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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 9 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CIBR FIRST TR EXCHANGE-TRADED FD 3,047.0 $274K 0.10% +145.0 +5.0% $89.85 +5.3%
162 INNOVATOR ETFS TRUST 8,784.0 $273K 0.10% +1K +16.2% $31.08
163 UNP UNION PAC CORP Industrials 998.0 $271K 0.09% +48.0 +5.0% $271.89 +6.5%
164 VZ VERIZON COMMUNICATIONS INC Communication Services 6,381.0 $270K 0.09% +159.0 +2.6% $42.34 +18.4%
165 IEFA ISHARES TR 2,794.0 $270K 0.09% +45.0 +1.6% $96.57 +4.7%
166 CSCO CISCO SYS INC Technology 2,290.0 $269K 0.09% NEW $117.46 -7.0%
167 VTV VANGUARD INDEX FDS 1,214.0 $265K 0.09% +12.0 +1.0% $217.96 +3.9%
168 MCD MCDONALDS CORP Consumer Cyclical 968.0 $262K 0.09% +12.0 +1.3% $270.19 -5.4%
169 USMV ISHARES TR 2,660.0 $257K 0.09% -83.0 -3.0% $96.45 +4.5%
170 ROK ROCKWELL AUTOMATION INC Industrials 517.0 $256K 0.09% NEW $495.02 -12.4%
171 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,239.0 $255K 0.09% -40.0 -3.1% $206.00 +5.3%
172 GSY INVESCO ACTIVELY MANAGED EXC 4,984.0 $250K 0.09% NEW $50.15 -0.0%
173 J P MORGAN EXCHANGE TRADED F 4,936.0 $250K 0.09% NEW $50.57
174 IWP ISHARES TR 1,695.0 $248K 0.09% $146.39 -4.6%
175 SHLD GLOBAL X FDS 4,035.0 $241K 0.08% NEW $59.72 +5.5%
176 XLF SELECT SECTOR SPDR TR 4,408.0 $236K 0.08% -3K -40.7% $53.60 +8.4%
177 DON WISDOMTREE TR 4,145.0 $234K 0.08% -411.0 -9.0% $56.52 +2.2%
178 FSMB FIRST TR EXCH TRADED FD III 11,663.0 $233K 0.08% $19.99 -0.7%
179 QTUM ETF SER SOLUTIONS 1,384.0 $229K 0.08% NEW $165.35 -10.6%
180 AZO AUTOZONE INC Consumer Cyclical 70.0 $224K 0.08% $3195.94 -6.7%
Page 9 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%