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Portfolio (Quarterly) Guide ↗

CRUX WEALTH ADVISORS

· CIK 0002054270
13F Portfolio $252M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 167 New
Page 1 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKAG BNY MELLON ETF TRUST 305,438.0 $13.0M 5.16% NEW $42.60 -2.1%
2 SPYG SPDR SERIES TRUST 91,941.0 $9.6M 3.81% NEW $104.51 +13.2%
3 BKDV BNY MELLON ETF TRUST II 319,874.0 $8.9M 3.52% NEW $27.80 +17.6%
4 NVDA NVIDIA CORPORATION Technology 43,705.0 $8.2M 3.23% NEW $186.58 +15.4%
5 BKLC BNY MELLON ETF TRUST 61,965.0 $8.0M 3.15% NEW $128.38 +11.2%
6 MSFT MICROSOFT CORP Technology 15,070.0 $7.8M 3.09% NEW $517.95 -19.2%
7 META META PLATFORMS INC Communication Services 7,609.0 $5.6M 2.21% NEW $734.38 -16.9%
8 AMZN AMAZON COM INC Consumer Cyclical 25,373.0 $5.6M 2.21% NEW $219.57 +21.3%
9 BERKSHIRE HATHAWAY INC DEL 10,109.0 $5.1M 2.01% NEW $502.74
10 DGRW WISDOMTREE TR 55,096.0 $4.9M 1.94% NEW $88.96 +8.3%
11 SPYX SPDR SERIES TRUST 86,719.0 $4.8M 1.89% NEW $54.85 +11.2%
12 VOO VANGUARD INDEX FDS 7,600.0 $4.7M 1.84% NEW $612.34 +12.0%
13 BKCI BNY MELLON ETF TRUST 77,774.0 $4.0M 1.59% NEW $51.53 +2.6%
14 NULV NUSHARES ETF TR 80,412.0 $3.5M 1.40% NEW $43.83 +15.5%
15 ESGD ISHARES TR 37,860.0 $3.5M 1.40% NEW $92.98 +10.5%
16 JPM JPMORGAN CHASE & CO. Financial Services 11,093.0 $3.5M 1.39% NEW $315.44 -2.9%
17 NULG NUSHARES ETF TR 34,806.0 $3.5M 1.37% NEW $99.45 +11.5%
18 SCHW SCHWAB CHARLES CORP Financial Services 34,666.0 $3.3M 1.31% NEW $95.47 -5.6%
19 VTI VANGUARD INDEX FDS 10,041.0 $3.3M 1.31% NEW $328.18 +11.8%
20 GOOGL ALPHABET INC Communication Services 13,468.0 $3.3M 1.30% NEW $243.10 +57.5%
Page 1 of 9  ·  167 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 30.7%
Financial Services 16.1%
Communication Services 14.4%
Consumer Cyclical 14.3%
Healthcare 9.8%
Consumer Defensive 5.3%
Industrials 4.4%
Energy 3.3%
Basic Materials 1.2%
Real Estate 0.4%