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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 7 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMBS FIRST TR EXCHANGE-TRADED FD 9,080.0 $452K 0.18% NEW $49.79 -0.3%
122 MAS MASCO CORP Industrials 6,308.0 $444K 0.18% NEW $70.39 -4.4%
123 CB CHUBB LIMITED Financial Services 1,534.0 $433K 0.17% NEW $282.32 +16.1%
124 IJR ISHARES TR 3,506.0 $417K 0.17% NEW $118.82 +15.6%
125 XLF SELECT SECTOR SPDR TR 7,411.0 $399K 0.16% NEW $53.87 -3.6%
126 MRK MERCK & CO INC Healthcare 4,613.0 $387K 0.15% NEW $83.93 +45.9%
127 CME CME GROUP INC Financial Services 1,419.0 $383K 0.15% NEW $270.20 +7.8%
128 VCEB VANGUARD WORLD FD 5,843.0 $375K 0.15% NEW $64.20 -2.6%
129 ECL ECOLAB INC Basic Materials 1,341.0 $367K 0.15% NEW $273.90 -7.5%
130 ZALT INNOVATOR ETFS TRUST 11,497.0 $367K 0.14% NEW $31.88 +5.6%
131 TJX TJX COS INC NEW Consumer Cyclical 2,479.0 $358K 0.14% NEW $144.53 +9.5%
132 FLMI FRANKLIN TEMPLETON ETF TR 14,221.0 $352K 0.14% NEW $24.77 +0.1%
133 FDL FIRST TR EXCHANGE-TRADED FD 7,824.0 $340K 0.14% NEW $43.41 +17.4%
134 MGC VANGUARD WORLD FD 1,379.0 $337K 0.13% NEW $244.16 +12.3%
135 IUSG ISHARES TR 2,016.0 $332K 0.13% NEW $164.55 +13.4%
136 JEPI J P MORGAN EXCHANGE TRADED F 5,750.0 $328K 0.13% NEW $57.10 -1.3%
137 JNJ JOHNSON & JOHNSON Healthcare 1,768.0 $328K 0.13% NEW $185.41 +26.4%
138 MCD MCDONALDS CORP Consumer Cyclical 1,008.0 $306K 0.12% NEW $303.90 -7.1%
139 VZ VERIZON COMMUNICATIONS INC Communication Services 6,951.0 $305K 0.12% NEW $43.95 +10.0%
140 AZO AUTOZONE INC Consumer Cyclical 70.0 $300K 0.12% NEW $4290.24 -20.6%
Page 7 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%