CRUX WEALTH ADVISORS: 13F holdings
CIK 20542702026Q2
| Positions | 192 |
|---|
| Reported value | $288.5m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 192 (+13 vs prior quarter) |
|---|
| Reported value | $288.5m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BKAG BNY MELLON ETF TRUST | 323,784 | $13.6m | 4.7% |
| SPYG SPDR SERIES TRUST | 113,321 | $13.5m | 4.7% |
| BKDV BNY MELLON ETF TRUST II | 338,200 | $11.3m | 3.9% |
| BKLC BNY MELLON ETF TRUST | 69,947 | $10.0m | 3.5% |
| NVDA NVIDIA CORPORATION | 40,232 | $8.1m | 2.8% |
| AMZN AMAZON COM INC | 26,373 | $6.3m | 2.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 67,080 | $5.4m | 1.9% |
| MSFT MICROSOFT CORP | 14,249 | $5.3m | 1.8% |
| SPYX SPDR SERIES TRUST | 85,856 | $5.2m | 1.8% |
| VOO VANGUARD INDEX FDS | 7,408 | $5.1m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054270")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples