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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 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHLD GLOBAL X FDS 4,035.0 $241K 0.08% NEW $59.72 +5.5%
22 QTUM ETF SER SOLUTIONS 1,384.0 $229K 0.08% NEW $165.35 -10.6%
23 INNOVATOR ETFS TRUST 7,135.0 $222K 0.08% NEW $31.07
24 NXPI NXP SEMICONDUCTORS N V Technology 787.0 $221K 0.08% NEW $280.92 -18.9%
25 INNOVATOR ETFS TRUST 7,195.0 $218K 0.08% NEW $30.34
26 DVN DEVON ENERGY CORP NEW Energy 5,073.0 $210K 0.07% NEW $41.32 +16.3%
27 QQQM INVESCO EXCH TRADED FD TR II 677.0 $205K 0.07% NEW $302.97 -2.3%
Page 2 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%