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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 3 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 5,615.0 $2.1M 0.72% -620.0 -9.9% $370.01 +3.0%
42 ADI ANALOG DEVICES INC Technology 5,028.0 $2.0M 0.69% -1K -20.7% $397.17 -10.2%
43 XOM EXXON MOBIL CORP Energy 14,369.0 $2.0M 0.68% -156.0 -1.1% $136.72 +18.7%
44 TSLA TESLA INC Consumer Cyclical 4,627.0 $1.9M 0.67% -196.0 -4.1% $420.60 -10.5%
45 VUG VANGUARD INDEX FDS 22,503.0 $1.9M 0.67% +19K +489.4% $86.14 +3.2%
46 AFMC FIRST TR EXCHNG TRADED FD VI 44,384.0 $1.8M 0.63% +3K +6.0% $40.98 +0.2%
47 BKIE BNY MELLON ETF TRUST 17,376.0 $1.7M 0.61% -789.0 -4.3% $33.53 +4.2%
48 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,498.0 $1.7M 0.60% -57.0 -1.2% $386.70 +7.3%
49 VO VANGUARD INDEX FDS 21,262.0 $1.7M 0.59% +15K +263.8% $80.57 +2.3%
50 FTCB FIRST TR EXCHANGE-TRADED FD 81,357.0 $1.7M 0.59% +7K +8.9% $20.86 -1.8%
51 BKEM BNY MELLON ETF TRUST 17,584.0 $1.7M 0.58% -2K -8.3% $31.77 -2.7%
52 SYK STRYKER CORPORATION Healthcare 5,269.0 $1.7M 0.57% +2K +56.8% $314.86 -2.2%
53 CRCL CIRCLE INTERNET GROUP INC Financial Services 26,326.0 $1.6M 0.57% +21K +428.0% $62.63 +64.8%
54 VIG VANGUARD SPECIALIZED FUNDS 6,799.0 $1.6M 0.56% +57.0 +0.8% $236.62 +2.8%
55 RODM LATTICE STRATEGIES TR 39,663.0 $1.6M 0.56% -3K -7.1% $40.41 +5.5%
56 EZM WISDOMTREE TR 21,066.0 $1.6M 0.55% -3K -13.9% $75.78 +0.7%
57 IQVIA HLDGS INC 7,961.0 $1.5M 0.53% -439.0 -5.2% $193.22
58 WFC WELLS FARGO & CO Financial Services 17,971.0 $1.5M 0.52% -6K -25.5% $82.64 +7.9%
59 GD GENERAL DYNAMICS CORP Industrials 4,164.0 $1.5M 0.51% $354.28 +3.3%
60 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11,783.0 $1.5M 0.50% +10K +806.4% $123.11 +33.7%
Page 3 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%