Crusonia Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Crusonia Wealth Advisors LLC held in its portfolio 171 assets valued at $455,224,911 (i.e. $455.23M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($44.03M), DIMENSIONAL ETF TRUST ($30.65M), and J P MORGAN EXCHANGE TRADED F ($29.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 171 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Crusonia Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 593683 | 44033491 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 804301 | 30651918 | INTL CORE EQT MK |
| J P MORGAN EXCHANGE TRADED F | 618792 | 29299824 | CORE PLUS BD ETF |
| FIRST TR EXCHANGE-TRADED ALP | 205508 | 23974695 | COM SHS |
| VICTORY PORTFOLIOS II | 345380 | 16355382 | CORE INTERMEDIAT |
| APPLE INC | 53715 | 14602986 | COM |
| INVESCO EXCHANGE TRADED FD T | 193361 | 14511779 | S&P500 QUALITY |
| GMO ETF TRUST | 373373 | 14359943 | GMO US QUALITY E |
| VANGUARD MALVERN FDS | 182457 | 14212474 | CORE BD ETF |
| VANGUARD INDEX FDS | 70293 | 13425264 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 206478 | 12374223 | FIRST TR ENH NEW |
| DIMENSIONAL ETF TRUST | 306597 | 9985860 | EMGR CRE EQT MNG |
| VANGUARD INDEX FDS | 37079 | 9564566 | SMALL CP ETF |
| VANGUARD SCOTTSDALE FDS | 28645 | 8852451 | VNG RUS1000IDX |
| FIRST TR EXCHANGE-TRADED FD | 198616 | 7521573 | NO AMER ENERGY |
| J P MORGAN EXCHANGE TRADED F | 100301 | 6663025 | HEDGED EQUITY LA |
| VANGUARD INDEX FDS | 11641 | 5679038 | GROWTH ETF |
| MICROSOFT CORP | 11132 | 5383924 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 63361 | 5033816 | DEV MRK EX US |
| VANGUARD TAX-MANAGED FDS | 80295 | 5016050 | VAN FTSE DEV MKT |
| INVESCO EXCHANGE TRADED FD T | 101744 | 4773846 | RAFI US 1000 ETF |
| ISHARES TR | 52099 | 4660750 | CORE MSCI EAFE |
| VANGUARD MUN BD FDS | 86393 | 4344728 | TAX EXEMPT BD |
| FIRST TR EXCHANGE TRADED FD | 62005 | 4307517 | RISNG DIVD ACHIV |
| VANGUARD INDEX FDS | 6218 | 3899581 | S&P 500 ETF SHS |
| FIRST TR EXCHNG TRADED FD VI | 73688 | 3771558 | FT VEST UQ EQT |
| VISA INC | 10667 | 3740962 | COM CL A |
| SCHWAB STRATEGIC TR | 133988 | 3605617 | US LRG CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 77136 | 3539766 | RAFI US 1500 |
| BERKSHIRE HATHAWAY INC DEL | 6846 | 3441142 | CL B NEW |
| VANGUARD INDEX FDS | 9168 | 3073764 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 58794 | 2988735 | RAFI DVLPD MRKTS |
| INVESCO QQQ TR | 4840 | 2973229 | UNIT SER 1 |
| PEPSICO INC | 19194 | 2754762 | COM |
| FIRST TR EXCHANGE-TRADED FD | 29053 | 2687748 | CAP STRENGTH ETF |
| VANGUARD BD INDEX FDS | 34911 | 2585859 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 78464 | 2573619 | 1000 INDEX ETF |
| FIRST TR EXCH TRD ALPHDX FD | 43206 | 2521719 | EX US SML CP |
| FIRST TR EXCH TRD ALPHDX FD | 58941 | 2481176 | EM SML CP ALPH |
| ISHARES TR | 19485 | 2401702 | S&P 500 GRWT ETF |
| PGIM ETF TR | 48366 | 2398470 | PGIM ULTRA SH BD |
| MORGAN STANLEY ETF TRUST | 44261 | 2348931 | EATON VANCE INTE |
| FIRST TR EXCHANGE TRAD FD VI | 96574 | 2243417 | FST TR GLB FD |
| NVIDIA CORPORATION | 11992 | 2236579 | COM |
| ALPHABET INC | 6686 | 2092852 | CAP STK CL A |
| ISHARES TR | 2983 | 2043096 | CORE S&P500 ETF |
| ISHARES TR | 9142 | 1938806 | S&P 500 VAL ETF |
| ALPHABET INC | 5988 | 1878956 | CAP STK CL C |
| AMAZON COM INC | 7430 | 1715042 | COM |
| ISHARES TR | 15649 | 1676164 | NATIONAL MUN ETF |
| TESLA INC | 3709 | 1667819 | COM |
| ISHARES TR | 15082 | 1609270 | SHRT NAT MUN ETF |
| EXXON MOBIL CORP | 13194 | 1587881 | COM |
| ISHARES TR | 10640 | 1582062 | CORE S&P TTL STK |
| JPMORGAN CHASE & CO. | 4887 | 1574637 | COM |
| ISHARES TR | 14103 | 1553445 | TRUST ISHARE 0-1 |
| VANGUARD INTL EQUITY INDEX F | 28062 | 1508620 | FTSE EMR MKT ETF |
| SPDR S&P 500 ETF TR | 2211 | 1507725 | TR UNIT |
| FIRST TR EXCHANGE-TRADED FD | 32535 | 1486638 | SHS |
| ISHARES TR | 10316 | 1456136 | S&P SML 600 GWT |
| AMERICAN CENTY ETF TR | 16871 | 1388821 | INTL EQT ETF |
| COSTCO WHSL CORP NEW | 1553 | 1339378 | COM |
| VANECK ETF TRUST | 15517 | 1330919 | GOLD MINERS ETF |
| J P MORGAN EXCHANGE TRADED F | 25752 | 1300476 | MUNICIPAL ETF |
| ISHARES TR | 6162 | 1296115 | RUS 1000 VAL ETF |
| JANUS DETROIT STR TR | 25557 | 1292673 | HENDRSON AAA CL |
| ISHARES TR | 10648 | 1279667 | CORE S&P SCP ETF |
| MASTERCARD INCORPORATED | 1993 | 1137656 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 21358 | 1067672 | FST LOW OPPT EFT |
| FIRST TR EXCHANGE-TRADED FD | 55471 | 1064497 | LIMITED DURATION |
| SPDR SERIES TRUST | 10723 | 1028338 | STATE STREET SPD |
| ISHARES U S ETF TR | 41146 | 1024320 | GSCI CMDTY STGY |
| BROADCOM INC | 2939 | 1017205 | COM |
| ELI LILLY & CO | 944 | 1014498 | COM |
| ISHARES TR | 10228 | 982173 | MSCI EAFE ETF |
| ISHARES TR | 4913 | 975820 | MSCI USA QLT FCT |
| ISHARES TR | 18220 | 874013 | MSCI INTL MOMENT |
| DELL TECHNOLOGIES INC | 6942 | 873859 | CL C |
| SCHWAB STRATEGIC TR | 30652 | 834041 | FUNDAMENTAL US L |
| NETFLIX INC | 8805 | 825557 | COM |
| PIMCO ETF TR | 30371 | 810298 | MULTISECTOR BD |
| VANGUARD WORLD FD | 4296 | 794932 | UTILITIES ETF |
| FIRST TR EXCHNG TRADED FD VI | 14278 | 794876 | FT VEST US EQT |
| ISHARES TR | 6350 | 770041 | ESG MSCI LEADR |
| FIRST TR EXCH TRD ALPHDX FD | 28041 | 766918 | EMERG MKT ALPH |
| INVESCO EXCH TRADED FD TR II | 28740 | 741781 | RAFI EMRGNG MRKT |
| ISHARES TR | 11132 | 734712 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 26621 | 730225 | US DIVIDEND EQ |
| INTERNATIONAL BUSINESS MACHS | 2416 | 715560 | COM |
| FIRST TR EXCHANGE TRADED FD | 7231 | 710912 | RBA INDL ETF |
| JOHNSON & JOHNSON | 3295 | 681939 | COM |
| ISHARES TR | 5503 | 669220 | CORE HIGH DV ETF |
| WELLS FARGO CO NEW | 7178 | 669027 | COM |
| ISHARES TR | 5699 | 648090 | SP SMCP600VL ETF |
| AMERICAN CENTY ETF TR | 8400 | 646968 | AVANTIS EMGMKT |
| ISHARES TR | 11483 | 628235 | MSCI EMG MKT ETF |
| FERRARI N V | 1686 | 623079 | COM |
| META PLATFORMS INC | 938 | 618882 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 18799 | 618126 | ACTV FCTR SMCP |
| HOME DEPOT INC | 1795 | 617545 | COM |
| CHEVRON CORP NEW | 3793 | 578125 | COM |
| AMERICAN EXPRESS CO | 1546 | 571943 | COM |
| FIRST TR EXCHNG TRADED FD VI | 12899 | 571683 | SMITH OPPORT FXD |
| FIRST TR EXCHNG TRADED FD VI | 11730 | 559774 | FT VEST US |
| FIRST TR EXCHNG TRADED FD VI | 20361 | 550120 | FT VEST INTER EQ |
| ISHARES TR | 5640 | 546403 | S&P MC 400GR ETF |
| ISHARES TR | 1139 | 539076 | RUS 1000 GRW ETF |
| ISHARES INC | 8005 | 538096 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 22170 | 532967 | INTL EQTY ETF |
| FIRST TR EXCHNG TRADED FD VI | 17052 | 517982 | FT VEST US EQUTY |
| FIRST TR EXCHNG TRADED FD VI | 20000 | 510200 | FT VEST U.S |
| ISHARES TR | 4553 | 454754 | CORE US AGGBD ET |
| SOUTHSTATE BK CORP | 4757 | 447682 | COM |
| VANGUARD ADMIRAL FDS INC | 3698 | 444502 | MIDCP 400 GRTH |
| INVESCO EXCHANGE TRADED FD T | 2281 | 437025 | S&P500 EQL WGT |
| PROFESIONALLY MANAGED PORTFO | 6650 | 435641 | AKRE FOCUS ETF |
| GE AEROSPACE | 1385 | 426552 | COM NEW |
| HONEYWELL INTL INC | 2156 | 420545 | COM |
| ISHARES TR | 6380 | 414744 | CORE 60/40 BALAN |
| ISHARES TR | 3131 | 412008 | S&P MC 400VL ETF |
| SCHWAB STRATEGIC TR | 9094 | 411140 | FUNDAMENTAL INTL |
| LOCKHEED MARTIN CORP | 829 | 400962 | COM |
| CATERPILLAR INC | 682 | 390697 | COM |
| ISHARES TR | 15679 | 380692 | IBONDS 27 ETF |
| VANGUARD INDEX FDS | 1784 | 377858 | SM CP VAL ETF |
| ISHARES TR | 2396 | 377838 | MICRO-CAP ETF |
| MORGAN STANLEY | 2114 | 375298 | COM NEW |
| MCKESSON CORP | 455 | 373232 | COM |
| ABBOTT LABS | 2950 | 369588 | COM |
| FIRST TR EXCHNG TRADED FD VI | 10820 | 363567 | VEST US MAX BUFF |
| AUTOMATIC DATA PROCESSING IN | 1412 | 363240 | COM |
| WHEATON PRECIOUS METALS CORP | 2911 | 342097 | COM |
| TARGET CORP | 3429 | 335145 | COM |
| ISHARES TR | 13046 | 332083 | IBDS DEC28 ETF |
| SELECT SECTOR SPDR TR | 2282 | 328548 | STATE STREET TEC |
| ARGAN INC | 1008 | 315827 | COM |
| PROCTER AND GAMBLE CO | 2128 | 305014 | COM |
| VANGUARD WHITEHALL FDS | 2114 | 303401 | HIGH DIV YLD |
| BLACKROCK ETF TRUST | 4835 | 294016 | ISHARES US EQUIT |
| PIMCO ETF TR | 6413 | 290637 | MUNI INCOME OPP |
| FIRST TR EXCHNG TRADED FD VI | 7275 | 288089 | FT VEST U.S EQT |
| COCA COLA CO | 4098 | 286525 | COM |
| LINEAGE INC | 8119 | 284165 | COM |
| FIRST TR EXCHNG TRADED FD VI | 7235 | 282889 | ACTV FCTR LGCP |
| ISHARES TR | 2911 | 280248 | RUS MID CAP ETF |
| ABBVIE INC | 1213 | 277172 | COM |
| VANGUARD INDEX FDS | 916 | 276668 | SML CP GRW ETF |
| FIRST TR EXCH TRADED FD III | 5391 | 275663 | MANAGD MUN ETF |
| SCHWAB STRATEGIC TR | 9230 | 275239 | INTERNL DIVID |
| ISHARES TR | 2879 | 273737 | ESG AW MSCI EAFE |
| GE VERNOVA INC | 409 | 267310 | COM |
| MERCK & CO INC | 2508 | 263993 | COM |
| SCHWAB STRATEGIC TR | 9155 | 260743 | US SML CAP ETF |
| ADVANCED MICRO DEVICES INC | 1183 | 253324 | COM |
| ALPS ETF TR | 5347 | 251436 | ALERIAN MLP |
| WALMART INC | 2192 | 244211 | COM |
| CISCO SYS INC | 3146 | 242336 | COM |
| SPDR GOLD TR | 611 | 242145 | GOLD SHS |
| ISHARES TR | 9928 | 232358 | IBONDS DEC 29 |
| KAYNE ANDERSON ENERGY INFRST | 18595 | 230206 | COM |
| VANGUARD WHITEHALL FDS | 2383 | 217911 | INTL DVD ETF |
| LINDE PLC | 510 | 217459 | SHS |
| ISHARES TR | 8970 | 217341 | IBONDS DEC2026 |
| VANGUARD WORLD FD | 1590 | 212261 | FINANCIALS ETF |
| ORACLE CORP | 1087 | 211867 | COM |
| LAM RESEARCH CORP | 1232 | 210894 | COM NEW |
| BANK AMERICA CORP | 3834 | 210852 | COM |
| FIRST TR EXCHNG TRADED FD VI | 10870 | 208218 | LOW DUR STRTGC |
| SCHWAB STRATEGIC TR | 6285 | 205017 | US LCAP GR ETF |
| VANGUARD WORLD FD | 685 | 204292 | INDUSTRIAL ETF |
| FIRST TR EXCHANGE-TRADED FD | 5323 | 203968 | SMID RISNG ETF |
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