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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VWO VANGUARD INTL EQUITY INDEX F 5,541.0 $300K 0.12% NEW $54.18 +8.9%
142 DE DEERE & CO Industrials 648.0 $296K 0.12% NEW $457.35 +15.7%
143 JCI JOHNSON CTLS INTL PLC Industrials 2,570.0 $283K 0.11% NEW $109.96 +25.8%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 934.0 $274K 0.11% NEW $293.54 -23.2%
145 EES WISDOMTREE TR 4,855.0 $271K 0.11% NEW $55.87 +13.8%
146 AMD ADVANCED MICRO DEVICES INC Technology 1,671.0 $270K 0.11% NEW $161.79 +189.0%
147 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,391.0 $265K 0.10% NEW $190.37 +6.9%
148 USMV ISHARES TR 2,732.0 $260K 0.10% NEW $95.14 +1.8%
149 IWP ISHARES TR 1,794.0 $256K 0.10% NEW $142.42 -2.1%
150 BIV VANGUARD BD INDEX FDS 3,245.0 $253K 0.10% NEW $78.08 -2.3%
151 IEFA ISHARES TR 2,881.0 $252K 0.10% NEW $87.32 +11.3%
152 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,453.0 $245K 0.10% NEW $168.44 -9.2%
153 GS GOLDMAN SACHS GROUP INC Financial Services 304.0 $242K 0.10% NEW $797.56 +25.0%
154 UNP UNION PAC CORP Industrials 1,013.0 $239K 0.10% NEW $236.42 +12.5%
155 NFLX NETFLIX INC Communication Services 199.0 $239K 0.10% NEW $1198.92 -92.6%
156 FIW FIRST TR EXCHANGE-TRADED FD 2,109.0 $237K 0.09% NEW $112.36 -9.0%
157 DON WISDOMTREE TR 4,523.0 $237K 0.09% NEW $52.30 +5.6%
158 ANGL VANECK ETF TRUST 7,761.0 $231K 0.09% NEW $29.73 -2.4%
159 RVNU DBX ETF TR 9,312.0 $230K 0.09% NEW $24.67 +0.3%
160 COST COSTCO WHSL CORP NEW Consumer Defensive 243.0 $225K 0.09% NEW $925.37 +11.1%
Page 8 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%