CRUX WEALTH ADVISORS

CIK 0002054270 • 6 13F filings • May 13, 2025 – Jul 21, 2026

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Filer information

Filed by: CRUX WEALTH ADVISORS, Compliance Consultant
Address: 111 W OCEAN BLVD., 4TH FLOOR, LONG BEACH, CA, 90802
Phone: 720-210-9471
AUM: $268.8M

AUM over time

$288.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $268.8M173 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$670K	0.2%Prev: 0.3%	1,916 SH	Decreased-24 SH
ADVANCED MICRO DEVICES INC	COM	$338K	0.1%Prev: 0.1%	1,578 SH	Increased-93 SH
AIR PRODS & CHEMS INC	COM	$815K	0.3%Prev: 0.4%	3,301 SH	Decreased-204 SH
AIRBNB INC	COM CL A	$756K	0.3%Prev: 0.3%	5,573 SH	Increased-94 SH
ALPHABET INC	CAP STK CL A	$4.0M	1.5%Prev: 1.3%	12,928 SH	Increased-540 SH
ALPHABET INC	CAP STK CL C	$3.6M	1.3%Prev: 1.1%	11,542 SH	Increased-318 SH
AMAZON COM INC	COM	$5.8M	2.2%Prev: 2.2%	25,168 SH	Increased-205 SH
ANALOG DEVICES INC	COM	$1.7M	0.6%Prev: 0.6%	6,341 SH	Increased-94 SH
APPLE INC	COM	$3.3M	1.2%Prev: 1.3%	12,006 SH	Increased-532 SH
APPLIED MATLS INC	COM	$2.2M	0.8%Prev: 0.7%	8,386 SH	Increased-106 SH
ARDELYX INC	COM	$181K	0.1%Prev: 0.1%	30,973 SH	Increased+3,035 SH
AUTODESK INC	COM	$767K	0.3%Prev: 0.3%	2,591 SH	Decreased-46 SH
AUTOZONE INC	COM	$237K	0.1%Prev: 0.1%	70 SH	Decreased
BANK AMERICA CORP	COM	$1.0M	0.4%Prev: 0.4%	18,644 SH	Increased-71 SH
BANK NEW YORK MELLON CORP	COM	$1.4M	0.5%Prev: 0.5%	12,081 SH	Increased-90 SH
BECTON DICKINSON & CO	COM	$1.2M	0.5%Prev: 0.5%	6,297 SH	Increased+49 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.1M	1.9%Prev: 2.0%	10,065 SH	Decreased-44 SH
BNY MELLON ETF TRUST	CONCENTRATED INT	$3.6M	1.4%Prev: 1.6%	70,522 SH	Decreased-7,252 SH
BNY MELLON ETF TRUST	CORE BOND ETF	$13.4M	5.0%Prev: 5.2%	315,824 SH	Increased+10,386 SH
BNY MELLON ETF TRUST	EMRG MKT EQUIT	$1.4M	0.5%Prev: 0.4%	19,177 SH	Increased+4,221 SH
BNY MELLON ETF TRUST	HIGH YIELD ETF	$2.6M	1.0%Prev: 1.0%	53,301 SH	Increased+3,898 SH
BNY MELLON ETF TRUST	INTERNATIONL EQT	$1.7M	0.6%Prev: 0.7%	18,165 SH	Decreased-1,122 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$8.6M	3.2%Prev: 3.2%	65,371 SH	Increased+3,406 SH
BNY MELLON ETF TRUST	US MDCP CORE EQT	$633K	0.2%Prev: 0.2%	5,813 SH	Increased+46 SH
BNY MELLON ETF TRUST	US SMLCP CORE	$652K	0.2%Prev: 0.3%	5,799 SH	Increased-83 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$9.8M	3.6%Prev: 3.5%	336,530 SH	Increased+16,656 SH
BOOKING HOLDINGS INC	COM	$3.1M	1.2%Prev: 1.3%	581 SH	Decreased-6 SH
BROADCOM INC	COM	$2.4M	0.9%Prev: 0.9%	6,877 SH	Increased-269 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.9M	0.7%	42,655 SH	New
CARMAX INC	COM	$973K	0.4%Prev: 0.4%	25,188 SH	Decreased+67 SH
CENCORA INC	COM	$735K	0.3%Prev: 0.3%	2,177 SH	Increased-39 SH
CHECK POINT SOFTWARE TECH LT	ORD	$782K	0.3%Prev: 0.3%	4,214 SH	Increased+723 SH
CHUBB LIMITED	COM	$435K	0.2%Prev: 0.2%	1,394 SH	Increased-140 SH
CIRCLE INTERNET GROUP INC	COM CL A	$395K	0.1%	4,986 SH	New
CME GROUP INC	COM	$353K	0.1%Prev: 0.2%	1,293 SH	Decreased-126 SH
COLUMBIA ETF TR I	SHORT DURATION	$2.0M	0.7%Prev: 0.2%	105,750 SH	Increased+78,510 SH
COMCAST CORP NEW	CL A	$1.4M	0.5%Prev: 0.6%	47,098 SH	Decreased+51 SH
CONOCOPHILLIPS	COM	$1.3M	0.5%Prev: 0.5%	13,565 SH	Increased+170 SH
COSTCO WHSL CORP NEW	COM	$202K	0.1%Prev: 0.1%	234 SH	Decreased-9 SH
DARDEN RESTAURANTS INC	COM	$235K	0.1%Prev: 0.1%	1,279 SH	Decreased-112 SH
DBX ETF TR	XTRACK MSCI EAFE	$223K	0.1%	4,628 SH	New
DBX ETF TR	XTRACK MUN INFRA	$398K	0.1%Prev: 0.1%	16,202 SH	Increased+6,890 SH
DEERE & CO	COM	$303K	0.1%Prev: 0.1%	650 SH	Increased+2 SH
DEXCOM INC	COM	$450K	0.2%	6,773 SH	New
DIAGEO PLC	SPON ADR NEW	$662K	0.2%Prev: 0.3%	7,671 SH	Decreased+84 SH
DISNEY WALT CO	COM	$1.3M	0.5%Prev: 0.5%	11,205 SH	Decreased-222 SH
EATON CORP PLC	SHS	$741K	0.3%Prev: 0.4%	2,328 SH	Decreased-187 SH
EBAY INC.	COM	$629K	0.2%Prev: 0.3%	7,225 SH	Decreased+29 SH
ECOLAB INC	COM	$347K	0.1%Prev: 0.1%	1,322 SH	Decreased-19 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.6M	0.6%Prev: 0.6%	4,555 SH	Increased-17 SH
EXXON MOBIL CORP	COM	$1.7M	0.7%Prev: 0.7%	14,525 SH	Increased-95 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$736K	0.3%Prev: 0.3%	10,371 SH	Increased+1,228 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$305K	0.1%	6,364 SH	New
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$233K	0.1%	11,612 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$207K	0.1%Prev: 0.1%	2,902 SH	Increased+218 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.4M	1.6%	63,593 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$331K	0.1%Prev: 0.4%	2,627 SH	Decreased-4,995 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$1.7M	0.6%	18,131 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.9M	1.1%Prev: 0.2%	30,872 SH	Increased+24,608 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$1.6M	0.6%	74,702 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$292K	0.1%	4,873 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$514K	0.2%Prev: 0.3%	10,457 SH	Decreased-5,374 SH
FIRST TR EXCHANGE-TRADED FD	INDXX INOVTV ETF	$227K	0.1%	3,822 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.8M	0.7%Prev: 1.0%	38,248 SH	Decreased-15,135 SH
FIRST TR EXCHANGE-TRADED FD	STRUCTURED CR IN	$2.7M	1.0%	130,823 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$175K	0.1%	10,259 SH	New
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$228K	0.1%Prev: 0.1%	2,101 SH	Decreased-8 SH
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR MDCP	$1.4M	0.5%	41,865 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$203K	0.1%	4,947 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$202K	0.1%	4,570 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$358K	0.1%Prev: 0.1%	14,400 SH	Increased+179 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$692K	0.3%Prev: 0.3%	20,079 SH	Decreased-3,050 SH
FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$1.1M	0.4%Prev: 0.6%	15,844 SH	Decreased-5,382 SH
GENERAL DYNAMICS CORP	COM	$1.4M	0.5%Prev: 0.6%	4,184 SH	Decreased-16 SH
GLOBAL X FDS	EMERGING MKT GRT	$262K	0.1%Prev: 0.3%	8,528 SH	Decreased-13,579 SH
GLOBAL X FDS	MSCI SUPDIV EA	$258K	0.1%	13,294 SH	New
GOLDMAN SACHS GROUP INC	COM	$269K	0.1%Prev: 0.1%	306 SH	Increased+2 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$2.7M	1.0%Prev: 1.1%	68,318 SH	Decreased-5,267 SH
HOME DEPOT INC	COM	$433K	0.2%Prev: 0.2%	1,257 SH	Decreased-172 SH
INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$918K	0.3%Prev: 0.3%	31,312 SH	Increased+7,311 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$415K	0.2%Prev: 0.1%	12,757 SH	Increased+1,260 SH
INNOVATOR ETFS TRUST	US SMALL CAP 10	$220K	0.1%	7,557 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$211K	0.1%Prev: 0.1%	1,300 SH	Decreased-153 SH
INVESCO QQQ TR	UNIT SER 1	$749K	0.3%Prev: 0.3%	1,219 SH	Increased+22 SH
IQVIA HLDGS INC	COM	$1.9M	0.7%Prev: 0.6%	8,400 SH	Increased+144 SH
ISHARES INC	ESG AWR MSCI EM	$2.7M	1.0%Prev: 1.0%	61,190 SH	Increased+870 SH
ISHARES SILVER TR	ISHARES	$316K	0.1%	4,904 SH	New
ISHARES TR	CORE MSCI EAFE	$246K	0.1%Prev: 0.1%	2,749 SH	Decreased-132 SH
ISHARES TR	CORE S&P SCP ETF	$423K	0.2%Prev: 0.2%	3,522 SH	Increased+16 SH
ISHARES TR	CORE S&P US GWT	$339K	0.1%Prev: 0.1%	2,019 SH	Increased+3 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.5%Prev: 0.5%	1,817 SH	Decreased-43 SH
ISHARES TR	CORE US AGGBD ET	$884K	0.3%Prev: 0.6%	8,851 SH	Decreased-6,040 SH
ISHARES TR	ESG AW MSCI EAFE	$3.2M	1.2%Prev: 1.4%	33,404 SH	Decreased-4,456 SH
ISHARES TR	ESG AWR US AGRGT	$3.2M	1.2%Prev: 1.3%	66,511 SH	Decreased+148 SH
ISHARES TR	ISHS 5-10YR INVT	$1.4M	0.5%Prev: 0.7%	25,895 SH	Decreased-4,466 SH
ISHARES TR	MSCI USA MIN VOL	$258K	0.1%Prev: 0.1%	2,743 SH	Decreased+11 SH
ISHARES TR	NATIONAL MUN ETF	$694K	0.3%Prev: 0.3%	6,478 SH	Increased+412 SH
ISHARES TR	RUS MD CP GR ETF	$232K	0.1%Prev: 0.1%	1,692 SH	Decreased-102 SH
ISHARES TR	S&P 500 GRWT ETF	$856K	0.3%Prev: 0.2%	6,942 SH	Increased+2,056 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$333K	0.1%Prev: 0.1%	5,810 SH	Increased+60 SH
JOHNSON & JOHNSON	COM	$324K	0.1%Prev: 0.1%	1,567 SH	Decreased-201 SH
JOHNSON CTLS INTL PLC	SHS	$277K	0.1%Prev: 0.1%	2,314 SH	Decreased-256 SH
JPMORGAN CHASE & CO.	COM	$3.5M	1.3%Prev: 1.4%	10,773 SH	Decreased-320 SH
LATTICE STRATEGIES TR	HARTFORD MLT ETF	$1.6M	0.6%Prev: 0.8%	42,695 SH	Decreased-15,073 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$54K	0.0%	10,190 SH	New
MARATHON PETE CORP	COM	$446K	0.2%Prev: 0.2%	2,745 SH	Decreased-241 SH
MASCO CORP	COM	$509K	0.2%Prev: 0.2%	8,026 SH	Increased+1,718 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.5%Prev: 0.6%	2,462 SH	Decreased-70 SH
MCDONALDS CORP	COM	$292K	0.1%Prev: 0.1%	956 SH	Decreased-52 SH
MCKESSON CORP	COM	$1.2M	0.4%Prev: 0.4%	1,407 SH	Increased-8 SH
MEDTRONIC PLC	SHS	$1.5M	0.6%Prev: 0.6%	15,528 SH	Decreased-197 SH
MERCK & CO INC	COM	$425K	0.2%Prev: 0.2%	4,039 SH	Increased-574 SH
META PLATFORMS INC	CL A	$5.1M	1.9%Prev: 2.2%	7,720 SH	Decreased+111 SH
MICROSOFT CORP	COM	$6.9M	2.6%Prev: 3.1%	14,336 SH	Decreased-734 SH
MOTOROLA SOLUTIONS INC	COM NEW	$547K	0.2%Prev: 0.3%	1,426 SH	Decreased-145 SH
NOVARTIS AG	SPONSORED ADR	$1.5M	0.6%Prev: 0.5%	10,729 SH	Increased-46 SH
NUSHARES ETF TR	ESG HI TLD CRP	$673K	0.3%Prev: 0.3%	31,158 SH	Increased+1,235 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$3.5M	1.3%Prev: 1.4%	35,585 SH	Increased+779 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$3.7M	1.4%Prev: 1.4%	81,275 SH	Increased+863 SH
NVIDIA CORPORATION	COM	$7.9M	2.9%Prev: 3.2%	42,116 SH	Decreased-1,589 SH
OMNICOM GROUP INC	COM	$1.1M	0.4%Prev: 0.4%	13,173 SH	Increased+217 SH
ORACLE CORP	COM	$1.0M	0.4%Prev: 0.6%	5,144 SH	Decreased+182 SH
PACER FDS TR	TRENDP US LAR CP	$2.1M	0.8%	38,555 SH	New
PACER FDS TR	US LRG CP CASH	$2.1M	0.8%	58,605 SH	New
PEPSICO INC	COM	$457K	0.2%Prev: 0.2%	3,182 SH	Increased-51 SH
PHILIP MORRIS INTL INC	COM	$2.6M	1.0%Prev: 1.0%	16,444 SH	Increased+271 SH
QUALCOMM INC	COM	$875K	0.3%Prev: 0.3%	5,117 SH	Increased-62 SH
RTX CORPORATION	COM	$610K	0.2%Prev: 0.2%	3,329 SH	Increased+2 SH
SALESFORCE INC	COM	$1.1M	0.4%Prev: 0.4%	4,273 SH	Increased-77 SH
SANOFI SA	SPONSORED ADR	$915K	0.3%Prev: 0.4%	18,891 SH	Increased-126 SH
SCHWAB CHARLES CORP	COM	$3.5M	1.3%Prev: 1.3%	34,558 SH	Increased-108 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.0M	1.1%Prev: 1.2%	92,185 SH	Increased-742 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$822K	0.3%Prev: 0.3%	30,547 SH	Increased+91 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$407K	0.2%	7,436 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$545K	0.2%	3,785 SH	New
SPDR GOLD TR	GOLD SHS	$1.2M	0.4%Prev: 0.4%	2,991 SH	Increased+280 SH
SPDR SERIES TRUST	STATE STREET SPD	$16.3M	6.1%	194,054 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$521K	0.2%	12,948 SH	New
STARBUCKS CORP	COM	$962K	0.4%Prev: 0.4%	11,428 SH	Decreased-39 SH
STRYKER CORPORATION	COM	$1.2M	0.4%Prev: 0.5%	3,361 SH	Decreased-23 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.2M	0.8%Prev: 0.9%	7,340 SH	Increased-447 SH
TESLA INC	COM	$2.2M	0.8%Prev: 0.8%	4,823 SH	Increased+406 SH
TJX COS INC NEW	COM	$347K	0.1%Prev: 0.1%	2,257 SH	Decreased-222 SH
TRANE TECHNOLOGIES PLC	SHS	$380K	0.1%Prev: 0.2%	978 SH	Decreased-117 SH
UNILEVER PLC	SPON ADR NEW	$1.2M	0.5%Prev: 0.5%	19,092 SH	Decreased-2,295 SH
UNION PAC CORP	COM	$220K	0.1%Prev: 0.1%	950 SH	Decreased-63 SH
UNITEDHEALTH GROUP INC	COM	$276K	0.1%Prev: 0.3%	836 SH	Decreased-1,280 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$211K	0.1%Prev: 0.1%	7,176 SH	Decreased-585 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.3M	0.5%Prev: 0.8%	12,366 SH	Decreased-7,328 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$958K	0.4%Prev: 0.7%	4,579 SH	Decreased-3,658 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.9M	0.7%Prev: 0.7%	3,818 SH	Decreased-101 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$737K	0.3%Prev: 0.3%	4,156 SH	Increased+42 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.7M	0.6%Prev: 0.7%	5,844 SH	Decreased-453 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.8M	1.8%Prev: 1.8%	7,612 SH	Increased+12 SH
VANGUARD INDEX FDS	SMALL CP ETF	$204K	0.1%Prev: 0.1%	789 SH	Decreased-14 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	0.8%Prev: 1.3%	6,235 SH	Decreased-3,806 SH
VANGUARD INDEX FDS	VALUE ETF	$229K	0.1%Prev: 0.1%	1,202 SH	Increased+13 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$294K	0.1%Prev: 0.1%	5,471 SH	Decreased-70 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.5M	0.6%Prev: 0.6%	6,742 SH	Increased+54 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$979K	0.4%Prev: 0.4%	15,665 SH	Increased+185 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$654K	0.2%Prev: 0.5%	7,150 SH	Decreased-6,730 SH
VANGUARD WORLD FD	ESG US CORP BD	$392K	0.1%Prev: 0.1%	6,160 SH	Increased+317 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$347K	0.1%Prev: 0.1%	1,383 SH	Increased+4 SH
VEEVA SYS INC	CL A COM	$388K	0.1%Prev: 0.2%	1,738 SH	Decreased-4 SH
VERIZON COMMUNICATIONS INC	COM	$253K	0.1%Prev: 0.1%	6,222 SH	Decreased-729 SH
VISA INC	COM CL A	$2.5M	0.9%Prev: 1.0%	7,128 SH	Increased-135 SH
WALMART INC	COM	$644K	0.2%Prev: 0.3%	5,777 SH	Decreased-566 SH
WELLS FARGO CO NEW	COM	$2.2M	0.8%Prev: 0.8%	24,120 SH	Increased+30 SH
WISDOMTREE TR	DYNAMIC INTL EQT	$475K	0.2%Prev: 0.2%	10,916 SH	Decreased-3,119 SH
WISDOMTREE TR	US MIDCAP DIVID	$235K	0.1%Prev: 0.1%	4,556 SH	Decreased+33 SH
WISDOMTREE TR	US MIDCAP FUND	$1.6M	0.6%Prev: 0.8%	24,477 SH	Decreased-6,080 SH
WISDOMTREE TR	US QTLY DIV GRT	$4.5M	1.7%Prev: 1.9%	50,143 SH	Decreased-4,953 SH
WISDOMTREE TR	US SMALLCAP FUND	$270K	0.1%Prev: 0.1%	4,744 SH	Decreased-111 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $274K
CHEVRON CORP NEW — $211K
CODEXIS INC — $33K
FIRST TR EXCH TRADED FD III — $484K
FIRST TR EXCHANGE-TRADED FD — $452K
FIRST TR EXCHNG TRADED FD VI — $694K
FISERV INC — $544K
INVESCO ACTIVELY MANAGED EXC — $506K
ISHARES TR — $724K
J P MORGAN EXCHANGE TRADED F — $505K
NETFLIX INC — $239K
NXP SEMICONDUCTORS N V — $203K
SELECT SECTOR SPDR TR — $399K
SELECT SECTOR SPDR TR — $538K
SPDR SERIES TRUST — $9.6M
SPDR SERIES TRUST — $4.8M
SSGA ACTIVE ETF TR — $539K
STARWOOD PPTY TR INC — $494K
VANGUARD BD INDEX FDS — $253K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0002054270-26-000002	$268.8M	View
Nov 13, 2025	Q3 2025	13F-HR	0002054270-25-000005	$252.3M	View
Jul 21, 2026	Q2 2026