Crusonia Wealth Advisors

Crusonia Wealth Advisors as of Dec. 31, 2025

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