Crusonia Wealth Advisors LLC: 13F holdings
CIK 21120032026Q2
| Positions | 234 |
|---|
| Reported value | $608.7m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 234 (+42 vs prior quarter) |
|---|
| Reported value | $608.7m (+25.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 660,410 | $54.1m | 8.9% |
| DFAI DIMENSIONAL ETF TRUST | 950,528 | $39.2m | 6.4% |
| JCPB J P MORGAN EXCHANGE TRADED F | 710,974 | $33.4m | 5.5% |
| VCRB VANGUARD MALVERN FDS | 280,488 | $21.7m | 3.6% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 208,288 | $18.8m | 3.1% |
| FEX FIRST TR EXCHANGE-TRADED ALP | 132,071 | $18.5m | 3.0% |
| VTV VANGUARD INDEX FDS | 78,127 | $17.0m | 2.8% |
| AAPL APPLE INC | 57,461 | $16.6m | 2.7% |
| QLTY GMO ETF TRUST | 387,232 | $16.1m | 2.6% |
| UITB VICTORY PORTFOLIOS II | 322,183 | $15.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112003")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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