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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 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VANGUARD CALIF TAX FREE FDS 9,274.0 $933K 0.32% NEW $100.60
2 SPGI S&P GLOBAL INC Financial Services 1,978.0 $806K 0.28% NEW $407.36 +8.9%
3 NFLX NETFLIX INC. Communication Services 11,285.0 $806K 0.28% NEW $71.40 +9.6%
4 AON AON PLC Financial Services 2,404.0 $797K 0.28% NEW $331.63 -2.6%
5 AJG GALLAGHER ARTHUR J & CO Financial Services 2,891.0 $664K 0.23% NEW $229.58 +14.4%
6 AMRIZE LTD 11,668.0 $622K 0.22% NEW $53.30
7 ACN ACCENTURE PLC IRELAND Technology 4,752.0 $591K 0.20% NEW $124.44 +50.0%
8 HEDJ WISDOMTREE TR 9,517.0 $542K 0.19% NEW $57.00 +0.3%
9 FERG FERGUSON ENTERPRISES INC Industrials 2,074.0 $492K 0.17% NEW $237.37 -3.8%
10 TMO THERMO FISHER SCIENTIFIC INC Healthcare 893.0 $448K 0.15% NEW $501.36 +22.4%
11 FCAL FIRST TR EXCH TRADED FD III 8,709.0 $432K 0.15% NEW $49.65 -3.4%
12 UBER UBER TECHNOLOGIES INC Technology 5,562.0 $401K 0.14% NEW $72.16 +5.0%
13 EALT INNOVATOR ETFS TRUST 9,169.0 $329K 0.11% NEW $35.86 +2.5%
14 SMH VANECK ETF TRUST 474.0 $311K 0.11% NEW $655.63 -13.5%
15 LMBS FIRST TR EXCHANGE-TRADED FD 6,210.0 $309K 0.11% NEW $49.78 -0.6%
16 PFEB INNOVATOR ETFS TRUST 6,971.0 $300K 0.10% NEW $43.06 +2.4%
17 CSCO CISCO SYS INC Technology 2,290.0 $269K 0.09% NEW $117.46 -7.0%
18 ROK ROCKWELL AUTOMATION INC Industrials 517.0 $256K 0.09% NEW $495.02 -12.4%
19 GSY INVESCO ACTIVELY MANAGED EXC 4,984.0 $250K 0.09% NEW $50.15 -0.0%
20 J P MORGAN EXCHANGE TRADED F 4,936.0 $250K 0.09% NEW $50.57
Page 1 of 2  ·  27 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%