Crusonia Wealth Advisors LLC

Est. AUM

$414.7M

13F long equity, this entity only

Positions

192

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$45.0M	634502	10.85%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$30.7M	651759	7.40%	SOLE
3	VANGUARD MALVERN FDS	CORE BD ETF	$19.1M	246198	4.59%	SOLE
4	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$16.1M	132254	3.89%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$15.1M	200238	3.63%	SOLE
6	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$15.1M	320164	3.63%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$14.6M	74524	3.53%	SOLE
8	GMO ETF TRUST	GMO US QUALITY E	$14.2M	391806	3.42%	SOLE
9	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$12.1M	202435	2.92%	SOLE
10	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$11.3M	334079	2.73%	SOLE
11	VANGUARD INDEX FDS	SMALL CP ETF	$10.1M	38583	2.44%	SOLE
12	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$8.8M	73878	2.13%	SOLE
13	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$8.6M	198025	2.08%	SOLE
14	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$8.3M	27989	1.99%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$7.4M	16888	1.78%	SOLE
16	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$7.1M	111418	1.72%	SOLE
17	VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.8M	115271	1.39%	SOLE
18	FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$5.2M	59874	1.26%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.2M	81082	1.25%	SOLE
20	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$4.8M	101130	1.16%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$4.7M	52338	1.14%	SOLE
22	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.1M	59597	0.98%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.0M	6700	0.97%	SOLE
24	MICROSOFT CORP	COM	$3.8M	10153	0.91%	SOLE
25	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$3.7M	73688	0.88%	SOLE
26	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$3.5M	77061	0.85%	SOLE
27	SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.5M	135639	0.84%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	6610	0.76%	SOLE
29	MORGAN STANLEY ETF TRUST	EATON VANCE INTE	$3.2M	60266	0.76%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	9132	0.71%	SOLE
31	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$2.8M	96719	0.67%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$2.8M	4779	0.67%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.7M	29086	0.65%	SOLE
34	FIRST TR EXCH TRD ALPHDX FD	EX US SML CP	$2.5M	39440	0.61%	SOLE
35	VISA INC	COM CL A	$2.5M	8188	0.60%	SOLE
36	FIRST TR EXCH TRD ALPHDX FD	EM SML CP ALPH	$2.5M	54276	0.60%	SOLE
37	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	33466	0.59%	SOLE
38	SCHWAB STRATEGIC TR	1000 INDEX ETF	$2.5M	78464	0.59%	SOLE
39	ISHARES TR	NATIONAL MUN ETF	$2.4M	22394	0.57%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$2.2M	19486	0.53%	SOLE
41	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.2M	43394	0.53%	SOLE
42	ISHARES TR	CORE S&P500 ETF	$2.0M	2994	0.47%	SOLE
43	ISHARES TR	S&P 500 VAL ETF	$1.9M	9144	0.47%	SOLE
44	ISHARES TR	SHRT NAT MUN ETF	$1.9M	17618	0.45%	SOLE
45	PGIM ETF TR	PGIM ULTRA SH BD	$1.8M	36269	0.43%	SOLE
46	APPLE INC	COM	$1.7M	6564	0.40%	DFND
47	ISHARES TR	CORE S&P TTL STK	$1.6M	11099	0.38%	SOLE
48	ISHARES TR	MSCI INTL MOMENT	$1.6M	32296	0.37%	SOLE
49	ALPHABET INC	CAP STK CL C	$1.5M	5331	0.37%	SOLE
50	INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$1.5M	21818	0.37%	SOLE

1–50 of 192

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.