Total reported value
$485.2M
Reporting period: 2026-03-31 · Number of holdings: 252
Crusonia Wealth Advisors LLC disclosed 252 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $485.2M and a quarterly turnover rate of 11.3%.
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Add VCRB
+34.9% $4.8M
Trim UITB
-7.3% -$1.3M
Add DFAI
+10.3% $3.9M
Trim DFUS
+6.9% $959.0K
Trim AAPL
+2.3% -$654.8K
Add NVDA
+80.0% $1.5M
Showing top 192 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.27% | -0.40% | +6.88% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 7.13% | +0.40% | +10.34% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.32% | -0.12% | +5.33% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.93% | +0.81% | +34.93% | |
| 5 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.32% | -0.12% | +0.13% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.12% | -0.07% | +3.99% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.10% | -0.49% | -7.30% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.01% | +0.06% | +6.02% | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.92% | — | +4.94% | |
| 10 | AAPL | Apple INC | Stock-Tech | 2.87% | -0.34% | +2.32% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.49% | -0.23% | -1.96% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.34% | +0.15% | +9.40% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.08% | -0.02% | +4.06% | |
| 14 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 1.82% | — | +0.62% | |
| 15 | EMLP | First Trust North American E | ETF-Other | 1.78% | +0.13% | -0.30% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.70% | -0.24% | -2.29% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.52% | +0.27% | +45.07% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.47% | +0.01% | +11.08% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.19% | +0.24% | +33.43% | |
| 20 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 1.07% | — | -5.50% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | — | +0.98% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.99% | — | -0.60% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | — | +0.46% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.27% | +7.59% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-Other | 0.84% | — | -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% | +0.29% | +80.01% | |
| 28 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | — | — | |
| 29 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-Other | 0.73% | — | -0.10% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | — | +1.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | +2.25% | |
| 32 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.65% | +0.13% | +36.16% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.17% | -2.05% | |
| 34 | PEP | Pepsico INC | Stock-Consumer Staples | 0.63% | +0.02% | +2.35% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | — | -0.39% | |
| 36 | FTGC | First Trust Global Tactical | ETF-Other | 0.57% | +0.08% | +0.15% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | — | -1.26% | |
| 38 | FTCS | First Trust Capital Strength | ETF-Other | 0.56% | — | +0.11% | |
| 39 | FDTS | First Trust Developed Market | ETF-Other | 0.53% | — | -8.72% | |
| 40 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.51% | — | -7.91% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | — | -4.14% | |
| 42 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.51% | — | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | +0.12% | +43.10% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | — | +0.01% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.45% | +0.17% | +69.79% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | +0.09% | -5.37% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | — | +8.64% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +0.37% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | — | +0.02% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.39% | — | +16.81% |
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+5.2%
Based on 5 months of available history
Based on 82% of reported portfolio value with available pricing
Crusonia Wealth Advisors LLC's most significant position changes for 2026-03-31: New buy: Ishares 7-10 Year Treasury B (IEF); New buy: Ss Multi-asset Real Ret ETF (RLY); New buy: Amer Beac Glg Ntrl Rsrcs ETF (MGNR); New buy: Vanguard Real Estate ETF (VNQ); New buy: Sprott Physical Gold Trust (PHYS).
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