Crusonia Wealth Advisors LLC

• DIMENSIONAL
  $58.7M
• DIMENSIONAL
  $43.2M
• J
  $29.9M
• VANGUARD
  $23.4M
• AAPL
  $20.1M
• VANGUARD
  $19.0M
• IVZ
  $18.4M
• VANGUARD
  $18.3M
• GMO
  $17.8M
• FIRST
  $17.4M
• DIMENSIONAL
  $15.5M
• SSGA
  $13.7M
• ISHARES
  $13.1M
• VANGUARD
  $12.8M
• FIRST
  $12.5M
• VICTORY
  $12.4M
• VANGUARD
  $11.6M
• FIRST
  $10.0M
• VANGUARD
  $9.3M
• FIRST
  $8.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/crusonia-wealth-advisors-llc-2112003

Crusonia Wealth Advisors LLC 13F holdings — Q3 2026

$666.5M portfolio (+9.4% QoQ) · 248 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio

Includes $287K of put/call options ($287K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $666.3M. Weights use the stock portfolio.

• 1

  DIMENSIONAL ETF TRUST - US EQUI MARK ETF

  $58.7M

  8.8% of stocks

  +7%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 2

  DIMENSIONAL ETF TRUST - INTL CORE EQT MK

  $43.2M

  6.5% of stocks

  +10%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 3

  J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF

  $29.9M

  4.5% of stocks

  -6%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 4

  VANGUARD MALVERN FDS - CORE BD ETF

  $23.4M

  3.5% of stocks

  +13%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 5

  Apple Inc.

  $AAPL

  $20.1M

  3.0% of stocks

  +5%This quarter0.0%Since filed4+ qtrsHeld
  AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
• 6

  VANGUARD MUN BD FDS - TAX EXEMPT BD

  $19.0M

  2.9% of stocks

  +219%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 7

  Invesco Ltd.

  $IVZ

  $18.4M

  2.8% of stocks

  +5%This quarter0.0%Since filed4+ qtrsHeld
  AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
• 8

  VANGUARD INDEX FDS - MRNGSTR VAL ETF

  $18.3M

  2.8% of stocks

  +9%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 9

  GMO ETF TRUST - US QUALITY ETF

  $17.8M

  2.7% of stocks

  +8%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 10

  FIRST TR EXCHANGE-TRADED ALP - COM SHS

  $17.4M

  2.6% of stocks

  -0.4%This quarter—Since filed—Held
  AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$58.7M	8.8%	+7%	—	—	—	—
2	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$43.2M	6.5%	+10%	—	—	—	—
3	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	$29.9M	4.5%	-6%	—	—	—	—
4	VANGUARD MALVERN FDS - CORE BD ETF	$23.4M	3.5%	+13%	—	—	—	—
5	Apple Inc.$AAPL	$20.1M	3.0%	+5%	0.0%	4+ qtrsAdded 3 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
6	VANGUARD MUN BD FDS - TAX EXEMPT BD	$19.0M	2.9%	+219%	—	—	—	—
7	Invesco Ltd.$IVZ	$18.4M	2.8%	+5%	0.0%	4+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
8	VANGUARD INDEX FDS - MRNGSTR VAL ETF	$18.3M	2.8%	+9%	—	—	—	—
9	GMO ETF TRUST - US QUALITY ETF	$17.8M	2.7%	+8%	—	—	—	—
10	FIRST TR EXCHANGE-TRADED ALP - COM SHS	$17.4M	2.6%	-0.4%	—	—	—	—

All holdings — Crusonia Wealth Advisors LLC (Q3 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

248 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund	—	$15.5M	2.3%	394K	+11%	—	—	13F
12	—	SSGA ACTIVE TR - SST BRIDGEWATER	—	$13.7M	2.1%	480K	+15%	—	—	13F
13	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$13.1M	2.0%	129K	+379%	—	—	13F
14	—	VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund	—	$12.8M	1.9%	45K	+7%	—	—	13F
15	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW	—	$12.5M	1.9%	210K	-8%	—	—	13F
16	—	VICTORY PORTFOLIOS II - CORE BD ETFetf/fund	—	$12.4M	1.9%	277K	-14%	—	—	13F
17	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund	—	$11.6M	1.7%	129K	+10%	—	—	13F
18	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$10.0M	1.5%	74K	+0.7%	—	—	13F
19	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDXetf/fund	—	$9.3M	1.4%	27K	-2%	—	—	13F
20	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$8.0M	1.2%	196K	-0.6%	—	—	13F
21	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETFetf/fund	—	$7.5M	1.1%	108K	+3%	—	—	13F
22	$MSFT	MICROSOFT CORP	Technology	$7.3M	1.1%	14K	+4%	4+ qtrsAdded 3 qtrs in a row	79.8	13F
23	$NVDA	NVIDIA CORP	Technology	$6.4M	1.0%	28K	+6%	4+ qtrsAdded 3 qtrs in a row	86.0	13F
24	—	ISHARES TR - CORE MSCI EAFEetf/fund	—	$6.1M	0.9%	62K	+12%	—	—	13F
25	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$5.8M	0.9%	115K	+27%	—	—	13F
26	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$5.8M	0.9%	82K	-0.5%
27	—	FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US	—	$5.8M	0.9%	62K	+2%
28	—	ISHARES TR - CORE S&P500 ETF	—	$5.7M	0.8%	7,398	-0.9%
29	$IVZ	Invesco Ltd.	Financials	$5.3M	0.8%	98K	-2%
30	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$5.3M	0.8%	7,599	+4%
31	—	MORGAN STANLEY ETF TRUST - EATO VAN MU ETF	—	$4.8M	0.7%	95K	+48%
32	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$4.7M	0.7%	60K	-0.1%
33	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$4.4M	0.7%	5,956	+14%
34	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$4.1M	0.6%	136K	+3%
35	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	—	$4.1M	0.6%	73K	-1%
36	—	INVESCO EXCHANGE TRADED FD T - RAFI US 1500	—	$3.9M	0.6%	75K	-0.9%
37	$DELL	Dell Technologies Inc.	Technology	$3.8M	0.6%	7,057	+0.5%
38	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.8M	0.6%	7,538	+1%
39	—	ISHARES TR - MSCI INTL MOMENT	—	$3.7M	0.6%	70K	+43%
40	—	BLACKROCK ETF TRUST II - SHOR DURA HI ETF	—	$3.7M	0.6%	172K	New
41	$V	VISA INC.	Financials	$3.5M	0.5%	9,728	-0.5%
42	—	PGIM ETF TR - PGIM ULTRA SH BD	—	$3.5M	0.5%	70K	+2%
43	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$3.4M	0.5%	9,071	-2%
44	$GOOGL	Alphabet Inc.	Technology	$3.3M	0.5%	9,711	-0.5%
45	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.3M	0.5%	13K	+12%
46	—	SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME	—	$3.2M	0.5%	125K	+303%
47	—	SSGA ACTIVE ETF TR - ST STR REAL ETF	—	$3.1M	0.5%	85K	+19%
48	—	FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD	—	$3.0M	0.5%	99K	+2%
49	—	ISHARES TR - CORE S&P SCP ETF	—	$2.9M	0.4%	22K	+11%
50	—	SCHWAB STRATEGIC TR - 1000 INDEX ETF	—	$2.9M	0.4%	78K	-0.2%
51	—	ISHARES TR - S&P 500 GRWT ETF	—	$2.8M	0.4%	20K	-8%
52	—	FIRST TR EXCH TRD ALPHDX FD - EX US SML CP	—	$2.8M	0.4%	39K	+0.1%
53	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$2.7M	0.4%	29K	+0.1%
54	$GOOG	Alphabet Inc.	Technology	$2.6M	0.4%	7,522	+5%
55	—	ISHARES INC - CORE MSCI EMKT	—	$2.5M	0.4%	31K	+15%
56	—	FIRST TR EXCH TRD ALPHDX FD - EM SML CP ALPH	—	$2.5M	0.4%	56K	+2%
57	—	VANGUARD MALVERN FDS - CORE-PLUS BD ETF	—	$2.3M	0.3%	31K	New
58	$LLY	ELI LILLY & Co	Healthcare	$2.3M	0.3%	1,975	+41%
59	$PEP	PEPSICO INC	Consumer Staples	$2.2M	0.3%	17K	-11%
60	—	VANGUARD MALVERN FDS - SHOR DURA BD ETF	—	$2.1M	0.3%	29K	+416%
61	$XOM.R34088	EXXON MOBIL CORP	Energy	$2.1M	0.3%	13K	-1%
62	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$2.1M	0.3%	30K	+0.2%
63	—	ISHARES TR - S&P 500 VAL ETF	—	$2.0M	0.3%	8,900	-7%
64	—	ISHARES TR - CORE S&P MCP ETF	—	$2.0M	0.3%	28K	+15%
65	$JPM	JPMORGAN CHASE & CO	Financials	$2.0M	0.3%	5,974	+5%
66	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$1.9M	0.3%	39K	New
67	—	ISHARES TR - CORE S&P TTL STK	—	$1.9M	0.3%	11K	+1%
68	$SPY	SPDR S&P 500 ETF TRUST	—	$1.8M	0.3%	2,402	+4%
69	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$1.8M	0.3%	31K	+0.3%
70	—	INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS	—	$1.8M	0.3%	39K	+5%
71	—	SPDR SERIES TRUST - ST STR P500GRW	—	$1.8M	0.3%	14K	+42%
72	$IVZ	Invesco Ltd.	Financials	$1.8M	0.3%	23K	+4%
73	$KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	Other	$1.7M	0.3%	122K	+3%
74	—	ISHARES TR - S&P SML 600 GWT	—	$1.7M	0.3%	10K	—
75	—	PIMCO ETF TR - MUNI INCOME OPP	—	$1.6M	0.3%	38K	+303%
76	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.5M	0.2%	1,694	-5%
77	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.5M	0.2%	2,494	-4%
78	—	ISHARES TR - RUS 1000 VAL ETF	—	$1.5M	0.2%	6,110	+0.0%
79	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$1.4M	0.2%	16K	-6%
80	—	PIMCO ETF TR - MULTISECTOR BD	—	$1.4M	0.2%	55K	+18%
81	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.4M	0.2%	3,929	+5%
82	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$1.4M	0.2%	16K	-2%
83	—	ISHARES U S ETF TR - GSCI CMDTY STGY	—	$1.4M	0.2%	37K	-7%
84	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$1.3M	0.2%	48K	+0.4%
85	$AVGO	Broadcom Inc.	Technology	$1.3M	0.2%	3,742	-4%
86	$META	Meta Platforms, Inc.	Technology	$1.3M	0.2%	1,761	+3%
87	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$1.2M	0.2%	26K	+20%
88	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$1.2M	0.2%	25K	-2%
89	—	PALMER SQUARE FUNDS TR - CR OPPOR ETF	—	$1.1M	0.2%	54K	+213%
90	—	ISHARES TR - RUS MID CAP ETF	—	$1.1M	0.2%	10K	+17%
91	—	ISHARES TR - SHRT NAT MUN ETF	—	$1.1M	0.2%	10K	-31%
92	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$1.0M	0.2%	33K	+7%
93	$MA	Mastercard Inc	Financials	$1.0M	0.2%	1,882	-15%
94	—	ISHARES TR - MSCI USA QLT FCT	—	$1.0M	0.2%	4,664	-17%
95	—	FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF	—	$1.0M	0.2%	56K	-3%
96	$LRCX	LAM RESEARCH CORP	Technology	$1.0M	0.1%	3,137	-2%
97	—	ISHARES TR - MSCI EAFE ETF	—	$1.0M	0.1%	9,827	—
98	—	ISHARES TR - ESG MSCI LEADR	—	$999K	0.1%	7,327	+0.7%
99	$CAT	CATERPILLAR INC	Industrials	$988K	0.1%	1,219	+17%
100	$JNJ	JOHNSON & JOHNSON	Healthcare	$984K	0.1%	3,715	-6%
101	—	PGIM ETF TR - ULTR SHO MUN ETF	—	$976K	0.1%	20K	-39%
102	—	FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH	—	$975K	0.1%	30K	+1%
103	$IVZ	Invesco Ltd.	Financials	$960K	0.1%	3,151	-10%
104	—	AMERICAN BEACON SELECT FUNDS - GLG NAT RES ETF	—	$951K	0.1%	19K	+21%
105	$CVX	CHEVRON CORP	Energy	$946K	0.1%	4,633	+2%
106	—	JANUS DETROIT STR TR - HENDRSN SHRT ETF	—	$945K	0.1%	19K	-34%
107	—	ISHARES TR - RUSSELL 2000 ETF	—	$936K	0.1%	3,369	+10%
108	$MU	MICRON TECHNOLOGY INC	Technology	$929K	0.1%	872	-14%
109	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$863K	0.1%	27K	-9%
110	—	INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT	—	$843K	0.1%	29K	+0.5%
111	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$823K	0.1%	7,976	+4%
112	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$795K	0.1%	11K	-11%
113	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$771K	0.1%	8,196	-3%
114	—	ISHARES TR - CORE HIGH DV ETF	—	$769K	0.1%	28K	—
115	—	ISHARES TR - MSCI EMG MKT ETF	—	$768K	0.1%	12K	+0.0%
116	—	ISHARES TR - SP SMCP600VL ETF	—	$766K	0.1%	5,982	+5%
117	—	SPDR SERIES TRUST - ST STR PR SP1500	—	$756K	0.1%	8,212	—
118	—	SPDR SERIES TRUST - ST STR P500VAL	—	$755K	0.1%	12K	-7%
119	$INTC	INTEL CORP	Technology	$739K	0.1%	6,148	+17%
120	—	VANGUARD WORLD FD - UTILITIES ETF	—	$736K	0.1%	4,304	-3%
121	$LMT	LOCKHEED MARTIN CORP	Industrials	$732K	0.1%	1,437	-9%
122	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$720K	0.1%	14K	—
123	—	FIRST TR EXCHNG TRADED FD VI - ACTV FCTR SMCP	—	$699K	0.1%	18K	+0.0%
124	$NFLX	NETFLIX INC	Communication Services	$693K	0.1%	9,962	-15%
125	$IVZ	Invesco Ltd.	Financials	$686K	0.1%	3,297	-2%
126	$RACE	Ferrari N.V.	Consumer Discretionary	$669K	0.1%	1,702	—
127	$WFC	WELLS FARGO & COMPANY/MN	Financials	$647K	0.1%	8,077	-0.7%
128	—	SIMPLIFY EXCHANGE TRADED FUN - ANCORATO TARGET	—	$643K	0.1%	28K	—
129	—	ISHARES TR - RUS 1000 GRW ETF	—	$637K	0.1%	5,087	+9%
130	$TGT	TARGET CORP	Consumer Staples	$604K	0.1%	3,857	+2%
131	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$603K	0.1%	22K	+11%
132	$HD	HOME DEPOT, INC.	Consumer Discretionary	$595K	0.1%	2,092	-4%
133	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$595K	0.1%	3,039	+30%
134	—	FIRST TR EXCHNG TRADED FD VI - FT VEST INTER EQ	—	$591K	0.1%	20K	—
135	—	ISHARES TR - S&P MC 400GR ETF	—	$580K	0.1%	5,295	—
136	$MS	MORGAN STANLEY	Financials	$569K	0.1%	3,025	-4%
137	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$565K	0.1%	2,570	-3%
138	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$560K	0.1%	10K	+6%
139	—	ISHARES TR - CORE US AGGBD ET	—	$547K	0.1%	5,790	-42%
140	$GEV	GE Vernova Inc.	Industrials	$542K	0.1%	570	+2%
141	$AMAT	APPLIED MATERIALS INC /DE	Technology	$541K	0.1%	1,058	-4%
142	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY	—	$541K	0.1%	17K	—
143	$WMT	Walmart Inc.	Consumer Staples	$537K	0.1%	5,163	+0.6%
144	$GE	GENERAL ELECTRIC CO	Industrials	$523K	0.1%	1,675	+7%
145	—	SIMPLIFY EXCHANGE TRADED FUN - TARGE 15 ETF	—	$521K	0.1%	22K	+97%
146	$MRK	Merck & Co., Inc.	Healthcare	$517K	0.1%	3,560	+6%
147	—	VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH	—	$505K	0.1%	3,698	—
148	$AXP	AMERICAN EXPRESS CO	Financials	$500K	0.1%	1,645	+1.0%
149	$STT	STATE STREET CORP	Financials	$487K	0.1%	4,656	-10%
150	$ASML	ASML HOLDING NV	Technology	$475K	0.1%	262	—

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Every 13F Crusonia Wealth Advisors LLC has filed, 3 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Crusonia Wealth Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)