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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 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLK SELECT SECTOR SPDR TR 2,609.0 $497K 0.17% -1K -31.1% $190.48 -1.7%
122 FERG FERGUSON ENTERPRISES INC Industrials 2,074.0 $492K 0.17% NEW $237.37 -3.8%
123 ADSK AUTODESK INC Technology 2,448.0 $476K 0.17% -143.0 -5.5% $194.42 +12.1%
124 TT TRANE TECHNOLOGIES PLC Industrials 955.0 $469K 0.16% -23.0 -2.4% $491.03 -8.8%
125 IVW ISHARES TR 3,404.0 $468K 0.16% -4K -51.0% $137.52 +2.2%
126 CB CHUBB LIMITED Financial Services 1,374.0 $468K 0.16% -20.0 -1.4% $340.64 +0.3%
127 TMO THERMO FISHER SCIENTIFIC INC Healthcare 893.0 $448K 0.15% NEW $501.36 +22.4%
128 DXCM DEXCOM INC Healthcare 6,596.0 $444K 0.15% -177.0 -2.6% $67.35 +30.5%
129 HD HOME DEPOT INC Consumer Cyclical 1,257.0 $443K 0.15% $352.80 -9.0%
130 RVNU DBX ETF TR 17,365.0 $440K 0.15% +1K +7.2% $25.31 -4.5%
131 FCAL FIRST TR EXCH TRADED FD III 8,709.0 $432K 0.15% NEW $49.65 -3.4%
132 VCEB VANGUARD WORLD FD 6,843.0 $429K 0.15% +683.0 +11.1% $62.76 -2.6%
133 PEP PEPSICO INC Consumer Defensive 3,136.0 $425K 0.15% -46.0 -1.4% $135.38 +1.7%
134 DE DEERE & CO Industrials 654.0 $415K 0.14% +4.0 +0.6% $634.35 +9.3%
135 KNG FIRST TR EXCHANGE-TRADED FD 8,019.0 $405K 0.14% -2K -23.3% $50.50 +1.0%
136 UBER UBER TECHNOLOGIES INC Technology 5,562.0 $401K 0.14% NEW $72.16 +5.0%
137 DDWM WISDOMTREE TR 8,514.0 $393K 0.14% -2K -22.0% $46.18 +3.1%
138 JNJ JOHNSON & JOHNSON Healthcare 1,505.0 $382K 0.13% -62.0 -4.0% $254.03 +8.3%
139 IUSG ISHARES TR 2,024.0 $381K 0.13% $188.10 +2.0%
140 MGC VANGUARD WORLD FD 1,387.0 $380K 0.13% $273.69 +3.3%
Page 7 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%