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Portfolio (Quarterly) Guide ↗

CRUX WEALTH ADVISORS

· CIK 0002054270
13F Portfolio $269M AUM 176 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 44 Added 84 Reduced 15 Exited
Page 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FMHI FIRST TR EXCH TRADED FD III 6,364.0 $305K 0.11% NEW $47.93 -0.6%
142 DE DEERE & CO Industrials 650.0 $303K 0.11% $465.85 +13.6%
143 VWO VANGUARD INTL EQUITY INDEX F 5,471.0 $294K 0.11% -70.0 -1.3% $53.76 +9.7%
144 MCD MCDONALDS CORP Consumer Cyclical 956.0 $292K 0.11% -52.0 -5.2% $305.59 -7.6%
145 FTSM FIRST TR EXCHANGE-TRADED FD 4,873.0 $292K 0.11% NEW $59.93 +0.0%
146 JCI JOHNSON CTLS INTL PLC Industrials 2,314.0 $277K 0.10% -256.0 -10.0% $119.77 +15.5%
147 UNH UNITEDHEALTH GROUP INC Healthcare 836.0 $276K 0.10% -1K -60.5% $330.08 +17.7%
148 EES WISDOMTREE TR 4,744.0 $270K 0.10% -111.0 -2.3% $56.93 +11.7%
149 GS GOLDMAN SACHS GROUP INC Financial Services 306.0 $269K 0.10% +2.0 +0.7% $878.45 +13.5%
150 EMC GLOBAL X FDS 8,528.0 $262K 0.10% -14K -61.4% $30.74 +17.7%
151 FDL FIRST TR EXCHANGE-TRADED FD 5,895.0 $261K 0.10% -2K -24.6% $44.34 +14.9%
152 USMV ISHARES TR 2,743.0 $258K 0.10% $94.17 +2.9%
153 EFAS GLOBAL X FDS 13,294.0 $258K 0.10% NEW $19.41 +13.7%
154 VZ VERIZON COMMUNICATIONS INC Communication Services 6,222.0 $253K 0.09% -729.0 -10.5% $40.73 +18.7%
155 IEFA ISHARES TR 2,749.0 $246K 0.09% -132.0 -4.6% $89.47 +8.7%
156 AZO AUTOZONE INC Consumer Cyclical 70.0 $237K 0.09% $3391.50 +0.4%
157 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,279.0 $235K 0.09% -112.0 -8.1% $184.03 +10.6%
158 DON WISDOMTREE TR 4,556.0 $235K 0.09% +33.0 +0.7% $51.60 +7.1%
159 FSMB FIRST TR EXCH TRADED FD III 11,612.0 $233K 0.09% NEW $20.05 -0.7%
160 IWP ISHARES TR 1,692.0 $232K 0.09% -102.0 -5.7% $136.97 +1.8%
Page 8 of 9  ·  176 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 29.8%
Financial Services 17.8%
Communication Services 15.3%
Consumer Cyclical 14.6%
Healthcare 10.1%
Consumer Defensive 4.2%
Industrials 4.1%
Energy 3.2%
Basic Materials 1.1%