Crusonia Wealth Advisors LLC
CIK: 0002112003SEC EDGAR →
Portfolio Value
$455.2M
Holdings
176
As of
Q4 2025
New Positions
176
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 593,683 | $44.0M | 9.67% |
| 2 | DIMENSIONAL ETF TRUST | 804,301 | $30.7M | 6.73% |
| 3 | J P MORGAN EXCHANGE TRADED F | 618,792 | $29.3M | 6.44% |
| 4 | VICTORY PORTFOLIOS II | 345,380 | $16.4M | 3.59% |
| 5 | FIRST TR EXCHANGE-TRADED ALP | 132,087 | $15.7M | 3.44% |
| 6 | AAPLPut APPLE INC | 53,715 | $14.6M | 3.21% |
| 7 | INVESCO EXCHANGE TRADED FD T | 193,361 | $14.5M | 3.19% |
| 8 | GMO ETF TRUST | 373,373 | $14.4M | 3.15% |
| 9 | VANGUARD MALVERN FDS | 182,457 | $14.2M | 3.12% |
| 10 | VANGUARD INDEX FDS | 70,293 | $13.4M | 2.95% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $391.4M | 86.0% |
| Technology | 12 | $26.7M | 5.9% |
| Unknown | 9 | $13.4M | 2.9% |
| Communication Services | 4 | $5.4M | 1.2% |
| Consumer Defensive | 5 | $4.9M | 1.1% |
| Consumer Cyclical | 4 | $4.6M | 1.0% |
| Healthcare | 6 | $3.0M | 0.7% |
| Industrials | 6 | $2.3M | 0.5% |
| Energy | 2 | $2.2M | 0.5% |
| Basic Materials | 2 | $559K | 0.1% |
| Real Estate | 1 | $284K | 0.1% |
| Utilities | 1 | $266K | 0.1% |