Institutional Fund
Crusonia Wealth Advisors LLC
Denver, COCIK 21120032 filings on record
Portfolio Value
$484.28M
Q1 2026
Holdings
192
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+6.6%
from $454.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust9.3%
- Dimensional ETF Trust7.1%
- J P Morgan Exchange Traded F6.3%
- Vanguard Malvern Fds3.9%
- First Tr Exchange-Traded Alp3.3%
- Invesco Exchange Traded Fd T3.1%
- Other66.8%
Portfolio Holdings
192 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 634.5K | $44.99M | 9.3% | +40.8K | Added |
| 2 | Dimensional ETF Trust | 887.5K | $34.58M | 7.1% | +83.2K | Added |
| 3 | J P Morgan Exchange Traded F | 651.8K | $30.68M | 6.3% | +33.0K | Added |
| 4 | Vanguard Malvern Fds | 246.2K | $19.05M | 3.9% | +63.7K | Added |
| 5 | First Tr Exchange-Traded Alp | 132.3K | $16.13M | 3.3% | +167 | Added |
| 6 | Invesco Exchange Traded Fd T | 201.1K | $15.12M | 3.1% | +7.7K | Added |
| 7 | Victory Portfolios II | 320.2K | $15.05M | 3.1% | −25.2K | Reduced |
| 8 | Vanguard Index Fds | 74.5K | $14.62M | 3.0% | +4.2K | Added |
| 9 | 2023 ETF Series Trust II | 391.8K | $14.18M | 2.9% | +18.4K | Added |
| 10 | Apple Inc | 52.5K | $13.31M | 2.7% | +1.2K | Added |
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