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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 6 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MUB ISHARES TR 6,066.0 $646K 0.26% NEW $106.50 -0.3%
102 FIRST TR EXCH TRADED FD III 9,143.0 $640K 0.25% NEW $69.95
103 BKMC BNY MELLON ETF TRUST 5,767.0 $626K 0.25% NEW $108.51 +9.3%
104 IVW ISHARES TR 4,886.0 $590K 0.23% NEW $120.73 +13.2%
105 DDWM WISDOMTREE TR 14,035.0 $587K 0.23% NEW $41.80 +11.2%
106 FTCS FIRST TR EXCHANGE-TRADED FD 6,264.0 $587K 0.23% NEW $93.64 +0.9%
107 HD HOME DEPOT INC Consumer Cyclical 1,429.0 $579K 0.23% NEW $405.33 -22.8%
108 MPC MARATHON PETE CORP Energy 2,986.0 $576K 0.23% NEW $192.76 +32.1%
109 RTX RTX CORPORATION Industrials 3,327.0 $557K 0.22% NEW $167.35 +5.8%
110 FISV FISERV INC Technology 4,219.0 $544K 0.22% NEW $128.93 -55.7%
111 TOTL SSGA ACTIVE ETF TR 13,281.0 $539K 0.21% NEW $40.57 -3.1%
112 XLK SELECT SECTOR SPDR TR 1,909.0 $538K 0.21% NEW $281.84 -36.0%
113 VEEV VEEVA SYS INC Healthcare 1,742.0 $519K 0.21% NEW $297.91 -46.2%
114 SBND COLUMBIA ETF TR I 27,240.0 $517K 0.20% NEW $18.97 -1.2%
115 GSY INVESCO ACTIVELY MANAGED EXC 10,068.0 $506K 0.20% NEW $50.23 -0.3%
116 J P MORGAN EXCHANGE TRADED F 9,961.0 $505K 0.20% NEW $50.73
117 STWD STARWOOD PPTY TR INC Real Estate 25,526.0 $494K 0.20% NEW $19.37 -10.7%
118 FUMB FIRST TR EXCH TRADED FD III 24,060.0 $484K 0.19% NEW $20.10 -0.3%
119 TT TRANE TECHNOLOGIES PLC Industrials 1,095.0 $462K 0.18% NEW $421.99 +6.9%
120 PEP PEPSICO INC Consumer Defensive 3,233.0 $454K 0.18% NEW $140.43 +7.2%
Page 6 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%