Crux Wealth Advisors holds a diversified book of 192 stocks worth $288.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ca Tax-Ex Bond and trimmed Bny Mellon Dynamic Value. Their largest long position is Bny Mellon Core Bond ETF at 5% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054270/holdings"
Use Arkolith to show CRUX WEALTH ADVISORS's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Crux Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon ETF Trust CORE BOND ETF | $13.6M | 323.8K | 4.7% | ▲+0.3% Added · +979 sh | |
| 2 | SPDR Series Trust ST STR P500GRW | $13.5M | 113.3K | 4.7% | ▲+4.3% Added · +5K sh | |
| 3 | Bny Mellon ETF Trust II DYNAMIC VALUE | $11.3M | 338.2K | 3.9% | ▼−1.3% Reduced · −4K sh | |
| 4 | Bny Mellon ETF Trust US LRG CP CORE | $10.0M | 69.9K | 3.5% | ▲+2.0% Added · +1K sh | |
| 5 | Nvidia Corporation COM | $8.1M | 40.2K | 2.8% | ▼−1.0% Reduced · −420 sh | |
| 6 | Amazon Com Inc COM | $6.3M | 26.4K | 2.2% | ▼−3.1% Reduced · −839 sh | |
| 7 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.4M | 67.1K | 1.9% | ▲+0.9% Added · +583 sh | |
| 8 | Microsoft Corp COM | $5.3M | 14.2K | 1.8% | ▼−2.0% Reduced · −294 sh | |
| 9 | SPDR Series Trust ST STR SP500FF | $5.2M | 85.9K | 1.8% | ▲+0.4% Added · +342 sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $5.1M | 7.4K | 1.8% | ▼−1.3% Reduced · −96 sh | |
| 11 | Wisdomtree TR US QTLY DIV GRT | $4.7M | 49.2K | 1.6% | ▼−0.5% Reduced · −255 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $4.6M | 9.2K | 1.6% | ▼−1.2% Reduced · −113 sh | |
| 13 | Applied Matls Inc COM | $4.3M | 6.0K | 1.5% | ▼−25% Reduced · −2K sh | |
| 14 | Meta Platforms Inc CL A | $4.3M | 7.6K | 1.5% | ▼−1.8% Reduced · −142 sh | |
| 15 | Nushares ETF TR NUVEEN ESG LRGCP | $4.2M | 36.1K | 1.5% | ▲+1.1% Added · +411 sh | |
| 16 | Nushares ETF TR NUVEEN ESG LRGVL | $4.0M | 80.0K | 1.4% | ▼−1.4% Reduced · −1K sh | |
| 17 | Bny Mellon ETF Trust CONCE INTL ETF | $3.9M | 73.0K | 1.4% | ▲~0% Added · +9 sh | |
| 18 | Alphabet Inc CAP STK CL A | $3.6M | 10.2K | 1.3% | ▼−8.3% Reduced · −920 sh | |
| 19 | Alphabet Inc CAP STK CL C | $3.5M | 10.0K | 1.2% | ▼−12% Reduced · −1K sh | |
| 20 | Ishares TR ESG AW MSCI EAFE | $3.4M | 33.5K | 1.2% | ▲+1.0% Added · +341 sh | |
| 21 | Apple Inc COM | $3.4M | 11.6K | 1.2% | ▼−3.3% Reduced · −395 sh | |
| 22 | Ishares TR ESG AWR US AGRGT | $3.3M | 68.8K | 1.1% | ▲+2.5% Added · +2K sh | |
| 23 | JPMorgan Chase & Co COM | $3.3M | 9.9K | 1.1% | ▼−3.6% Reduced · −376 sh | |
| 24 | Ishares Inc ESG AWR MSCI EM | $3.2M | 59.1K | 1.1% | ▼−2.6% Reduced · −2K sh | |
| 25 | Schwab Charles Corp COM | $3.0M | 33.0K | 1.1% | ▼−3.3% Reduced · −1K sh | |
| 26 | First TR Exchange-Traded FD CAP STRENGTH ETF | $3.0M | 32.3K | 1.1% | ▲+1.0% Added · +324 sh | |
| 27 | Booking Holdings Inc COM | $3.0M | 16.8K | 1.0% | ▲26× Added · +16K sh | |
| 28 | First TR Exchange-Traded FD STRUCTURED CR IN | $2.9M | 140.3K | 1.0% | ▲+0.8% Added · +1K sh | |
| 29 | Schwab Strategic TR US LCAP GR ETF | $2.8M | 83.0K | 1.0% | ▼−0.4% Reduced · −353 sh | |
| 30 | Philip Morris Intl Inc COM | $2.8M | 15.5K | 1.0% | ▼−6.5% Reduced · −1K sh | |
| 31 | Bny Mellon ETF Trust HIGH YIELD ETF | $2.7M | 57.1K | 0.9% | ▲+3.3% Added · +2K sh | |
| 32 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.6M | 5.4K | 0.9% | ▼−13% Reduced · −847 sh | |
| 33 | Pacer FDS TR US LRG CP CASH | $2.5M | 63.1K | 0.9% | ▲+1.0% Added · +619 sh | |
| 34 | Visa Inc COM CL A | $2.5M | 7.2K | 0.9% | ▲~0% Added · +2 sh | |
| 35 | Broadcom Inc COM | $2.4M | 6.4K | 0.8% | ▲+0.1% Added · +9 sh | |
| 36 | Pacer FDS TR TRENDP US LAR CP | $2.4M | 41.2K | 0.8% | ▲+0.9% Added · +361 sh | |
| 37 | Hartford FDS Exchange Traded MUN OPORTUNITE | $2.4M | 60.4K | 0.8% | ▼−2.4% Reduced · −1K sh | |
| 38 | Columbia ETF TR I SHORT DURATION | $2.3M | 123.1K | 0.8% | ▲+7.9% Added · +9K sh | |
| 39 | Capital Group Growth ETF SHS CREAT UNIT | $2.2M | 45.6K | 0.7% | ▲+0.9% Added · +433 sh | |
| 40 | First TR Exchange-Traded Alp MID CP GR ALPH | $2.1M | 19.1K | 0.7% | ▲+0.7% Added · +139 sh | |
| 41 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 5.6K | 0.7% | ▼−4.3% Reduced · −252 sh | |
| 42 | Analog Devices Inc COM | $2.0M | 5.0K | 0.7% | ▼−4.0% Reduced · −207 sh | |
| 43 | Exxon Mobil Corp COM | $2.0M | 14.4K | 0.7% | ▼−1.6% Reduced · −236 sh | |
| 44 | Tesla Inc COM | $1.9M | 4.6K | 0.7% | ▲+2.2% Added · +99 sh | |
| 45 | Vanguard Index FDS GROWTH ETF | $1.9M | 22.5K | 0.7% | ▲+494% Added · +19K sh | |
| 46 | First TR Exchng Traded FD VI ACTV FCTR MDCP | $1.8M | 44.4K | 0.6% | ▲+0.8% Added · +344 sh | |
| 47 | Bny Mellon ETF Trust INTERNATIONL EQT | $1.7M | 17.4K | 0.6% | ▲+1.8% Added · +302 sh | |
| 48 | Elevance Health Inc Formerly COM | $1.7M | 4.5K | 0.6% | ▼−4.6% Reduced · −215 sh | |
| 49 | Vanguard Index FDS MID CAP ETF | $1.7M | 21.3K | 0.6% | ▲+290% Added · +16K sh | |
| 50 | First TR Exchange-Traded FD CORE INVESTMENT | $1.7M | 81.4K | 0.6% | ▲+1.8% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 192 | $288.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 181 | $260.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 176 | $268.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 167 | $252.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 166 | $234.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 168 | $192.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 150 | $179.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.