1y return+13.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $119 against $127 in the S&P 500.2
Crux Wealth AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BKAGBny Mellon Etf Trust | $13.6M | 4.7% | |
| SPYGSpdr Series Trust | $13.5M | 4.7% | +4.3% |
| BKDVBny Mellon Etf Trust II | $11.3M | 3.9% | −1.3% |
| BKLCBny Mellon Etf Trust | $10.0M | 3.5% | +2.0% |
| NVDANvidia Corporation | $8.1M | 2.8% | −1.0% |
| AMZNAmazon Com Inc | $6.3M | 2.2% | −3.1% |
| RDVYFirst Tr Exchange Traded Fd | $5.4M | 1.9% | |
| MSFTMicrosoft Corp | $5.3M | 1.8% | −2.0% |
| SPYXSpdr Series Trust | $5.2M | 1.8% | |
| VOOVanguard Index Fds | $5.1M | 1.8% | −1.3% |
| DGRWWisdomtree Tr | $4.7M | 1.6% | |
| BRK/BBerkshire Hathaway Inc Del | $4.6M | 1.6% | −1.2% |
| AMATApplied Matls Inc | $4.3M | 1.5% | −25.2% |
| METAMeta Platforms Inc | $4.3M | 1.5% | −1.8% |
| NULGNushares Etf Tr | $4.2M | 1.5% | +1.2% |
| NULVNushares Etf Tr | $4.0M | 1.4% | −1.4% |
| BKCIBny Mellon Etf Trust | $3.9M | 1.4% | |
| GOOGLAlphabet Inc | $3.6M | 1.3% | −8.3% |
| GOOGAlphabet Inc | $3.5M | 1.2% | −12.4% |
| ESGDIshares Tr | $3.4M | 1.2% | +1.0% |
| AAPLApple Inc | $3.4M | 1.2% | −3.3% |
| EAGGIshares Tr | $3.3M | 1.1% | +2.5% |
| JPMJpmorgan Chase & Co | $3.3M | 1.1% | −3.6% |
| ESGEIshares Inc | $3.2M | 1.1% | −2.6% |
| SCHWSchwab Charles Corp | $3.0M | 1.1% | −3.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | March 31, 2025 | +398.2% | $4.3M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $2.6M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $3.6M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $3.5M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $2.4M |
| PMPhilip Morris Intl Inc | December 31, 2024 | +50.3% | $2.8M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $8.1M |
| SPYGSpdr Series Trust | March 31, 2025 | +48.1% | $13.5M |
| ESGEIshares Inc | June 30, 2025 | +39.6% | $3.2M |
| JPMJpmorgan Chase & Co | December 31, 2024 | +36.6% | $3.3M |
Sold off last quarter
- SBUXStarbucks Corp was $1.0M
- SNYSanofi Sa was $925K
- CVXChevron Corporation was $228K
- FIWFirst Tr Exchange-traded Fd was $217K
- NOWServicenow Inc was $105K
- LYGLloyds Banking Group PLC was $53K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crux Wealth Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054270&type=13F-HR&dateb=&owner=include&count=40CIK 2054270
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054270/000205427026000004/Filed July 21, 2026 · accession 0002054270-26-000004