StockDriftsStockDriftsTop 50 Crusonia Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 8.89% | 660.4K | $54.1M | +4.08%(+25.91K) | $73.34(+15.38%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.44% | 950.5K | $39.2M | +7.10%(+63.03K) | $37.50(+15.54%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.48% | 711.0K | $33.4M | +9.09%(+59.22K) | $47.39(-2.50%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.56% | 280.5K | $21.7M | +13.93%(+34.29K) | $77.90(-2.46%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.08% | 208.3K | $18.8M | +3.59%(+7.21K) | $74.47(+15.95%) | 2026-06-30 | |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 3.03% | 132.1K | $18.5M | -0.14%(-183) | $117.72(+18.79%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.8% | 78.1K | $17.0M | +4.83%(+3.60K) | $189.77(+18.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.73% | 57.5K | $16.6M | +9.53%(+5.00K) | $263.65(+16.32%) | 2026-06-30 | |
| QLTY | GMO ETF TRUST | 2.65% | 387.2K | $16.1M | -1.17%(-4.57K) | $37.32(+16.16%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 2.48% | 322.2K | $15.1M | +0.63%(+2.02K) | $47.43(-2.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.99% |
Crusonia Wealth Advisors LLC reports $609.17M in US-listed equity holdings across 234 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (8.9%), DFAI (6.4%) and JCPB (5.5%). The top 20 holdings account for 58.41% of reported assets. Its disclosed equity book has returned +8.59% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crusonia Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112003). View Crusonia Wealth Advisors LLC’s 13F filings on SEC