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CIK: 0002112003
Total reported value
$609.2M
$609.2M
192 檔
23.9%
The Q1 2026 SEC filing reveals that Crusonia Wealth Advisors LLC held a total portfolio value of $609.2M, covering 192 public equity positions.
In Q1 2026, Crusonia Wealth Advisors LLC displayed an active expansion posture, initiating 21 new positions and adding to 104 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.27% | -0.39% | +6.88% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 7.13% | -0.69% | +10.34% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.32% | -0.84% | +5.33% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.93% | -0.37% | +34.93% | |
| 5 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.32% | -0.29% | +0.13% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.12% | -0.04% | +3.99% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.10% | -0.62% | -7.30% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.01% | -0.21% | +6.02% | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.92% | -0.27% | +4.94% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.87% | -0.14% | +2.32% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.49% | -0.24% | -1.96% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.34% | +0.01% | +9.40% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.08% | +0.01% | +4.06% | |
| 14 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 1.82% | -0.08% | +0.62% | |
| 15 | EMLP | First Trust North American E | ETF-Other | 1.78% | -0.37% | -0.30% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.70% | -0.17% | -2.29% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.52% | +0.14% | +45.07% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.47% | -0.30% | +11.08% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.19% | -0.15% | +33.43% | |
| 20 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 1.07% | -0.13% | -5.50% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | -0.11% | +0.98% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.99% | -0.11% | -0.60% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.10% | +0.46% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.08% | +7.59% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-Other | 0.84% | -0.04% | -3.88% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | — | +7.75% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.09% | +80.01% | |
| 28 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | -0.10% | — | |
| 29 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.73% | -0.04% | -0.10% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | -0.08% | +1.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.08% | +2.25% | |
| 32 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.65% | -0.09% | +36.16% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.05% | -2.05% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.20% | +2.35% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | -0.04% | -0.39% | |
| 36 | FTGC | First Trust Global Tactical | ETF-Other | 0.57% | -0.14% | +0.15% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.06% | -1.26% | |
| 38 | FTCS | First Trust Capital Strength | ETF-Other | 0.56% | -0.11% | +0.11% | |
| 39 | FDTS | First Trust Developed Market | ETF-Other | 0.53% | -0.11% | -8.72% | |
| 40 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.51% | -0.10% | -7.91% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.15% | -4.14% | |
| 42 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.51% | -0.05% | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.01% | +43.10% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.04% | +0.01% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.45% | +0.30% | +69.79% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.15% | -5.37% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.14% | +8.64% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.52% | +0.37% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.04% | +0.02% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.39% | -0.13% | +16.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +0.8% | +34.93% | Add |
| 2 | DFAI | Dimensional International Co | +0.4% | +10.34% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +80.01% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.3% | +45.07% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +33.43% | Add |
| 6 | KYN | Kayne Anderson Energy Infra | +0.2% | +361.06% | Add |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +69.79% | Add |
| 8 | DFAE | Dimensional Emerging Core Eq | +0.2% | +9.40% | Add |
| 9 | LMT | Lockheed Martin CORP | +0.2% | +132.21% | Add |
| 10 | EMLP | First Trust North American E | +0.1% | -0.30% | Trim |
| 11 | EVIM | Eaton Vance Int Muni Income | +0.1% | +36.16% | Add |
| 12 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +77.26% | Add |
| 13 | MUB | Ishares National Muni Bond E | +0.1% | +43.10% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -5.37% | Trim |
| 15 | FTGC | First Trust Global Tactical | +0.1% | +0.15% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +43.04% | Add |
| 17 | VTV | Vanguard Value ETF | +0.1% | +6.02% | Add |
| 18 | COMT | Ishares Gsci Commodity Dynam | +0.1% | -1.97% | Trim |
| 19 | COST | Costco Wholesale CORP | +0.1% | +6.76% | Add |
| 20 | DELL | Dell Technologies -c | +0.1% | +0.84% | Add |
| 21 | SUB | Ishares Short-term National | 0% | +16.81% | Add |
| 22 | CVX | Chevron CORP | 0% | +7.43% | Add |
| 23 | AGX | Argan Inc | 0% | +0.30% | Add |
| 24 | GEV | GE Vernova Inc | 0% | +28.12% | Add |
| 25 | WMT | Walmart Inc | 0% | +36.31% | Add |
| 26 | PEP | Pepsico Inc | 0% | +2.35% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | +5.10% | Add |
| 28 | MRK | Merck & Co. Inc. | 0% | +27.19% | Add |
| 29 | HON | Honeywell International Inc | 0% | +8.02% | Add |
| 30 | DFEB | Ft Vest U.s. Equity Deep Buf | 0% | +19.01% | Add |
| 31 | TGT | Target CORP | 0% | +3.50% | Add |
| 32 | HELO | Jpmorgan Hedged Equity ETF | 0% | +11.08% | Add |
| 33 | GDX | Vaneck Gold Miners ETF | 0% | +2.66% | Add |
| 34 | CAT | Caterpillar Inc | 0% | +4.55% | Add |
| 35 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.84% | Add |
| 36 | AIRR | First Trust Rba American Ind | 0% | +2.35% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | 0% | +15.73% | Add |
| 38 | LIN | Linde plc | 0% | +24.12% | Add |
| 39 | VPU | Vanguard Utilities ETF | 0% | +4.49% | Add |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +28.44% | Add |
| 41 | LRCX | Lam Research CORP | 0% | +3.49% | Add |
| 42 | FDL | First Trust Morn Dvd Lead In | 0% | +0.79% | Add |
| 43 | GLD | Spdr Gold Shares | 0% | +5.40% | Add |
| 44 | KO | Coca-cola Co/the | 0% | +1.49% | Add |
| 45 | FYX | First Trust Small Cap Core A | — | +0.62% | Add |
| 46 | PXF | Invesco Rafi Developed Marke | — | +0.23% | Add |
| 47 | HDV | Ishares Core High Dividend E | — | — | Unchanged |
| 48 | FEM | First Trust Emerging Markets | — | +0.05% | Add |
| 49 | SUSL | Ishares Esg Msci USA Leaders | — | +14.25% | Add |
| 50 | PG | Procter & Gamble Co/the | — | +14.99% | Add |
According to official SEC Form 13F filings, Crusonia Wealth Advisors LLC reported a total U.S. public equity portfolio value of $609.2M across 192 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 23.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IEF
市值: $734.0K
Top Position Liquidated / Trimmed
AGG
前期市值: $454.8K
During Q1 2026, Crusonia Wealth Advisors LLC's top holdings by market value included DFUS (9.3%)、DFAI (7.1%)、JCPB (6.3%). The largest single position, DFUS, represented 9.3% of total portfolio value.
In Q1 2026, Crusonia Wealth Advisors LLC made 171 total portfolio adjustments, initiating 21 new buys, adding to 104 positions, trimming 41 holdings, and fully liquidating 5 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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