DOSSIER · 13F-HR · Q1 2026

Crusonia Wealth Advisors LLC

$485M in tracked AUM across 252 positions as of Q1 2026.

CW
CIK 0002112003 · last filed Mar 31, 2026
Total AUM
$485M
as of Q1 2026
Holdings
252
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Crusonia Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$45M635K9.3%
02
DFAI
DIMENSIONAL ETF TRUST
$35M887K7.1%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$31M652K6.3%
04
VCRB
VANGUARD MALVERN FDS
$19M246K3.9%
05
FEX
FIRST TR EXCHANGE-TRADED ALP
$16M132K3.3%
06
SPHQ
INVESCO EXCHANGE TRADED FD T
$15M201K3.1%
07
UITB
VICTORY PORTFOLIOS II
$15M320K3.1%
08
VTV
VANGUARD INDEX FDS
$15M75K3.0%
09
QLTY
GMO ETF TRUST
$14M392K2.9%
10
AAPL
APPLE INC
$14M55K2.9%

Filing history

2026Q1Mar 31
$485M 6.6%
252 positionsView →
2025Q4Dec 31
$455M
226 positionsView →