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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 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VB VANGUARD INDEX FDS 734.0 $222K 0.08% -55.0 -7.0% $303.03 -1.0%
182 INNOVATOR ETFS TRUST 7,135.0 $222K 0.08% NEW $31.07
183 NXPI NXP SEMICONDUCTORS N V Technology 787.0 $221K 0.08% NEW $280.92 -19.9%
184 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 235.0 $220K 0.08% $934.66 -1.0%
185 BAC BANK OF AMER CORP Financial Services 3,850.0 $219K 0.08% -15K -79.3% $56.97 +10.6%
186 INNOVATOR ETFS TRUST 7,195.0 $218K 0.08% NEW $30.34
187 DVN DEVON ENERGY CORP NEW Energy 5,073.0 $210K 0.07% NEW $41.32 +18.1%
188 ANGL VANECK ETF TRUST 7,032.0 $206K 0.07% -144.0 -2.0% $29.24 -1.5%
189 QQQM INVESCO EXCH TRADED FD TR II 677.0 $205K 0.07% NEW $302.97 -2.5%
190 GMAR FIRST TR EXCHNG TRADED FD VI 4,547.0 $201K 0.07% -400.0 -8.1% $44.24 +2.1%
191 WCMI FIRST TR EXCHANGE-TRADED FD 10,259.0 $201K 0.07% $19.57 +1.4%
192 ARDX ARDELYX INC Healthcare 39,348.0 $201K 0.07% +8K +27.0% $5.10 -27.3%
Page 10 of 10  ·  192 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%