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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 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI ANALOG DEVICES INC Technology 5,028.0 $2.0M 0.69% -1K -20.7% $397.17 -8.8%
22 XOM EXXON MOBIL CORP Energy 14,369.0 $2.0M 0.68% -156.0 -1.1% $136.72 +16.6%
23 TSLA TESLA INC Consumer Cyclical 4,627.0 $1.9M 0.67% -196.0 -4.1% $420.60 -15.8%
24 BKIE BNY MELLON ETF TRUST 17,376.0 $1.7M 0.61% -789.0 -4.3% $33.53 +4.0%
25 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,498.0 $1.7M 0.60% -57.0 -1.2% $386.70 +5.4%
26 BKEM BNY MELLON ETF TRUST 17,584.0 $1.7M 0.58% -2K -8.3% $31.77 -1.3%
27 RODM LATTICE STRATEGIES TR 39,663.0 $1.6M 0.56% -3K -7.1% $40.41 +5.4%
28 EZM WISDOMTREE TR 21,066.0 $1.6M 0.55% -3K -13.9% $75.78 +0.7%
29 IQVIA HLDGS INC 7,961.0 $1.5M 0.53% -439.0 -5.2% $193.22
30 WFC WELLS FARGO & CO Financial Services 17,971.0 $1.5M 0.52% -6K -25.5% $82.64 +8.9%
31 FVD FIRST TR EXCHANGE-TRADED FD 29,962.0 $1.4M 0.50% -2K -7.4% $48.18 +4.0%
32 NVS NOVARTIS AG Healthcare 8,973.0 $1.4M 0.49% -2K -16.4% $156.73 +2.1%
33 COP CONOCOPHILLIPS Energy 13,440.0 $1.4M 0.48% -125.0 -0.9% $103.96 +29.1%
34 BK BANK OF NY MELLON CORP Financial Services 9,530.0 $1.4M 0.48% -3K -21.1% $144.60 -0.6%
35 IVV ISHARES TR 1,732.0 $1.3M 0.45% -85.0 -4.7% $748.84 +3.3%
36 FLQL FRANKLIN TEMPLETON ETF TR 15,148.0 $1.2M 0.41% -696.0 -4.4% $78.28 +0.9%
37 UNILEVER PLC 18,823.0 $1.1M 0.39% -269.0 -1.4% $60.12
38 MA MASTERCARD INCORPORATED Financial Services 2,203.0 $1.1M 0.39% -259.0 -10.5% $513.63 +12.8%
39 MOAT VANECK ETF TRUST 10,731.0 $1.1M 0.39% -2K -13.2% $103.96 +7.5%
40 VEA VANGUARD TAX-MANAGED FDS 14,757.0 $1.1M 0.36% -908.0 -5.8% $71.25 +3.5%
Page 2 of 5  ·  89 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%