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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 8 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPYM SPDR SERIES TRUST 4,298.0 $378K 0.13% $87.88 +3.2%
142 ECL ECOLAB INC Basic Materials 1,343.0 $374K 0.13% +21.0 +1.6% $278.62 +0.2%
143 ADBE ADOBE INC Technology 1,808.0 $371K 0.13% -108.0 -5.6% $204.99 +30.0%
144 QCOM QUALCOMM INC Technology 1,878.0 $347K 0.12% -3K -63.3% $184.79 -8.7%
145 JEPI J P MORGAN EXCHANGE TRADED F 6,005.0 $339K 0.12% +195.0 +3.4% $56.48 +1.3%
146 UNH UNITEDHEALTH GROUP INC Healthcare 813.0 $338K 0.12% -23.0 -2.8% $415.82 -4.5%
147 JCI JOHNSON CONTROLS INTERNATION Industrials 2,310.0 $337K 0.12% $146.09 -0.8%
148 TJX TJX COS INC NEW Consumer Cyclical 2,219.0 $336K 0.12% -38.0 -1.7% $151.51 -12.8%
149 FNX FIRST TR EXCHANGE-TRADED ALP 2,268.0 $332K 0.12% -359.0 -13.7% $146.32 -1.0%
150 EALT INNOVATOR ETFS TRUST 9,169.0 $329K 0.11% NEW $35.86 +2.5%
151 VWO VANGUARD INTL EQUITY INDEX F 5,336.0 $318K 0.11% -135.0 -2.5% $59.69 +2.9%
152 GS GOLDMAN SACHS GROUP INC Financial Services 309.0 $312K 0.11% +3.0 +1.0% $1010.75 +2.8%
153 EES WISDOMTREE TR 4,604.0 $312K 0.11% -140.0 -3.0% $67.79 +0.9%
154 SMH VANECK ETF TRUST 474.0 $311K 0.11% NEW $655.63 -13.5%
155 LMBS FIRST TR EXCHANGE-TRADED FD 6,210.0 $309K 0.11% NEW $49.78 -0.6%
156 FMHI FIRST TR EXCH TRADED FD III 6,364.0 $309K 0.11% $48.49 -3.4%
157 PFEB INNOVATOR ETFS TRUST 6,971.0 $300K 0.10% NEW $43.06 +2.4%
158 VEEV VEEVA SYS INC Healthcare 1,655.0 $294K 0.10% -83.0 -4.8% $177.50 +55.0%
159 CME CME GROUP INC Financial Services 1,329.0 $293K 0.10% +36.0 +2.8% $220.76 +27.4%
160 EMC GLOBAL X FDS 7,627.0 $287K 0.10% -901.0 -10.6% $37.64 +1.2%
Page 8 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%