Crux Wealth Advisors filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 260.63 M reflecting a -3.03% change from the prior quarter, spanning 181 assets. The top 10 holdings comprised 28.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 18 new positions and 11 complete exits.
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Crux Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Crux Wealth Advisors reported a managed portfolio value of 260.63 M, consisting of 181 individual positions.
This page displays the raw filing documents. To see which stocks Crux Wealth Advisors bought or sold during Q1 2026, please visit Crux Wealth Advisors's Portfolio Analysis page.