Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crusonia Wealth Advisors LLC (CIK 2112003) reported $609.2M across 234 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUS ($54.1M, 8.88%), DFAI ($39.2M, 6.44%), JCPB ($33.4M, 5.48%), VCRB ($21.7M, 3.56%), SPHQ ($18.8M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $54.1M | 8.88% | 660,410 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $39.2M | 6.44% | 950,528 | Added |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $33.4M | 5.48% | 710,974 | Added |
| 4 | VCRB | VANGUARD MALVERN FDS | $21.7M | 3.56% | 280,488 | Added |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $18.8M | 3.08% | 208,288 | Added |
| 6 | FEX | FIRST TR EXCHANGE-TRADED ALP | $18.5M | 3.03% | 132,071 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $17.0M | 2.79% | 78,127 | Added |
| 8 | AAPL | APPLE INC | $16.6M | 2.73% | 57,461 | Added |
| 9 | QLTY | GMO ETF TRUST | $16.1M | 2.65% | 387,232 | Trimmed |
| 10 | UITB | VICTORY PORTFOLIOS II | $15.1M | 2.48% | 322,183 | Added |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $14.3M | 2.35% | 355,987 | Added |
| 12 | FTSM | FIRST TR EXCHANGE-TRADED FD | $13.7M | 2.25% | 229,593 | Added |
| 13 | VB | VANGUARD INDEX FDS | $12.8M | 2.09% | 42,091 | Added |
| 14 | ALLW | SSGA ACTIVE TR | $12.2M | 2.01% | 418,178 | New |
| 15 | FYX | FIRST TR EXCHANGE-TRADED ALP | $10.6M | 1.74% | 73,453 | Trimmed |
| 16 | VUG | VANGUARD INDEX FDS | $10.1M | 1.66% | 117,588 | Added |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $9.3M | 1.53% | 27,524 | Trimmed |
| 18 | EMLP | FIRST TR EXCHANGE-TRADED FD | $8.6M | 1.41% | 197,288 | Trimmed |
| 19 | HELO | J P MORGAN EXCHANGE TRADED F | $7.1M | 1.17% | 105,165 | Trimmed |
| 20 | VTEB | VANGUARD MUN BD FDS | $6.4M | 1.04% | 125,835 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 0.96% | 82,225 | Added |
| 22 | FDT | FIRST TR EXCH TRD ALPHDX FD | $5.7M | 0.94% | 60,183 | Added |
| 23 | IVV | ISHARES TR | $5.6M | 0.92% | 7,464 | Added |
| 24 | IEFA | ISHARES TR | $5.4M | 0.88% | 55,582 | Added |
| 25 | PRF | INVESCO EXCHANGE TRADED FD T | $5.4M | 0.88% | 99,562 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30