Crusonia Wealth Advisors

DENVER, COfiles as Crusonia Wealth Advisors LLC

$609m in 234 US stocks at the end of 30 June 2026. The top 10 are 41.1% of the money. It changed about 10.0% of the portfolio this quarter.

Value

$609m

Stocks

234

Top 10 share

41.1%

Turnover

10.0%

What changed this quarter

New

Bought for the first time this quarter.

Ssga Active TRALLW
2.0% of the fund
Pgim ETF TRPUSH
0.3% of the fund
Janus Detroit STR TRVNLA
0.2% of the fund
Spdr Series TrustSPYG
0.2% of the fund
Invesco Exch Traded FD TR IIQQQM
0.2% of the fund
Ishares TRAGG
0.2% of the fund
Ishares TRIWM
0.2% of the fund
Spdr Series TrustSPYV
0.1% of the fund
IntelINTC
0.1% of the fund
Simplify Exchange Traded FUNXXV
0.1% of the fund
Spdr Series TrustMDYG
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Vaneck ETF TrustITM
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Vanguard Malvern FDSVSDB
<0.1% of the fund
Ishares TRIGV
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Vaneck ETF TrustSMH
<0.1% of the fund
Palmer Square Funds TRPSQO
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
Capital One FinancialCOF
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
Tortoise Capital Series TrusTCAI
<0.1% of the fund
OracleORCL
<0.1% of the fund
SandiskSNDK
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFUS
8.9% of the fund
+4%
Dimensional ETF TrustDFAI
6.4% of the fund
+7%
J P Morgan Exchange Traded FJCPB
5.5% of the fund
+9%
Vanguard Malvern FDSVCRB
3.6% of the fund
+14%
Invesco Exchange Traded FD TSPHQ
3.1% of the fund
+4%
Vanguard Index FDSVTV
2.8% of the fund
+5%
AppleAAPL
2.7% of the fund
+10%
Dimensional ETF TrustDFAE
2.4% of the fund
+6%
First TR Exchange-Traded FDFTSM
2.3% of the fund
+13%
Vanguard Index FDSVB
2.1% of the fund
+9%
Vanguard Index FDSVUG
1.7% of the fund
+16%
Vanguard MUN BD FDSVTEB
1.0% of the fund
+9%
Ishares TRIVV
0.9% of the fund
+149%
Ishares TRIEFA
0.9% of the fund
+6%
NvidiaNVDA
0.9% of the fund
+22%
MicrosoftMSFT
0.8% of the fund
+14%
Vanguard Index FDSVOO
0.8% of the fund
+10%
Janus Detroit STR TRJAAA
0.8% of the fund
+109%
Invesco QQQ TRQQQ
0.6% of the fund
+10%
Berkshire HathawayBRK-B
0.6% of the fund
+6%
AlphabetGOOGL
0.6% of the fund
+34%
Morgan Stanley ETF TrustEVIM
0.6% of the fund
+7%
Pgim ETF TRPULS
0.6% of the fund
+90%
VisaV
0.6% of the fund
+2%
Ishares TRIVW
0.5% of the fund
+11%

Cut

Sold some of their stake.

J P Morgan Exchange Traded FHELO
1.2% of the fund
-6%
Invesco Exchange Traded FD TPRFZ
0.7% of the fund
-2%
Schwab Strategic TRSCHX
0.6% of the fund
-2%
Vanguard BD Index FDSBND
0.4% of the fund
-11%
Ishares TRSUB
0.3% of the fund
-17%
Ishares TREFA
0.2% of the fund
-4%
NetflixNFLX
0.1% of the fund
-7%
Lockheed MartinLMT
0.1% of the fund
-18%
First TR Exchng Traded FD VIAFSM
0.1% of the fund
-5%
Ishares TRIJK
0.1% of the fund
-4%
First TR Exchng Traded FD VIFIXD
<0.1% of the fund
-18%
Vanguard Index FDSVNQ
<0.1% of the fund
-27%
Ishares TRSHV
<0.1% of the fund
-52%
First TR Exchange-Traded FDFDL
<0.1% of the fund
-6%
Sprott Asset Management LPPHYS
<0.1% of the fund
-26%
Ishares TRAOR
<0.1% of the fund
-11%
MckessonMCK
<0.1% of the fund
-5%
Spdr Gold TRGLD
<0.1% of the fund
-4%
Vertex PharmaceuticalsVRTX
<0.1% of the fund
-25%

Sold out

Sold their entire stake.

Ishares TRIEF
-100%
Honeywell InternationalHON
-100%
Ishares TRIGOV
-100%
Innovator Etfs TrustDDFN
-100%
Proshares TRSQQQ
-100%
Innovator Etfs TrustDDFO
-100%
NewmontNEM
-100%
Profesionally Managed PortfoAKRE
-100%

Holdings

Dimensional ETF TrustDFUS
Share
8.9%
Value
$54m
Shares
660,410
+4%
Dimensional ETF TrustDFAI
Share
6.4%
Value
$39m
Shares
950,528
+7%
J P Morgan Exchange Traded FJCPB
Share
5.5%
Value
$33m
Shares
710,974
+9%
Vanguard Malvern FDSVCRB
Share
3.6%
Value
$22m
Shares
280,488
+14%
Invesco Exchange Traded FD TSPHQ
Share
3.1%
Value
$19m
Shares
208,288
+4%
First TR Exchange-Traded ALPFEX
Share
3.0%
Value
$18m
Shares
132,071
Held
Vanguard Index FDSVTV
Share
2.8%
Value
$17m
Shares
78,127
+5%
AppleAAPL
Share
2.7%
Value
$17m
Shares
57,461
+10%
GMO ETF TrustQLTY
Share
2.6%
Value
$16m
Shares
387,232
Held
Victory Portfolios IIUITB
Share
2.5%
Value
$15m
Shares
322,183
Held
Dimensional ETF TrustDFAE
Share
2.4%
Value
$14m
Shares
355,987
+6%
First TR Exchange-Traded FDFTSM
Share
2.3%
Value
$14m
Shares
229,593
+13%
Vanguard Index FDSVB
Share
2.1%
Value
$13m
Shares
42,091
+9%
Ssga Active TRALLW
Share
2.0%
Value
$12m
Shares
418,178
New
First TR Exchange-Traded ALPFYX
Share
1.7%
Value
$11m
Shares
73,453
Held
Vanguard Index FDSVUG
Share
1.7%
Value
$10m
Shares
117,588
+16%
Vanguard Scottsdale FDSVONE
Share
1.5%
Value
$9m
Shares
27,524
Held
First TR Exchange-Traded FDEMLP
Share
1.4%
Value
$9m
Shares
197,288
Held
J P Morgan Exchange Traded FHELO
Share
1.2%
Value
$7m
Shares
105,165
-6%
Vanguard MUN BD FDSVTEB
Share
1.0%
Value
$6m
Shares
125,835
+9%
Vanguard Tax-Managed FDSVEA
Share
1.0%
Value
$6m
Shares
82,225
Held
First TR Exch TRD Alphdx FDFDT
Share
0.9%
Value
$6m
Shares
60,183
Held
Ishares TRIVV
Share
0.9%
Value
$6m
Shares
7,464
+149%
Invesco Exchange Traded FD TPRF
Share
0.9%
Value
$5m
Shares
99,562
Held
Ishares TRIEFA
Share
0.9%
Value
$5m
Shares
55,582
+6%
NvidiaNVDA
Share
0.9%
Value
$5m
Shares
26,369
+22%
MicrosoftMSFT
Share
0.8%
Value
$5m
Shares
13,618
+14%
Vanguard Index FDSVOO
Share
0.8%
Value
$5m
Shares
7,340
+10%
First TR Exchange Traded FDRDVY
Share
0.8%
Value
$5m
Shares
59,835
Held
Janus Detroit STR TRJAAA
Share
0.8%
Value
$5m
Shares
90,564
+109%
Invesco Exchange Traded FD TPRFZ
Share
0.7%
Value
$4m
Shares
75,303
-2%
First TR Exchng Traded FD VIFDEC
Share
0.7%
Value
$4m
Shares
73,543
Held
Schwab Strategic TRSCHX
Share
0.6%
Value
$4m
Shares
132,272
-2%
Invesco QQQ TRQQQ
Share
0.6%
Value
$4m
Shares
5,244
+10%
Berkshire HathawayBRK-B
Share
0.6%
Value
$4m
Shares
7,440
+6%
AlphabetGOOGL
Share
0.6%
Value
$3m
Shares
9,755
+34%
Morgan Stanley ETF TrustEVIM
Share
0.6%
Value
$3m
Shares
64,318
+7%
Vanguard Index FDSVTI
Share
0.6%
Value
$3m
Shares
9,249
Held
Pgim ETF TRPULS
Share
0.6%
Value
$3m
Shares
68,782
+90%
VisaV
Share
0.6%
Value
$3m
Shares
9,779
+2%
Dell TechnologiesDELL
Share
0.5%
Value
$3m
Shares
7,025
Held
Ishares TRIVW
Share
0.5%
Value
$3m
Shares
21,684
+11%
Ishares TRMUB
Share
0.5%
Value
$3m
Shares
26,990
+21%
Ishares TRIJR
Share
0.5%
Value
$3m
Shares
19,511
+89%
Amazon.comAMZN
Share
0.5%
Value
$3m
Shares
11,867
+40%
Schwab Strategic TRSCHK
Share
0.5%
Value
$3m
Shares
77,899
Held
First TR Exchange-Traded FDFTCS
Share
0.4%
Value
$3m
Shares
29,059
Held
PepsiCoPEP
Share
0.4%
Value
$3m
Shares
19,360
Held
First TR Exchange Trad FD VIFTGC
Share
0.4%
Value
$3m
Shares
96,727
Held
Ishares TRIMTM
Share
0.4%
Value
$3m
Shares
49,043
+52%
First TR Exch TRD Alphdx FDFDTS
Share
0.4%
Value
$3m
Shares
39,439
Held
AlphabetGOOG
Share
0.4%
Value
$3m
Shares
7,154
+17%
First TR Exch TRD Alphdx FDFEMS
Share
0.4%
Value
$2m
Shares
54,287
Held
Ssga Active ETF TRRLY
Share
0.4%
Value
$2m
Shares
71,689
+270%
IsharesIEMG
Share
0.4%
Value
$2m
Shares
26,828
+190%
Vanguard BD Index FDSBND
Share
0.4%
Value
$2m
Shares
29,847
-11%
Ishares TRIVE
Share
0.4%
Value
$2m
Shares
9,621
+5%
Ishares TRIJH
Share
0.3%
Value
$2m
Shares
24,178
+117%
JPMorgan ChaseJPM
Share
0.3%
Value
$2m
Shares
5,674
+12%
Ishares TRIJT
Share
0.3%
Value
$2m
Shares
10,311
Held
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$2m
Shares
30,672
+10%
J P Morgan Exchange Traded FJMUB
Share
0.3%
Value
$2m
Shares
36,060
+100%
Ishares TRITOT
Share
0.3%
Value
$2m
Shares
11,099
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$2m
Shares
13,095
+5%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$2m
Shares
2,305
+4%
Eli LillyLLY
Share
0.3%
Value
$2m
Shares
1,400
+37%
Costco WholesaleCOST
Share
0.3%
Value
$2m
Shares
1,779
+7%
Invesco Exch Traded FD TR IIPXF
Share
0.3%
Value
$2m
Shares
22,001
Held
Invesco Exch Traded FD TR IIPDN
Share
0.3%
Value
$2m
Shares
36,608
Held
Kayne Anderson Energy Infrastructure FundKYN
Share
0.3%
Value
$2m
Shares
118,898
+39%
Pgim ETF TRPUSH
Share
0.3%
Value
$2m
Shares
32,345
New
TeslaTSLA
Share
0.3%
Value
$2m
Shares
3,727
+19%
Ishares TRSUB
Share
0.3%
Value
$2m
Shares
14,614
-17%
American Centy ETF TRAVDE
Share
0.3%
Value
$2m
Shares
17,090
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$2m
Shares
2,603
+154%
Ishares TRIWD
Share
0.2%
Value
$1m
Shares
6,107
Held
BroadcomAVGO
Share
0.2%
Value
$1m
Shares
3,905
+33%
Janus Detroit STR TRVNLA
Share
0.2%
Value
$1m
Shares
29,564
New
Lam ResearchLRCX
Share
0.2%
Value
$1m
Shares
3,202
+151%
Schwab Strategic TRSCHF
Share
0.2%
Value
$1m
Shares
47,684
+115%
Pimco ETF TRPYLD
Share
0.2%
Value
$1m
Shares
46,853
+56%
Ishares TRQUAL
Share
0.2%
Value
$1m
Shares
5,613
+14%
First TR Exchange-Traded FDFVD
Share
0.2%
Value
$1m
Shares
25,274
Held
Ishares U S ETF TRCOMT
Share
0.2%
Value
$1m
Shares
39,779
Held
Vaneck ETF TrustGDX
Share
0.2%
Value
$1m
Shares
15,867
Held
Spdr Series TrustSPYG
Share
0.2%
Value
$1m
Shares
10,048
New
Micron TechnologyMU
Share
0.2%
Value
$1m
Shares
1,018
+40%
MastercardMA
Share
0.2%
Value
$1m
Shares
2,209
+9%
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
1,046
+47%
First TR Exchange-Traded FDFSIG
Share
0.2%
Value
$1m
Shares
57,722
+4%
First TR Exchange-Traded FDLMBS
Share
0.2%
Value
$1m
Shares
21,463
Held
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$1m
Shares
3,490
New
First TR Exchange Traded FDAIRR
Share
0.2%
Value
$1m
Shares
7,676
+4%
Ishares TREFA
Share
0.2%
Value
$1m
Shares
9,827
-4%
Johnson & JohnsonJNJ
Share
0.2%
Value
$1m
Shares
3,951
+14%
Ishares TRAGG
Share
0.2%
Value
$991,382
Shares
10,016
New
Meta PlatformsMETA
Share
0.2%
Value
$966,377
Shares
1,716
+50%
Ishares TRSUSL
Share
0.2%
Value
$965,829
Shares
7,275
Held
Schwab Strategic TRFNDX
Share
0.2%
Value
$965,157
Shares
31,034
Held
First TR Exch TRD Alphdx FDFEM
Share
0.2%
Value
$954,828
Shares
29,848
+6%

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFUS	8.9%	$54m	660,410	+4%
Dimensional ETF TrustDFAI	6.4%	$39m	950,528	+7%
J P Morgan Exchange Traded FJCPB	5.5%	$33m	710,974	+9%
Vanguard Malvern FDSVCRB	3.6%	$22m	280,488	+14%
Invesco Exchange Traded FD TSPHQ	3.1%	$19m	208,288	+4%
First TR Exchange-Traded ALPFEX	3.0%	$18m	132,071	Held
Vanguard Index FDSVTV	2.8%	$17m	78,127	+5%
AppleAAPL	2.7%	$17m	57,461	+10%
GMO ETF TrustQLTY	2.6%	$16m	387,232	Held
Victory Portfolios IIUITB	2.5%	$15m	322,183	Held
Dimensional ETF TrustDFAE	2.4%	$14m	355,987	+6%
First TR Exchange-Traded FDFTSM	2.3%	$14m	229,593	+13%
Vanguard Index FDSVB	2.1%	$13m	42,091	+9%
Ssga Active TRALLW	2.0%	$12m	418,178	New
First TR Exchange-Traded ALPFYX	1.7%	$11m	73,453	Held
Vanguard Index FDSVUG	1.7%	$10m	117,588	+16%
Vanguard Scottsdale FDSVONE	1.5%	$9m	27,524	Held
First TR Exchange-Traded FDEMLP	1.4%	$9m	197,288	Held
J P Morgan Exchange Traded FHELO	1.2%	$7m	105,165	-6%
Vanguard MUN BD FDSVTEB	1.0%	$6m	125,835	+9%
Vanguard Tax-Managed FDSVEA	1.0%	$6m	82,225	Held
First TR Exch TRD Alphdx FDFDT	0.9%	$6m	60,183	Held
Ishares TRIVV	0.9%	$6m	7,464	+149%
Invesco Exchange Traded FD TPRF	0.9%	$5m	99,562	Held
Ishares TRIEFA	0.9%	$5m	55,582	+6%
NvidiaNVDA	0.9%	$5m	26,369	+22%
MicrosoftMSFT	0.8%	$5m	13,618	+14%
Vanguard Index FDSVOO	0.8%	$5m	7,340	+10%
First TR Exchange Traded FDRDVY	0.8%	$5m	59,835	Held
Janus Detroit STR TRJAAA	0.8%	$5m	90,564	+109%
Invesco Exchange Traded FD TPRFZ	0.7%	$4m	75,303	-2%
First TR Exchng Traded FD VIFDEC	0.7%	$4m	73,543	Held
Schwab Strategic TRSCHX	0.6%	$4m	132,272	-2%
Invesco QQQ TRQQQ	0.6%	$4m	5,244	+10%
Berkshire HathawayBRK-B	0.6%	$4m	7,440	+6%
AlphabetGOOGL	0.6%	$3m	9,755	+34%
Morgan Stanley ETF TrustEVIM	0.6%	$3m	64,318	+7%
Vanguard Index FDSVTI	0.6%	$3m	9,249	Held
Pgim ETF TRPULS	0.6%	$3m	68,782	+90%
VisaV	0.6%	$3m	9,779	+2%
Dell TechnologiesDELL	0.5%	$3m	7,025	Held
Ishares TRIVW	0.5%	$3m	21,684	+11%
Ishares TRMUB	0.5%	$3m	26,990	+21%
Ishares TRIJR	0.5%	$3m	19,511	+89%
Amazon.comAMZN	0.5%	$3m	11,867	+40%
Schwab Strategic TRSCHK	0.5%	$3m	77,899	Held
First TR Exchange-Traded FDFTCS	0.4%	$3m	29,059	Held
PepsiCoPEP	0.4%	$3m	19,360	Held
First TR Exchange Trad FD VIFTGC	0.4%	$3m	96,727	Held
Ishares TRIMTM	0.4%	$3m	49,043	+52%
First TR Exch TRD Alphdx FDFDTS	0.4%	$3m	39,439	Held
AlphabetGOOG	0.4%	$3m	7,154	+17%
First TR Exch TRD Alphdx FDFEMS	0.4%	$2m	54,287	Held
Ssga Active ETF TRRLY	0.4%	$2m	71,689	+270%
IsharesIEMG	0.4%	$2m	26,828	+190%
Vanguard BD Index FDSBND	0.4%	$2m	29,847	-11%
Ishares TRIVE	0.4%	$2m	9,621	+5%
Ishares TRIJH	0.3%	$2m	24,178	+117%
JPMorgan ChaseJPM	0.3%	$2m	5,674	+12%
Ishares TRIJT	0.3%	$2m	10,311	Held
Vanguard Intl Equity Index FVWO	0.3%	$2m	30,672	+10%
J P Morgan Exchange Traded FJMUB	0.3%	$2m	36,060	+100%
Ishares TRITOT	0.3%	$2m	11,099	Held
ExxonMobil HoldingsXOM	0.3%	$2m	13,095	+5%
State STR Spdr S&P 500 ETF TSPY	0.3%	$2m	2,305	+4%
Eli LillyLLY	0.3%	$2m	1,400	+37%
Costco WholesaleCOST	0.3%	$2m	1,779	+7%
Invesco Exch Traded FD TR IIPXF	0.3%	$2m	22,001	Held
Invesco Exch Traded FD TR IIPDN	0.3%	$2m	36,608	Held
Kayne Anderson Energy Infrastructure FundKYN	0.3%	$2m	118,898	+39%
Pgim ETF TRPUSH	0.3%	$2m	32,345	New
TeslaTSLA	0.3%	$2m	3,727	+19%
Ishares TRSUB	0.3%	$2m	14,614	-17%
American Centy ETF TRAVDE	0.3%	$2m	17,090	Held
Advanced Micro DevicesAMD	0.2%	$2m	2,603	+154%
Ishares TRIWD	0.2%	$1m	6,107	Held
BroadcomAVGO	0.2%	$1m	3,905	+33%
Janus Detroit STR TRVNLA	0.2%	$1m	29,564	New
Lam ResearchLRCX	0.2%	$1m	3,202	+151%
Schwab Strategic TRSCHF	0.2%	$1m	47,684	+115%
Pimco ETF TRPYLD	0.2%	$1m	46,853	+56%
Ishares TRQUAL	0.2%	$1m	5,613	+14%
First TR Exchange-Traded FDFVD	0.2%	$1m	25,274	Held
Ishares U S ETF TRCOMT	0.2%	$1m	39,779	Held
Vaneck ETF TrustGDX	0.2%	$1m	15,867	Held
Spdr Series TrustSPYG	0.2%	$1m	10,048	New
Micron TechnologyMU	0.2%	$1m	1,018	+40%
MastercardMA	0.2%	$1m	2,209	+9%
CaterpillarCAT	0.2%	$1m	1,046	+47%
First TR Exchange-Traded FDFSIG	0.2%	$1m	57,722	+4%
First TR Exchange-Traded FDLMBS	0.2%	$1m	21,463	Held
Invesco Exch Traded FD TR IIQQQM	0.2%	$1m	3,490	New
First TR Exchange Traded FDAIRR	0.2%	$1m	7,676	+4%
Ishares TREFA	0.2%	$1m	9,827	-4%
Johnson & JohnsonJNJ	0.2%	$1m	3,951	+14%
Ishares TRAGG	0.2%	$991,382	10,016	New
Meta PlatformsMETA	0.2%	$966,377	1,716	+50%
Ishares TRSUSL	0.2%	$965,829	7,275	Held
Schwab Strategic TRFNDX	0.2%	$965,157	31,034	Held
First TR Exch TRD Alphdx FDFEM	0.2%	$954,828	29,848	+6%

Showing the largest 100 of 234.

Options (1)

VisaV
Type
Put
Value
$308,781
Contracts
900

Company	Type	Value	Contracts
VisaV	Put	$308,781	900

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 34.0% since 31 December 2025.

Where the money is

Technology6.8%

Financial services2.3%

Media & telecom1.3%

Everyday goods1.0%

Industrials1.0%

Retail & consumer1.0%

Health care0.8%

Energy0.4%

Materials0.2%

Real estate0.0%

Other85.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.