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CIK: 0002112003
Total reported value
$609.2M
$609.2M
176 檔
22.3%
In Q4 2025, Crusonia Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $609.2M, distributed across 176 disclosed stock positions.
During Q4 2025, Crusonia Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.67% | -0.39% | — | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.73% | -0.69% | — | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.44% | -0.84% | — | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.59% | -0.62% | — | |
| 5 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.44% | -0.29% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.21% | -0.14% | — | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.19% | -0.04% | — | |
| 8 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 3.15% | -0.27% | — | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.12% | -0.37% | — | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.95% | -0.21% | — | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.72% | -0.24% | — | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.19% | +0.01% | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.10% | +0.01% | — | |
| 14 | VONE | Vanguard Russell 1000 | ETF-Other | 1.94% | -0.17% | — | |
| 15 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 1.82% | -0.08% | — | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.65% | -0.37% | — | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.46% | -0.30% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.25% | +0.14% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.08% | — | |
| 20 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 1.11% | -0.13% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | -0.11% | — | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.05% | -0.11% | — | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.02% | -0.10% | — | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | -0.15% | — | |
| 25 | RDVY | First Trust Rising Dividend | ETF-Other | 0.95% | -0.04% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | — | — | |
| 27 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.83% | -0.10% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.05% | — | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | -0.08% | — | |
| 30 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.78% | -0.04% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.08% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | -0.04% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.06% | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.20% | — | |
| 35 | FTCS | First Trust Capital Strength | ETF-Other | 0.59% | -0.11% | — | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.57% | -0.15% | — | |
| 37 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.57% | -0.05% | — | |
| 38 | FDTS | First Trust Developed Market | ETF-Other | 0.55% | -0.11% | — | |
| 39 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.55% | -0.10% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.04% | — | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.53% | +0.19% | — | |
| 42 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.52% | -0.09% | — | |
| 43 | FTGC | First Trust Global Tactical | ETF-Other | 0.49% | -0.14% | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.09% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.14% | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.52% | — | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.04% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.06% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.10% | — | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.01% | — |
According to official SEC Form 13F filings, Crusonia Wealth Advisors LLC reported a total U.S. public equity portfolio value of $609.2M across 176 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAI, JCPB) accounted for 22.3% of total reported equity market value during Q4 2025.
During Q4 2025, Crusonia Wealth Advisors LLC's top holdings by market value included DFUS (9.7%)、DFAI (6.7%)、JCPB (6.4%). The largest single position, DFUS, represented 9.7% of total portfolio value.
In Q4 2025, Crusonia Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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