Crux Wealth Advisors has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 203 total holdings, managed by the firm based in Long Beach, California.
The portfolio is heavily weighted toward large exchange-traded funds (ETFs), with the BNY Mellon ETF Trust Core Bond ETF holding the largest position. The firm holds 388,610 shares of this bond fund. Other significant ETF positions include the BNY Mellon ETF Trust US Large Cap Core (253,932 shares) and the First Trust Exchange-Traded Fund Core Investment (120,672 shares). The firm also holds a substantial position in the Vanguard S&P 500 ETF Shares, with 7,489 shares.
Among individual stocks, the firm holds a significant position in Microsoft Corporation, with 14,124 shares. Other notable individual stock holdings include Meta Platforms Inc. (7,583 shares), Amazon.com Inc. (26,049 shares), and Taiwan Semiconductor Manufacturing Company (4,837 shares). The filing also lists a call option position in Lucid Diagnostics Inc. with 14,250 shares and a call option position in Micron Technology Inc. with 300 shares.
