SEC 13F Intelligence

Crux Wealth Advisors / META

Crux Wealth Advisors’s Meta Platforms Inc Position

Does Crux Wealth Advisors own Meta Platforms Inc (META)? Yes — 7.7K shares worth $4M (+1.69% of its 13F portfolio) as of Q1 2026, down from 7.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
7.7K
% of Portfolio
+1.69%
Quarters Held
6
currently held

Position History META

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.7K$4M+1.69%
Q4 20257.7K$5M+1.90%
Q3 20257.6K$6M+2.21%
Q2 20257.3K$5M+2.30%
Q1 20256.3K$4M+1.90%
Q4 20245.9K$3M+1.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Crux Wealth Advisors’s full portfolio or all institutional holders of META.