Crux Wealth Advisors
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$260.6M
Holdings
182
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BKAG
BNY MELLON ETF TRUST
Held since at least Q1 2024
5.2%
02
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
4.1%
03
$BKDV
BNY MELLON ETF TRUST II
Held since at least Q1 2024
3.9%
04
$BKLC
BNY MELLON ETF TRUST
Held since at least Q1 2024
3.3%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 34.4% (61.6k → 40.4k shares)
2.7%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +20.0% (26.7k → 32.1k shares)
2.2%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 21.1% (19.3k → 15.3k shares)
2.1%
08
$META
META PLATFORMS INC
Q1 2026: Sold 82.2% (6.2k → 1.1k shares)
1.8%
09
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
1.7%
10
$SPYX
SPDR SERIES TRUST
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.