Crusonia Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$485.2M
Q ending 2026-03-31
Prior quarter
$455.2M
Q ending 2025-12-31
Change
+6.6% QoQ
Positions
194
reported holdings
Largest positions
Top 100 of 194 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFUS | Shares | $45.0M | 635K |
| Dimensional Etf Trust | DFAI | Shares | $34.6M | 887K |
| J P Morgan Exchange Traded F | JCPB | Shares | $30.7M | 652K |
| Vanguard Malvern Fds | VCRB | Shares | $19.1M | 246K |
| First Tr Exchange-Traded Alp | FEX | Shares | $16.1M | 132K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $15.1M | 201K |
| Victory Portfolios Ii | UITB | Shares | $15.1M | 320K |
| Vanguard Index Fds | VTV | Shares | $14.6M | 75K |
| Gmo Etf Trust | QLTY | Shares | $14.2M | 392K |
| Apple Inc | AAPL | Shares | $13.3M | 52K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $12.1M | 202K |
| Dimensional Etf Trust | DFAE | Shares | $11.4M | 335K |
| Vanguard Index Fds | VB | Shares | $10.1M | 39K |
| First Tr Exchange-Traded Alp | FYX | Shares | $8.8M | 74K |
| First Tr Exchange-Traded Fd | EMLP | Shares | $8.6M | 198K |
| Vanguard Scottsdale Fds | VONE | Shares | $8.3M | 28K |
| Vanguard Index Fds | VUG | Shares | $7.4M | 17K |
| J P Morgan Exchange Traded F | HELO | Shares | $7.1M | 111K |
| Vanguard Mun Bd Fds | VTEB | Shares | $5.8M | 115K |
| First Tr Exch Trd Alphdx Fd | FDT | Shares | $5.2M | 60K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.2M | 81K |
| Invesco Exchange Traded Fd T | PRF | Shares | $4.8M | 101K |
| Ishares Tr | IEFA | Shares | $4.7M | 52K |
| Microsoft Corp | MSFT | Shares | $4.4M | 12K |
| First Tr Exchange Traded Fd | RDVY | Shares | $4.1M | 60K |
| Vanguard Index Fds | VOO | Shares | $4.0M | 7K |
| Nvidia Corporation | NVDA | Shares | $3.8M | 22K |
| First Tr Exchng Traded Fd Vi | FDEC | Shares | $3.7M | 74K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $3.5M | 77K |
| Schwab Strategic Tr | SCHX | Shares | $3.5M | 136K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.4M | 7K |
| Morgan Stanley Etf Trust | EVIM | Shares | $3.2M | 60K |
| Pepsico Inc | PEP | Shares | $3.1M | 20K |
| Vanguard Index Fds | VTI | Shares | $2.9M | 9K |
| Visa Inc | V | Shares | $2.9M | 10K |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $2.8M | 97K |
| Invesco Qqq Tr | QQQ | Shares | $2.8M | 5K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $2.7M | 29K |
| First Tr Exch Trd Alphdx Fd | FDTS | Shares | $2.6M | 39K |
| First Tr Exch Trd Alphdx Fd | FEMS | Shares | $2.5M | 54K |
| Vanguard Bd Index Fds | BND | Shares | $2.5M | 33K |
| Schwab Strategic Tr | SCHK | Shares | $2.5M | 78K |
| Ishares Tr | MUB | Shares | $2.4M | 22K |
| Ishares Tr | IVW | Shares | $2.2M | 19K |
| Janus Detroit Str Tr | JAAA | Shares | $2.2M | 43K |
| Exxon Mobil Corp | XOM | Shares | $2.1M | 12K |
| Alphabet Inc | GOOGL | Shares | $2.1M | 7K |
| Ishares Tr | IVV | Shares | $2.0M | 3K |
| Ishares Tr | IVE | Shares | $1.9M | 9K |
| Ishares Tr | SUB | Shares | $1.9M | 18K |
| Pgim Etf Tr | PULS | Shares | $1.8M | 36K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 8K |
| Alphabet Inc | GOOG | Shares | $1.8M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.7M | 2K |
| Invesco Exch Traded Fd Tr Ii | PDN | Shares | $1.6M | 37K |
| Ishares Tr | ITOT | Shares | $1.6M | 11K |
| Ishares Tr | IMTM | Shares | $1.6M | 32K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $1.5M | 22K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.5M | 28K |
| Ishares Tr | IJT | Shares | $1.5M | 10K |
| Jpmorgan Chase & Co | JPM | Shares | $1.5M | 5K |
| Vaneck Etf Trust | GDX | Shares | $1.5M | 16K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.4M | 2K |
| American Centy Etf Tr | AVDE | Shares | $1.4M | 17K |
| Ishares U S Etf Tr | COMT | Shares | $1.4M | 40K |
| Ishares Tr | IWD | Shares | $1.3M | 6K |
| Ishares Tr | IJR | Shares | $1.3M | 10K |
| Kayne Anderson Energy Infrst | KYN | Shares | $1.2M | 86K |
| Netflix Inc. | NFLX | Shares | $1.2M | 13K |
| First Tr Exchange-Traded Fd | FVD | Shares | $1.2M | 25K |
| Lockheed Martin Corp | LMT | Shares | $1.2M | 2K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Dell Technologies Inc | DELL | Shares | $1.1M | 7K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $1.1M | 21K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $1.1M | 56K |
| Mastercard Incorporated | MA | Shares | $1.0M | 2K |
| Ishares Tr | EFA | Shares | $993K | 10K |
| Ishares Tr | QUAL | Shares | $942K | 5K |
| Eli Lilly & Co | LLY | Shares | $942K | 1K |
| Broadcom Inc | AVGO | Shares | $912K | 3K |
| J P Morgan Exchange Traded F | JMUB | Shares | $902K | 18K |
| Vanguard World Fd | VPU | Shares | $889K | 4K |
| Schwab Strategic Tr | FNDX | Shares | $847K | 30K |
| Johnson & Johnson | JNJ | Shares | $846K | 3K |
| Chevron Corporation | CVX | Shares | $843K | 4K |
| First Tr Exch Trd Alphdx Fd | FEM | Shares | $840K | 28K |
| Schwab Strategic Tr | SCHD | Shares | $840K | 27K |
| Ishares Tr | SUSL | Shares | $824K | 7K |
| Ishares Tr | SHV | Shares | $823K | 7K |
| First Tr Exchange Traded Fd | AIRR | Shares | $820K | 7K |
| Pimco Etf Tr | PYLD | Shares | $788K | 30K |
| Invesco Exch Traded Fd Tr Ii | PXH | Shares | $774K | 29K |
| Ishares Tr | IJH | Shares | $752K | 11K |
| Ishares Tr | HDV | Shares | $747K | 6K |
| Ishares Tr | IEF | Shares | $734K | 8K |
| Ssga Active Etf Tr | RLY | Shares | $700K | 19K |
| American Centy Etf Tr | AVEM | Shares | $676K | 8K |
| Ishares Tr | IJS | Shares | $675K | 6K |
| First Tr Exchng Traded Fd Vi | DFEB | Shares | $661K | 14K |
| Meta Platforms Inc | META | Shares | $654K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.