DOSSIER · 13F-HR · Q2 2026

Crusonia Wealth Advisors LLC

$609M in tracked AUM across 313 positions as of Q2 2026.

CW
CIK 0002112003 · last filed Jun 30, 2026
Total AUM
$609M
as of Q2 2026
Holdings
313
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Crusonia Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$54M660K8.9%
02
DFAI
DIMENSIONAL ETF TRUST
$39M951K6.4%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$33M711K5.5%
04
VCRB
VANGUARD MALVERN FDS
$22M280K3.6%
05
SPHQ
INVESCO EXCHANGE TRADED FD T
$19M208K3.1%
06
FEX
FIRST TR EXCHANGE-TRADED ALP
$18M132K3.0%
07
VTV
VANGUARD INDEX FDS
$17M78K2.8%
08
AAPL
APPLE INC
$17M57K2.7%
09
QLTY
GMO ETF TRUST
$16M387K2.6%
10
UITB
VICTORY PORTFOLIOS II
$15M322K2.5%

Filing history

2026Q2Jun 30
$609M 25.6%
313 positionsView →
2026Q1Mar 31
$485M 6.6%
252 positionsView →
2025Q4Dec 31
$455M
226 positionsView →