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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 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 21,262.0 $1.7M 0.59% +15K +263.8% $80.57 +2.1%
22 FTCB FIRST TR EXCHANGE-TRADED FD 81,357.0 $1.7M 0.59% +7K +8.9% $20.86 -1.9%
23 SYK STRYKER CORPORATION Healthcare 5,269.0 $1.7M 0.57% +2K +56.8% $314.86 -3.7%
24 CRCL CIRCLE INTERNET GROUP INC Financial Services 26,326.0 $1.6M 0.57% +21K +428.0% $62.63 +62.9%
25 VIG VANGUARD SPECIALIZED FUNDS 6,799.0 $1.6M 0.56% +57.0 +0.8% $236.62 +2.3%
26 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11,783.0 $1.5M 0.50% +10K +806.4% $123.11 +31.0%
27 BDX BECTON DICKINSON & CO Healthcare 8,558.0 $1.3M 0.45% +2K +35.9% $151.33 +22.1%
28 QBUF INNOVATOR ETFS TRUST 41,572.0 $1.3M 0.44% +10K +32.8% $30.77 -0.0%
29 MDT MEDTRONIC PLC Healthcare 16,252.0 $1.3M 0.44% +724.0 +4.7% $78.23 +20.4%
30 CMCSA COMCAST CORP NEW Communication Services 47,426.0 $1.2M 0.40% +328.0 +0.7% $24.55 +7.9%
31 QQQ INVESCO QQQ TR Financial Services 1,479.0 $1.1M 0.38% +260.0 +21.3% $736.30 -2.4%
32 MUB ISHARES TR 10,016.0 $1.1M 0.37% +4K +54.6% $107.62 -3.3%
33 SCHX SCHWAB STRATEGIC TR 30,716.0 $904K 0.31% +169.0 +0.6% $29.43 +3.2%
34 VOE VANGUARD INDEX FDS 4,198.0 $829K 0.29% +42.0 +1.0% $197.58 +5.5%
35 FDL FIRST TR EXCHANGE-TRADED FD 16,702.0 $813K 0.28% +11K +183.3% $48.66 +8.8%
36 FIRST TR EXCH TRADED FD III 10,825.0 $799K 0.28% +454.0 +4.4% $73.80
37 NUHY NUSHARES ETF TR 33,103.0 $710K 0.25% +2K +6.2% $21.44 -1.5%
38 LEGR FIRST TR EXCHANGE TRADED FD 10,460.0 $672K 0.23% +7K +173.7% $64.25 +5.5%
39 ZALT INNOVATOR ETFS TRUST 17,808.0 $603K 0.21% +5K +39.6% $33.87 +2.1%
40 DBEF DBX ETF TR 10,839.0 $592K 0.20% +6K +134.2% $54.63 +2.5%
Page 2 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%