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Crusonia Wealth Advisors

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

Top 5 stock holdings are DFUS, DFAI, JCPB, VCRB, FEX, and represent 29.97% of Crusonia Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VCRB, DFAI, DFUS, VUG, NVDA, JCPB, VTEB, DFAE, KYN, JAAA.
Started 21 new stock positions in VRTX, NEM, WELL, DDFO, C, SBAR, MU, RTX, PHYS, STWD. IGOV, MGNR, RLY, SFEB, SQQQ, DDFN, VNQ, IEF, TYGO, AMAT, TIP.
Reduced shares in these 10 stocks: UITB, SHV, PULS, AGG, JMUB, FDT, LINE, FDTS, FTSM, TSLA.
Sold out of its positions in SDVY, AGG, LINE, ORCL, VFH.
Crusonia Wealth Advisors was a net buyer of stock by $32M.
Crusonia Wealth Advisors has $485M in assets under management (AUM), dropping by 6.58%.
Central Index Key (CIK): 0002112003

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Portfolio Holdings for Crusonia Wealth Advisors

Crusonia Wealth Advisors holds 192 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	9.3	$45M	+6%	635k	70.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.1	$35M	+10%	888k	38.96	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.3	$31M	+5%	652k	47.08	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.9	$19M	+34%	246k	77.38	View chart
First Tr Exchange-traded A Com Shs (FEX)	3.3	$16M		132k	121.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.1	$15M	+3%	201k	75.19	View chart
Victory Portfolios Ii Core Intermediat (UITB)	3.1	$15M	-7%	320k	47.02	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$15M	+6%	75k	196.20	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	2.9	$14M	+4%	392k	36.18	View chart
Apple Put Option (AAPL)	2.9	$14M	+2%	55k	253.79	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.5	$12M		202k	59.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$11M	+9%	335k	33.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$10M	+4%	39k	261.92	View chart
First Tr Exchange-traded A Com Shs (FYX)	1.8	$8.8M		74k	119.36	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.8	$8.6M		198k	43.66	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.7	$8.3M	-2%	28k	295.12	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$7.4M	+45%	17k	436.80	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.5	$7.1M	+11%	111k	63.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$5.8M	+33%	115k	49.89	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	1.1	$5.2M	-5%	60k	86.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$5.2M		81k	64.08	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.0	$4.8M		101k	47.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$4.7M		52k	90.53	View chart
Microsoft Corporation (MSFT)	0.9	$4.4M	+7%	12k	370.24	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$4.1M	-3%	60k	68.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$4.0M	+7%	6.7k	597.56	View chart
NVIDIA Corporation (NVDA)	0.8	$3.8M	+80%	22k	174.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.8	$3.7M		74k	49.72	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.7	$3.5M		77k	45.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$3.5M		136k	25.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$3.4M	+2%	7.0k	479.20	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.7	$3.2M	+36%	60k	52.55	View chart
Visa Com Cl A (V)	0.7	$3.2M	-2%	10k	302.24	View chart
Pepsi (PEP)	0.6	$3.1M	+2%	20k	155.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.9M		9.1k	320.79	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.6	$2.8M		97k	28.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.8M		4.8k	577.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$2.7M		29k	92.76	View chart
First Tr Exch Trd Alphdx Ex Us Sml Cp (FDTS)	0.5	$2.6M	-8%	39k	64.66	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.5	$2.5M	-7%	54k	45.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$2.5M	-4%	34k	73.64	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.5	$2.5M		79k	31.33	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.4M	+43%	22k	106.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.2M		20k	113.11	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$2.2M	+69%	43k	50.37	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.1M	-5%	13k	169.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.1M	+8%	7.3k	287.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.0M		3.0k	653.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.9M		9.1k	211.14	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.9M	+16%	18k	106.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$1.8M	-25%	36k	49.50	View chart
Amazon (AMZN)	0.4	$1.8M	+13%	8.5k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.8M	+2%	6.1k	286.86	View chart
Costco Wholesale Corporation (COST)	0.3	$1.7M	+6%	1.7k	996.28	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.3	$1.6M		37k	43.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.6M	+4%	11k	142.43	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$1.6M	+77%	32k	48.02	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.3	$1.5M		22k	69.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.5M		28k	54.05	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.5M		10k	144.71	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.5M	+3%	5.1k	294.16	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.5M	+2%	16k	91.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.4M		2.2k	650.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.4M		17k	84.84	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$1.4M		40k	33.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.3M		6.1k	213.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.3M	-3%	10k	124.31	View chart
Kayne Anderson MLP Investment (KYN)	0.3	$1.2M	+361%	86k	14.28	View chart
Netflix (NFLX)	0.2	$1.2M	+43%	13k	96.15	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.2M		25k	47.03	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.2M	+132%	1.9k	604.39	View chart
Tesla Motors (TSLA)	0.2	$1.2M	-15%	3.1k	371.75	View chart
Dell Technologies CL C (DELL)	0.2	$1.1M		7.0k	164.13	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.1M		21k	49.81	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$1.1M		56k	18.94	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.0M		2.0k	499.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$993k		10k	97.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$942k		4.9k	191.81	View chart
Eli Lilly & Co. (LLY)	0.2	$942k	+8%	1.0k	920.13	View chart
Broadcom (AVGO)	0.2	$912k		2.9k	309.54	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$902k	-29%	18k	49.99	View chart
Vanguard World Utilities Etf (VPU)	0.2	$889k	+4%	4.5k	198.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$848k		30k	27.85	View chart
Johnson & Johnson (JNJ)	0.2	$847k	+5%	3.5k	244.44	View chart
Chevron Corporation (CVX)	0.2	$843k	+7%	4.1k	206.90	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.2	$840k		28k	29.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$840k	+2%	27k	30.68	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$824k	+14%	7.3k	113.60	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$823k	-47%	7.5k	110.39	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$820k	+2%	7.4k	110.79	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$788k		30k	26.20	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.2	$774k		29k	26.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$752k		11k	67.53	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$747k		5.5k	135.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$734k	NEW	7.7k	95.44	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$700k	NEW	19k	36.15	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$676k		8.4k	80.58	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$675k		5.7k	118.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$661k	+19%	14k	47.37	View chart
Meta Platforms Cl A (META)	0.1	$654k	+21%	1.1k	571.89	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$652k		12k	56.79	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$649k		8.2k	79.06	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$646k	+15%	9.3k	69.75	View chart
International Business Machines (IBM)	0.1	$623k	+6%	2.6k	242.36	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)	0.1	$618k		19k	32.86	View chart
Home Depot (HD)	0.1	$606k	+2%	1.8k	328.89	View chart
Wells Fargo & Company (WFC)	0.1	$586k	+2%	7.4k	79.61	View chart
Ferrari Nv Ord (RACE)	0.1	$571k		1.7k	338.44	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$564k		13k	43.59	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.1	$560k	NEW	11k	51.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$557k		20k	27.35	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$555k	-2%	5.5k	100.62	View chart
Argan (AGX)	0.1	$551k		1.0k	544.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$549k		22k	24.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$536k	NEW	6.0k	88.70	View chart
Honeywell International (HON)	0.1	$526k	+8%	2.3k	226.02	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$525k	NEW	15k	35.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$517k		17k	30.32	View chart
Starwood Property Trust (STWD)	0.1	$517k	NEW	30k	17.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$515k		20k	25.75	View chart
Caterpillar (CAT)	0.1	$505k	+4%	713.00	708.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$500k	+2%	1.2k	426.39	View chart
American Express Company (AXP)	0.1	$485k	+3%	1.6k	302.41	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$482k	NEW	12k	41.06	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$462k		3.7k	125.03	View chart
Ge Vernova (GEV)	0.1	$457k	+28%	524.00	872.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$445k		9.1k	48.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$438k		2.3k	191.93	View chart
Ge Aerospace Com New (GE)	0.1	$436k	+10%	1.5k	283.77	View chart
Target Corporation (TGT)	0.1	$430k	+3%	3.5k	121.21	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$414k		3.1k	132.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$404k		7.6k	53.40	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$400k	NEW	21k	19.00	View chart
Merck & Co (MRK)	0.1	$384k	+27%	3.2k	120.29	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$383k		2.4k	159.59	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$381k		2.9k	131.01	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$376k	NEW	3.4k	110.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$375k		6.7k	55.85	View chart
Wal-Mart Stores (WMT)	0.1	$371k	+36%	3.0k	124.27	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$370k		7.3k	50.80	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$370k		2.5k	145.94	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.1	$363k		11k	33.56	View chart
Morgan Stanley Com New (MS)	0.1	$362k	+4%	2.2k	164.57	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$361k	+28%	6.2k	58.18	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$361k	-5%	15k	24.24	View chart
Procter & Gamble Company (PG)	0.1	$353k	+14%	2.4k	144.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$348k	-10%	1.6k	217.25	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$346k	+4%	14k	25.33	View chart
McKesson Corporation (MCK)	0.1	$341k	-13%	394.00	865.36	View chart
Southstate Bk Corp (SSB)	0.1	$340k	-22%	3.7k	92.52	View chart
Proshares Tr Ultrapro Short (SQQQ)	0.1	$331k	NEW	4.1k	80.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$321k	+2%	2.2k	148.10	View chart
Coca-Cola Company (KO)	0.1	$316k		4.2k	76.04	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$316k	+7%	10k	31.66	View chart
Linde SHS (LIN)	0.1	$314k	+24%	633.00	495.42	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$313k	+8%	6.9k	45.17	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$304k		2.3k	132.92	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$299k	-27%	4.6k	64.35	View chart
Automatic Data Processing (ADP)	0.1	$297k	+3%	1.5k	203.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$287k		7.3k	39.42	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$285k		5.4k	52.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$283k		2.9k	97.24	View chart
Abbott Laboratories (ABT)	0.1	$281k	-7%	2.7k	102.65	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$279k		7.2k	38.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$277k	+5%	644.00	430.29	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$275k		2.9k	95.61	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$274k		5.4k	50.66	View chart
Lam Research Corp Com New (LRCX)	0.1	$273k	+3%	1.3k	213.74	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$270k	NEW	604.00	446.54	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$264k		9.1k	29.08	View chart
Abbvie (ABBV)	0.1	$263k		1.2k	217.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$262k	-5%	865.00	302.37	View chart
Cisco Systems (CSCO)	0.1	$255k	+4%	3.3k	77.61	View chart
Raytheon Technologies Corp (RTX)	0.1	$252k	NEW	1.3k	192.90	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.1	$251k	NEW	12k	21.45	View chart
Newmont Mining Corporation (NEM)	0.1	$249k	NEW	2.3k	108.25	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$248k	NEW	10k	24.54	View chart
Micron Technology (MU)	0.1	$246k	NEW	729.00	337.84	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$244k	+5%	11k	23.26	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$229k	-34%	4.3k	52.85	View chart
Bank of America Corporation (BAC)	0.0	$223k	+19%	4.6k	48.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$219k		9.0k	24.24	View chart
Vanguard World Industrial Etf (VIS)	0.0	$214k		685.00	312.07	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$211k		2.4k	88.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$209k	+14%	7.2k	29.13	View chart
Citigroup Com New (C)	0.0	$209k	NEW	1.8k	113.43	View chart
Advanced Micro Devices (AMD)	0.0	$209k	-13%	1.0k	203.43	View chart
Applied Materials (AMAT)	0.0	$208k	NEW	608.00	341.79	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.0	$206k		11k	18.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$203k	NEW	8.6k	23.75	View chart
Welltower Inc Com reit (WELL)	0.0	$201k	NEW	1.0k	197.71	View chart
Tigo Energy (TYGO)	0.0	$43k	NEW	12k	3.76	View chart

Past Filings by Crusonia Wealth Advisors

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

Crusonia Wealth Advisors 2026 Q1 filed May 12, 2026
Crusonia Wealth Advisors 2025 Q4 filed Feb. 18, 2026

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