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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VTV VANGUARD INDEX FDS 1,202.0 $229K 0.09% +13.0 +1.1% $190.91 +10.5%
162 FIW FIRST TR EXCHANGE-TRADED FD 2,101.0 $228K 0.09% $108.66 -5.9%
163 LEGR FIRST TR EXCHANGE-TRADED FD 3,822.0 $227K 0.09% NEW $59.51 +9.5%
164 DBEF DBX ETF TR 4,628.0 $223K 0.08% NEW $48.11 +9.7%
165 UNP UNION PAC CORP Industrials 950.0 $220K 0.08% -63.0 -6.2% $231.41 +14.9%
166 INNOVATOR ETFS TRUST 7,557.0 $220K 0.08% NEW $29.05
167 ANGL VANECK ETF TRUST 7,176.0 $211K 0.08% -585.0 -7.5% $29.37 -1.1%
168 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,300.0 $211K 0.08% -153.0 -10.5% $161.97 -5.6%
169 CIBR FIRST TR EXCHANGE TRADED FD 2,902.0 $207K 0.08% +218.0 +8.1% $71.44 +18.0%
170 VB VANGUARD INDEX FDS 789.0 $204K 0.08% -14.0 -1.7% $258.08 +12.0%
171 GMAR FIRST TR EXCHNG TRADED FD VI 4,947.0 $203K 0.07% NEW $40.94 +7.5%
172 DOCT FIRST TR EXCHNG TRADED FD VI 4,570.0 $202K 0.07% NEW $44.29 +4.5%
173 COST COSTCO WHSL CORP NEW Consumer Defensive 234.0 $202K 0.07% -9.0 -3.7% $863.33 +19.1%
174 ARDX ARDELYX INC Healthcare 30,973.0 $181K 0.07% +3K +10.9% $5.83 +4.8%
175 WCMI FIRST TR EXCHANGE-TRADED FD 10,259.0 $175K 0.07% NEW $17.01 +11.1%
176 LYG LLOYDS BANKING GROUP PLC Financial Services 10,190.0 $54K 0.02% NEW $5.30 +1.1%
Page 9 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%