Crusonia Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Crusonia Wealth Advisors LLC reported 176 stock positions worth $454.2 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 9.7% of the portfolio, followed by Dimensional International (DFAI, 6.7%) and JPMorgan Core Plus Bond ETF (JCPB, 6.5%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0002112003
- Portfolio Value
- $454.2M (Q4 2025)
- SEC Filing
- 0001172661-26-001301 ↗ filed Feb 18, 2026
Holdings Value
Holdings 176 stocks · $454.2M
| DFUS Dimensional US Eq MKT ETF | 9.69% | 593,683 | $44.0M | — |
| DFAI Dimensional International Co. | 6.75% | 804,301 | $30.7M | — |
| JCPB JPMorgan Core Plus Bond ETF | 6.45% | 618,792 | $29.3M | — |
| UITB Victoryshares Core Intermedi | 3.60% | 345,380 | $16.4M | — |
| FEX First Trust Large Cap Core A | 3.45% | 132,087 | $15.7M | — |
| SPHQ Invesco S&P 500 Quality ETF | 3.19% | 193,361 | $14.5M | — |
| QLTY GMO U.S. Quality ETF | 3.16% | 373,373 | $14.4M | — |
| VCRB Vanguard Core Bond ETF | 3.13% | 182,457 | $14.2M | — |
| AAPL Apple Inc. | 3.07% | 51,215 | $13.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.96% | 70,293 | $13.4M | — |
| FTSM First Trust Enh Short Mat FD | 2.72% | 206,478 | $12.4M | — |
| DFAE Dimensional Emerging Core Eq | 2.20% | 306,597 | $10.0M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.11% | 37,079 | $9.6M | — |
| VONE Vanguard Russell 1000 | 1.95% | 28,645 | $8.9M | — |
| FYX First Trust Small Cap Core A | 1.83% | 73,421 | $8.3M | — |
| EMLP First Trust North American E | 1.66% | 198,616 | $7.5M | — |
| HELO JPMorgan Hedged Equity ETF | 1.47% | 100,301 | $6.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.25% | 11,641 | $5.7M | — |
| MSFT Microsoft Corp. | 1.19% | 11,132 | $5.4M | — |
| FDT First Trust Develp MKT Ex-US | 1.11% | 63,361 | $5.0M | — |
| VEA Vanguard Ftse Developed ETF | 1.10% | 80,295 | $5.0M | — |
| PRF Invesco Rafi US 1000 ETF | 1.05% | 101,744 | $4.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.03% | 52,099 | $4.7M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.96% | 86,393 | $4.3M | — |
| RDVY First Trust Rising Dividend | 0.95% | 62,005 | $4.3M | — |
| VOO Vanguard S&P 500 ETF | 0.86% | 6,218 | $3.9M | — |
| FDEC FT Vest U.S. Equity Buffer E | 0.83% | 73,688 | $3.8M | — |
| SCHX Schwab US Large-Cap ETF | 0.79% | 133,988 | $3.6M | — |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.78% | 77,136 | $3.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 6,846 | $3.4M | — |
| V Visa Inc. Class A | 0.75% | 9,767 | $3.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 9,168 | $3.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 4,840 | $3.0M | — |
| PEP Pepsico Inc. | 0.61% | 19,194 | $2.8M | — |
| FTCS First Trust Capital Strength | 0.59% | 29,053 | $2.7M | — |
| BND Vanguard Total Bond Market | 0.57% | 34,911 | $2.6M | — |
| SCHK Schwab 1000 Index ETF | 0.57% | 78,464 | $2.6M | — |
| FDTS First Trust Developed Market | 0.56% | 43,206 | $2.5M | — |
| FEMS First Trust Emerging Markets | 0.55% | 58,941 | $2.5M | — |
| IVW iShares S&P 500 Growth ETF | 0.53% | 19,485 | $2.4M | — |
| PULS Pgim Ultra Short Bond ETF | 0.53% | 48,366 | $2.4M | — |
| EVIM Eaton Vance Int Muni Income | 0.52% | 44,261 | $2.3M | — |
| FTGC First Trust Global Tactical | 0.49% | 96,574 | $2.2M | — |
| NVDA Nvidia Corp. | 0.49% | 11,992 | $2.2M | — |
| GOOGL Alphabet Inc. Class A | 0.46% | 6,686 | $2.1M | — |
| IVV iShares Core S&P 500 ETF | 0.45% | 2,983 | $2.0M | — |
| IVE iShares S&P 500 Value ETF | 0.43% | 9,142 | $1.9M | — |
| GOOG Alphabet Inc. Class C | 0.41% | 5,988 | $1.9M | — |
| AMZN Amazon.com Inc. | 0.38% | 7,430 | $1.7M | — |
| MUB iShares National Muni Bond E | 0.37% | 15,649 | $1.7M | — |
| TSLA Tesla Inc. | 0.37% | 3,709 | $1.7M | — |
| SUB iShares Short-Term National | 0.35% | 15,082 | $1.6M | — |
| XOM Exxon Mobil Corp. | 0.35% | 13,194 | $1.6M | — |
| ITOT iShares Core S&P Total U.S. | 0.35% | 10,640 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 0.35% | 4,887 | $1.6M | — |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.34% | 37,025 | $1.6M | — |
| SHV iShares 0-1 Year Treasury Bo | 0.34% | 14,103 | $1.6M | — |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 28,062 | $1.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 2,211 | $1.5M | — |
| IJT iShares S&P Small-Cap 600 GR | 0.32% | 10,316 | $1.5M | — |
| PXF Invesco Rafi Developed Marke | 0.31% | 21,769 | $1.4M | — |
| AVDE Avantis International Equity | 0.31% | 16,871 | $1.4M | — |
| COST Costco Wholesale Corp. | 0.29% | 1,553 | $1.3M | — |
| GDX Vaneck Gold Miners ETF | 0.29% | 15,517 | $1.3M | — |
| JMUB JPMorgan Municipal ETF | 0.29% | 25,752 | $1.3M | — |
| IWD iShares Russell 1000 Value E | 0.29% | 6,162 | $1.3M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.28% | 25,557 | $1.3M | — |
| IJR iShares Core S&P Small-Cap E | 0.28% | 10,648 | $1.3M | — |
| FVD First Trust Value Line DVD | 0.26% | 25,306 | $1.2M | — |
| MA Mastercard Inc. Class A | 0.25% | 1,993 | $1.1M | — |
| LMBS First Trust Low Duration Opp | 0.24% | 21,358 | $1.1M | — |
| FSIG FT Ltd. Duration Inv Grade | 0.23% | 55,471 | $1.1M | — |
| COMT iShares Gsci Commodity Dynam | 0.23% | 41,146 | $1.0M | — |
| AVGO Broadcom Inc. | 0.22% | 2,939 | $1.0M | — |
| LLY Eli Lilly & Co. | 0.22% | 944 | $1.0M | — |
| EFA iShares MSCI Eafe ETF | 0.22% | 10,228 | $982K | — |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 4,913 | $976K | — |
| IMTM iShares MSCI Intl Momentum F | 0.19% | 18,220 | $874K | — |
| DELL Dell Technologies -C | 0.19% | 6,942 | $874K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.18% | 30,652 | $834K | — |
| NFLX Netflix Inc. | 0.18% | 8,805 | $826K | — |
| PYLD PIMCO Multisector Bond Actv | 0.18% | 30,371 | $810K | — |
| VPU Vanguard Utilities ETF | 0.17% | 4,296 | $795K | — |
| SUSL iShares ESG MSCI USA Leaders | 0.17% | 6,350 | $770K | — |
| FEM First Trust Emerging Markets | 0.17% | 28,041 | $767K | — |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.16% | 28,740 | $742K | — |
| IJH iShares Core S&P Midcap ETF | 0.16% | 11,132 | $735K | — |
| SCHD Schwab US DVD Equity ETF | 0.16% | 26,621 | $730K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 2,416 | $716K | — |
| AIRR First Trust Rba American Ind | 0.16% | 7,231 | $711K | — |
| JNJ Johnson & Johnson | 0.15% | 3,295 | $682K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.15% | 8,187 | $675K | — |
| HDV iShares Core High Dividend E | 0.15% | 5,503 | $669K | — |
| WFC Wells Fargo & Co. | 0.15% | 7,178 | $669K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 5,699 | $648K | — |
| AVEM Avantis Emerging Markets Eq | 0.14% | 8,400 | $647K | — |
| EEM iShares MSCI Emerging Market | 0.14% | 11,483 | $628K | — |
| RACE Ferrari NV | 0.14% | 1,686 | $623K | — |
| META Meta Platforms Inc. Class A | 0.14% | 938 | $619K | — |
| AFSM First Trust Active Factor SM | 0.14% | 18,799 | $618K | — |
| HD Home Depot Inc. | 0.14% | 1,795 | $618K | — |
| CVX Chevron Corp. | 0.13% | 3,793 | $578K | — |
| AXP American Express Co. | 0.13% | 1,546 | $572K | — |
| FIXD First Trust Smith Opportunis | 0.13% | 12,899 | $572K | — |
| DFEB FT Vest U.S. Equity Deep Buf | 0.12% | 11,730 | $560K | — |
| YMAR FT VT Int Equ M B- Mar-US I | 0.12% | 20,361 | $550K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 5,640 | $546K | — |
| IWF iShares Russell 1000 Growth | 0.12% | 1,139 | $539K | — |
| IEMG iShares Core MSCI Emerging | 0.12% | 8,005 | $538K | — |
| SCHF Schwab Intl Equity ETF | 0.12% | 22,170 | $533K | — |
| FEBM FT Vest US Eq Max Buf Feb | 0.11% | 17,052 | $518K | — |
| SAUG FT Vest US Small Cap Moderat | 0.11% | 20,000 | $510K | — |
| AGG iShares Core U.S. Aggregate | 0.10% | 4,553 | $455K | — |
| SSB Southstate Bank Corp. | 0.10% | 4,757 | $448K | — |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.10% | 3,698 | $445K | — |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 2,281 | $437K | — |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.10% | 6,650 | $436K | — |
| GE General Electric filed as GE AEROSPACE | 0.09% | 1,385 | $427K | — |
| HON Honeywell International Inc. | 0.09% | 2,156 | $421K | — |
| FNOV FT Vest US Equity Buffer ETF | 0.09% | 7,567 | $415K | — |
| AOR iShares Core 60/40 Balanced | 0.09% | 6,380 | $415K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.09% | 3,131 | $412K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.09% | 9,094 | $411K | — |
| LMT Lockheed Martin Corp. | 0.09% | 829 | $401K | — |
| CAT Caterpillar Inc. | 0.09% | 682 | $391K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.08% | 15,679 | $381K | — |
| FFEB FT Vest US Equity Buffer ETF | 0.08% | 6,711 | $380K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,784 | $378K | — |
| IWC iShares Micro-Cap ETF | 0.08% | 2,396 | $378K | — |
| MS Morgan Stanley | 0.08% | 2,114 | $375K | — |
| MCK McKesson Corp. | 0.08% | 455 | $373K | — |
| ABT Abbott Laboratories | 0.08% | 2,950 | $370K | — |
| JULM FT Vest US Eq Max Buf July | 0.08% | 10,820 | $364K | — |
| ADP Automatic Data Processing | 0.08% | 1,412 | $363K | — |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 2,536 | $353K | — |
| WPM Wheaton Precious Metals Corp. | 0.08% | 2,911 | $342K | — |
| TGT Target Corp. | 0.07% | 3,429 | $335K | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.07% | 13,046 | $332K | — |
| XLK SS Technology Select Sector | 0.07% | 2,282 | $329K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.07% | 7,229 | $321K | — |
| AGX Argan Inc. | 0.07% | 1,008 | $316K | — |
| PG The Procter & Gamble Co. | 0.07% | 2,128 | $305K | — |
| VYM Vanguard High DVD Yield ETF | 0.07% | 2,114 | $303K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.06% | 4,835 | $294K | — |
| MINO PIMCO Municipal Income Oppor | 0.06% | 6,413 | $291K | — |
| GJUN FT Vest US Equity Moderate B | 0.06% | 7,275 | $288K | — |
| KO The Coca-Cola Co. | 0.06% | 4,098 | $287K | — |
| LINE Lineage Inc. | 0.06% | 8,119 | $284K | — |
| AFLG First Trust Active Factor La | 0.06% | 7,235 | $283K | — |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 2,911 | $280K | — |
| ABBV Abbvie Inc. | 0.06% | 1,213 | $277K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 916 | $277K | — |
| FMB First Trust Managed Municipa | 0.06% | 5,391 | $276K | — |
| SCHY Schwab International DVD ETF | 0.06% | 9,230 | $275K | — |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 2,879 | $274K | — |
| GEV GE Vernova Inc. | 0.06% | 409 | $267K | — |
| MRK Merck & Co. Inc. | 0.06% | 2,508 | $264K | — |
| SCHA Schwab US Small-Cap ETF | 0.06% | 9,155 | $261K | — |
| AMD Advanced Micro Devices | 0.06% | 1,183 | $253K | — |
| AMLP Alerian MLP ETF | 0.06% | 5,347 | $251K | — |
| WMT Walmart Inc. | 0.05% | 2,192 | $244K | — |
| CSCO Cisco Systems Inc. | 0.05% | 3,146 | $242K | — |
| GLD SPDR Gold Shares | 0.05% | 611 | $242K | — |
| IBDU iShares Ibonds Dec 2029 Term | 0.05% | 9,928 | $232K | — |
| KYN Kayne Anderson Energy Infra | 0.05% | 18,595 | $230K | — |
| VIGI Vanguard Int Div App Indx FD | 0.05% | 2,383 | $218K | — |
| LIN Linde PLC | 0.05% | 510 | $217K | — |
| IBDR iShares Ibonds Dec 2026 Term | 0.05% | 8,970 | $217K | — |
| VFH Vanguard Financials ETF | 0.05% | 1,590 | $212K | — |
| ORCL Oracle Corp. | 0.05% | 1,087 | $212K | — |
| LRCX Lam Research Corp. | 0.05% | 1,232 | $211K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 3,834 | $211K | — |
| LDSF First TR Low Duration St-ETF | 0.05% | 10,870 | $208K | — |
| SCHG Schwab US Large-Cap Growth | 0.05% | 6,285 | $205K | — |
| VIS Vanguard Industrials ETF | 0.04% | 685 | $204K | — |
| SDVY First Trust Smid Cap Rising | 0.04% | 5,323 | $204K | — |
Options reported separately and not counted above: AAPL puts ($680K), V puts ($316K).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.