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CIK: 0002112003
Total reported value
$666.5M
$666.5M
234 檔
25.1%
According to the latest 13F quarterly dataset, Crusonia Wealth Advisors LLC managed an equity portfolio of $666.5M at the end of Q2 2026, spanning 234 distinct U.S. exchange-listed positions.
In Q2 2026, Crusonia Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 106 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAI, JCPB) accounted for 25.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
ALLW
市值: $12.2M
Top Position Liquidated / Trimmed
IEF
前期市值: $734.0K
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 8.88% | -0.07% | +4.08% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.44% | +0.04% | +7.10% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.48% | -1.00% | +9.09% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.56% | -0.05% | +13.93% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.08% | -0.32% | +3.59% | |
| 6 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.03% | -0.41% | -0.14% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.79% | -0.05% | +4.83% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.29% | +4.55% | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.65% | +0.02% | -1.17% | |
| 10 | UITB | Victoryshares Core Intermedi | ETF-Other | 2.48% | -0.62% | +0.63% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.35% | -0.03% | +6.14% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.25% | -0.37% | +13.42% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.09% | -0.16% | +9.09% | |
| 14 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 2.01% | +0.05% | — | |
| 15 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 1.74% | -0.25% | -0.58% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.66% | +0.08% | +596.28% | |
| 17 | VONE | Vanguard Russell 1000 | ETF-Other | 1.53% | -0.14% | -1.66% | |
| 18 | EMLP | First Trust North American E | ETF-Other | 1.41% | -0.20% | -0.37% | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.17% | -0.05% | -5.61% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.04% | +1.81% | +9.16% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.09% | +1.41% | |
| 22 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.94% | -0.08% | +0.52% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.07% | +149.30% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.88% | -0.08% | -1.55% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | +0.03% | +6.20% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.09% | +22.15% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +0.26% | +13.70% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.03% | +9.55% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.80% | -0.10% | +0.40% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.75% | +0.12% | +108.70% | |
| 31 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.69% | -0.10% | -2.28% | |
| 32 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.66% | -0.05% | -0.20% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.64% | -0.03% | -2.48% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.03% | +9.73% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.05% | +6.29% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.03% | +2.21% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.07% | +34.29% | |
| 38 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.56% | +0.16% | +6.72% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.05% | +1.28% | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.56% | -0.04% | +89.64% | |
| 41 | DELL | Dell Technologies -c | Stock-Tech | 0.50% | +0.07% | +0.36% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | -0.06% | +11.28% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | +1.48% | +20.52% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.04% | +89.10% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.04% | +40.32% | |
| 46 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | -0.72% | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.45% | -0.04% | -0.09% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.10% | -1.45% | |
| 49 | FTGC | First Trust Global Tactical | ETF-Other | 0.43% | +0.02% | +0.01% | |
| 50 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.43% | +0.13% | +51.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALLW | State Street Brgwtr All Wthr | +2% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +149.30% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +108.70% | Add |
| 4 | RLY | Ss Multi-asset Real Ret ETF | +0.3% | +270.10% | Add |
| 5 | PUSH | Pgim Ultra Shrt Mnpl Bnd ETF | +0.3% | NEW | New buy |
| 6 | DELL | Dell Technologies -c | +0.3% | +0.36% | Add |
| 7 | VNLA | Janus Henderson Short Durati | +0.2% | NEW | New buy |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +189.59% | Add |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +89.10% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +153.70% | Add |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 12 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +89.64% | Add |
| 13 | LRCX | Lam Research CORP | +0.2% | +151.14% | Add |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | NEW | New buy |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +117.19% | Add |
| 16 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | New buy |
| 17 | IWM | Ishares Russell 2000 ETF | +0.2% | NEW | New buy |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +596.28% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +34.29% | Add |
| 20 | MU | Micron Technology Inc | +0.1% | +39.64% | Add |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | NEW | New buy |
| 22 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 23 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +51.85% | Add |
| 24 | JMUB | Jpmorgan Municipal ETF | +0.1% | +99.83% | Add |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +115.08% | Add |
| 26 | XXV | Simplify Ancorato Trg 25 Dis | +0.1% | NEW | New buy |
| 27 | AMZN | Amazon.com Inc | +0.1% | +40.32% | Add |
| 28 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +196.81% | Add |
| 29 | NVDA | Nvidia CORP | +0.1% | +22.15% | Add |
| 30 | LLY | Eli Lilly & Co | +0.1% | +36.72% | Add |
| 31 | AMAT | Applied Materials Inc | +0.1% | +81.25% | Add |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | NEW | New buy |
| 33 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 34 | CAT | Caterpillar Inc | +0.1% | +46.70% | Add |
| 35 | SBAR | Simplify Barrier Income ETF | +0.1% | +206.62% | Add |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +107.68% | Add |
| 37 | ITM | Vaneck Intermediate Muni ETF | +0.1% | NEW | New buy |
| 38 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 39 | VSDB | Vanguard Short Dur Bond ETF | +0.1% | NEW | New buy |
| 40 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.73% | Add |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | +16.59% | Add |
| 42 | IGV | Ishares Expanded Tech-softwa | +0.1% | NEW | New buy |
| 43 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 44 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 45 | PSQO | Plmr Sq Credit Opp ETF | +0.1% | NEW | New buy |
| 46 | AVGO | Broadcom Inc | +0.1% | +32.51% | Add |
| 47 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 48 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 49 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 50 | TCAI | Tortoise Ai Infrastructr ETF | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Crusonia Wealth Advisors LLC reported a total U.S. public equity portfolio value of $666.5M across 234 disclosed positions in Q2 2026.
During Q2 2026, Crusonia Wealth Advisors LLC's top holdings by market value included DFUS (8.9%)、DFAI (6.4%)、JCPB (5.5%). The largest single position, DFUS, represented 8.9% of total portfolio value.
In Q2 2026, Crusonia Wealth Advisors LLC made 190 total portfolio adjustments, initiating 50 new buys, adding to 106 positions, trimming 26 holdings, and fully liquidating 8 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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