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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 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LEGR FIRST TR EXCHANGE TRADED FD 10,460.0 $672K 0.23% +7K +173.7% $64.25 +5.5%
102 AJG GALLAGHER ARTHUR J & CO Financial Services 2,891.0 $664K 0.23% NEW $229.58 +14.4%
103 MAS MASCO CORP Industrials 8,030.0 $653K 0.23% $81.37 -10.7%
104 WMT WALMART INC Consumer Defensive 5,714.0 $647K 0.22% -63.0 -1.1% $113.26 -5.4%
105 BKMC BNY MELLON ETF TRUST 5,177.0 $641K 0.22% -636.0 -10.9% $41.30 -1.5%
106 CRM SALESFORCE INC Technology 4,090.0 $641K 0.22% -183.0 -4.3% $156.64 +65.5%
107 AMRIZE LTD 11,668.0 $622K 0.22% NEW $53.30
108 RTX RTX CORPORATION Industrials 3,251.0 $617K 0.21% -78.0 -2.3% $189.73 +5.8%
109 ZALT INNOVATOR ETFS TRUST 17,808.0 $603K 0.21% +5K +39.6% $33.87 +2.1%
110 DBEF DBX ETF TR 10,839.0 $592K 0.20% +6K +134.2% $54.63 +2.5%
111 ACN ACCENTURE PLC IRELAND Technology 4,752.0 $591K 0.20% NEW $124.44 +50.0%
112 VIGI VANGUARD WHITEHALL FDS 6,244.0 $583K 0.20% -906.0 -12.7% $93.38 +6.5%
113 CENCORA INC 2,037.0 $576K 0.20% -140.0 -6.4% $283.01
114 MSI MOTOROLA SOLUTIONS INC Technology 1,353.0 $562K 0.20% -73.0 -5.1% $415.20 +12.7%
115 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,148.0 $545K 0.19% -66.0 -1.6% $131.41 +4.3%
116 HEDJ WISDOMTREE TR 9,517.0 $542K 0.19% NEW $57.00 +0.3%
117 FTSM FIRST TR EXCHANGE-TRADED FD 9,025.0 $539K 0.19% +4K +85.2% $59.73 -0.0%
118 IJR ISHARES TR 3,538.0 $525K 0.18% $148.33 -2.0%
119 TOTL SSGA ACTIVE ETF TR 13,075.0 $516K 0.18% +127.0 +1.0% $39.47 -2.4%
120 MRK MERCK & CO INC Healthcare 3,927.0 $505K 0.17% -112.0 -2.8% $128.52 +17.0%
Page 6 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%