CRUX WEALTH ADVISORS

CIK

2054270

Location

LONG BEACH, CA

Portfolio Value

Small $278,665,146

Diversification

Diversified

Filing Date

Global Rank

#5,442 / 8,793 ▼ 296 · as of Jun 2026

Top Industry

Semiconductors 13.9%

Period ended 3 months ago

Filed Jul 21, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.0%

−1.3 pts

Top 5

28.3%

+2.4 pts

Top 10

42.0%

+2.6 pts

HHI

271

Diversified+4

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.7%	$160,661,911	41
Technology	12.2%	$34,015,157	19
Financial Services	8.8%	$24,454,514	18
Communication Services	5.6%	$15,662,331	7
Consumer Cyclical	4.8%	$13,474,811	9
Healthcare	4.7%	$13,048,169	15
Industrials	2.1%	$5,952,764	10
Consumer Defensive	1.9%	$5,221,931	5
Energy	1.5%	$4,266,278	4
Basic Materials	0.7%	$1,907,280	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+34,941	62,934	$12,133,730
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+18,282	98,634	$3,224,117
BKNG	Booking Holdings Inc.	+16,119	16,756	$2,986,589
CAAA	First Trust AAA CMBS ETF	+9,687	244,914	$5,849,918
AAAC	Columbia AAA CLO ETF	+9,047	123,124	$2,314,115
FCAL	First Trust California Municipal High income ETF	+8,900	37,561	$1,773,037
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+7,253	89,195	$5,488,042
AIRR	First Trust RBA American Industrial Renaissance ETF	+6,636	77,540	$6,109,559
ICE	Intercontinental Exchange, Inc.	+6,585	11,783	$1,450,605
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+5,069	10,941	$588,775
AFGR	First Trust Active Factor Large Cap Growth ETF	+4,891	48,931	$2,020,015
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+4,691	117,619	$13,861,773
AGNG	Global X Funds Global X Aging Population ETF	+3,861	11,662	$528,024
BKAG	BNY Mellon Core Bond ETF	+3,807	569,260	$25,176,827
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+3,622	28,204	$1,031,642
ARDX	Ardelyx, Inc.	+3,536	39,348	$200,674
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+2,888	97,092	$7,787,308
ACN	Accenture plc	+2,159	4,752	$591,338
BDX	Becton Dickinson & Co	+1,609	8,558	$1,295,082
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,370	221,924	$16,421,113
AAAP	Pacer Barings CLO Market Flex ETF	+980	104,288	$4,932,589
NCLO	Nuveen AA-BBB CLO ETF	+885	149,183	$8,934,164
SYK	Stryker Corp	+677	5,269	$1,658,891
EDV	Vanguard World Funds Extended Duration ETF	+639	8,230	$808,990
MDT	Medtronic plc	+467	16,252	$1,271,393
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BEDY	BNY Mellon Enhanced Dividend and Income ETF	−4,366	338,200	$11,326,318
QCOM	Qualcomm Inc/De	−3,226	1,878	$347,035
GOOGL	Alphabet Inc.	−2,333	20,164	$7,165,805
AMAT	Applied Materials Inc /De	−2,017	6,001	$4,338,723
BNY	Bank of New York Mellon Corp	−1,761	9,530	$1,378,133
BUYZ	Franklin Disruptive Commerce ETF	−1,730	33,172	$1,902,239
CMCSA	Comcast Corp	−1,559	47,426	$1,164,308
ACGO	Hartford Alpha Capture Growth ETF	−1,477	60,366	$2,363,027
SCHW	Schwab Charles Corp	−1,137	32,981	$3,043,156
PM	Philip Morris International Inc.	−1,086	15,470	$2,798,677
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−847	5,437	$2,596,548
AMZN	Amazon Com Inc	−839	26,373	$6,285,740
WFC	Wells Fargo & Company/Mn	−733	17,971	$1,485,123
AFK	VanEck Africa Index ETF	−697	18,237	$1,632,100
UL	Unilever PLC	−601	18,823	$1,131,638
META	Meta Platforms, Inc.	−542	7,557	$4,256,782
NVS	Novartis AG	−540	8,973	$1,406,248
UBER	Uber Technologies, Inc	−450	5,562	$401,353
NVDA	Nvidia Corp	−420	40,232	$8,050,020
DXCM	Dexcom Inc	−404	6,596	$444,240
AAPL	Apple Inc.	−395	11,580	$3,350,788
MAS	Masco Corp /De/	−390	8,030	$653,401
OMC	Omnicom Group Inc.	−390	13,175	$959,535
JPM	Jpmorgan Chase & Co	−376	9,938	$3,253,005
IQV	Iqvia Holdings Inc.	−339	7,961	$1,538,224
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
VTEC	Vanguard California Tax-Exempt Bond ETF	9,274	$932,964
NFLX	Netflix Inc	11,285	$805,749
SPGI	S&P Global Inc.	1,978	$805,560
AJG	Arthur J. Gallagher & Co.	2,891	$663,686
—		3,047	$273,772
CSCO	Cisco Systems, Inc.	2,290	$268,983
ROK	Rockwell Automation, Inc	517	$255,956
DVVY	Invesco Diversified Dividend Opportunities ETF	4,984	$249,947
—		1,384	$228,885
NXPI	NXP Semiconductors N.V.	787	$221,170
BAC	Bank Of America Corp /De/	3,850	$219,373
IVZ	Invesco Ltd.	677	$205,110
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	11,325	$1,014,606
SNY	Sanofi	19,194	$924,766
NOW	ServiceNow, Inc.	2,500	$261,375
CVX	Chevron Corp	1,103	$228,210
LYG	Lloyds Banking Group plc	10,574	$53,187
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $278,665,146 total · filing declares 192 positions · $288,538,286 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BKAG	BNY Mellon Core Bond ETF	Added	569,260	+3,807	$25,176,827	+4.4%	9.03%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	221,924	+1,370	$16,421,113	—	5.89%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	117,619	+4,691	$13,861,773	+26.4%	4.97%
VB	Vanguard Morningstar Small-Cap ETF	Added	62,934	+34,941	$12,133,730	+50.9%	4.35%
BEDY	BNY Mellon Enhanced Dividend and Income ETF	Reduced	338,200	-4,366	$11,326,318	+11.5%	4.06%
NCLO	Nuveen AA-BBB CLO ETF	Added	149,183	+885	$8,934,164	+17.5%	3.21%
NVDA	Nvidia Corp Technology	Reduced	40,232	-420	$8,050,020	+13.5%	2.89%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	97,092	+2,888	$7,787,308	+11.7%	2.79%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,164	-2,333	$7,165,805	+10.9%	2.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,373	-839	$6,285,740	+10.9%	2.26%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	77,540	+6,636	$6,109,559	+27.4%	2.19%
CAAA	First Trust AAA CMBS ETF	Added	244,914	+9,687	$5,849,918	+8.5%	2.10%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	89,195	+7,253	$5,488,042	+6.6%	1.97%
MSFT	Microsoft Corp Technology	Reduced	14,249	-294	$5,315,161	−1.3%	1.91%
		Added	85,856	+342	$5,245,801	+15.7%	1.88%
AAAP	Pacer Barings CLO Market Flex ETF	Added	104,288	+980	$4,932,589	+16.1%	1.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,179	-113	$4,593,079	+3.2%	1.65%
AMAT	Applied Materials Inc /De Technology	Reduced	6,001	-2,017	$4,338,723	+58.3%	1.56%
META	Meta Platforms, Inc. Communication Services	Reduced	7,557	-542	$4,256,782	−8.1%	1.53%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	113,739	-272	$3,713,469	+15.5%	1.33%
AAPL	Apple Inc. Technology	Reduced	11,580	-395	$3,350,788	+10.3%	1.20%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,938	-376	$3,253,005	+7.2%	1.17%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	98,634	+18,282	$3,224,117	+29.0%	1.16%
SCHW	Schwab Charles Corp Financial Services	Reduced	32,981	-1,137	$3,043,156	−5.1%	1.09%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	16,756	+16,119	$2,986,589	+11.4%	1.07%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	15,470	-1,086	$2,798,677	+2.2%	1.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	5,437	-847	$2,596,548	+22.3%	0.93%
V	Visa Inc. Financial Services	Added	7,198	+2	$2,469,561	+13.5%	0.89%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Added	21,411	+90	$2,453,922	+21.7%	0.88%
AVGO	Broadcom Inc. Technology	Added	6,385	+9	$2,411,933	+22.2%	0.87%
ACGO	Hartford Alpha Capture Growth ETF	Reduced	60,366	-1,477	$2,363,027	−1.4%	0.85%
AAAC	Columbia AAA CLO ETF	Added	123,124	+9,047	$2,314,115	+8.0%	0.83%
CGGR	Capital Group Growth ETF	Added	45,620	+433	$2,153,264	+18.6%	0.77%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	48,931	+4,891	$2,020,015	+29.2%	0.72%
ADI	Analog Devices Inc Technology	Reduced	5,028	-207	$1,996,970	+19.9%	0.72%
XOM	ExxonMobil Holdings Corp Energy	Reduced	14,369	-236	$1,964,529	−20.7%	0.70%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,627	+99	$1,946,116	+15.6%	0.70%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	33,172	-1,730	$1,902,239	+8.5%	0.68%
FCAL	First Trust California Municipal High income ETF	Added	37,561	+8,900	$1,773,037	+38.0%	0.64%
ELV	Elevance Health, Inc. Healthcare	Reduced	4,498	-215	$1,739,511	+26.1%	0.62%
SYK	Stryker Corp Healthcare	Added	5,269	+677	$1,658,891	+9.9%	0.60%
CRCL	Circle Internet Group, Inc. Financial Services	Held	26,326	0	$1,648,797	−34.4%	0.59%
AFK	VanEck Africa Index ETF	Reduced	18,237	-697	$1,632,100	+8.8%	0.59%
VIG	Vanguard Dividend Appreciation ETF	Added	6,799	+31	$1,608,779	+10.5%	0.58%
HDUS	Hartford Disciplined US Equity ETF	Added	39,663	+145	$1,602,781	+2.9%	0.58%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	7,961	-339	$1,538,224	+8.7%	0.55%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	17,971	-733	$1,485,123	−0.3%	0.53%
GD	General Dynamics Corp Industrials	Reduced	4,164	-94	$1,475,055	+0.9%	0.53%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	11,783	+6,585	$1,450,605	+77.4%	0.52%
NVS	Novartis AG Healthcare	Reduced	8,973	-540	$1,406,248	−3.2%	0.50%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.