Long-term investor
Crux Wealth Advisors @cruxwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054270).
Record
- Tracked since 2025-12-31 (257 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.4%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BKAG · 4.7% · long · since 2025-12-31
- SPYG · 4.7% · long · since 2025-12-31
- BKDV · 3.9% · long · since 2025-12-31
- BKLC · 3.5% · long · since 2025-12-31
- NVDA · 2.8% · long · since 2025-12-31
- AMZN · 2.2% · long · since 2025-12-31
- RDVY · 1.9% · long · since 2025-12-31
- MSFT · 1.8% · long · since 2025-12-31
- SPYX · 1.8% · long · since 2025-12-31
- VOO · 1.8% · long · since 2025-12-31
- DGRW · 1.6% · long · since 2025-12-31
- BRK-B · 1.6% · long · since 2025-12-31