Crusonia Wealth Advisors LLC

hedge fundUpdated 10 days ago

Managed by Crusonia Wealth Advisors Llc • Latest filing Q3 2026

Portfolio value

$666.5M

Q3 2026

Filings

4

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

66.3%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

Period	Portfolio value
Q4 2025	$455.2M
Q1 2026	$485.2M
Q2 2026	$609.2M
Q3 2026	$666.5M

Top holdings

353 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A DIMENSIONAL ETF TRUST	$58.6M	706.2K	8.80%	Added(+6.9%)
2	C CRDO History → DIMENSIONAL ETF TRUST	$43.2M	1.04M	6.48%	Added(+9.8%)
3	J JPM-PM History → J P MORGAN EXCHANGE TRADED F	$29.9M	667.5K	4.48%	Trimmed(-6.1%)
4	? N/A VANGUARD MALVERN FDS	$23.4M	318.0K	3.51%	Added(+13.4%)
5	V VGES History → VANGUARD MUN BD FDS	$19M	401.1K	2.85%	Added(+218.8%)
6	V VGES History → VANGUARD INDEX FDS	$18.3M	84.8K	2.75%	Added(+8.6%)
7	E ETHA History → INVESCO EXCHANGE TRADED FD T	$18.3M	217.6K	2.74%	Added(+25804.4%)
8	U UFPT History → GMO ETF TRUST	$17.8M	416.3K	2.67%	Added(+7.5%)
9	F FPF History → FIRST TR EXCHANGE-TRADED ALP	$17.4M	131.5K	2.62%	Trimmed(-0.4%)
10	A AAPL History → APPLE INC	$16.4M	49.2K	2.46%	Added(+525.4%)
11	N NFLX History → DIMENSIONAL ETF TRUST	$15.5M	393.9K	2.32%	Added(+10.6%)
12	S STT-PG History → SSGA ACTIVE TR	$13.7M	480.3K	2.06%	Added(+14.9%)
13	E ETHA History → ISHARES TR	$13.1M	129.2K	1.96%	Added(+378.6%)
14	V VGES History → VANGUARD INDEX FDS	$12.8M	45.1K	1.93%	Added(+7.2%)
15	F FFA History → FIRST TR EXCHANGE-TRADED FD	$12.5M	210.2K	1.88%	Trimmed(-8.4%)
16	? N/A VICTORY PORTFOLIOS II	$12.4M	277.0K	1.86%	Trimmed(-14.0%)
17	V VGES History → VANGUARD INDEX FDS	$11.6M	128.2K	1.73%	Added(+9.0%)
18	F FPF History → FIRST TR EXCHANGE-TRADED ALP	$10M	73.9K	1.49%	Added(+0.7%)
19	V VGES History → VANGUARD SCOTTSDALE FDS	$9.3M	27.0K	1.39%	Trimmed(-2.1%)
20	F FPF History → FIRST TR EXCHANGE-TRADED FD	$8M	196.0K	1.21%	Trimmed(-0.6%)

?

1.N/A

DIMENSIONAL ETF TRUST

+6.9%

Value

$58.6M

Shares

706.2K

% Port

8.80%

C

2.CRDO History →

DIMENSIONAL ETF TRUST

+9.8%

Value

$43.2M

Shares

1.04M

% Port

6.48%

J

3.JPM-PM History →

J P MORGAN EXCHANGE TRADED F

-6.1%

Value

$29.9M

Shares

667.5K

% Port

4.48%

?

4.N/A

VANGUARD MALVERN FDS

+13.4%

Value

$23.4M

Shares

318.0K

% Port

3.51%

V

5.VGES History →

VANGUARD MUN BD FDS

+218.8%

Value

$19M

Shares

401.1K

% Port

2.85%

V

6.VGES History →

VANGUARD INDEX FDS

+8.6%

Value

$18.3M

Shares

84.8K

% Port

2.75%

E

7.ETHA History →

INVESCO EXCHANGE TRADED FD T

+25804.4%

Value

$18.3M

Shares

217.6K

% Port

2.74%

U

8.UFPT History →

GMO ETF TRUST

+7.5%

Value

$17.8M

Shares

416.3K

% Port

2.67%

F

9.FPF History →

FIRST TR EXCHANGE-TRADED ALP

-0.4%

Value

$17.4M

Shares

131.5K

% Port

2.62%

A

10.AAPL History →

APPLE INC

+525.4%

Value

$16.4M

Shares

49.2K

% Port

2.46%

N

11.NFLX History →

DIMENSIONAL ETF TRUST

+10.6%

Value

$15.5M

Shares

393.9K

% Port

2.32%

S

12.STT-PG History →

SSGA ACTIVE TR

+14.9%

Value

$13.7M

Shares

480.3K

% Port

2.06%

E

13.ETHA History →

ISHARES TR

+378.6%

Value

$13.1M

Shares

129.2K

% Port

1.96%

V

14.VGES History →

VANGUARD INDEX FDS

+7.2%

Value

$12.8M

Shares

45.1K

% Port

1.93%

F

15.FFA History →

FIRST TR EXCHANGE-TRADED FD

-8.4%

Value

$12.5M

Shares

210.2K

% Port

1.88%

?

16.N/A

VICTORY PORTFOLIOS II

-14.0%

Value

$12.4M

Shares

277.0K

% Port

1.86%

V

17.VGES History →

VANGUARD INDEX FDS

+9.0%

Value

$11.6M

Shares

128.2K

% Port

1.73%

F

18.FPF History →

FIRST TR EXCHANGE-TRADED ALP

+0.7%

Value

$10M

Shares

73.9K

% Port

1.49%

V

19.VGES History →

VANGUARD SCOTTSDALE FDS

-2.1%

Value

$9.3M

Shares

27.0K

% Port

1.39%

F

20.FPF History →

FIRST TR EXCHANGE-TRADED FD

-0.6%

Value

$8M

Shares

196.0K

% Port

1.21%

View full portfolio (353 holdings) →

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