Crusonia Wealth Advisors LLC
CIK 2112003
13F filing for Q2 2026・No. 3,484
- Holdings
- US$609.17M
- Quarter change
- +US$123.99M
- Entries
- 313
- Net bought (estimate)
- +US$76.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 50
- Sold out 8
- Cut 37
- Added 122
- Corporate actions 2
- Unchanged 25
Largest holdings
234 stocks worth US$608.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 660,410 | US$54.11M | 8.89% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 950,528 | US$39.21M | 6.44% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 710,974 | US$33.37M | 5.48% |
| VANGUARD MALVERN FDSCORE BD ETF | Added | 280,488 | US$21.66M | 3.56% |
| INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | Added | 208,288 | US$18.77M | 3.08% |
| FIRST TR EXCHANGE-TRADED ALPCOM SHS | Cut | 132,071 | US$18.47M | 3.03% |
| VANGUARD INDEX FDSVALUE ETF | Added | 78,127 | US$17.03M | 2.80% |
| AAPLAppleCOM | Added | 57,461 | US$16.63M | 2.73% |
| GMO ETF TRUSTUS QUALITY ETF | Cut | 387,232 | US$16.12M | 2.65% |
| VICTORY PORTFOLIOS IICORE BD ETF | Added | 322,183 | US$15.09M | 2.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.