Holders — by stockHoldings — by fund
Crusonia Wealth Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002112003
$609.2M
disclosed book value
234
positions
8.9%
largest position share
Positions, as of 2026-06-30
top 100 of 234 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 660,410 | $54.1M | 8.9% |
| 2 | DFAIDIMENSIONAL ETF TRUST | 950,528 | $39.2M | 6.4% |
| 3 | JCPBJ P MORGAN EXCHANGE TRADED F | 710,974 | $33.4M | 5.5% |
| 4 | VCRBVANGUARD MALVERN FDS | 280,488 | $21.7M | 3.6% |
| 5 | SPHQINVESCO EXCHANGE TRADED FD T | 208,288 | $18.8M | 3.1% |
| 6 | FEXFIRST TR EXCHANGE-TRADED ALP | 132,071 | $18.5M | 3% |
| 7 | VTVVANGUARD INDEX FDS | 78,127 | $17.0M | 2.8% |
| 8 | AAPLAPPLE INC | 57,461 | $16.6M | 2.7% |
| 9 | QLTYGMO ETF TRUST | 387,232 | $16.1M | 2.6% |
| 10 | UITBVICTORY PORTFOLIOS II | 322,183 | $15.1M | 2.5% |
| 11 | DFAEDIMENSIONAL ETF TRUST | 355,987 | $14.3M | 2.3% |
| 12 | FTSMFIRST TR EXCHANGE-TRADED FD | 229,593 | $13.7M | 2.3% |
| 13 | VBVANGUARD INDEX FDS | 42,091 | $12.8M | 2.1% |
| 14 | ALLWSSGA ACTIVE TR | 418,178 | $12.2M | 2% |
| 15 | FYXFIRST TR EXCHANGE-TRADED ALP | 73,453 | $10.6M | 1.7% |
| 16 | VUGVANGUARD INDEX FDS | 117,588 | $10.1M | 1.7% |
| 17 | VONEVANGUARD SCOTTSDALE FDS | 27,524 | $9.3M | 1.5% |
| 18 | EMLPFIRST TR EXCHANGE-TRADED FD | 197,288 | $8.6M | 1.4% |
| 19 | HELOJ P MORGAN EXCHANGE TRADED F | 105,165 | $7.1M | 1.2% |
| 20 | VTEBVANGUARD MUN BD FDS | 125,835 | $6.4M | 1% |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 82,225 | $5.9M | 1% |
| 22 | FDTFIRST TR EXCH TRD ALPHDX FD | 60,183 | $5.7M | 0.9% |
| 23 | IVVISHARES TR | 7,464 | $5.6M | 0.9% |
| 24 | PRFINVESCO EXCHANGE TRADED FD T | 99,562 | $5.4M | 0.9% |
| 25 | IEFAISHARES TR | 55,582 | $5.4M | 0.9% |
| 26 | NVDANVIDIA CORPORATION | 26,369 | $5.3M | 0.9% |
| 27 | MSFTMICROSOFT CORP | 13,618 | $5.1M | 0.8% |
| 28 | VOOVANGUARD INDEX FDS | 7,340 | $5.0M | 0.8% |
| 29 | RDVYFIRST TR EXCHANGE TRADED FD | 59,835 | $4.9M | 0.8% |
| 30 | JAAAJANUS DETROIT STR TR | 90,564 | $4.6M | 0.8% |
| 31 | PRFZINVESCO EXCHANGE TRADED FD T | 75,303 | $4.2M | 0.7% |
| 32 | FDECFIRST TR EXCHNG TRADED FD VI | 73,543 | $4.0M | 0.7% |
| 33 | SCHXSCHWAB STRATEGIC TR | 132,272 | $3.9M | 0.6% |
| 34 | QQQINVESCO QQQ TR | 5,244 | $3.9M | 0.6% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,440 | $3.7M | 0.6% |
| 36 | GOOGLALPHABET INC | 9,755 | $3.5M | 0.6% |
| 37 | EVIMMORGAN STANLEY ETF TRUST | 64,318 | $3.4M | 0.6% |
| 38 | VTIVANGUARD INDEX FDS | 9,249 | $3.4M | 0.6% |
| 39 | PULSPGIM ETF TR | 68,782 | $3.4M | 0.6% |
| 40 | VVISA INC | 9,779 | $3.4M | 0.6% |
| 41 | DELLDELL TECHNOLOGIES INC | 7,025 | $3.0M | 0.5% |
| 42 | IVWISHARES TR | 21,684 | $3.0M | 0.5% |
| 43 | MUBISHARES TR | 26,990 | $2.9M | 0.5% |
| 44 | IJRISHARES TR | 19,511 | $2.9M | 0.5% |
| 45 | AMZNAMAZON COM INC | 11,867 | $2.8M | 0.5% |
| 46 | SCHKSCHWAB STRATEGIC TR | 77,899 | $2.8M | 0.5% |
| 47 | FTCSFIRST TR EXCHANGE-TRADED FD | 29,059 | $2.7M | 0.4% |
| 48 | PEPPEPSICO INC | 19,360 | $2.6M | 0.4% |
| 49 | FTGCFIRST TR EXCHANGE TRAD FD VI | 96,727 | $2.6M | 0.4% |
| 50 | IMTMISHARES TR | 49,043 | $2.6M | 0.4% |
| 51 | FDTSFIRST TR EXCH TRD ALPHDX FD | 39,439 | $2.6M | 0.4% |
| 52 | GOOGALPHABET INC | 7,154 | $2.5M | 0.4% |
| 53 | FEMSFIRST TR EXCH TRD ALPHDX FD | 54,287 | $2.5M | 0.4% |
| 54 | RLYSSGA ACTIVE ETF TR | 71,689 | $2.5M | 0.4% |
| 55 | IEMGISHARES INC | 26,828 | $2.2M | 0.4% |
| 56 | BNDVANGUARD BD INDEX FDS | 29,847 | $2.2M | 0.4% |
| 57 | IVEISHARES TR | 9,621 | $2.2M | 0.4% |
| 58 | IJHISHARES TR | 24,178 | $1.9M | 0.3% |
| 59 | JPMJPMORGAN CHASE & CO | 5,674 | $1.9M | 0.3% |
| 60 | IJTISHARES TR | 10,311 | $1.8M | 0.3% |
| 61 | VWOVANGUARD INTL EQUITY INDEX F | 30,672 | $1.8M | 0.3% |
| 62 | JMUBJ P MORGAN EXCHANGE TRADED F | 36,060 | $1.8M | 0.3% |
| 63 | ITOTISHARES TR | 11,099 | $1.8M | 0.3% |
| 64 | EXMOCEXXON MOBIL CORP | 13,095 | $1.8M | 0.3% |
| 65 | SPYSTATE STR SPDR S&P 500 ETF T | 2,305 | $1.7M | 0.3% |
| 66 | LLYELI LILLY & CO | 1,400 | $1.7M | 0.3% |
| 67 | COSTCOSTCO WHOLESALE CORPORATION | 1,779 | $1.7M | 0.3% |
| 68 | PXFINVESCO EXCH TRADED FD TR II | 22,001 | $1.7M | 0.3% |
| 69 | PDNINVESCO EXCH TRADED FD TR II | 36,608 | $1.6M | 0.3% |
| 70 | KYNKAYNE ANDERSON ENERGY INFRST | 118,898 | $1.6M | 0.3% |
| 71 | PUSHPGIM ETF TR | 32,345 | $1.6M | 0.3% |
| 72 | TSLATESLA INC | 3,727 | $1.6M | 0.3% |
| 73 | SUBISHARES TR | 14,614 | $1.6M | 0.3% |
| 74 | AVDEAMERICAN CENTY ETF TR | 17,090 | $1.5M | 0.3% |
| 75 | AMDADVANCED MICRO DEVICES INC | 2,603 | $1.5M | 0.2% |
| 76 | IWDISHARES TR | 6,107 | $1.5M | 0.2% |
| 77 | AVGOBROADCOM INC | 3,905 | $1.5M | 0.2% |
| 78 | VNLAJANUS DETROIT STR TR | 29,564 | $1.4M | 0.2% |
| 79 | LRCXLAM RESEARCH CORP | 3,202 | $1.4M | 0.2% |
| 80 | SCHFSCHWAB STRATEGIC TR | 47,684 | $1.3M | 0.2% |
| 81 | PYLDPIMCO ETF TR | 46,853 | $1.2M | 0.2% |
| 82 | QUALISHARES TR | 5,613 | $1.2M | 0.2% |
| 83 | FVDFIRST TR EXCHANGE-TRADED FD | 25,274 | $1.2M | 0.2% |
| 84 | COMTISHARES U S ETF TR | 39,779 | $1.2M | 0.2% |
| 85 | GDXVANECK ETF TRUST | 15,867 | $1.2M | 0.2% |
| 86 | SPYGSPDR SERIES TRUST | 10,048 | $1.2M | 0.2% |
| 87 | MUMICRON TECHNOLOGY INC | 1,018 | $1.2M | 0.2% |
| 88 | MAMASTERCARD INCORPORATED | 2,209 | $1.1M | 0.2% |
| 89 | CATCATERPILLAR INC | 1,046 | $1.1M | 0.2% |
| 90 | FSIGFIRST TR EXCHANGE-TRADED FD | 57,722 | $1.1M | 0.2% |
| 91 | LMBSFIRST TR EXCHANGE-TRADED FD | 21,463 | $1.1M | 0.2% |
| 92 | QQQMINVESCO EXCH TRADED FD TR II | 3,490 | $1.1M | 0.2% |
| 93 | AIRRFIRST TR EXCHANGE TRADED FD | 7,676 | $1.0M | 0.2% |
| 94 | EFAISHARES TR | 9,827 | $1.0M | 0.2% |
| 95 | JNJJOHNSON & JOHNSON | 3,951 | $1.0M | 0.2% |
| 96 | AGGISHARES TR | 10,016 | $991,382 | 0.2% |
| 97 | METAMETA PLATFORMS INC | 1,716 | $966,377 | 0.2% |
| 98 | SUSLISHARES TR | 7,275 | $965,829 | 0.2% |
| 99 | FNDXSCHWAB STRATEGIC TR | 31,034 | $965,157 | 0.2% |
| 100 | FEMFIRST TR EXCH TRD ALPHDX FD | 29,848 | $954,828 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.