CRUX WEALTH ADVISORS
All 13F Filings
- Location
- Long Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 288,538
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 192 | 288,538 | 13F-HR | CRUX WEALTH ADVISORS |
| Q1 2026 | 4/24/2026 | 181 | 260,630 | 13F-HR | CRUX WEALTH ADVISORS |
| 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 | 147.7 K | 51.2% | 10.83 K | 0 | 10.83 K |
| ETFs | 127.2 K | 44.1% | 17.5 K | 0 | 17.5 K |
| Debt | 13.58 K | 4.7% | 0 | 39 | -39 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
288,538
Holdings
192
QoQ value change ($000)
27,908
(10.7%)
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.