CRUX Wealth Advisors ETF holdings
Long Beach, CA
Reported $171.0M in 103 ETFs in its Form 13F for June 30, 2026.
ETF value
$171.0M
ETFs held
103
Change from prior quarter
+14.8%
With price moves
ETFs as a share of its 13F
59.3%
of $288.5M
Top 10 of 103 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BKAG | BNY Mellon Core Bond ETF | $13.6M | 323,784 | +979 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $13.5M | 113,321 | +4,691 shares |
| BKDV | BNY Mellon Dynamic Value ETF | $11.3M | 338,200 | −4,366 shares |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | $10.0M | 69,947 | +1,367 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $5.4M | 67,080 | +583 shares |
| SPYX | State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | $5.2M | 85,856 | +342 shares |
| VOO | Vanguard S&P 500 ETF | $5.1M | 7,408 | −96 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $4.7M | 49,246 | −255 shares |
| NULG | Nuveen ESG Large-Cap Growth ETF | $4.2M | 36,108 | +411 shares |
| NULV | Nuveen ESG Large-Cap Value ETF | $4.0M | 79,972 | −1,099 shares |
93 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002054270. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does CRUX Wealth Advisors own?
CRUX Wealth Advisors reported 103 ETF positions worth $171.0M in its Form 13F for June 30, 2026. The largest was BKAG, at $13.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.