§ 13F · FUND PROFILE
Crusonia Wealth Advisors LLC.
AUM · $609M (13F)Positions · 313Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 660K | $54M | 8.9% | +4% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 949K | $39M | 6.4% | +7% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 711K | $33M | 5.5% | +9% |
| 4 | VCRB | VANGUARD MALVERN FDS | 280K | $22M | 3.6% | +14% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 207K | $19M | 3.1% | +4% |
| 6 | FEX | FIRST TR EXCHANGE-TRADED ALP | 132K | $18M | 3.0% | ±0% |
| 7 | VTV | VANGUARD INDEX FDS | 78K | $17M | 2.8% | +5% |
| 8 | QLTY | GMO ETF TRUST | 387K | $16M | 2.6% | −1% |
| 9 | UITB | VICTORY PORTFOLIOS II | 322K | $15M | 2.5% | +1% |
| 10 | AAPL | APPLE INC | 50K | $14M | 2.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRUSONIA SIGNAL
AC read
Crusonia Wealth Advisors LLC is a Other fund managing $609 million in assets. The fund runs a broad portfolio of 313 positions.
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