Crux Wealth Advisors 13F Filing for Q4 2025

Top Buys

Q4 2025

1. RDVY First Trust Rising Dividend Achievers Etf

+$4.42 M

2. FTCS First Trust Capital Strength Etf

+$2.28 M

3. PTLC Pacer Trendpilot Us Large Cap Etf

+$2.14 M

4. COWG Pacer Us Large Cap Cash Cows Growth Leaders Etf

+$2.06 M

5. CGGR Capital Group Growth Etf

+$1.9 M

Top Sells

Q4 2025

1. VTI Vanguard Total Stock Market Etf

−$1.28 M

2. UL Unilever PLC

−$1.27 M

3. VXF Vanguard Extended Market Etf

−$764,967.77

4. MOAT Vaneck Morningstar Wide Moat Etf

−$758,878.22

5. SUSA Ishares Esg Optimized Msci Usa Etf

−$723,533

6. FIXD First Trust Smith Opportunistic Fixed Income Etf

−$694,229

Stocks/ETFs

+5.64%

$263.73 M 98.13%

Options

$0 0.00%

Debt

$0 0.00%

Other

+89.54%

$5.03 M 1.87%

Crux Wealth Advisors filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 268.76 M reflecting a +6.52% change from the prior quarter, spanning 176 assets. The top 10 holdings comprised 29.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 22 new positions and 14 complete exits.

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FAQs for Crux Wealth Advisors’s Q4 2025 Filing

Crux Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Crux Wealth Advisors reported a managed portfolio value of 268.76 M, consisting of 176 individual positions.

This page displays the raw filing documents. To see which stocks Crux Wealth Advisors bought or sold during Q4 2025, please visit Crux Wealth Advisors's Portfolio Analysis page.

Crux Wealth Advisors - Q4 2025 13F Filings