Q2 2026 13F · SEC CIK 2112003

Crusonia Wealth Advisors LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $608.9M
Reported positions: 234
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.2B

Crusonia Wealth Advisors LLC is a wealth manager that reported 234 positions worth $608.9M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Dimensional ETF Trust (DFUS, 8.9%), Dimensional International Core Equity Ma (DFAI, 6.4%), J P Morgan Exchange Traded F (JCPB, 5.5%).

Crusonia Wealth Advisors LLC holdings largest 50 of 234 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crusonia Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFUSDimensional ETF Trust	8.9%	9.3%	660,410	+4.1%	$54.1M
DFAIDimensional International Core Equity Ma	6.4%	7.1%	950,528	+7.1%	$39.2M
JCPBJ P Morgan Exchange Traded F	5.5%	6.3%	710,974	+9.1%	$33.4M
VCRBVanguard Malvern Fds	3.6%	3.9%	280,488	+13.9%	$21.7M
SPHQInvesco Exchange Traded Fd T	3.1%	3.1%	208,288	+3.6%	$18.8M
FEXFirst Tr Exchange-Traded Alp	3.0%	3.3%	132,071	-0.1%	$18.5M
VTVVanguard Value ETF	2.8%	3.0%	78,127	+4.8%	$17.0M
AAPLApple Inc	2.7%	2.7%	57,461	+9.5%	$16.6M
QLTYGmo ETF Trust	2.6%	2.9%	387,232	-1.2%	$16.1M
UITBVictory Portfolios II	2.5%	3.1%	322,183	+0.6%	$15.1M
DFAEDimensional ETF Trust	2.4%	2.3%	355,987	+6.1%	$14.3M
FTSMFirst Tr Exchange-Traded Fd	2.3%	2.5%	229,593	+13.4%	$13.7M
VBVanguard Indx Fd	2.1%	2.1%	42,091	+9.1%	$12.8M
ALLWSsga Active Tr	2.0%	—	418,178	—	$12.2M
FYXFirst Tr Exchange-Traded Alp	1.7%	1.8%	73,453	-0.6%	$10.6M
VUGVanguard Indx Fd	1.7%	1.5%	117,588	+596.3%	$10.1M
VONEVanguard Scottsdale Fds	1.5%	1.7%	27,524	-1.7%	$9.3M
EMLPFirst Tr Exchange-Traded Fd	1.4%	1.8%	197,288	-0.4%	$8.6M
HELOJ P Morgan Exchange Traded F	1.2%	1.5%	105,165	-5.6%	$7.1M
VTEBVanguard Tx Ex Bd	1.0%	1.2%	125,835	+9.2%	$6.4M
VEAVanguard Tax-Managed Fds	1.0%	1.1%	82,225	+1.4%	$5.9M
FDTFirst Tr Exch Trd Alphdx Fd	0.9%	1.1%	60,183	+0.5%	$5.7M
IVVIshares Core S&p 500 ETF	0.9%	0.4%	7,464	+149.3%	$5.6M
PRFInvesco Exchange Traded Fd T	0.9%	1.0%	99,562	-1.6%	$5.4M
IEFAIshares Core Msci Eafe ETF	0.9%	1.0%	55,582	+6.2%	$5.4M
NVDANvidia Corporation Com	0.9%	0.8%	26,369	+22.2%	$5.3M
MSFTMicrosoft Corp	0.8%	0.9%	13,618	+13.7%	$5.1M
VOOVanguard S&p 500 ETF	0.8%	0.8%	7,340	+9.6%	$5.0M
RDVYFirst Trust Rising Dividend Achievers Et	0.8%	0.8%	59,835	+0.4%	$4.9M
JAAAJanus Detroit Str Tr	0.8%	0.5%	90,564	+108.7%	$4.6M
PRFZInvesco Exchange Traded Fd T	0.7%	0.7%	75,303	-2.3%	$4.2M
FDECFirst Tr Exchng Traded Fd Vi	0.7%	0.8%	73,543	-0.2%	$4.0M
SCHXSchwab Stratgc Tr	0.6%	0.7%	132,272	-2.5%	$3.9M
QQQInvesco Qqq Tr	0.6%	0.6%	5,244	+9.7%	$3.9M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	7,440	+6.3%	$3.7M
GOOGLAlphabet Inc	0.6%	0.4%	9,755	+34.3%	$3.5M
EVIMMorgan Stanley ETF Trust	0.6%	0.7%	64,318	+6.7%	$3.4M
VTIVanguard Index Fds	0.6%	0.6%	9,249	+1.3%	$3.4M
PULSPgim Ultra Short Bond ETF	0.6%	—	68,782	—	$3.4M
VVisa Inc Com Cl A	0.6%	0.6%	9,779	+2.4%	$3.4M
DELLDell Technologies Inc	0.5%	—	7,025	—	$3.0M
IVWIshares	0.5%	0.5%	21,684	+11.3%	$3.0M
MUBIshares National Muni Bond ETF	0.5%	0.5%	26,990	+20.5%	$2.9M
IJRIshares Core S&p Small Cap ETF	0.5%	—	19,511	—	$2.9M
AMZNAmazon Com Inc Com	0.5%	—	11,867	—	$2.8M
SCHKSchwab Strategic Tr	0.5%	0.5%	77,899	-0.7%	$2.8M
FTCSFirst Trust Capital Strength ETF	0.4%	0.6%	29,059	-0.1%	$2.7M
PEPPepsico Inc	0.4%	0.6%	19,360	-1.5%	$2.6M
FTGCFirst Tr Exchange Trad Fd Vi	0.4%	0.6%	96,727	+0.0%	$2.6M
IMTMIshares Tr	0.4%	—	49,043	—	$2.6M

What Crusonia Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$608.9M	234
Q1 2026	$484.3M	192
Q4 2025	$454.2M	176

Questions about Crusonia Wealth Advisors LLC's portfolio

What stocks does Crusonia Wealth Advisors LLC own?

Crusonia Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 234 positions worth $608.9M. The largest are Dimensional ETF Trust (DFUS) at 8.9%, Dimensional International Core Equity Ma (DFAI) at 6.4%, J P Morgan Exchange Traded F (JCPB) at 5.5%, Vanguard Malvern Fds (VCRB) at 3.6% and Invesco Exchange Traded Fd T (SPHQ) at 3.1%.

What did Crusonia Wealth Advisors LLC buy last quarter?

In Q2 2026, Crusonia Wealth Advisors LLC added Vanguard Indx Fd (VUG) (+596.3% shares), Ishares Core S&p 500 ETF (IVV) (+149.3% shares) and Janus Detroit Str Tr (JAAA) (+108.7% shares), compared with its Q1 2026 filing.

What did Crusonia Wealth Advisors LLC sell last quarter?

In Q2 2026, Crusonia Wealth Advisors LLC cut from its top 50 First Tr Exch Trd Alphdx Fd (FDTS), cut from its top 50 First Tr Emerging ETF Markets Small C (FEMS), cut from its top 50 Vanguard Total Bond Market ETF (BND), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares S&p 500 Value ETF (IVE) and J P Morgan Exchange Traded F (HELO) (-5.6% shares), compared with its Q1 2026 filing.

When is Crusonia Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Crusonia Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Crusonia Wealth Advisors LLC manage?

Crusonia Wealth Advisors LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $608.9M.