Crusonia Wealth Advisors LLC
13F Reported Value
ⓘ$485.2M
incl. option notional
Equity Holdings
ⓘ$484.3M
Option Notional
ⓘ$906,491
$906,491 puts / $0 calls
Holdings
194
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Crusonia Wealth Advisors LLC disclosed 194 positions worth $485.2M in its Form 13F-HR for Q1 2026 — $484.3M in common stock plus $906,491 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 21 new positions and exited 5. The portfolio is most concentrated in Other (82.0% of disclosed assets). All figures are sourced directly from Crusonia Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2112003.
Sector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST
—Quality
$45.0M634,502 shDIMENSIONAL ETF TRUST
—Quality
$34.6M887,494 shJ P MORGAN EXCHANGE TRADED F
—Quality
$30.7M651,759 shVANGUARD MALVERN FDS
—Quality
$19.1M246,198 shFIRST TR EXCHANGE-TRADED ALP
—Quality
$16.1M132,254 sh- —
Quality
$15.1M201,078 sh VICTORY PORTFOLIOS II
—Quality
$15.1M320,164 shVANGUARD INDEX FDS
—Quality
$14.6M74,524 shGMO ETF TRUST
—Quality
$14.2M391,806 sh- 76.1
Quality
$13.3M52,460 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $45.0M | 634,502 |
| DIMENSIONAL ETF TRUST | — | $34.6M | 887,494 |
| J P MORGAN EXCHANGE TRADED F | — | $30.7M | 651,759 |
| VANGUARD MALVERN FDS | — | $19.1M | 246,198 |
| FIRST TR EXCHANGE-TRADED ALP | — | $16.1M | 132,254 |
 Invesco Ltd.$IVZ | — | $15.1M | 201,078 |
| VICTORY PORTFOLIOS II | — | $15.1M | 320,164 |
| VANGUARD INDEX FDS | — | $14.6M | 74,524 |
| GMO ETF TRUST | — | $14.2M | 391,806 |
 Apple Inc.$AAPL | 76.1 | $13.3M | 52,460 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Crusonia Wealth Advisors LLC's 194 positions.
Showing top 10 of 194 holdings.
Sector Allocation
Other
$397.1M
Financials
$33.6M
Technology
$30.2M
Industrials
$5.6M
Consumer Discretionary
$4.8M
Consumer Staples
$4.1M
Healthcare
$3.0M
Energy
$3.0M
Full Holdings — Crusonia Wealth Advisors LLC (Q1 2026)
All 194 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $45.0M | 9.3% | +7% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $34.6M | 7.1% | +10% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $30.7M | 6.3% | +5% | — |
| 4 | — | VANGUARD MALVERN FDS | $19.1M | 3.9% | +35% | — |
| 5 | — | FIRST TR EXCHANGE-TRADED ALP | $16.1M | 3.3% | +0% | — |
| 6 | $IVZ | Invesco Ltd. | $15.1M | 3.1% | +4% | — |
| 7 | — | VICTORY PORTFOLIOS II | $15.1M | 3.1% | -7% | — |
| 8 | — | VANGUARD INDEX FDS | $14.6M | 3.0% | +6% | — |
| 9 | — | GMO ETF TRUST | $14.2M | 2.9% | +5% | — |
| 10 | $AAPL | Apple Inc. | $13.3M | 2.8% | +18% | 76.1 |
| 11 | — | FIRST TR EXCHANGE-TRADED FD | $12.1M | 2.5% | -2% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $11.4M | 2.4% | +9% | — |
| 13 | — | VANGUARD INDEX FDS | $10.1M | 2.1% | +4% | — |
| 14 | — | FIRST TR EXCHANGE-TRADED ALP | $8.8M | 1.8% | +1% | — |
| 15 | — | FIRST TR EXCHANGE-TRADED FD | $8.6M | 1.8% | -0% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS | $8.3M | 1.7% | -2% | — |
| 17 | — | VANGUARD INDEX FDS | $7.4M | 1.5% | +45% | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F | $7.1M | 1.5% | +11% | — |
| 19 | — | VANGUARD MUN BD FDS | $5.8M | 1.2% | +33% | — |
| 20 | — | FIRST TR EXCH TRD ALPHDX FD | $5.2M | 1.1% | -6% | — |
| 21 | — | VANGUARD TAX-MANAGED FDS | $5.2M | 1.1% | +1% | — |
| 22 | $IVZ | Invesco Ltd. | $4.8M | 1.0% | -1% | — |
| 23 | — | ISHARES TR | $4.7M | 1.0% | +0% | — |
| 24 |  $MSFT | MICROSOFT CORP | $4.4M | 0.9% | +507% | 83.7 |
| 25 | — | FIRST TR EXCHANGE TRADED FD | $4.1M | 0.8% | -4% | — |
| 26 | — | VANGUARD INDEX FDS | $4.0M | 0.8% | +8% | — |
| 27 |  $NVDA | NVIDIA CORP | $3.8M | 0.8% | +233% | 90.2 |
| 28 | — | FIRST TR EXCHNG TRADED FD VI | $3.7M | 0.8% | +0% | — |
| 29 | — | INVESCO EXCHANGE TRADED FD T | $3.5M | 0.7% | -0% | — |
| 30 | — | SCHWAB STRATEGIC TR | $3.5M | 0.7% | +1% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 0.7% | +1587% | 64.5 |
| 32 | — | MORGAN STANLEY ETF TRUST | $3.2M | 0.7% | +36% | — |
| 33 |  $PEP | PEPSICO INC | $3.1M | 0.6% | +4% | 62.7 |
| 34 | — | VANGUARD INDEX FDS | $2.9M | 0.6% | -0% | — |
| 35 |  $V | VISA INC. | $2.9M | 0.6% | +620% | 83.5 |
| 36 | — | FIRST TR EXCHANGE TRAD FD VI | $2.8M | 0.6% | +0% | — |
| 37 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.8M | 0.6% | -1% | — |
| 38 | — | FIRST TR EXCHANGE-TRADED FD | $2.7M | 0.6% | +0% | — |
| 39 | — | FIRST TR EXCH TRD ALPHDX FD | $2.6M | 0.5% | -9% | — |
| 40 | — | FIRST TR EXCH TRD ALPHDX FD | $2.5M | 0.5% | -8% | — |
| 41 | — | VANGUARD BD INDEX FDS | $2.5M | 0.5% | -4% | — |
| 42 | — | SCHWAB STRATEGIC TR | $2.5M | 0.5% | +0% | — |
| 43 | — | ISHARES TR | $2.4M | 0.5% | +43% | — |
| 44 | — | ISHARES TR | $2.2M | 0.5% | +0% | — |
| 45 | — | JANUS DETROIT STR TR | $2.2M | 0.5% | +70% | — |
| 46 |  $XOM | EXXON MOBIL CORP | $2.1M | 0.4% | +987% | 61.8 |
| 47 |  $GOOG | Alphabet Inc. | $2.1M | 0.4% | +231% | 80.2 |
| 48 | — | ISHARES TR | $2.0M | 0.4% | +0% | — |
| 49 | — | ISHARES TR | $1.9M | 0.4% | +0% | — |
| 50 | — | ISHARES TR | $1.9M | 0.4% | +17% | — |
| 51 | — | PGIM ETF TR | $1.8M | 0.4% | -25% | — |
| 52 |  $AMZN | AMAZON COM INC | $1.8M | 0.4% | +63% | 74.6 |
| 53 |  $GOOGL | Alphabet Inc. | $1.8M | 0.4% | +18% | 80.2 |
| 54 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.3% | +1028% | 67 |
| 55 | — | INVESCO EXCH TRADED FD TR II | $1.6M | 0.3% | +0% | — |
| 56 | — | ISHARES TR | $1.6M | 0.3% | +4% | — |
| 57 | — | ISHARES TR | $1.6M | 0.3% | +77% | — |
| 58 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | +0% | — |
| 59 | — | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.3% | -1% | — |
| 60 | — | ISHARES TR | $1.5M | 0.3% | -0% | — |
| 61 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.3% | +325% | 35.6 |
| 62 | — | VANECK ETF TRUST | $1.5M | 0.3% | +3% | — |
| 63 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.3% | +0% | — |
| 64 | — | AMERICAN CENTY ETF TR | $1.4M | 0.3% | +0% | — |
| 65 | — | ISHARES U S ETF TR | $1.4M | 0.3% | -2% | — |
| 66 | — | ISHARES TR | $1.3M | 0.3% | -1% | — |
| 67 | — | ISHARES TR | $1.3M | 0.3% | -3% | — |
| 68 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $1.2M | 0.3% | +361% | — |
| 69 |  $NFLX | NETFLIX INC | $1.2M | 0.3% | +57% | 86.7 |
| 70 | — | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.3% | +0% | — |
| 71 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.2% | +5733% | 65 |
| 72 |  $TSLA | Tesla, Inc. | $1.2M | 0.2% | +324% | 50.1 |
| 73 |  $DELL | Dell Technologies Inc. | $1.1M | 0.2% | +2% | 76 |
| 74 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.2% | -0% | — |
| 75 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.2% | +0% | — |
| 76 |  $MA | Mastercard Inc | $1.0M | 0.2% | +723% | 81.7 |
| 77 | — | ISHARES TR | $993,424 | 0.2% | +0% | — |
| 78 | — | ISHARES TR | $942,363 | 0.2% | +0% | — |
| 79 |  $LLY | ELI LILLY & Co | $942,142 | 0.2% | +397% | 89.3 |
| 80 |  $AVGO | Broadcom Inc. | $912,182 | 0.2% | +70% | 86.4 |
| 81 | — | J P MORGAN EXCHANGE TRADED F | $902,070 | 0.2% | -30% | — |
| 82 | — | VANGUARD WORLD FD | $889,405 | 0.2% | +4% | — |
| 83 | — | SCHWAB STRATEGIC TR | $847,476 | 0.2% | -1% | — |
| 84 |  $JNJ | JOHNSON & JOHNSON | $846,375 | 0.2% | +444% | 72.8 |
| 85 |  $CVX | CHEVRON CORP | $843,116 | 0.2% | +20% | 54.7 |
| 86 | — | FIRST TR EXCH TRD ALPHDX FD | $840,364 | 0.2% | +0% | — |
| 87 | — | SCHWAB STRATEGIC TR | $839,906 | 0.2% | +3% | — |
| 88 | — | ISHARES TR | $824,187 | 0.2% | +14% | — |
| 89 | — | ISHARES TR | $822,957 | 0.2% | -47% | — |
| 90 | — | FIRST TR EXCHANGE TRADED FD | $819,928 | 0.2% | +2% | — |
| 91 | — | PIMCO ETF TR | $787,755 | 0.2% | -1% | — |
| 92 | — | INVESCO EXCH TRADED FD TR II | $774,086 | 0.2% | +0% | — |
| 93 | — | ISHARES TR | $751,744 | 0.2% | +0% | — |
| 94 | — | ISHARES TR | $746,867 | 0.1% | +0% | — |
| 95 | — | ISHARES TR | $733,971 | 0.1% | NEW | — |
| 96 | — | SSGA ACTIVE ETF TR | $700,226 | 0.1% | NEW | — |
| 97 | — | AMERICAN CENTY ETF TR | $676,308 | 0.1% | -0% | — |
| 98 | — | ISHARES TR | $675,047 | 0.1% | +0% | — |
| 99 | — | FIRST TR EXCHNG TRADED FD VI | $661,285 | 0.1% | +19% | — |
| 100 |  $META | Meta Platforms, Inc. | $653,820 | 0.1% | +80% | 80.9 |
| 101 | — | ISHARES TR | $652,120 | 0.1% | +0% | — |
| 102 | — | SPDR SERIES TRUST | $649,241 | 0.1% | +0% | — |
| 103 | — | ISHARES INC | $646,164 | 0.1% | +16% | — |
| 104 | $AAPLPUT | Apple Inc. | $634,475 | — | +0% | 76.1 |
| 105 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $622,887 | 0.1% | +401% | 66.7 |
| 106 | — | FIRST TR EXCHNG TRADED FD VI | $617,786 | 0.1% | +0% | — |
| 107 |  $HD | HOME DEPOT, INC. | $605,818 | 0.1% | +17% | 69.2 |
| 108 |  $WFC | WELLS FARGO & COMPANY/MN | $586,078 | 0.1% | +10% | — |
| 109 |  $RACE | Ferrari N.V. | $570,627 | 0.1% | NEW | — |
| 110 | — | FIRST TR EXCHNG TRADED FD VI | $563,698 | 0.1% | +0% | — |
| 111 | — | AMERICAN BEACON SELECT FUNDS | $559,540 | 0.1% | NEW | — |
| 112 | — | FIRST TR EXCHNG TRADED FD VI | $556,918 | 0.1% | +0% | — |
| 113 | — | ISHARES TR | $555,422 | 0.1% | -2% | — |
| 114 |  $AGX | ARGAN INC | $550,641 | 0.1% | +0% | 79.2 |
| 115 | — | SCHWAB STRATEGIC TR | $548,708 | 0.1% | +0% | — |
| 116 | — | VANGUARD INDEX FDS | $535,581 | 0.1% | NEW | — |
| 117 |  $HON | HONEYWELL INTERNATIONAL INC | $526,435 | 0.1% | +9% | 65.7 |
| 118 |  $PHYS | Sprott Physical Gold Trust | $524,491 | 0.1% | NEW | — |
| 119 | — | FIRST TR EXCHNG TRADED FD VI | $517,025 | 0.1% | +0% | — |
| 120 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $516,876 | 0.1% | NEW | 54.6 |
| 121 | — | FIRST TR EXCHNG TRADED FD VI | $514,902 | 0.1% | +0% | — |
| 122 |  $CAT | CATERPILLAR INC | $505,132 | 0.1% | +21% | 67.8 |
| 123 | — | ISHARES TR | $499,730 | 0.1% | +3% | — |
| 124 |  $AXP | AMERICAN EXPRESS CO | $485,378 | 0.1% | +17% | 73.2 |
| 125 | — | ISHARES TR | $482,421 | 0.1% | NEW | — |
| 126 | — | VANGUARD ADMIRAL FDS INC | $462,361 | 0.1% | +0% | — |
| 127 |  $GEV | GE Vernova Inc. | $457,127 | 0.1% | +58% | 70.1 |
| 128 | — | SCHWAB STRATEGIC TR | $444,969 | 0.1% | +0% | — |
| 129 | $IVZ | Invesco Ltd. | $437,984 | 0.1% | +0% | — |
| 130 |  $GE | GENERAL ELECTRIC CO | $435,724 | 0.1% | +35% | 74.8 |
| 131 |  $TGT | TARGET CORP | $430,189 | 0.1% | +2809% | 53.1 |
| 132 | — | ISHARES TR | $414,195 | 0.1% | -0% | — |
| 133 | — | FIRST TR EXCHNG TRADED FD VI | $404,045 | 0.1% | +0% | — |
| 134 | — | INNOVATOR ETFS TRUST | $399,498 | 0.1% | NEW | — |
| 135 |  $MRK | Merck & Co., Inc. | $383,690 | 0.1% | +79% | 70.9 |
| 136 | — | ISHARES TR | $382,543 | 0.1% | +0% | — |
| 137 |  $WPM | Wheaton Precious Metals Corp. | $381,366 | 0.1% | +0% | — |
| 138 | — | ISHARES TR | $375,972 | 0.1% | NEW | — |
| 139 | — | FIRST TR EXCHNG TRADED FD VI | $374,810 | 0.1% | +0% | — |
| 140 |  $WMT | Walmart Inc. | $371,342 | 0.1% | +1140% | 63.2 |
| 141 | — | FIRST TR EXCHANGE-TRADED FD | $370,139 | 0.1% | +1% | — |
| 142 | — | SPDR SERIES TRUST | $370,104 | 0.1% | +0% | — |
| 143 | — | FIRST TR EXCHNG TRADED FD VI | $363,076 | 0.1% | +0% | — |
| 144 |  $MS | MORGAN STANLEY | $362,054 | 0.1% | +27% | — |
| 145 | — | BLACKROCK ETF TRUST | $361,298 | 0.1% | +28% | — |
| 146 | — | ISHARES TR | $360,945 | 0.1% | -5% | — |
| 147 |  $PG | PROCTER & GAMBLE Co | $353,401 | 0.1% | +30% | 72.9 |
| 148 | — | VANGUARD INDEX FDS | $347,812 | 0.1% | -10% | — |
| 149 | — | ISHARES TR | $345,884 | 0.1% | +5% | — |
| 150 |  $MCK | MCKESSON CORP | $341,363 | 0.1% | +11% | 63.7 |
| 151 |  $SSB | SouthState Bank Corp | $339,826 | 0.1% | NEW | — |
| 152 | — | PROSHARES TR | $331,216 | 0.1% | NEW | — |
| 153 | — | VANGUARD WHITEHALL FDS | $320,488 | 0.1% | +2% | — |
| 154 |  $KO | COCA COLA CO | $316,256 | 0.1% | +322% | 74 |
| 155 | — | SCHWAB STRATEGIC TR | $315,492 | 0.1% | +8% | — |
| 156 |  $LIN | LINDE PLC | $313,637 | 0.1% | +50% | — |
| 157 | — | PIMCO ETF TR | $313,164 | 0.1% | +8% | — |
| 158 | — | SELECT SECTOR SPDR TR | $303,580 | 0.1% | +0% | — |
| 159 | — | ISHARES TR | $299,015 | 0.1% | -27% | — |
| 160 |  $ADP | AUTOMATIC DATA PROCESSING INC | $297,159 | 0.1% | +9% | 77.9 |
| 161 | — | FIRST TR EXCHNG TRADED FD VI | $286,781 | 0.1% | +0% | — |
| 162 | — | ALPS ETF TR | $285,071 | 0.1% | +1% | — |
| 163 | — | ISHARES TR | $283,263 | 0.1% | +0% | — |
| 164 |  $ABT | ABBOTT LABORATORIES | $280,765 | 0.1% | +10% | 67 |
| 165 | — | FIRST TR EXCHNG TRADED FD VI | $279,090 | 0.1% | +0% | — |
| 166 |  $GLD | SPDR GOLD TRUST | $277,107 | 0.1% | +5% | — |
| 167 | — | ISHARES TR | $275,263 | 0.1% | +0% | — |
| 168 | — | FIRST TR EXCH TRADED FD III | $274,282 | 0.1% | +0% | — |
| 169 |  $LRCX | LAM RESEARCH CORP | $272,480 | 0.1% | +146% | 82.4 |
| 170 | $VPUT | VISA INC. | $272,016 | — | +0% | 83.5 |
| 171 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $269,681 | 0.1% | NEW | 76.6 |
| 172 | — | SCHWAB STRATEGIC TR | $263,589 | 0.1% | -1% | — |
| 173 |  $ABBV | AbbVie Inc. | $262,461 | 0.1% | +72% | 59.3 |
| 174 | — | VANGUARD INDEX FDS | $261,554 | 0.1% | -6% | — |
| 175 |  $CSCO | CISCO SYSTEMS, INC. | $255,231 | 0.1% | +127% | 72.3 |
| 176 |  $RTX | RTX Corp | $252,408 | 0.1% | NEW | 70 |
| 177 | — | INNOVATOR ETFS TRUST | $250,469 | 0.1% | NEW | — |
| 178 |  $NEM | NEWMONT Corp /DE/ | $248,650 | 0.1% | NEW | 88.3 |
| 179 | — | SIMPLIFY EXCHANGE TRADED FUN | $247,717 | 0.1% | NEW | — |
| 180 |  $MU | MICRON TECHNOLOGY INC | $246,300 | 0.1% | NEW | 88.4 |
| 181 | — | ISHARES TR | $244,360 | 0.1% | +6% | — |
| 182 | — | PROFESIONALLY MANAGED PORTFO | $229,210 | 0.1% | -35% | — |
| 183 |  $BAC | BANK OF AMERICA CORP /DE/ | $223,377 | 0.1% | +472% | 68.4 |
| 184 | — | ISHARES TR | $218,907 | 0.1% | +1% | — |
| 185 | — | VANGUARD WORLD FD | $213,768 | 0.0% | +0% | — |
| 186 | — | VANGUARD WHITEHALL FDS | $210,834 | 0.0% | +0% | — |
| 187 | — | SCHWAB STRATEGIC TR | $209,241 | 0.0% | +14% | — |
| 188 |  $C | CITIGROUP INC | $208,939 | 0.0% | NEW | 54.8 |
| 189 |  $AMD | ADVANCED MICRO DEVICES INC | $208,816 | 0.0% | +61% | 78.8 |
| 190 |  $AMAT | APPLIED MATERIALS INC /DE | $207,892 | 0.0% | NEW | 74.8 |
| 191 | — | FIRST TR EXCHNG TRADED FD VI | $205,660 | 0.0% | +0% | — |
| 192 | — | FIRST TR EXCHNG TRADED FD VI | $203,063 | 0.0% | NEW | — |
| 193 |  $WELL | WELLTOWER INC. | $201,036 | 0.0% | NEW | 75.7 |
| 194 |  $TYGO | TIGO ENERGY, INC. | $43,285 | 0.0% | NEW | 19.5 |
New Positions (21)
$PHYS Sprott Physical Gold Trust$524,491$STWD STARWOOD PROPERTY TRUST, INC.$516,876$VRTX VERTEX PHARMACEUTICALS INC / MA$269,681$RTX RTX Corp$252,408$NEM NEWMONT Corp /DE/$248,650
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