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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DON WISDOMTREE TR 4,556.0 $235K 0.09% +33.0 +0.7% $51.60 +7.1%
42 VTV VANGUARD INDEX FDS 1,202.0 $229K 0.09% +13.0 +1.1% $190.91 +10.5%
43 CIBR FIRST TR EXCHANGE TRADED FD 2,902.0 $207K 0.08% +218.0 +8.1% $71.44 +18.0%
44 ARDX ARDELYX INC Healthcare 30,973.0 $181K 0.07% +3K +10.9% $5.83 +4.8%
Page 3 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%