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Portfolio (Quarterly) Guide ↗

CRUX WEALTH ADVISORS

· CIK 0002054270
13F Portfolio $269M AUM 176 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 44 Added 84 Reduced 15 Exited
Page 2 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 12,006.0 $3.3M 1.21% -532.0 -4.2% $271.85 +13.6%
22 EAGG ISHARES TR 66,511.0 $3.2M 1.18% $47.85 -1.5%
23 ESGD ISHARES TR 33,404.0 $3.2M 1.18% -4K -11.8% $95.09 +8.1%
24 BKNG BOOKING HOLDINGS INC Consumer Cyclical 581.0 $3.1M 1.16% -6.0 -1.0% $5356.31 -97.0%
25 SCHG SCHWAB STRATEGIC TR 92,185.0 $3.0M 1.12% -742.0 -0.8% $32.62 +5.4%
26 FTCS FIRST TR EXCHANGE-TRADED FD 30,872.0 $2.9M 1.06% +25K +392.9% $92.51 +2.2%
27 SCIO FIRST TR EXCHANGE-TRADED FD 130,823.0 $2.7M 1.01% NEW $20.80 -1.2%
28 ESGE ISHARES INC 61,190.0 $2.7M 1.01% +870.0 +1.4% $44.17 +18.9%
29 HMOP HARTFORD FDS EXCHANGE TRADED 68,318.0 $2.7M 0.99% -5K -7.2% $39.11 -0.6%
30 PM PHILIP MORRIS INTL INC Consumer Defensive 16,444.0 $2.6M 0.98% +271.0 +1.7% $160.40 +17.8%
31 BKHY BNY MELLON ETF TRUST 53,301.0 $2.6M 0.95% +4K +7.9% $48.07 -1.2%
32 V VISA INC Financial Services 7,128.0 $2.5M 0.93% -135.0 -1.9% $350.69 -6.2%
33 AVGO BROADCOM INC Technology 6,877.0 $2.4M 0.89% -269.0 -3.8% $346.11 +19.7%
34 WFC WELLS FARGO CO NEW Financial Services 24,120.0 $2.2M 0.84% $93.20 -18.0%
35 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,340.0 $2.2M 0.83% -447.0 -5.7% $303.87 +33.1%
36 TSLA TESLA INC Consumer Cyclical 4,823.0 $2.2M 0.81% +406.0 +9.2% $449.72 -5.3%
37 AMAT APPLIED MATLS INC Technology 8,386.0 $2.2M 0.80% -106.0 -1.2% $256.98 +68.2%
38 PTLC PACER FDS TR 38,555.0 $2.1M 0.80% NEW $55.58 +4.4%
39 VTI VANGUARD INDEX FDS 6,235.0 $2.1M 0.78% -4K -37.9% $335.25 +9.4%
40 COWG PACER FDS TR 58,605.0 $2.1M 0.77% NEW $35.21 +8.7%
Page 2 of 9  ·  176 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 29.8%
Financial Services 17.8%
Communication Services 15.3%
Consumer Cyclical 14.6%
Healthcare 10.1%
Consumer Defensive 4.2%
Industrials 4.1%
Energy 3.2%
Basic Materials 1.1%