CRUX WEALTH ADVISORS

13F filer, CIK 2054270, LONG BEACH, CA

CRUX WEALTH ADVISORS reported $192,112,435 across 168 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 23.64% of the portfolio.

Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0002054270-25-000002

Period: 2025-03-31
Reported value: $192M
Holdings: 168
Top 10 weight: 23.64%
New: 24
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BKAGnew	+128,908	$5.43M
SPYGnew	+41,704	$3.35M
BKLCnew	+28,350	$3.01M
BKDVnew	+115,494	$2.92M
BKCInew	+27,077	$1.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
FIXDreduced	-37,129	-$1.63M
FNXreduced	-7,799	-$850K
KNGreduced	-15,670	-$792K
AVGOreduced	-3,798	-$636K
NVDAreduced	-5,497	-$596K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0002054270-25-000002, largest first. % of portfolio is the value over $192,112,435, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DGRWWISDOMTREE TR	79,399	$6.34M	3.3%	-8	Timeline
MSFTMICROSOFT CORP	15,144	$5.68M	2.96%	+523	Timeline
BKAGBNY MELLON ETF TRUST	128,908	$5.43M	2.83%	new	Timeline
NVDANVIDIA CORPORATION	45,539	$4.94M	2.57%	-5,497	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	7,952	$4.24M	2.2%	+1,995	Timeline
AMZNAMAZON COM INC	21,549	$4.1M	2.13%	-550	Timeline
VOOVANGUARD INDEX FDS	7,446	$3.83M	1.99%	+316	Timeline
AAPLAPPLE INC	16,598	$3.69M	1.92%	-1,119	Timeline
METAMETA PLATFORMS INC	6,331	$3.65M	1.9%	+480	Timeline
SUSAISHARES TR	30,647	$3.52M	1.83%	-639	Timeline
SPYGSPDR SERIES TRUST	41,704	$3.35M	1.74%	new	Timeline
VTIVANGUARD INDEX FDS	12,076	$3.32M	1.73%	-653	Timeline
JPMJPMORGAN CHASE & CO	13,200	$3.24M	1.69%	-1,457	Timeline
BKLCBNY MELLON ETF TRUST	28,350	$3.01M	1.57%	new	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	65,585	$2.92M	1.52%	-665	Timeline
BKDVBNY MELLON ETF TRUST II	115,494	$2.92M	1.52%	new	Timeline
FLQLFRANKLIN TEMPLETON ETF TR	51,483	$2.91M	1.51%	+1,803	Timeline
HMOPHARTFORD FDS EXCHANGE TRADED	75,299	$2.9M	1.51%	-4,759	Timeline
AGGISHARES TR	27,921	$2.76M	1.44%	-3,556	Timeline
RODMLATTICE STRATEGIES TR	87,825	$2.72M	1.42%	-8,789	Timeline
EZMWISDOMTREE TR	41,570	$2.48M	1.29%	-517	Timeline
SCHGSCHWAB STRATEGIC TR	92,413	$2.31M	1.2%	-1,158	Timeline
VOVANGUARD INDEX FDS	8,860	$2.29M	1.19%	-229	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	51,297	$2.25M	1.17%	-37,129	Timeline
VVISA INC	6,288	$2.2M	1.15%	-35	Timeline
MOATVANECK ETF TRUST	24,458	$2.15M	1.12%	-1,666	Timeline
AVGOBROADCOM INC	12,554	$2.1M	1.09%	-3,798	Timeline
FNXFIRST TR EXCHANGE-TRADED ALP	19,255	$2.1M	1.09%	-7,799	Timeline
IGIBISHARES TR	39,921	$2.1M	1.09%	+5,115	Timeline
BKNGBOOKING HOLDINGS INC	427	$1.97M	1.03%	+87	Timeline
GOOGLALPHABET INC	12,430	$1.92M	1%	-520	Timeline
SCHWCHARLES SCHWAB CORP (THE)	23,615	$1.85M	0.96%	+6,727	Timeline
VXFVANGUARD INDEX FDS	10,452	$1.8M	0.94%	-726	Timeline
PMPHILIP MORRIS INTL INC	10,599	$1.68M	0.88%	+4,283	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	30,168	$1.52M	0.79%	-15,670	Timeline
VUGVANGUARD INDEX FDS	3,980	$1.48M	0.77%	-42	Timeline
MSIMOTOROLA SOLUTIONS INC	3,302	$1.45M	0.75%	-1,131	Timeline
ETNEATON CORP PLC	5,138	$1.4M	0.73%	-1,684	Timeline
XOMEXXON MOBIL CORP	11,507	$1.37M	0.71%	+2,309	Timeline
EAGGISHARES TR	27,972	$1.33M	0.69%	+4,128	Timeline
GOOGALPHABET INC	8,412	$1.31M	0.68%	+2,702	Timeline
EMCGLOBAL X FDS	50,164	$1.31M	0.68%	-14,464	Timeline
BKCIBNY MELLON ETF TRUST	27,077	$1.29M	0.67%	new	Timeline
MDTMEDTRONIC PLC	14,267	$1.28M	0.67%	+1,431	Timeline
CMCSACOMCAST CORP NEW	34,508	$1.27M	0.66%	+3,958	Timeline
VIGVANGUARD SPECIALIZED FUNDS	6,539	$1.27M	0.66%	+31	Timeline
IVVISHARES TR	2,238	$1.26M	0.65%	-37	Timeline
SYKSTRYKER CORPORATION	3,342	$1.24M	0.65%	+7	Timeline
VIGIVANGUARD WHITEHALL FDS	14,993	$1.24M	0.65%	-1,041	Timeline
HDHOME DEPOT INC	3,335	$1.22M	0.64%	-1,247	Timeline
KMXCARMAX INC	15,586	$1.21M	0.63%	+5,237	Timeline
ORCLORACLE CORP	8,499	$1.19M	0.62%	+2,256	Timeline
APDAIR PRODUCTS AND CHEMICALS I	4,016	$1.18M	0.62%	-448	Timeline
ELVELEVANCE HEALTH INC FORMERLY	2,714	$1.18M	0.61%	+821	Timeline
ADIANALOG DEVICES INC	5,806	$1.17M	0.61%	+763	Timeline
WFCWELLS FARGO & CO	15,954	$1.15M	0.6%	+6,069	Timeline
IVWISHARES TR	12,312	$1.14M	0.59%	-700	Timeline
CBCHUBB LIMITED	3,729	$1.13M	0.59%	-1,260	Timeline
WMTWALMART INC	12,677	$1.11M	0.58%	-4,612	Timeline
IQVIQVIA HLDGS INC	6,269	$1.11M	0.58%	-354	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	6,519	$1.08M	0.56%	+874	Timeline
XJHISHARES TR	27,410	$1.07M	0.56%	-518	Timeline
CRMSALESFORCE INC	3,988	$1.07M	0.56%	-133	Timeline
MAMASTERCARD INCORPORATED	1,933	$1.06M	0.55%	+284	Timeline
TOTLSSGA ACTIVE ETF TR	25,606	$1.03M	0.54%	-133	Timeline
FLJPFRANKLIN TEMPLETON ETF TR	32,935	$968K	0.5%	-3,547	Timeline
MPCMARATHON PETE CORP	6,628	$966K	0.5%	-2,092	Timeline
UNHUNITEDHEALTH GROUP INC	1,810	$948K	0.49%	-133	Timeline
DDWMWISDOMTREE TR	25,545	$940K	0.49%	+2,274	Timeline
FISVFISERV INC	4,178	$923K	0.48%	-886	Timeline
MRKMERCK & CO INC	10,152	$911K	0.47%	-3,114	Timeline
BKHYBNY MELLON ETF TRUST	19,027	$906K	0.47%	new	Timeline
CMECME GROUP INC	3,323	$882K	0.46%	-1,030	Timeline
VEAVANGUARD TAX-MANAGED FDS	16,797	$854K	0.44%	-3,560	Timeline
TSLATESLA INC	3,274	$848K	0.44%	+957	Timeline
SBUXSTARBUCKS CORP	8,326	$817K	0.43%	+1,021	Timeline
COPCONOCOPHILLIPS	7,407	$778K	0.4%	+3,525	Timeline
UNILEVER PLCUNILEVER PLC	13,024	$776K	0.4%	+6,419
NVSNOVARTIS AG	6,928	$772K	0.4%	+2,796	Timeline
DISDISNEY WALT CO	7,761	$766K	0.4%	+1,792	Timeline
SCHXSCHWAB STRATEGIC TR	33,361	$737K	0.38%	+100	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	3,216	$733K	0.38%	+311	Timeline
TTTRANE TECHNOLOGIES PLC	2,137	$720K	0.37%	-1,078	Timeline
EESWISDOMTREE TR	14,490	$708K	0.37%	-267	Timeline
JNJJOHNSON & JOHNSON	4,242	$704K	0.37%	-1,390	Timeline
EBAYEBAY INC.	10,336	$700K	0.36%	+4,391	Timeline
DRIDARDEN RESTAURANTS INC	3,200	$665K	0.35%	-1,139	Timeline
BNYBANK OF NY MELLON CORP	7,838	$657K	0.34%	+3,238	Timeline
VOEVANGUARD INDEX FDS	4,092	$657K	0.34%	+27	Timeline
VZVERIZON COMMUNICATIONS INC	13,767	$624K	0.33%	-4,101	Timeline
SNYSANOFI SA	11,130	$617K	0.32%	+4,734	Timeline
GDGENERAL DYNAMICS CORP	2,256	$615K	0.32%	+980	Timeline
MCKMCKESSON CORP	912	$614K	0.32%	+402	Timeline
CORCENCORA INC	2,187	$608K	0.32%	+232	Timeline
BDXBECTON DICKINSON & CO	2,617	$599K	0.31%	+1,391	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	6,546	$587K	0.31%	+13	Timeline
BACBANK OF AMER CORP	13,637	$569K	0.3%	+4,693	Timeline
QCOMQUALCOMM INC	3,692	$567K	0.3%	+733	Timeline
TJXTJX COS INC NEW	4,564	$556K	0.29%	-2,337	Timeline
GLDSPDR GOLD TR	1,926	$555K	0.29%	+167	Timeline
DEODIAGEO PLC	5,280	$553K	0.29%	+973	Timeline
DIVBISHARES TR	10,949	$531K	0.28%	+271	Timeline
VWOVANGUARD INTL EQUITY INDEX F	11,562	$523K	0.27%	+1,481	Timeline
DVNDEVON ENERGY CORP NEW	13,774	$515K	0.27%	-4,073	Timeline
QQQINVESCO QQQ TR	1,088	$510K	0.27%	+37	Timeline
BKIEBNY MELLON ETF TRUST	6,577	$509K	0.26%	new	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	2,892	$499K	0.26%	-1,606	Timeline
ADSKAUTODESK INC	1,894	$496K	0.26%	+399	Timeline
STWDSTARWOOD PPTY TR INC	24,344	$481K	0.25%	+610	Timeline
GSYINVESCO ACTIVELY MANAGED EXC	9,528	$478K	0.25%	new	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	9,430	$477K	0.25%	new	Timeline
FUMBFIRST TR EXCH TRADED FD III	23,748	$477K	0.25%	new	Timeline
JCIJOHNSON CONTROLS INTERNATION	5,937	$476K	0.25%	-2,242	Timeline
SBNDCOLUMBIA ETF TR I	25,547	$475K	0.25%	new	Timeline
FTLSFIRST TR EXCH TRADED FD III	7,374	$472K	0.25%	+1,125	Timeline
MCDMCDONALDS CORP	1,495	$467K	0.24%	-195	Timeline
UNPUNION PAC CORP	1,965	$464K	0.24%	-522	Timeline
ADBEADOBE INC	1,180	$453K	0.24%	+364	Timeline
MUBISHARES TR	4,256	$449K	0.23%	+1,936	Timeline
ANGLVANECK ETF TRUST	14,935	$431K	0.22%	-2,190	Timeline
BKMCBNY MELLON ETF TRUST	4,390	$420K	0.22%	new	Timeline
BKSEBNY MELLON ETF TRUST	4,479	$418K	0.22%	new	Timeline
QBUFINNOVATOR ETFS TRUST	15,329	$405K	0.21%	new	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	7,960	$391K	0.2%	new	Timeline
IJRISHARES TR	3,661	$383K	0.2%	-26	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,219	$372K	0.19%	+3	Timeline
QQEWFIRST TR EXCHANGE-TRADED FD	3,001	$363K	0.19%	-2,089	Timeline
BBYBEST BUY INC	4,709	$347K	0.18%	-1,519	Timeline
FLMIFRANKLIN TEMPLETON ETF TR	13,923	$340K	0.18%	new	Timeline
AMATAPPLIED MATLS INC	2,338	$339K	0.18%	new	Timeline
NXPINXP SEMICONDUCTORS N V	1,753	$333K	0.17%	-920	Timeline
SPGIS&P GLOBAL INC	647	$329K	0.17%	-361	Timeline
DEDEERE & CO	692	$325K	0.17%	+3	Timeline
ALLALLSTATE CORP	1,542	$319K	0.17%	-818	Timeline
ZALTINNOVATOR ETFS TRUST	10,677	$318K	0.17%	new	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	5,533	$316K	0.16%	new	Timeline
VBVANGUARD INDEX FDS	1,402	$311K	0.16%	+40	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	3,659	$301K	0.16%	-1,360	Timeline
HONHONEYWELL INTL INC	1,393	$295K	0.15%	0	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	6,772	$294K	0.15%	new	Timeline
EWEDWARDS LIFESCIENCES CORP	4,057	$294K	0.15%	-2,398	Timeline
RTXRTX CORPORATION	2,218	$294K	0.15%	new	Timeline
BKEMBNY MELLON ETF TRUST	4,826	$293K	0.15%	new	Timeline
VEEVVEEVA SYS INC	1,249	$289K	0.15%	+123	Timeline
PEPPEPSICO INC	1,906	$286K	0.15%	new	Timeline
AMDADVANCED MICRO DEVICES INC	2,774	$285K	0.15%	-1,546	Timeline
NEENEXTERA ENERGY INC	3,954	$280K	0.15%	-1,433	Timeline
MGCVANGUARD WORLD FD	1,377	$277K	0.14%	-89	Timeline
AZOAUTOZONE INC	72	$275K	0.14%	0	Timeline
OMCOMNICOM GROUP INC	3,298	$273K	0.14%	new	Timeline
IEFAISHARES TR	3,573	$270K	0.14%	-3,073	Timeline
XLKSELECT SECTOR SPDR TR	1,295	$267K	0.14%	-48	Timeline
USMVISHARES TR	2,735	$256K	0.13%	-112	Timeline
IUSGISHARES TR	2,010	$255K	0.13%	+3	Timeline
STESTERIS PLC	1,104	$250K	0.13%	-715	Timeline
ECLECOLAB INC	985	$250K	0.13%	+109	Timeline
COSTCOSTCO WHOLESALE CORPORATION	261	$247K	0.13%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,171	$245K	0.13%	-759	Timeline
CVXCHEVRON CORPORATION	1,432	$240K	0.12%	-87	Timeline
CPRTCOPART INC	3,928	$222K	0.12%	0	Timeline
DALDELTA AIR LINES INC	5,074	$221K	0.12%	-16	Timeline
DONWISDOMTREE TR	4,467	$221K	0.12%	+23	Timeline
FIWFIRST TR EXCHANGE-TRADED FD	2,162	$218K	0.11%	+3	Timeline
HALHALLIBURTON CO	8,542	$217K	0.11%	-4,125	Timeline
XLFSELECT SECTOR SPDR TR	4,326	$215K	0.11%	+145	Timeline
VTVVANGUARD INDEX FDS	1,200	$207K	0.11%	+11	Timeline
ARDXARDELYX INC	23,273	$114K	0.06%	-41	Timeline
LYGLLOYDS BANKING GROUP PLC	10,182	$38.9K	0.02%	0	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FANGDIAMONDBACK ENERGY INC	1,939	$318K	shares
AFEMFIRST TR EXCH TRADED FD III	4,637	$293K	shares
DXCMDEXCOM INC	3,151	$245K	shares
NOWSERVICENOW INC	200	$212K	shares
CSCOCISCO SYS INC	3,446	$204K	shares
NOVAQSUNNOVA ENERGY INTERNATIONAL I	10,329	$35.4K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002054270-25-000002	base		2025-05-13	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC