Crux Wealth Advisors filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 288.54 M reflecting a +10.71% change from the prior quarter, spanning 192 assets. The top 10 holdings comprised 29.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 19 new positions and 6 complete exits.
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Crux Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Crux Wealth Advisors reported a managed portfolio value of 288.54 M, consisting of 192 individual positions.
This page displays the raw filing documents. To see which stocks Crux Wealth Advisors bought or sold during Q2 2026, please visit Crux Wealth Advisors's Portfolio Analysis page.