13F Filings History of CRUX WEALTH ADVISORS

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$268,762,072
Signature - Title
Janet Messer - Compliance Consultant
Location
Long Beach, CA
Summary
This page shows a list of all the recent 13F filings made by CRUX WEALTH ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CRUX WEALTH ADVISORS reported 176 stock holdings with total value $268,762,072 as of Q4 2025. Top holdings included BKAG, SPYG, BKDV, BKLC, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 176 $268,762,072 +$32,178,973 -$19,673,166 +$12,505,807 BKAG, SPYG, BKDV, BKLC, NVDA 13F-HR 21 Jan 2026, 14:51
Q3 2025 167 $252,300,010 +$11,936,719 -$7,496,756 +$4,439,963 BKAG, SPYG, BKDV, NVDA, BKLC 13F-HR 13 Nov 2025, 13:31
Q2 2025 166 $234,833,556 +$63,654,894 -$37,869,297 +$25,785,597 BKAG, BKDV, SPYG, MSFT, BKLC 13F-HR 29 Jul 2025, 15:34
Q1 2025 168 $192,112,435 +$35,215,354 -$16,841,589 +$18,373,765 DGRW, MSFT, BKAG, NVDA, BRKB 13F-HR 13 May 2025, 14:31
Q4 2024 150 $179,668,034 $0 $0 $0 NVDA, DGRW, MSFT, AMZN, AAPL 13F-HR 13 Feb 2025, 11:55