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Crusonia Wealth Advisors

Latest statistics and disclosures from Crusonia Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002112003

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Positions held by Crusonia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Crusonia Wealth Advisors

Crusonia Wealth Advisors holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	9.7	$44M	594k	74.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.7	$31M	804k	38.11	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.4	$29M	619k	47.35	View chart
Victory Portfolios Ii Core Intermediat (UITB)	3.6	$16M	345k	47.35	View chart
First Tr Exchange-traded A Com Shs (FEX)	3.4	$16M	132k	118.62	View chart
Apple (AAPL)	3.2	$15M	54k	271.86	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.2	$15M	193k	75.05	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	3.2	$14M	373k	38.46	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.1	$14M	183k	77.89	View chart
Vanguard Index Fds Value Etf (VTV)	2.9	$13M	70k	190.99	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.7	$12M	207k	59.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$10M	307k	32.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$9.6M	37k	257.95	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.9	$8.9M	29k	309.04	View chart
First Tr Exchange-traded A Com Shs (FYX)	1.8	$8.3M	73k	113.14	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.7	$7.5M	199k	37.87	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.5	$6.7M	100k	66.43	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$5.7M	12k	487.85	View chart
Microsoft Corporation (MSFT)	1.2	$5.4M	11k	483.63	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	1.1	$5.0M	63k	79.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$5.0M	80k	62.47	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.0	$4.8M	102k	46.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$4.7M	52k	89.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$4.3M	86k	50.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$4.3M	62k	69.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.9M	6.2k	627.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.8	$3.8M	74k	51.18	View chart
Visa Com Cl A (V)	0.8	$3.7M	11k	350.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$3.6M	134k	26.91	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.8	$3.5M	77k	45.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.4M	6.8k	502.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$3.1M	9.2k	335.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$3.0M	4.8k	614.30	View chart
Pepsi (PEP)	0.6	$2.8M	19k	143.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$2.7M	29k	92.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.6M	35k	74.07	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.6	$2.6M	79k	32.80	View chart
First Tr Exch Trd Alphdx Ex Us Sml Cp (FDTS)	0.6	$2.5M	43k	58.37	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.5	$2.5M	59k	42.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.4M	20k	123.26	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$2.4M	48k	49.59	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.5	$2.3M	44k	53.07	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.5	$2.2M	97k	23.23	View chart
NVIDIA Corporation (NVDA)	0.5	$2.2M	12k	186.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.1M	6.7k	313.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.0M	3.0k	684.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.9M	9.1k	212.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.9M	6.0k	313.80	View chart
Amazon (AMZN)	0.4	$1.7M	7.4k	230.82	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.7M	16k	107.11	View chart
Tesla Motors (TSLA)	0.4	$1.7M	3.7k	449.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.6M	15k	106.70	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.6M	13k	120.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.6M	11k	148.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M	4.9k	322.21	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.3	$1.6M	37k	42.19	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$1.6M	14k	110.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.5M	28k	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.5M	2.2k	681.92	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.5M	10k	141.15	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.3	$1.4M	22k	65.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.4M	17k	82.32	View chart
Costco Wholesale Corporation (COST)	0.3	$1.3M	1.6k	862.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.3M	16k	85.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$1.3M	26k	50.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.3M	6.2k	210.34	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$1.3M	26k	50.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.3M	11k	120.18	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$1.2M	25k	46.08	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.1M	2.0k	570.82	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.1M	21k	49.99	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$1.1M	56k	19.19	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.2	$1.0M	41k	24.89	View chart
Broadcom (AVGO)	0.2	$1.0M	2.9k	346.10	View chart
Eli Lilly & Co. (LLY)	0.2	$1.0M	944.00	1074.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$982k	10k	96.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$976k	4.9k	198.62	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$874k	18k	47.97	View chart
Dell Technologies CL C (DELL)	0.2	$874k	6.9k	125.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$834k	31k	27.21	View chart
Netflix (NFLX)	0.2	$826k	8.8k	93.76	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$810k	30k	26.68	View chart
Vanguard World Utilities Etf (VPU)	0.2	$795k	4.3k	185.04	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$770k	6.4k	121.27	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.2	$767k	28k	27.35	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.2	$742k	29k	25.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$735k	11k	66.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$730k	27k	27.43	View chart
International Business Machines (IBM)	0.2	$716k	2.4k	296.17	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$711k	7.2k	98.31	View chart
Johnson & Johnson (JNJ)	0.1	$682k	3.3k	206.96	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$675k	8.2k	82.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$669k	5.5k	121.61	View chart
Wells Fargo & Company (WFC)	0.1	$669k	7.2k	93.20	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$648k	5.7k	113.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$647k	8.4k	77.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$628k	12k	54.71	View chart
Ferrari Nv Ord (RACE)	0.1	$623k	1.7k	369.56	View chart
Meta Platforms Cl A (META)	0.1	$618k	938.00	659.16	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)	0.1	$618k	19k	32.88	View chart
Home Depot (HD)	0.1	$618k	1.8k	344.10	View chart
Chevron Corporation (CVX)	0.1	$578k	3.8k	152.41	View chart
American Express Company (AXP)	0.1	$572k	1.5k	369.95	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$572k	13k	44.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$560k	12k	47.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$550k	20k	27.02	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$546k	5.6k	96.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$539k	1.1k	473.29	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$538k	8.0k	67.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$533k	22k	24.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$518k	17k	30.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$510k	20k	25.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$455k	4.6k	99.88	View chart
Southstate Bk Corp (SSB)	0.1	$448k	4.8k	94.11	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$445k	3.7k	120.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$437k	2.3k	191.59	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$436k	6.7k	65.51	View chart
Ge Aerospace Com New (GE)	0.1	$427k	1.4k	308.03	View chart
Honeywell International (HON)	0.1	$421k	2.2k	195.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$415k	7.6k	54.83	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$415k	6.4k	65.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$412k	3.1k	131.59	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$411k	9.1k	45.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$401k	829.00	483.67	View chart
Caterpillar (CAT)	0.1	$391k	682.00	572.87	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$381k	16k	24.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$380k	6.7k	56.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$378k	1.8k	211.80	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$378k	2.4k	157.70	View chart
Morgan Stanley Com New (MS)	0.1	$375k	2.1k	177.53	View chart
McKesson Corporation (MCK)	0.1	$373k	455.00	820.29	View chart
Abbott Laboratories (ABT)	0.1	$370k	3.0k	125.29	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.1	$364k	11k	33.60	View chart
Automatic Data Processing (ADP)	0.1	$363k	1.4k	257.23	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$353k	2.5k	139.16	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$342k	2.9k	117.52	View chart
Target Corporation (TGT)	0.1	$335k	3.4k	97.74	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$332k	13k	25.45	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$329k	2.3k	143.97	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$321k	7.2k	44.34	View chart
Argan (AGX)	0.1	$316k	1.0k	313.32	View chart
Procter & Gamble Company (PG)	0.1	$305k	2.1k	143.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$303k	2.1k	143.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$294k	4.8k	60.81	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$291k	6.4k	45.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$288k	7.3k	39.60	View chart
Coca-Cola Company (KO)	0.1	$287k	4.1k	69.92	View chart
Lineage (LINE)	0.1	$284k	8.1k	35.00	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$283k	7.2k	39.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$280k	2.9k	96.27	View chart
Abbvie (ABBV)	0.1	$277k	1.2k	228.52	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$277k	916.00	302.04	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$276k	5.4k	51.13	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$275k	9.2k	29.82	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$274k	2.9k	95.08	View chart
Ge Vernova (GEV)	0.1	$267k	409.00	653.56	View chart
Merck & Co (MRK)	0.1	$264k	2.5k	105.26	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$261k	9.2k	28.48	View chart
Advanced Micro Devices (AMD)	0.1	$253k	1.2k	214.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$251k	5.3k	47.02	View chart
Wal-Mart Stores (WMT)	0.1	$244k	2.2k	111.41	View chart
Cisco Systems (CSCO)	0.1	$242k	3.1k	77.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$242k	611.00	396.31	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$232k	9.9k	23.40	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$230k	19k	12.38	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$218k	2.4k	91.44	View chart
Linde SHS (LIN)	0.0	$218k	510.00	426.39	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$217k	9.0k	24.23	View chart
Vanguard World Financials Etf (VFH)	0.0	$212k	1.6k	133.50	View chart
Oracle Corporation (ORCL)	0.0	$212k	1.1k	194.91	View chart
Lam Research Corp Com New (LRCX)	0.0	$211k	1.2k	171.18	View chart
Bank of America Corporation (BAC)	0.0	$211k	3.8k	54.99	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.0	$208k	11k	19.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$205k	6.3k	32.62	View chart
Vanguard World Industrial Etf (VIS)	0.0	$204k	685.00	298.24	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$204k	5.3k	38.32	View chart

Past Filings by Crusonia Wealth Advisors

SEC 13F filings are viewable for Crusonia Wealth Advisors going back to 2025

Crusonia Wealth Advisors 2025 Q4 filed Feb. 18, 2026

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