account_balance
Investment manager · 13F filer · SEC CIK 2054270
Crux Wealth Advisors
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Reported value$313Mas of Sep 30, 2026
Positions200 17 new, 9 sold out
Top 10 weight28.7%BKAG alone is 5%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BKAGBny Mellon ETF Trust
5.1%Added +20%
BKDVBny Mellon ETF Trust II
4.1%Added +7%
BKLCBny Mellon ETF Trust
3.9%Added +21%
SPYGSPDR Series Trust
3.7%Trimmed −10%
MSFTMicrosoft Corp
2.5%
AGEMAbrdn FDS
2.3%New
AMZNAmazon.com Inc
2.2%
RDVYFirst Tr Exchange Traded Fd
1.7%Trimmed −2%
VOOVanguard Index FDS
1.7%
EAGGiShares Tr
1.7%Added +63%
NVDANVIDIA Corp
1.6%Trimmed −28%
SPYXSPDR Series Trust
1.6%Trimmed −7%
BKAGBny Mellon ETF Trust
5.1%Added +20%
BKDVBny Mellon ETF Trust II
4.1%Added +7%
BKLCBny Mellon ETF Trust
3.9%
SPYGSPDR Series Trust
3.7%
MSFTMicrosoft Corp
2.5%
AGEMAbrdn FDS
2.3%
AMZNAmazon.com Inc
2.2%
RDVYFirst Tr Exchange Traded Fd
1.7%
VOO1.7%
EAGG
NVDA1.6%SPYX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BKAG Bny Mellon ETF Trust 5.1% Added +20%
BKDV Bny Mellon ETF Trust II 4.1% Added +7%
BKLC Bny Mellon ETF Trust 3.9% Added +21%
SPYG SPDR Series Trust 3.7% Trimmed −10%
MSFT Microsoft Corp 2.5% HeldAGEM Abrdn FDS 2.3% New
AMZN Amazon.com Inc 2.2% HeldRDVY First Tr Exchange Traded Fd 1.7% Trimmed −2%
VOO Vanguard Index FDS 1.7% Held
EAGG iShares Tr 1.7% Added +63%
NVDA NVIDIA Corp 1.6% Trimmed −28%SPYX SPDR Series Trust 1.6% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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