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Janet Messer

Crux Wealth Advisors

Assets Managed
$288.538M
Holdings
192
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.71%(2Q avg: 3.85%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Crux Wealth Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 192 positions.

Assets under management

The assets under management (AUM) of Crux Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 288.538M in assets, with a quarterly growth rate of 10.71% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by Janet Messer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 0.31%
4.71%
$13.583M
323,784 shares@ $41.96 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 4.32%
4.68%
$13.484M
113,321 shares@ $119.0 avg price
BKDV
Bny Mellon Dynamic Value
Recent Activity
Decreased -1.27%
3.93%
$11.326M
338,200 shares@ $33.49 avg price
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
Increased 2%
3.48%
$10.03M
69,947 shares@ $143.39 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.03%
2.79%
$8.05M
40,232 shares@ $200.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.08%
2.18%
$6.286M
26,373 shares@ $238.34 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 0.88%
1.89%
$5.437M
67,080 shares@ $81.06 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.02%
1.85%
$5.315M
14,249 shares@ $373.01 avg price
SPYX
Spdr S&p 500 Fossil Fuel Res
Recent Activity
Increased 0.4%
1.82%
$5.246M
85,856 shares@ $61.11 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.27%
1.77%
$5.088M
7,408 shares@ $686.78 avg price

1-10 of 192