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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, SPHQ, and represent 27.43% of Crusonia Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: ALLW (+$12M), VUG (+$8.7M), IVV, JCPB, VCRB, DFAI, JAAA, DFUS, RLY, PUSH.
Started 50 new stock positions in VLUE, PWR, CLS, IWM, XXV, SHEL, SPYV, SPYM, ALLW, TSM.
Reduced shares in these 10 stocks: IEF, Honeywell International, IGOV, SHV, HELO, DDFN, SQQQ, SUB, BND, DDFO.
Sold out of its positions in Honeywell International, DDFN, DDFO, IEF, IGOV, NEM, AKRE, SQQQ.
Crusonia Wealth Advisors was a net buyer of stock by $86M.
Crusonia Wealth Advisors has $609M in assets under management (AUM), dropping by 25.55%.
Central Index Key (CIK): 0002112003

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Portfolio Holdings for Crusonia Wealth Advisors

Crusonia Wealth Advisors holds 234 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	8.9	$54M	+4%	660k	81.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.4	$39M	+7%	951k	41.25	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	5.5	$33M	+9%	711k	46.94	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.6	$22M	+13%	281k	77.23	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.1	$19M	+3%	208k	90.10	View chart
First Tr Exchange-traded A Com Shs (FEX)	3.0	$19M		132k	139.87	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$17M	+4%	78k	217.93	View chart
Apple (AAPL)	2.7	$17M	+4%	58k	289.36	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	2.6	$16M		387k	41.62	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	2.5	$15M		322k	46.84	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$14M	+6%	356k	40.21	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.3	$14M	+13%	230k	59.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$13M	+9%	42k	303.12	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	2.0	$12M	NEW	418k	29.27	View chart
First Tr Exchange-traded A Com Shs (FYX)	1.7	$11M		74k	144.30	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$10M	+596%	118k	86.14	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.5	$9.3M		28k	338.72	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.4	$8.6M		197k	43.50	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	1.2	$7.1M	-5%	105k	67.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$6.4M	+9%	126k	50.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$5.9M		82k	71.25	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.9	$5.7M		60k	94.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$5.6M	+149%	7.5k	748.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.9	$5.4M		100k	54.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$5.4M	+6%	56k	96.58	View chart
NVIDIA Corporation (NVDA)	0.9	$5.3M	+22%	26k	200.09	View chart
Microsoft Corporation (MSFT)	0.8	$5.1M	+13%	14k	373.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$5.0M	+9%	7.3k	686.83	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$4.9M		60k	81.06	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$4.6M	+108%	91k	50.49	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.7	$4.2M	-2%	75k	55.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.7	$4.0M		74k	54.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$3.9M	-2%	132k	29.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$3.9M	+9%	5.2k	736.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$3.7M	+6%	7.4k	500.39	View chart
Visa Put Put Option (V)	0.6	$3.7M	+2%	11k	343.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.5M	+34%	9.8k	357.39	View chart
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM)	0.6	$3.4M	+6%	64k	53.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.4M		9.2k	370.04	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.6	$3.4M	+89%	69k	49.55	View chart
Dell Technologies CL C (DELL)	0.5	$3.0M		7.0k	431.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$3.0M	+11%	22k	137.53	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.9M	+20%	27k	107.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.9M	+89%	20k	148.31	View chart
Amazon (AMZN)	0.5	$2.8M	+40%	12k	238.34	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.5	$2.8M		78k	36.06	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$2.7M		29k	93.92	View chart
Pepsi (PEP)	0.4	$2.6M		19k	135.40	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.4	$2.6M		97k	27.05	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$2.6M	+51%	49k	53.33	View chart
First Tr Exch Trd Alphdx Ex Us Sml Cp (FDTS)	0.4	$2.6M		39k	65.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.5M	+16%	7.2k	353.35	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.4	$2.5M		54k	45.66	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.4	$2.5M	+270%	72k	34.51	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.2M	+189%	27k	82.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$2.2M	-10%	30k	73.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.2M	+5%	9.6k	227.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.9M	+117%	24k	77.11	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.9M	+12%	5.7k	327.33	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.8M		10k	178.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.8M	+10%	31k	59.69	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$1.8M	+99%	36k	50.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.8M		11k	164.27	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.8M	+4%	13k	136.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.7M	+4%	2.3k	746.79	View chart
Eli Lilly & Co. (LLY)	0.3	$1.7M	+36%	1.4k	1199.48	View chart
Costco Wholesale Corporation (COST)	0.3	$1.7M	+7%	1.8k	935.65	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.3	$1.7M		22k	75.64	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.3	$1.6M		37k	44.98	View chart
Kayne Anderson MLP Investment (KYN)	0.3	$1.6M	+38%	119k	13.83	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.3	$1.6M	NEW	32k	50.41	View chart
Tesla Motors (TSLA)	0.3	$1.6M	+19%	3.7k	420.56	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.6M	-17%	15k	106.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.5M		17k	89.20	View chart
Advanced Micro Devices (AMD)	0.2	$1.5M	+153%	2.6k	580.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.5M		6.1k	242.43	View chart
Broadcom (AVGO)	0.2	$1.5M	+32%	3.9k	377.75	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$1.4M	NEW	30k	48.87	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.4M	+151%	3.2k	433.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.3M	+115%	48k	27.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.2M	+55%	47k	26.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.2M	+14%	5.6k	219.43	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.2M		25k	48.18	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.2	$1.2M		40k	30.37	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.2M		16k	75.45	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$1.2M	NEW	10k	118.99	View chart
Micron Technology (MU)	0.2	$1.2M	+39%	1.0k	1154.27	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.1M	+9%	2.2k	513.64	View chart
Caterpillar (CAT)	0.2	$1.1M	+46%	1.0k	1065.21	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.2	$1.1M	+3%	58k	18.86	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.1M		22k	49.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.1M	NEW	3.5k	302.97	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.0M	+3%	7.7k	133.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.0M	-3%	9.8k	103.88	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	+14%	4.0k	254.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$991k	NEW	10k	98.98	View chart
Meta Platforms Cl A (META)	0.2	$966k	+50%	1.7k	563.08	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$966k		7.3k	132.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$965k		31k	31.10	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.2	$955k	+6%	30k	31.99	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$954k	+196%	8.6k	110.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$926k	+6%	29k	31.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$923k	NEW	3.1k	300.45	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$877k	+107%	13k	68.01	View chart
Vanguard World Utilities Etf (VPU)	0.1	$871k		4.4k	195.74	View chart
Netflix (NFLX)	0.1	$839k	-6%	12k	71.40	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$819k		8.5k	96.49	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$811k	NEW	13k	60.79	View chart
Argan (AGX)	0.1	$811k		1.0k	799.00	View chart
Lockheed Martin Corporation (LMT)	0.1	$808k	-17%	1.6k	509.54	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$805k		29k	27.88	View chart
Applied Materials (AMAT)	0.1	$797k	+81%	1.1k	723.37	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$792k	+206%	31k	25.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$787k		12k	68.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$779k		5.7k	136.68	View chart
American Beacon Select Funds Glg Nat Res Etf (MGNR)	0.1	$773k	+46%	16k	48.55	View chart
Home Depot (HD)	0.1	$769k	+18%	2.2k	352.69	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$754k	+400%	28k	27.41	View chart
Chevron Corporation (CVX)	0.1	$750k	+11%	4.5k	165.74	View chart
International Business Machines (IBM)	0.1	$748k	+3%	2.7k	281.21	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$746k		8.2k	90.79	View chart
Intel Corporation (INTC)	0.1	$735k	NEW	5.3k	139.63	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)	0.1	$733k	-5%	18k	41.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$714k	+47%	3.4k	212.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$705k		14k	50.49	View chart
Wells Fargo & Company (WFC)	0.1	$672k	+10%	8.1k	82.64	View chart
Simplify Exchange Traded Fun Ancorato Target (XXV)	0.1	$662k	NEW	28k	23.66	View chart
Morgan Stanley Com New (MS)	0.1	$660k	+43%	3.2k	209.04	View chart
Ge Vernova (GEV)	0.1	$658k	+6%	560.00	1174.63	View chart
Ferrari Nv Ord (RACE)	0.1	$634k		1.7k	372.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$622k	-4%	5.3k	117.50	View chart
Ge Aerospace Com New (GE)	0.1	$587k	+2%	1.6k	373.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$584k		20k	28.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$582k	+299%	4.7k	124.17	View chart
Wal-Mart Stores (WMT)	0.1	$582k	+71%	5.1k	113.26	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$577k	NEW	5.1k	112.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$556k		20k	27.77	View chart
American Express Company (AXP)	0.1	$551k		1.6k	338.25	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$541k		3.7k	146.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$532k		17k	31.22	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$521k	NEW	262.00	1989.62	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$520k	+8%	9.8k	52.76	View chart
Cisco Systems (CSCO)	0.1	$511k	+32%	4.4k	117.46	View chart
Target Corporation (TGT)	0.1	$493k	+6%	3.8k	130.62	View chart
Starwood Property Trust (STWD)	0.1	$492k		30k	16.38	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$480k		2.4k	200.07	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$464k	-17%	11k	43.61	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$462k		3.1k	147.73	View chart
Abbvie (ABBV)	0.1	$447k	+47%	1.8k	251.64	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$446k	+2%	2.3k	190.48	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$445k	NEW	9.5k	46.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$443k		7.6k	58.49	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$436k	+37%	9.5k	45.76	View chart
Merck & Co (MRK)	0.1	$433k	+5%	3.4k	128.50	View chart
Kla Corp Com New (KLAC)	0.1	$433k	NEW	1.4k	301.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$426k	+9%	1.8k	242.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$425k	-27%	4.4k	96.43	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.1	$423k	NEW	5.5k	76.34	View chart
Procter & Gamble Company (PG)	0.1	$413k	+14%	2.8k	146.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$409k		6.7k	60.98	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$408k	+13%	17k	24.22	View chart
Coca-Cola Company (KO)	0.1	$407k	+20%	5.0k	81.27	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$396k	-51%	3.6k	110.35	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$386k		2.5k	152.18	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$383k	NEW	4.2k	90.60	View chart
Bank of America Corporation (BAC)	0.1	$380k	+45%	6.7k	56.98	View chart
Western Digital (WDC)	0.1	$378k	NEW	591.00	638.72	View chart
Southstate Bk Corp (SSB)	0.1	$375k	+2%	3.8k	99.90	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.1	$374k		11k	34.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$374k		3.4k	109.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$372k	+17%	1.0k	365.76	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$368k	+6%	15k	25.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$361k	NEW	550.00	655.89	View chart
Palmer Square Funds Tr Cr Oppor Etf (PSQO)	0.1	$358k	NEW	17k	20.67	View chart
Abbott Laboratories (ABT)	0.1	$355k	+43%	3.9k	90.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$354k	+7%	9.8k	36.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$342k		2.2k	158.03	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$342k	+40%	15k	23.16	View chart
Linde SHS (LIN)	0.1	$339k	+3%	654.00	518.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$335k	NEW	700.00	477.90	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$333k	-5%	6.9k	48.66	View chart
Automatic Data Processing (ADP)	0.1	$331k		1.5k	223.95	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$330k	-26%	11k	30.17	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$328k		2.9k	112.34	View chart
Raytheon Technologies Corp (RTX)	0.1	$327k	+31%	1.7k	189.74	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$317k	+12%	6.1k	51.85	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$316k		10k	31.73	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$314k		7.2k	43.42	View chart
Capital One Financial (COF)	0.1	$314k	NEW	1.6k	200.62	View chart
Marvell Technology (MRVL)	0.1	$313k	NEW	1.0k	297.89	View chart
Citigroup Com New (C)	0.1	$306k	+18%	2.2k	139.98	View chart
Tortoise Capital Series Trus Ai Infra Etf (TCAI)	0.0	$300k	NEW	5.4k	55.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$300k		7.3k	41.19	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$299k		2.9k	102.81	View chart
Oracle Corporation (ORCL)	0.0	$293k	NEW	2.0k	146.55	View chart
Sandisk Corp (SNDK)	0.0	$291k	NEW	128.00	2273.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$290k	NEW	2.9k	100.82	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$287k	-11%	4.1k	69.49	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$284k	NEW	7.8k	36.60	View chart
McKesson Corporation (MCK)	0.0	$284k	-4%	376.00	755.60	View chart
Celestica (CLS)	0.0	$281k	NEW	769.00	364.80	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$279k		5.4k	51.37	View chart
Simplify Exchange Traded Fun Targe 15 Etf (XV)	0.0	$272k	NEW	11k	24.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$267k	+9%	7.9k	33.84	View chart
Amphenol Corp Cl A (APH)	0.0	$267k	NEW	1.5k	176.32	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$259k	+18%	11k	24.23	View chart
Boeing Company (BA)	0.0	$259k	NEW	1.2k	216.42	View chart
Honeywell International (HON)	0.0	$256k	NEW	1.1k	230.42	View chart
Freeport Mcmoran CL B (FCX)	0.0	$256k	NEW	4.1k	62.89	View chart
Analog Devices (ADI)	0.0	$248k	NEW	624.00	397.17	View chart
Vanguard World Industrial Etf (VIS)	0.0	$247k		685.00	360.21	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$246k	NEW	11k	23.52	View chart
Honeywell Aerospace (HONA)	0.0	$246k	NEW	1.1k	221.09	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$243k	NEW	1.2k	199.81	View chart
Tidal Trust Ii Defia Ai Pwr Etf (AIPO)	0.0	$242k	NEW	7.2k	33.41	View chart
Welltower Inc Com reit (WELL)	0.0	$236k	+2%	1.0k	226.97	View chart
Palo Alto Networks (PANW)	0.0	$236k	NEW	691.00	341.02	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$233k	NEW	2.6k	87.88	View chart
Intuitive Surgical Com New (ISRG)	0.0	$228k	NEW	574.00	397.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$228k	-4%	618.00	368.38	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$226k	-24%	455.00	496.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$224k		8.6k	26.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$223k		2.4k	93.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$219k	NEW	2.6k	85.48	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$215k	NEW	1.5k	144.61	View chart
Shell Spon Ads (SHEL)	0.0	$212k	NEW	2.7k	77.53	View chart
Quanta Services (PWR)	0.0	$212k	NEW	294.00	720.04	View chart
Vanguard World Financials Etf (VFH)	0.0	$209k	NEW	1.6k	131.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$208k	NEW	880.00	236.62	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$208k	NEW	4.8k	43.14	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$207k	NEW	2.8k	73.34	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.0	$205k		11k	18.90	View chart
Philip Morris International (PM)	0.0	$202k	NEW	1.1k	180.91	View chart
Tigo Energy (TYGO)	0.0	$27k		12k	2.33	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 Q2 filed July 30, 2026
Crusonia Wealth Advisors 2026 Q1 filed May 12, 2026
Crusonia Wealth Advisors 2025 Q4 filed Feb. 18, 2026

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