13F-HR filed by CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-24, with 181 holding rows worth $260,630,097.
- Accession
- 0002054270-26-000003
- Filer
- CIK 2054270
- Filed
- 2026-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 181 entries on the cover page, a total value of $260,630,097 stated on the cover page (in dollars after the unit check, H1), rows summing to $260,630,097 with VALUE read as dollars as filed, 13F file number 028-25038. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BNY MELLON ETF TRUST | 09661T602 | CORE BOND ETF | 322,805 | $13,622,361 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 108,630 | $10,635,974 | dollars as filed | |
| BNY MELLON ETF TRUST II | 05613H100 | DYNAMIC VALUE | 342,566 | $10,160,508 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T107 | US LRG CP CORE | 68,580 | $8,559,468 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 40,652 | $7,089,725 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 27,212 | $5,667,339 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 14,543 | $5,383,504 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 66,497 | $4,540,446 | dollars as filed | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 85,514 | $4,534,801 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 7,504 | $4,483,804 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 9,292 | $4,452,726 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 7,699 | $4,404,646 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 49,501 | $4,348,167 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 81,071 | $3,688,730 | dollars as filed | |
| BNY MELLON CONCENTRTD INTRTNL ETF | 09661T834 | COM | 72,992 | $3,610,830 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 11,364 | $3,259,781 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 35,697 | $3,246,295 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 34,118 | $3,206,435 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,133 | $3,201,344 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 67,086 | $3,189,942 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 33,149 | $3,169,678 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,975 | $3,039,132 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,314 | $3,033,955 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 31,948 | $2,963,470 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D770 | STRUCTURED CR IN | 139,231 | $2,873,728 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 60,711 | $2,760,525 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 8,018 | $2,740,534 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 16,556 | $2,737,409 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 637 | $2,683,929 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T800 | HIGH YIELD ETF | 55,257 | $2,619,716 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 26,326 | $2,511,764 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 14,605 | $2,477,906 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 83,376 | $2,428,749 | dollars as filed | |
| Hartford Municipal Opportnits ETF | 41653L503 | ETF | 61,843 | $2,395,788 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 7,196 | $2,174,802 | dollars as filed | |
| COLUMBIA ETF TR I | 19761L888 | CMN | 114,077 | $2,142,945 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 40,814 | $2,141,081 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 6,284 | $2,123,726 | dollars as filed | |
| PACER FDS TR | 69374H360 | US LRG CP CASH | 62,494 | $2,108,468 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,376 | $1,973,312 | dollars as filed | |
| VTI | 922908769 | COM | 5,867 | $1,882,351 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 45,187 | $1,816,052 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 13,691 | $1,807,271 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M102 | MID CP GR ALPH | 19,004 | $1,719,613 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,528 | $1,683,284 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D788 | CORE INVESTMENT | 79,945 | $1,675,646 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 5,235 | $1,665,430 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 3,788 | $1,654,567 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T404 | INTERNATIONL EQT | 17,074 | $1,595,237 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,448 | $1,564,559 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F813 | ACTV FCTR MDCP | 44,040 | $1,563,641 | dollars as filed | |
| LATTICE STRATEGIES TR | 518416102 | HARTFORD MLT ETF | 39,518 | $1,557,794 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 4,592 | $1,508,888 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 18,704 | $1,489,010 | dollars as filed | |
| WISDOMTREE TR | 97717W570 | US MIDCAP FUND | 21,885 | $1,471,108 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 4,258 | $1,461,346 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 6,768 | $1,455,624 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 9,513 | $1,453,180 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 30,519 | $1,435,306 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T503 | EMRG MKT EQUIT | 17,947 | $1,421,962 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 8,300 | $1,415,482 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 48,985 | $1,406,350 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 4,713 | $1,379,711 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 15,785 | $1,367,793 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 25,392 | $1,351,358 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 11,291 | $1,339,470 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,314 | $1,155,973 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 1,328 | $1,149,577 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,727 | $1,128,301 | dollars as filed | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 19,424 | $1,106,585 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 11,327 | $1,095,278 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 6,949 | $1,092,613 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P801 | US LRG CP MLTFCT | 15,604 | $1,055,456 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 10,945 | $1,054,847 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y160 | NASD 100 10 BUFF | 35,423 | $1,034,706 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 9,728 | $1,032,670 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 13,565 | $1,021,606 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 11,325 | $1,014,579 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 3,267 | $948,922 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 14,688 | $941,221 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 19,194 | $924,760 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,048 | $881,234 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 4,046 | $832,704 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 8,333 | $827,265 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 5,198 | $817,533 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 2,266 | $810,482 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 30,635 | $785,479 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 4,186 | $781,431 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 2,419 | $780,805 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 4,178 | $769,976 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P103 | LNG/SHT EQUITY | 10,660 | $750,038 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,273 | $734,636 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,719 | $710,714 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,762 | $700,535 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 19,298 | $698,209 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 5,408 | $682,891 | dollars as filed | |
| NUSHARES ETF TR | 67092P854 | ESG HI TLD CRP | 31,530 | $667,813 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 2,116 | $664,731 | dollars as filed | |
| AMRIZE LTD SHS | H2927K103 | Stock | 11,862 | $664,509 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 2,713 | $662,435 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 5,104 | $657,244 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,334 | $643,099 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T305 | CMN | 5,470 | $623,093 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 1,409 | $611,440 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 2,552 | $610,949 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 4,231 | $604,327 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T206 | US MDCP CORE EQT | 5,328 | $587,726 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 6,534 | $578,030 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 13,052 | $518,553 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,593 | $514,166 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 10,536 | $513,208 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 8,420 | $508,345 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,251 | $504,828 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y442 | U S EQ 10 BUFFER | 15,548 | $504,688 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,010 | $496,445 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,056 | $487,846 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 1,993 | $464,887 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,899 | $461,548 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,372 | $447,064 | dollars as filed | |
| DBX ETF TR | 233051705 | XTRACK MUN INFRA | 18,145 | $446,993 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 7,000 | $439,600 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,528 | $438,540 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 6,012 | $432,443 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,284 | $422,346 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 955 | $397,885 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,478 | $393,350 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,323 | $390,654 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 6,206 | $389,932 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,568 | $383,361 | dollars as filed | |
| WISDOMTREE TR | 97717X263 | CURRNCY INT EQ | 8,466 | $373,414 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,384 | $368,149 | dollars as filed | |
| Deere & Company | 244199105 | COM | 652 | $367,407 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 7,111 | $361,226 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,212 | $353,285 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,605 | $346,244 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 5,872 | $332,841 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 5,515 | $329,703 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,298 | $328,969 | dollars as filed | |
| MGC | 921910873 | COM | 1,385 | $327,444 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,483 | $325,446 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 6,437 | $317,996 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 2,022 | $313,569 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 2,315 | $303,181 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,723 | $302,706 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P301 | MUNI HI INCM ETF | 6,364 | $302,545 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 961 | $298,760 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,467 | $298,432 | dollars as filed | |
| FIRST TR MID CAP CORE ALPHAD | 33735B108 | COM SHS | 2,317 | $297,091 | dollars as filed | |
| VWO | 922042858 | SHS | 5,443 | $294,214 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C417 | US EQTY PWR BUF | 7,091 | $284,349 | dollars as filed | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 4,753 | $275,904 | dollars as filed | |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | 97717X701 | ETF | 5,020 | $262,531 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 308 | $260,142 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33741X201 | INDXX INOVTV ETF | 4,407 | $254,545 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 1,286 | $252,184 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 2,749 | $248,904 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 4,935 | $248,323 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 2,651 | $245,894 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y475 | INNOVATOR US EQ | 7,194 | $241,646 | dollars as filed | |
| GLOBAL X FDS | 37960A644 | EMERGING MKT GRT | 7,801 | $240,952 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 993 | $240,841 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 4,579 | $240,573 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,208 | $237,044 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 70 | $236,445 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 235 | $233,686 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y228 | US SMALL CAP 10 | 7,961 | $233,178 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P830 | SHRT DUR MNG MUN | 11,637 | $232,280 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 400 | $228,852 | dollars as filed | call |
| Chevron Corporation | 166764100 | COM | 1,103 | $228,192 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 820 | $221,805 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733B100 | WTR ETF | 2,105 | $217,122 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 1,693 | $216,905 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,392 | $216,843 | dollars as filed | |
| ARDELYX INC | 039697107 | COM | 35,812 | $214,514 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 7,083 | $203,416 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 524 | $200,829 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N783 | US SM CAP BUFFER | 7,135 | $200,391 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E732 | WCM INTL EQUITY | 10,259 | $172,043 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,500 | $156,825 | dollars as filed | call |
| ServiceNow,Inc. | 81762P102 | COM | 1,000 | $104,550 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 10,574 | $53,187 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002054270-26-000003 | this filing | 2026-04-24 | acceptance time not in the bulk data set |