Crux Wealth Advisors
Crux Wealth Advisors reported 192 holdings worth US$289M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Crux Wealth Advisors reported 192 holdings worth US$289M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 192
- Value as reported
- US$289M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 40,232 | US$8.05M | 2.8% |
| Alphabet Inc (google) Class C | 20,052 | US$7.17M | 2.5% |
| Amazon.com, Inc. | 26,373 | US$6.29M | 2.2% |
| Microsoft Corp. | 14,249 | US$5.31M | 1.8% |
| Berkshire Hathaway Inc. | 9,179 | US$4.59M | 1.6% |
| Applied Materials, Inc. | 6,001 | US$4.34M | 1.5% |
| Meta Platforms, Inc. | 7,557 | US$4.26M | 1.5% |
| Apple Inc | 11,580 | US$3.35M | 1.2% |
| Jp Morgan Chase & Co. | 9,938 | US$3.25M | 1.1% |
| Charles Schwab Corporation (the) | 32,981 | US$3.04M | 1.1% |
| Booking Holdings Inc. Common Stock | 16,756 | US$2.99M | 1.0% |
| Philip Morris International Inc | 15,470 | US$2.8M | 0.97% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,437 | US$2.6M | 0.90% |
| Visa Inc. | 7,198 | US$2.47M | 0.86% |
| Broadcom Inc. | 6,385 | US$2.41M | 0.84% |
| Analog Devices, Inc. | 5,028 | US$2M | 0.69% |
| Exxon Mobil Corporation | 14,369 | US$1.96M | 0.68% |
| Tesla, Inc. | 4,627 | US$1.95M | 0.67% |
| Elevance Health, Inc. | 4,498 | US$1.74M | 0.60% |
| Stryker Corporation | 5,269 | US$1.66M | 0.57% |
| Circle Internet Group, Inc. | 26,326 | US$1.65M | 0.57% |
| Iqvia Holdings, Inc. | 7,961 | US$1.54M | 0.53% |
| Wells Fargo & Company | 17,971 | US$1.49M | 0.51% |
| General Dynamics Corporation | 4,164 | US$1.48M | 0.51% |
| Intercontinental Exchange Inc. | 11,783 | US$1.45M | 0.50% |
| Novartis Ag | 8,973 | US$1.41M | 0.49% |
| Conocophillips | 13,440 | US$1.4M | 0.48% |
| The Bank Of New York Mellon Corporation | 9,530 | US$1.38M | 0.48% |
| Becton, Dickinson And Company | 8,558 | US$1.3M | 0.45% |
| Comcast Corporation | 47,426 | US$1.16M | 0.40% |
| Unilever Plc | 18,823 | US$1.13M | 0.39% |
| Mastercard Incorporated | 2,203 | US$1.13M | 0.39% |
| Walt Disney Company (the) | 10,805 | US$1.04M | 0.36% |
| Omnicom Group Inc. | 13,175 | US$960K | 0.33% |
| Mckesson Corporation | 1,259 | US$952K | 0.33% |
| Air Products And Chemicals, Inc. | 3,108 | US$911K | 0.32% |
| Advanced Micro Devices Inc | 1,439 | US$836K | 0.29% |
| S&p Global Inc. | 1,978 | US$806K | 0.28% |
| Netflix, Inc. | 11,285 | US$806K | 0.28% |
| Airbnb, Inc. | 5,145 | US$736K | 0.26% |
| Marathon Petroleum Corporation | 2,718 | US$695K | 0.24% |
| Oracle Corporation | 4,741 | US$695K | 0.24% |
| Arthur J. Gallagher & Co. | 2,891 | US$664K | 0.23% |
| Masco Corporation | 8,030 | US$653K | 0.23% |
| Walmart Inc. | 5,714 | US$647K | 0.22% |
| Salesforce, Inc. | 4,090 | US$641K | 0.22% |
| Rtx Corporation | 3,251 | US$617K | 0.21% |
| Cencora, Inc. | 2,037 | US$576K | 0.20% |
| Motorola Solutions, Inc. | 1,353 | US$562K | 0.19% |
| Merck & Company, Inc. | 3,927 | US$505K | 0.17% |
| Ferguson Enterprises Inc. | 2,074 | US$492K | 0.17% |
| Autodesk, Inc. | 2,448 | US$476K | 0.16% |
| Thermo Fisher Scientific Inc | 893 | US$448K | 0.16% |
| Dexcom, Inc. | 6,596 | US$444K | 0.15% |
| Home Depot, Inc. (the) | 1,257 | US$443K | 0.15% |
| Pepsico, Inc. | 3,136 | US$425K | 0.15% |
| Deere & Company | 654 | US$415K | 0.14% |
| Uber Technologies, Inc. | 5,562 | US$401K | 0.14% |
| Johnson & Johnson | 1,505 | US$382K | 0.13% |
| Ecolab Inc. | 1,343 | US$374K | 0.13% |
| Adobe Inc. | 1,808 | US$371K | 0.13% |
| Qualcomm Incorporated | 1,878 | US$347K | 0.12% |
| Unitedhealth Group Incorporated | 813 | US$338K | 0.12% |
| Tjx Companies, Inc. (the) | 2,219 | US$336K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 309 | US$312K | 0.11% |
| Veeva Systems Inc. | 1,655 | US$294K | 0.10% |
| Cme Group Inc. | 1,329 | US$293K | 0.10% |
| Union Pacific Corporation | 998 | US$271K | 0.09% |
| Verizon Communications Inc. | 6,381 | US$270K | 0.09% |
| Cisco Systems, Inc. | 2,290 | US$269K | 0.09% |
| Mcdonald's Corporation | 968 | US$262K | 0.09% |
| Rockwell Automation, Inc. | 517 | US$256K | 0.09% |
| Darden Restaurants, Inc. | 1,239 | US$255K | 0.09% |
| Autozone, Inc. | 70 | US$224K | 0.08% |
| Costco Wholesale Corporation | 235 | US$220K | 0.08% |
| Bank Of America Corporation | 3,850 | US$219K | 0.08% |
| Devon Energy Corporation | 5,073 | US$210K | 0.07% |
| Ardelyx, Inc. | 39,348 | US$201K | 0.07% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Lloyds Banking Group Plc | 0 | US$0 | 0.00% |
| Sanofi Sa | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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