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Portfolio (Quarterly) Guide ↗

CRUX WEALTH ADVISORS

· CIK 0002054270
13F Portfolio $289M AUM 192 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 57 Added 89 Reduced 11 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKAG BNY MELLON ETF TRUST 323,784.0 $13.6M 4.71% +8K +2.5% $41.95 -2.0%
2 SPYG SPDR SERIES TRUST 113,321.0 $13.5M 4.67% +9K +8.9% $118.99 +2.4%
3 BKLC BNY MELLON ETF TRUST 69,947.0 $10.0M 3.48% +5K +7.0% $47.80 +3.4%
4 AMZN AMAZON COM INC Consumer Cyclical 26,373.0 $6.3M 2.18% +1K +4.8% $238.34 +8.6%
5 RDVY FIRST TR EXCHANGE TRADED FD 67,080.0 $5.4M 1.88% +3K +5.5% $81.06 +1.3%
6 NULG NUSHARES ETF TR 36,108.0 $4.2M 1.47% +523.0 +1.5% $117.06 -3.6%
7 BKCI BNY MELLON ETF TRUST 73,001.0 $3.9M 1.37% +2K +3.5% $53.97 -0.2%
8 EAGG ISHARES TR 68,778.0 $3.3M 1.13% +2K +3.4% $47.41 -2.1%
9 FTCS FIRST TR EXCHANGE-TRADED FD 32,272.0 $3.0M 1.05% +1K +4.5% $93.92 +7.1%
10 BKNG BOOKING HOLDINGS INC Consumer Cyclical 16,756.0 $3.0M 1.03% +16K +2784.0% $178.24 +9.5%
11 SCIO FIRST TR EXCHANGE-TRADED FD 140,303.0 $2.9M 1.00% +9K +7.2% $20.67 -1.0%
12 BKHY BNY MELLON ETF TRUST 57,059.0 $2.7M 0.94% +4K +7.0% $47.61 -1.0%
13 COWG PACER FDS TR 63,113.0 $2.5M 0.88% +5K +7.7% $40.15 -1.4%
14 V VISA INC Financial Services 7,198.0 $2.5M 0.86% +70.0 +1.0% $343.08 +10.4%
15 PTLC PACER FDS TR 41,175.0 $2.4M 0.83% +3K +6.8% $58.26 +3.4%
16 SBND COLUMBIA ETF TR I 123,124.0 $2.3M 0.80% +17K +16.4% $18.79 -0.9%
17 CGGR CAPITAL GROUP GROWTH ETF 45,620.0 $2.2M 0.75% +3K +7.0% $47.20 +0.2%
18 FNY FIRST TR EXCHANGE-TRADED ALP 19,143.0 $2.1M 0.73% +1K +5.6% $110.85 -7.4%
19 VUG VANGUARD INDEX FDS 22,503.0 $1.9M 0.67% +19K +489.4% $86.14 +3.2%
20 AFMC FIRST TR EXCHNG TRADED FD VI 44,384.0 $1.8M 0.63% +3K +6.0% $40.98 +0.2%
Page 1 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 19.8%
Consumer Cyclical 12.5%
Communication Services 11.3%
Healthcare 10.2%
Industrials 5.5%
Energy 4.0%
Consumer Defensive 3.8%
Basic Materials 1.2%