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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KMX	CARMAX INC	Consumer Cyclical	25,188	$973K	0.36%	SOLD
2	SBUX	STARBUCKS CORP	Consumer Cyclical	11,428	$962K	0.36%	SOLD
3	SNY	SANOFI SA	Healthcare	18,891	$915K	0.34%	SOLD
4	DEO	DIAGEO PLC	Consumer Defensive	7,671	$662K	0.25%	SOLD
5	EBAY	EBAY INC.	Consumer Cyclical	7,225	$629K	0.23%	SOLD
6	FLMI	FRANKLIN TEMPLETON ETF TR	—	14,400	$358K	0.13%	SOLD
7	SLV	ISHARES SILVER TR	Financial Services	4,904	$316K	0.12%	SOLD
8	EFAS	GLOBAL X FDS	—	13,294	$258K	0.10%	SOLD
9	FIW	FIRST TR EXCHANGE-TRADED FD	—	2,101	$228K	0.09%	SOLD
10	DOCT	FIRST TR EXCHNG TRADED FD VI	—	4,570	$202K	0.07%	SOLD
11	LYG	LLOYDS BANKING GROUP PLC	Financial Services	10,190	$54K	0.02%	SOLD

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%