Crux Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$4.32M |
| 2 |
First Trust Structured Credit Income Opportunities ETF
SCIO
|
+$2.72M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
+$2.27M |
| 4 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
+$2.14M |
| 5 |
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
|
+$2.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.27M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$768K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$748K |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$724K |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$694K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.15% |
| 2 | Financials | 8.29% |
| 3 | Communication Services | 6.24% |
| 4 | Consumer Discretionary | 5.94% |
| 5 | Healthcare | 5.1% |
Similar funds
Crux Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Crux Wealth Advisors held 190 positions worth $269M, up 6.5% from $252M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Crux Wealth Advisors deployed $12.2M of net new capital in Q4 2025, opening 23 new positions and adding to 58 existing holdings. Its largest new stake was First Trust Rising Dividend Achievers ETF: 63,593 shares worth $4.42M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $1.27M trimmed.
- Crux Wealth Advisors's largest Q4 2025 buy was First Trust Rising Dividend Achievers ETF: 63,593 shares worth $4.42M.
- Crux Wealth Advisors added most to First Trust Capital Strength ETF in Q4 2025, an estimated $2.27M increase.
- Crux Wealth Advisors's biggest Q4 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.27M.
- Crux Wealth Advisors fully exited iShares ESG Optimized MSCI USA ETF in Q4 2025, selling an estimated $724K.
- Crux Wealth Advisors's ten largest holdings make up 29% of its $269M portfolio in Q4 2025.
- Crux Wealth Advisors opened 23 new positions and closed 14 in Q4 2025.
- Crux Wealth Advisors's portfolio value rose 6.5% quarter-over-quarter to $269M.
Based on Crux Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.