CRUX WEALTH ADVISORS - Portfolio Stock Holdings
CRUX WEALTH ADVISORS disclosed 198 stock positions in a recent SEC 13F filing. $278,665,398 of stock holdings were filed, with the largest holdings including BKAG, SPYG, and BKDV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $547,677,060 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
198Est. Stock Holding Value:
$278,665,398Top Stock Holdings By Sector
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Portfolio Stock Holdings - CRUX WEALTH ADVISORS
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Stock
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% of Portfolio
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