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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANGL VANECK ETF TRUST 7,176.0 $211K 0.08% -585.0 -7.5% $29.37 -1.1%
82 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,300.0 $211K 0.08% -153.0 -10.5% $161.97 -5.6%
83 VB VANGUARD INDEX FDS 789.0 $204K 0.08% -14.0 -1.7% $258.08 +12.0%
84 COST COSTCO WHSL CORP NEW Consumer Defensive 234.0 $202K 0.07% -9.0 -3.7% $863.33 +19.1%
Page 5 of 5  ·  84 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%