CRUX WEALTH ADVISORS

Q1 2026 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$260,630
Net value change ($000)
-8,132 (-3.0%)
New positions
14
Sold out positions
11
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CRCL 2,117 535.9%
AON 781 NEW
XOM 730 41.8%
AMRZ 665 NEW
ICE 607 287.7%
AMAT 586 27.2%
COP 537 42.3%
ACN 514 NEW
TMO 496 NEW
FERG 465 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,549 -22.3%
BAC -1,025 -100.0%
KMX -973 -100.0%
GOOGL -845 -20.9%
NVDA -765 -9.7%
WFC -759 -33.8%
META -691 -13.6%
DEO -662 -100.0%
EBAY -629 -100.0%
BRK-B -606 -12.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 386 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type