CRUX WEALTH ADVISORS
All 13F Filings
- Location
- Long Beach, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 268,762
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 176 | 268,762 | 13F-HR | CRUX WEALTH ADVISORS |
| Q3 2025 | 11/13/2025 | 167 | 252,300 | 13F-HR | CRUX WEALTH ADVISORS |
| Q2 2025 | 7/29/2025 | 166 | 234,834 | 13F-HR | CRUX WEALTH ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 227 K | 84.5% | 20.21 K | 0 | 20.21 K |
| ETFs | 28.4 K | 10.6% | 0 | 4.123 K | -4.123 K |
| Debt | 13.39 K | 5.0% | 374 | 0 | 374 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
268,762
Holdings
176
QoQ value change ($000)
16,462
(6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.