Q3 2026 13F · SEC CIK 2112003

Crusonia Wealth Advisors LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $665.6M
Reported positions: 245
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.2B

Crusonia Wealth Advisors LLC is a wealth manager that reported 245 positions worth $665.6M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Dimensional ETF Trust (DFUS, 8.8%), Dimensional ETF Trust (DFAI, 6.5%), J P Morgan Exchange Traded F (JCPB, 4.5%).

Crusonia Wealth Advisors LLC holdings largest 50 of 245 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crusonia Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFUSDimensional ETF Trust	8.8%	8.9%	707,556	+7.1%	$58.7M
DFAIDimensional ETF Trust	6.5%	6.4%	1,043,027	+9.7%	$43.2M
JCPBJ P Morgan Exchange Traded F	4.5%	5.5%	667,539	-6.1%	$29.9M
VCRBVanguard Malvern Fds	3.5%	3.6%	317,959	+13.4%	$23.4M
AAPLApple Inc	3.0%	2.7%	60,475	+5.2%	$20.1M
VTEBVanguard Mun Bd Fds	2.9%	1.0%	401,137	+218.8%	$19.0M
SPHQInvesco Exchange Traded Fd T	2.8%	3.1%	218,437	+4.9%	$18.4M
VTVVanguard Index Fds	2.8%	2.8%	84,828	+8.6%	$18.3M
QLTYGmo ETF Trust	2.7%	2.6%	416,280	+7.5%	$17.8M
FEXFirst Tr Exchange-Traded Alp	2.6%	3.0%	131,505	-0.4%	$17.4M
DFAEDimensional ETF Trust	2.3%	2.4%	393,865	+10.6%	$15.5M
ALLWSsga Active Tr	2.1%	2.0%	480,347	+14.9%	$13.7M
MUBIshares Tr	2.0%	0.5%	129,179	+378.6%	$13.1M
VBVanguard Index Fds	1.9%	2.1%	45,123	+7.2%	$12.8M
FTSMFirst Tr Exchange-Traded Fd	1.9%	2.3%	210,205	-8.4%	$12.5M
UITBVictory Portfolios II	1.9%	2.5%	276,989	-14.0%	$12.4M
VUGVanguard Index Fds	1.7%	1.7%	128,771	+9.5%	$11.6M
FYXFirst Tr Exchange-Traded Alp	1.5%	1.7%	73,940	+0.7%	$10.0M
VONEVanguard Scottsdale Fds	1.4%	1.5%	26,956	-2.1%	$9.3M
EMLPFirst Tr Exchange-Traded Fd	1.2%	1.4%	196,029	-0.6%	$8.0M
HELOJ P Morgan Exchange Traded F	1.1%	1.2%	107,924	+2.6%	$7.5M
MSFTMicrosoft Corp	1.1%	0.8%	14,186	+4.2%	$7.3M
NVDANvidia Corporation	1.0%	0.9%	27,976	+6.1%	$6.4M
IEFAIshares Tr	0.9%	0.9%	62,461	+12.4%	$6.1M
JAAAJanus Detroit Str Tr	0.9%	0.8%	115,448	+27.5%	$5.8M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	1.0%	81,790	-0.5%	$5.8M
FDTFirst Tr Exch Trd Alphdx Fd	0.9%	0.9%	61,528	+2.2%	$5.8M
IVVIshares Tr	0.9%	0.9%	7,398	-0.9%	$5.7M
PRFInvesco Exchange Traded Fd T	0.8%	0.9%	97,984	-1.6%	$5.3M
VOOVanguard Index Fds	0.8%	0.8%	7,599	+3.5%	$5.3M
EVIMMorgan Stanley ETF Trust	0.7%	0.6%	94,933	+47.6%	$4.8M
RDVYFirst Tr Exchange Traded Fd	0.7%	0.8%	59,786	-0.1%	$4.7M
QQQInvesco Qqq Tr	0.7%	0.6%	5,956	+13.6%	$4.4M
SCHXSchwab Strategic Tr	0.6%	0.6%	136,000	+2.8%	$4.1M
FDECFirst Tr Exchng Traded Fd Vi	0.6%	0.7%	72,691	-1.2%	$4.1M
PRFZInvesco Rafi US 1500 Small-Mid ETF	0.6%	0.7%	74,606	-0.9%	$3.9M
DELLDell Technologies Inc	0.6%	0.5%	7,057	+0.5%	$3.8M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	7,538	+1.3%	$3.8M
IMTMIshares Tr	0.6%	0.4%	70,332	+43.4%	$3.7M
HYMUBlackrock ETF Trust II	0.6%	—	172,403	—	$3.7M
VVisa Inc	0.5%	0.6%	9,728	-0.5%	$3.5M
PULSPgim ETF Tr	0.5%	0.6%	70,453	+2.4%	$3.5M
VTIVanguard Index Fds	0.5%	0.6%	9,071	-1.9%	$3.4M
GOOGLAlphabet Inc	0.5%	0.6%	9,711	-0.5%	$3.3M
AMZNAmazon Com Inc	0.5%	0.5%	13,275	+11.9%	$3.3M
SBARSimplify Exchange Traded Fun	0.5%	—	124,747	—	$3.2M
RLYSsga Active ETF Tr	0.5%	—	84,961	—	$3.1M
FTGCFirst Trust Global Tactical Co	0.5%	0.4%	99,078	+2.4%	$3.0M
IJRIshares Tr	0.4%	0.5%	21,589	+10.7%	$2.9M
SCHKSchwab Strategic Tr	0.4%	0.5%	77,769	-0.2%	$2.9M

What Crusonia Wealth Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$665.6M	245
Q2 2026	$608.9M	234
Q1 2026	$484.3M	192
Q4 2025	$454.2M	176

Questions about Crusonia Wealth Advisors LLC's portfolio

What stocks does Crusonia Wealth Advisors LLC own?

Crusonia Wealth Advisors LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 245 positions worth $665.6M. The largest are Dimensional ETF Trust (DFUS) at 8.8%, Dimensional ETF Trust (DFAI) at 6.5%, J P Morgan Exchange Traded F (JCPB) at 4.5%, Vanguard Malvern Fds (VCRB) at 3.5% and Apple Inc (AAPL) at 3.0%.

What did Crusonia Wealth Advisors LLC buy last quarter?

In Q3 2026, Crusonia Wealth Advisors LLC added Ishares Tr (MUB) (+378.6% shares), Vanguard Mun Bd Fds (VTEB) (+218.8% shares) and Morgan Stanley ETF Trust (EVIM) (+47.6% shares), compared with its Q2 2026 filing.

What did Crusonia Wealth Advisors LLC sell last quarter?

In Q3 2026, Crusonia Wealth Advisors LLC cut from its top 50 Ishares Tr (IVW), cut from its top 50 First Tr Exchange-Traded Fd (FTCS), cut from its top 50 Pepsico Inc (PEP), Victory Portfolios II (UITB) (-14.0% shares), First Tr Exchange-Traded Fd (FTSM) (-8.4% shares) and J P Morgan Exchange Traded F (JCPB) (-6.1% shares), compared with its Q2 2026 filing.

When is Crusonia Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Crusonia Wealth Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Crusonia Wealth Advisors LLC manage?

Crusonia Wealth Advisors LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $665.6M.