Crusonia Wealth Advisors

Crusonia Wealth Advisors as of June 30, 2026

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