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Portfolio (Quarterly) Guide ↗

CRUX WEALTH ADVISORS

· CIK 0002054270
13F Portfolio $269M AUM 176 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 44 Added 84 Reduced 15 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 5,144.0 $1.0M 0.37% +182.0 +3.7% $194.91 -1.5%
22 VEA VANGUARD TAX-MANAGED FDS 15,665.0 $979K 0.36% +185.0 +1.2% $62.47 +12.8%
23 QBUF INNOVATOR ETFS TRUST 31,312.0 $918K 0.34% +7K +30.5% $29.31 +4.5%
24 IVW ISHARES TR 6,942.0 $856K 0.32% +2K +42.1% $123.26 +10.8%
25 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,214.0 $782K 0.29% +723.0 +20.7% $185.56 -28.0%
26 QQQ INVESCO QQQ TR Financial Services 1,219.0 $749K 0.28% +22.0 +1.8% $614.46 +16.8%
27 VOE VANGUARD INDEX FDS 4,156.0 $737K 0.27% +42.0 +1.0% $177.36 +9.6%
28 FIRST TR EXCH TRADED FD III 10,371.0 $736K 0.27% +1K +13.4% $70.99
29 MUB ISHARES TR 6,478.0 $694K 0.26% +412.0 +6.8% $107.10 -0.9%
30 NUHY NUSHARES ETF TR 31,158.0 $673K 0.25% +1K +4.1% $21.60 -1.3%
31 DEO DIAGEO PLC Consumer Defensive 7,671.0 $662K 0.25% +84.0 +1.1% $86.27 -0.2%
32 BKMC BNY MELLON ETF TRUST 5,813.0 $633K 0.24% +46.0 +0.8% $108.94 +8.9%
33 XLK SELECT SECTOR SPDR TR 3,785.0 $545K 0.20% +2K +98.3% $143.99 +25.3%
34 MAS MASCO CORP Industrials 8,026.0 $509K 0.19% +2K +27.2% $63.46 +6.0%
35 ZALT INNOVATOR ETFS TRUST 12,757.0 $415K 0.15% +1K +11.0% $32.57 +3.4%
36 RVNU DBX ETF TR 16,202.0 $398K 0.15% +7K +74.0% $24.54 +0.9%
37 VCEB VANGUARD WORLD FD 6,160.0 $392K 0.15% +317.0 +5.4% $63.63 -1.7%
38 FLMI FRANKLIN TEMPLETON ETF TR 14,400.0 $358K 0.13% +179.0 +1.3% $24.87 -0.3%
39 JEPI J P MORGAN EXCHANGE TRADED F 5,810.0 $333K 0.12% +60.0 +1.0% $57.24 -1.6%
40 GS GOLDMAN SACHS GROUP INC Financial Services 306.0 $269K 0.10% +2.0 +0.7% $878.45 +13.5%
Page 2 of 3  ·  44 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 29.8%
Financial Services 17.8%
Communication Services 15.3%
Consumer Cyclical 14.6%
Healthcare 10.1%
Consumer Defensive 4.2%
Industrials 4.1%
Energy 3.2%
Basic Materials 1.1%