-0.7%	Q4 2024
MCKMckesson Corp	$1.15M	0.43%	0.00%	-0.6%	Q4 2024
CRMSalesforce, Inc.	$1.13M	0.42%	0.00%	-1.8%	Q4 2024
OMCOmnicom Group Inc.	$1.06M	0.40%	0.00%	+1.7%	Q2 2025
BACBank of America Corp	$1.03M	0.38%	0.00%	-0.4%	Q4 2024
ORCLOracle Corp	$1M	0.37%	0.00%	+3.7%	Q4 2024
KMXCarmax Inc	$973K	0.36%	0.02%	+0.3%	Q4 2024
SBUXStarbucks Corp	$962K	0.36%	0.00%	-0.3%	Q4 2024
SNYSanofi	$915K	0.34%	0.00%	-0.7%	Q4 2024
QCOMQualcomm Inc	$875K	0.33%	0.00%	-1.2%	Q4 2024
APDAir Products & Chemicals, Inc.	$815K	0.30%	0.00%	-5.8%	Q4 2024
CHKPCheck Point Software Technologies Ltd	$782K	0.29%	0.00%	+20.7%	Q4 2024
ADSKAutodesk, Inc.	$767K	0.29%	0.00%	-1.7%	Q4 2024

Q3 2025Reported Nov 13, 202593 positions
NVDANvidia Corp	$8.15M	3.23%	0.00%	-3.0%	Q4 2024
MSFTMicrosoft Corp	$7.81M	3.09%	0.00%	+2.2%	Q4 2024
METAMeta Platforms, Inc.	$5.59M	2.21%	Not reported	+3.9%	Q4 2024
AMZNAmazon Com Inc	$5.57M	2.21%	0.00%	+10.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.08M	2.01%	Not reported	+3.5%	Q4 2024
SPYXSmartpay Express, Inc.	$4.76M	1.89%	Not reported	+1.9%	Q2 2025
JPMJPMorgan Chase & Co	$3.5M	1.39%	0.00%	-0.3%	Q4 2024
SCHWSchwab Charles Corp	$3.31M	1.31%	0.00%	+10.3%	Q4 2024
GOOGLAlphabet Inc.	$3.27M	1.30%	0.00%	-0.3%	Q4 2024
AAPLApple Inc.	$3.19M	1.27%	0.00%	-1.6%	Q4 2024
BKNGBooking Holdings Inc.	$3.17M	1.26%	0.00%	+6.5%	Q4 2024
GOOGAlphabet Inc.	$2.89M	1.14%	Not reported	+2.8%	Q4 2024
PMPhilip Morris International Inc.	$2.62M	1.04%	0.00%	+10.9%	Q4 2024
VVisa Inc.	$2.48M	0.98%	0.00%	+6.0%	Q4 2024
AVGOBroadcom Inc.	$2.36M	0.93%	0.00%	+0.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.17M	0.86%	0.00%	-7.3%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$2.11M	0.83%	Not reported	-1.9%	Q4 2024
RODMDirect Markets Holdings Corp.	$2.05M	0.81%	Not reported	-2.5%	Q4 2024
WFCWells Fargo & Company	$2.02M	0.80%	0.00%	+6.2%	Q4 2024
TSLATesla, Inc.	$1.96M	0.78%	0.00%	+14.5%	Q4 2024
AMATApplied Materials Inc	$1.74M	0.69%	0.00%	+12.8%	Q2 2025
XOMExxonMobil Holdings Corp	$1.65M	0.65%	0.00%	+3.8%	Q4 2024
ADIAnalog Devices Inc	$1.58M	0.63%	0.00%	+4.5%	Q4 2024
IQVIqvia Holdings Inc.	$1.57M	0.62%	0.00%	+8.0%	Q4 2024
MDTMedtronic plc	$1.5M	0.59%	0.00%	+4.4%	Q4 2024
CMCSAComcast Corp	$1.48M	0.59%	0.00%	+27.3%	Q4 2024
ELVElevance Health, Inc.	$1.48M	0.59%	0.00%	+11.8%	Q4 2024
MAMastercard Inc	$1.44M	0.57%	0.00%	+7.6%	Q4 2024
GDGeneral Dynamics Corp	$1.43M	0.57%	0.00%	+10.9%	Q4 2024
ORCLOracle Corp	$1.4M	0.55%	0.00%	-53.1%	Q4 2024
NVSNovartis AG	$1.38M	0.55%	0.00%	+6.2%	Q4 2024
BNYBank of New York Mellon Corp	$1.33M	0.53%	0.00%	+6.2%	Q4 2024
DISWalt Disney Co	$1.31M	0.52%	0.00%	+6.3%	Q4 2024
ULUnilever PLC	$1.27M	0.50%	0.00%	+9.6%	Q4 2024
COPConocophillips	$1.27M	0.50%	0.00%	+13.2%	Q4 2024
SYKStryker Corp	$1.25M	0.50%	0.00%	+1.0%	Q4 2024
BDXBecton Dickinson & Co	$1.17M	0.46%	0.00%	+23.1%	Q4 2024
KMXCarmax Inc	$1.13M	0.45%	0.02%	+7.3%	Q4 2024
MCKMckesson Corp	$1.09M	0.43%	0.00%	+8.3%	Q4 2024
OMCOmnicom Group Inc.	$1.06M	0.42%	0.01%	+109.0%	Q2 2025
CRMSalesforce, Inc.	$1.03M	0.41%	0.00%	-2.2%	Q4 2024
SBUXStarbucks Corp	$970K	0.38%	0.00%	+4.7%	Q4 2024
BACBank of America Corp	$966K	0.38%	0.00%	-0.5%	Q4 2024
GLDSPDR Gold Trust	$964K	0.38%	0.00%	+23.2%	Q4 2024
APDAir Products & Chemicals, Inc.	$956K	0.38%	0.00%	+0.7%	Q4 2024
ETNEaton Corp plc	$941K	0.37%	0.00%	+1.4%	Q4 2024
SNYSanofi	$898K	0.36%	0.00%	+6.7%	Q4 2024
QCOMQualcomm Inc	$862K	0.34%	0.00%	+5.8%	Q4 2024
ADSKAutodesk, Inc.	$838K	0.33%	0.00%	+5.9%	Q4 2024
UNHUnitedhealth Group Inc	$731K	0.29%	0.00%	+5.7%	Q4 2024

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