CRUX WEALTH ADVISORS Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$252.3M

Holdings

167

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (167 positions)

#	Stock	Shares	Value	% Portfolio
101	MUBISHARES TR	6,066	$646K	0.26%
102	FTLSFIRST TR EXCH TRADED FD III	9,143	$640K	0.25%
103	BKMCBNY MELLON ETF TRUST	5,767	$626K	0.25%
104	IVWISHARES TR	4,886	$590K	0.23%
105	DDWMWISDOMTREE TR	14,035	$587K	0.23%
106	FTCSFIRST TR EXCHANGE-TRADED FD	6,264	$587K	0.23%
107	HDHOME DEPOT INC	1,429	$579K	0.23%
108	MPCMARATHON PETE CORP	2,986	$576K	0.23%
109	RTXRTX CORPORATION	3,327	$557K	0.22%
110	FISVFISERV INC	4,219	$544K	0.22%
111	TOTLSSGA ACTIVE ETF TR	13,281	$539K	0.21%
112	XLKSELECT SECTOR SPDR TR	1,909	$538K	0.21%
113	VEEVVEEVA SYS INC	1,742	$519K	0.21%
114	SBNDCOLUMBIA ETF TR I	27,240	$517K	0.20%
115	GSYINVESCO ACTIVELY MANAGED EXC	10,068	$506K	0.20%
116	JPSTJ P MORGAN EXCHANGE TRADED F	9,961	$505K	0.20%
117	STWDSTARWOOD PPTY TR INC	25,526	$494K	0.20%
118	FUMBFIRST TR EXCH TRADED FD III	24,060	$484K	0.19%
119	TTTRANE TECHNOLOGIES PLC	1,095	$462K	0.18%
120	PEPPEPSICO INC	3,233	$454K	0.18%
121	LMBSFIRST TR EXCHANGE-TRADED FD	9,080	$452K	0.18%
122	MASMASCO CORP	6,308	$444K	0.18%
123	CBCHUBB LIMITED	1,534	$433K	0.17%
124	IJRISHARES TR	3,506	$417K	0.17%
125	XLFSELECT SECTOR SPDR TR	7,411	$399K	0.16%
126	MRKMERCK & CO INC	4,613	$387K	0.15%
127	CMECME GROUP INC	1,419	$383K	0.15%
128	VCEBVANGUARD WORLD FD	5,843	$375K	0.15%
129	ECLECOLAB INC	1,341	$367K	0.15%
130	ZALTINNOVATOR ETFS TRUST	11,497	$367K	0.15%
131	TJXTJX COS INC NEW	2,479	$358K	0.14%
132	FLMIFRANKLIN TEMPLETON ETF TR	14,221	$352K	0.14%
133	FDLFIRST TR EXCHANGE-TRADED FD	7,824	$340K	0.13%
134	MGCVANGUARD WORLD FD	1,379	$337K	0.13%
135	IUSGISHARES TR	2,016	$332K	0.13%
136	JEPIJ P MORGAN EXCHANGE TRADED F	5,750	$328K	0.13%
137	JNJJOHNSON & JOHNSON	1,768	$328K	0.13%
138	MCDMCDONALDS CORP	1,008	$306K	0.12%
139	BACVERIZON COMMUNICATIONS INC	6,951	$305K	0.12%
140	AZOAUTOZONE INC	70	$300K	0.12%
141	VWOVANGUARD INTL EQUITY INDEX F	5,541	$300K	0.12%
142	DEDEERE & CO	648	$296K	0.12%
143	JCIJOHNSON CTLS INTL PLC	2,570	$283K	0.11%
144	ADPAUTOMATIC DATA PROCESSING IN	934	$274K	0.11%
145	EESWISDOMTREE TR	4,855	$271K	0.11%
146	AMDADVANCED MICRO DEVICES INC	1,671	$270K	0.11%
147	DRIDARDEN RESTAURANTS INC	1,391	$265K	0.10%
148	USMVISHARES TR	2,732	$260K	0.10%
149	IWPISHARES TR	1,794	$256K	0.10%
150	BIVVANGUARD BD INDEX FDS	3,245	$253K	0.10%
151	AQLTISHARES TR	2,881	$252K	0.10%
152	ICEINTERCONTINENTAL EXCHANGE IN	1,453	$245K	0.10%
153	GSGOLDMAN SACHS GROUP INC	304	$242K	0.10%
154	UNPUNION PAC CORP	1,013	$239K	0.09%
155	NFLXNETFLIX INC	199	$239K	0.09%
156	FIWFIRST TR EXCHANGE-TRADED FD	2,109	$237K	0.09%
157	DONWISDOMTREE TR	4,523	$237K	0.09%
158	ANGLVANECK ETF TRUST	7,761	$231K	0.09%
159	RVNUDBX ETF TR	9,312	$230K	0.09%
160	COSTCOSTCO WHSL CORP NEW	243	$225K	0.09%
161	VTVVANGUARD INDEX FDS	1,189	$222K	0.09%
162	CVXCHEVRON CORP NEW	1,356	$211K	0.08%
163	VBVANGUARD INDEX FDS	803	$204K	0.08%
164	CIBRFIRST TR EXCHANGE TRADED FD	2,684	$204K	0.08%
165	NXPINXP SEMICONDUCTORS N V	890	$203K	0.08%
166	ARDXARDELYX INC	27,938	$154K	0.06%
167	CDXSCODEXIS INC	13,413	$33K	0.01%

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