CRUX WEALTH ADVISORS - Portfolio overview

CRUX WEALTH ADVISORS has 199 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BKAG - BNY MELLON ETF TRUST, 5.05%
2. SPYG - SPDR SERIES TRUST, 3.94%
3. BKDV - BNY MELLON ETF TRUST II, 3.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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