SEC Form 13F · Q2 2026

CRUX WEALTH ADVISORS

Institutional Holdings Report

13F-HRCA
$288.5M
Portfolio Value
192
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
CRUX WEALTH ADVISORS
CIK
2054270
Accession No.
0002054270-26-000004
Location
LONG BEACH, CA
Form Type
13F-HR
Portfolio Value
$288.5M
Holdings Reported
192
Reporting Period
Q2 2026
Filed
July 21, 2026

About this Filing

CRUX WEALTH ADVISORS is an institutional investment manager based in LONG BEACH, CA reporting approximately $288.5M in 13(f) securities across 192 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.