CRUX WEALTH ADVISORS
•CIK: 2054270•Filing: Q4 2025
**CRUX WEALTH ADVISORS** manages $269M across a diversified portfolio of 176 positions. The firm maintains significant exposure to technology and growth sectors, highlighted by top holdings including BKAG ($13.4M) and SPYG ($11.1M). Further concentration is evident in core tech names such as NVDA ($7.9M), MSFT ($6.9M), and AMZN ($5.8M). This positioning suggests a conviction in secular growth trends within large-cap technology equities.
Total AUM
$268.8M
QoQ Performance
+6.5%
Positions
116
Top 10 Concentration
29.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BKAG5.0%
SPYG4.1%
BKDV3.6%
BKLC3.2%
NVDA2.9%
MSFT2.6%
AMZN2.2%
META1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.7%
Technology13.8%
Financial7.5%
Consumer5.4%
ETF2.2%
Energy1.3%
Communication1.0%
Healthcare0.9%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW24 new positions
↑58 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024