ETF Holders

Crusonia Wealth Advisors LLC ETF holdings

Denver, CO

Reported $516.7M in 154 ETFs in its Form 13F for June 30, 2026.

ETF value
$516.7M
ETFs held
154
Change from prior quarter
+23.6%
With price moves
ETFs as a share of its 13F
84.9%
of $608.9M

Top 10 of 154 ETF holdings

TickerFundValueSharesChange
DFUSDimensional U.S. Equity Market ETF$54.1M660,410+25,908 shares
DFAIDimensional International Core Equity Market ETF$39.2M950,528+63,034 shares
JCPBJPMorgan Core Plus Bond ETF$33.4M710,974+59,215 shares
VCRBVanguard Core Bond ETF$21.7M280,488+34,290 shares
SPHQInvesco S&P 500 Quality ETF$18.8M208,288+7,210 shares
FEXFirst Trust Large Cap Core AlphaDEX Fund$18.5M132,071−183 shares
VTVVanguard Morningstar Value ETF$17.0M78,127+3,603 shares
QLTYGMO U.S. Quality ETF$16.1M387,232−4,574 shares
UITBVictoryShares Core Intermediate Bond ETF$15.1M322,183+2,019 shares
DFAEDimensional Emerging Core Equity Market ETF$14.3M355,987+20,583 shares
144 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002112003. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Crusonia Wealth Advisors LLC own?

Crusonia Wealth Advisors LLC reported 154 ETF positions worth $516.7M in its Form 13F for June 30, 2026. The largest was DFUS, at $54.1M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.