CRUX WEALTH ADVISORS

CIK

2054270

Location

LONG BEACH, CA

Portfolio Value

Small $104,963,197

Diversification

Diversified

Filing Date

Global Rank

#5,594 / 8,603 ▲ 76 · as of Mar 2026

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-7.7%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.4%

SPY

+24.4%

Annualised alpha

-5.4%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−0.4 pts

Top 5

25.9%

−2.1 pts

Top 10

40.4%

−2.9 pts

HHI

251

Diversified−25

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$29,949,332	18
Financial Services	21.1%	$22,114,491	14
Healthcare	12.9%	$13,502,532	16
Communication Services	11.1%	$11,643,349	6
Consumer Cyclical	10.2%	$10,718,303	10
Consumer Defensive	5.0%	$5,293,719	5
Industrials	5.0%	$5,197,567	9
Energy	2.8%	$2,946,211	4
Basic Materials	1.9%	$1,981,710	3
Unclassified	1.5%	$1,615,983	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRCL	Circle Internet Group, Inc.	+21,340	26,326	$2,511,763
ARDX	Ardelyx, Inc.	+4,839	35,812	$214,513
ICE	Intercontinental Exchange, Inc.	+3,898	5,198	$817,541
AMZN	Amazon Com Inc	+2,044	27,212	$5,667,443
CMCSA	Comcast Corp	+1,887	48,985	$1,406,359
SYK	Stryker Corp	+1,231	4,592	$1,508,885
BDX	Becton Dickinson & Co	+652	6,949	$1,092,591
MAS	Masco Corp /De/	+394	8,420	$508,315
OMC	Omnicom Group Inc.	+392	13,565	$1,021,580
LYG	Lloyds Banking Group plc	+384	10,574	$53,187
META	Meta Platforms, Inc.	+379	8,099	$4,633,680
UL	Unilever PLC	+332	19,424	$1,106,585
SNY	Sanofi	+303	19,194	$924,766
VZ	Verizon Communications Inc	+261	6,483	$325,446
MDT	Medtronic plc	+257	15,785	$1,367,770
DXCM	Dexcom Inc	+227	7,000	$439,600
MSFT	Microsoft Corp	+207	14,543	$5,383,382
ELV	Elevance Health, Inc.	+158	4,713	$1,379,730
COP	Conocophillips	+126	13,691	$1,807,212
PM	Philip Morris International Inc.	+112	16,556	$2,737,369
GD	General Dynamics Corp	+74	4,258	$1,461,430
PEP	Pepsico Inc	+69	3,251	$504,847
V	Visa Inc.	+68	7,196	$2,174,919
ECL	Ecolab Inc.	+62	1,384	$368,171
BKNG	Booking Holdings Inc.	+56	637	$107,278
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−5,416	18,704	$1,489,025
GOOGL	Alphabet Inc.	−1,795	11,133	$3,201,405
NVDA	Nvidia Corp	−1,464	40,652	$7,089,708
NVS	Novartis AG	−1,216	9,513	$1,453,110
ADI	Analog Devices Inc	−1,106	5,235	$1,665,462
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,056	6,284	$2,123,677
GLD	Spdr Gold Trust	−943	2,048	$881,233
BNY	Bank of New York Mellon Corp	−790	11,291	$1,339,451
BRK-B	Berkshire Hathaway Inc	−773	9,292	$4,452,726
AVGO	Broadcom Inc.	−501	6,376	$1,973,435
JPM	Jpmorgan Chase & Co	−459	10,314	$3,033,966
SCHW	Schwab Charles Corp	−440	34,118	$3,206,409
ORCL	Oracle Corp	−382	4,762	$700,537
AMAT	Applied Materials Inc /De	−368	8,018	$2,740,472
TSLA	Tesla, Inc.	−295	4,528	$1,683,284
DIS	Walt Disney Co	−260	10,945	$1,054,879
ABNB	Airbnb, Inc.	−165	5,408	$682,922
MA	Mastercard Inc	−148	2,314	$1,156,213
AMD	Advanced Micro Devices Inc	−111	1,467	$298,431
SBUX	Starbucks Corp	−103	11,325	$1,014,606
IQV	Iqvia Holdings Inc.	−100	8,300	$1,415,482
CRM	Salesforce, Inc.	−87	4,186	$781,400
MCK	Mckesson Corp	−79	1,328	$1,149,198
ETN	Eaton Corp plc	−62	2,266	$810,480
COR	Cencora, Inc.	−61	2,116	$664,720
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
AON	Aon plc	2,419	$780,804
AMRZ	Amrize Ltd	11,862	$664,509
ACN	Accenture plc	2,593	$514,165
TMO	Thermo Fisher Scientific Inc.	1,010	$496,445
FERG	Ferguson Enterprises Inc. /DE/	1,993	$464,887
UBER	Uber Technologies, Inc	6,012	$432,443
NOW	ServiceNow, Inc.	2,500	$261,375
DVN	Devon Energy Corp/De	4,935	$248,329
CVX	Chevron Corp	1,103	$228,210
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	18,644	$1,025,420
KMX	Carmax Inc	25,188	$973,264
DEO	Diageo PLC	7,671	$661,777
EBAY	Ebay Inc	7,225	$629,297
SLV	iShares Silver Trust	4,904	$315,915
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 positions · $104,963,197 total · as of Mar 31, 2026

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

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	40,652	-1,464	$7,089,708	−9.7%	6.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,212	+2,044	$5,667,443	−2.4%	5.40%
MSFT	Microsoft Corp Technology	Added	14,543	+207	$5,383,382	−22.4%	5.13%
META	Meta Platforms, Inc. Communication Services	Added	8,099	+379	$4,633,680	−9.1%	4.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,292	-773	$4,452,726	−12.0%	4.24%
SCHW	Schwab Charles Corp Financial Services	Reduced	34,118	-440	$3,206,409	−7.1%	3.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,133	-1,795	$3,201,405	−20.9%	3.05%
AAPL	Apple Inc. Technology	Reduced	11,975	-31	$3,039,135	−6.9%	2.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,314	-459	$3,033,966	−12.6%	2.89%
AMAT	Applied Materials Inc /De Technology	Reduced	8,018	-368	$2,740,472	+27.2%	2.61%
PM	Philip Morris International Inc. Consumer Defensive	Added	16,556	+112	$2,737,369	+3.8%	2.61%
CRCL	Circle Internet Group, Inc. Financial Services	Added	26,326	+21,340	$2,511,763	+535.3%	2.39%
V	Visa Inc. Financial Services	Added	7,196	+68	$2,174,919	−13.0%	2.07%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	6,284	-1,056	$2,123,677	−4.8%	2.02%
AVGO	Broadcom Inc. Technology	Reduced	6,376	-501	$1,973,435	−17.1%	1.88%
COP	Conocophillips Energy	Added	13,691	+126	$1,807,212	+42.3%	1.72%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,528	-295	$1,683,284	−22.4%	1.60%
ADI	Analog Devices Inc Technology	Reduced	5,235	-1,106	$1,665,462	−3.2%	1.59%
SYK	Stryker Corp Healthcare	Added	4,592	+1,231	$1,508,885	+27.7%	1.44%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	18,704	-5,416	$1,489,025	−33.8%	1.42%
GD	General Dynamics Corp Industrials	Added	4,258	+74	$1,461,430	+3.8%	1.39%
NVS	Novartis AG Healthcare	Reduced	9,513	-1,216	$1,453,110	−1.8%	1.38%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	8,300	-100	$1,415,482	−25.2%	1.35%
CMCSA	Comcast Corp Communication Services	Added	48,985	+1,887	$1,406,359	+6.6%	1.34%
ELV	Elevance Health, Inc. Healthcare	Added	4,713	+158	$1,379,730	−13.6%	1.31%
MDT	Medtronic plc Healthcare	Added	15,785	+257	$1,367,770	−8.3%	1.30%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	11,291	-790	$1,339,451	−4.5%	1.28%
MA	Mastercard Inc Financial Services	Reduced	2,314	-148	$1,156,213	−17.7%	1.10%
MCK	Mckesson Corp Healthcare	Reduced	1,328	-79	$1,149,198	−0.4%	1.09%
UL	Unilever PLC Consumer Defensive	Added	19,424	+332	$1,106,585	−11.4%	1.05%
BDX	Becton Dickinson & Co Healthcare	Added	6,949	+652	$1,092,591	+13.7%	1.04%
DIS	Walt Disney Co Communication Services	Reduced	10,945	-260	$1,054,879	−17.3%	1.00%
OMC	Omnicom Group Inc. Communication Services	Added	13,565	+392	$1,021,580	−4.0%	0.97%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	11,325	-103	$1,014,606	+5.4%	0.97%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	3,267	-34	$949,030	+16.4%	0.90%
SNY	Sanofi Healthcare	Added	19,194	+303	$924,766	+1.0%	0.88%
GLD	Spdr Gold Trust	Reduced	2,048	-943	$881,233	−25.7%	0.84%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	5,198	+3,898	$817,541	+288.3%	0.78%
ETN	Eaton Corp plc Industrials	Reduced	2,266	-62	$810,480	+9.3%	0.77%
CRM	Salesforce, Inc. Technology	Reduced	4,186	-87	$781,400	−31.0%	0.74%
AON	Aon plc Financial Services	NEW	2,419	NEW	$780,804	NEW	0.74%
QQQ	Invesco Qqq Trust, Series 1	Added	1,273	+54	$734,750	−1.9%	0.70%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,719	-58	$710,757	+10.4%	0.68%
ORCL	Oracle Corp Technology	Reduced	4,762	-382	$700,537	−30.1%	0.67%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	5,408	-165	$682,922	−9.7%	0.65%
COR	Cencora, Inc. Healthcare	Reduced	2,116	-61	$664,720	−9.6%	0.63%
AMRZ	Amrize Ltd Basic Materials	NEW	11,862	NEW	$664,509	NEW	0.63%
MPC	Marathon Petroleum Corp Energy	Reduced	2,713	-32	$662,460	+48.4%	0.63%
QCOM	Qualcomm Inc/De Technology	Reduced	5,104	-13	$657,293	−24.9%	0.63%
RTX	RTX Corp Industrials	Added	3,334	+5	$643,128	+5.3%	0.61%