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Janet Messer

Crux Wealth Advisors

Assets Managed
$260.63M
Holdings
179
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-3.02%(2Q avg: 1.75%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crux Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 260.63M in assets, with a quarterly growth rate of -3.02% and a 2-quarter average growth rate of 1.75%. The portfolio is managed by Janet Messer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 2.22%
5.23%
$13.622M
322,805 shares@ $42.2 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 4.4%
4.09%
$10.636M
108,630 shares@ $97.92 avg price
BKDV
Bny Mellon Dynamic Value
Recent Activity
Increased 1.8%
3.9%
$10.161M
342,566 shares@ $29.67 avg price
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
Increased 4.91%
3.29%
$8.559M
68,580 shares@ $124.81 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.47%
2.73%
$7.09M
40,652 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.13%
2.18%
$5.667M
27,212 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.45%
2.07%
$5.384M
14,543 shares@ $370.18 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 4.91%
1.78%
$4.633M
8,099 shares@ $572.11 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 4.57%
1.75%
$4.54M
66,497 shares@ $68.29 avg price
SPYX
Spdr S&p 500 Fossil Fuel Res
Recent Activity
Decreased -0.21%
1.74%
$4.535M
85,514 shares@ $53.03 avg price

1-10 of 179