Institutions / Crusonia Wealth Advisors LLC
Crusonia Wealth Advisors LLC
CIK 2112003 · Institution · as of Dec 31, 2025
Portfolio value
$454.23M
Positions
176
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 176 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $44.03M | 9.7% |
| Dimensional ETF Trust | $30.65M | 6.7% |
| J P Morgan Exchange Traded F | $29.30M | 6.5% |
| Victory Portfolios II | $16.36M | 3.6% |
| First Tr Exchange-Traded Alp | $15.67M | 3.4% |
| Invesco Exchange Traded Fd T | $14.51M | 3.2% |
| GMO ETF Trust | $14.36M | 3.2% |
| Vanguard Malvern Fds | $14.21M | 3.1% |
| Apple Inc. | $13.92M | 3.1% |
| Vanguard Index Fds | $13.43M | 3.0% |
| First Tr Exchange-Traded Fd | $12.37M | 2.7% |
| Dimensional ETF Trust | $9.99M | 2.2% |
| Vanguard Index Fds | $9.56M | 2.1% |
| Vanguard Scottsdale Fds | $8.85M | 1.9% |
| First Tr Exchange-Traded Alp | $8.31M | 1.8% |
| First Tr Exchange-Traded Fd | $7.52M | 1.7% |
| J P Morgan Exchange Traded F | $6.66M | 1.5% |
| Vanguard Index Fds | $5.68M | 1.3% |
| Microsoft Corp | $5.38M | 1.2% |
| First Tr Exch Trd Alphdx Fd | $5.03M | 1.1% |
| Vanguard Tax-Managed Fds | $5.02M | 1.1% |
| Invesco Exchange Traded Fd T | $4.77M | 1.1% |
| iShares Tr | $4.66M | 1.0% |
| Vanguard Mun Bd Fds | $4.34M | 1.0% |
| First Tr Exchange Traded Fd | $4.31M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.