Crusonia Wealth Advisors

Crusonia Wealth Advisors as of March 31, 2026

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