Crusonia Wealth Advisors LLC holds a diversified book of 234 stocks worth $608.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened State Street BRGWTR All WTHR and trimmed First Trust Large Cap Core A. Their largest long position is Dimensional US Eq MKT ETF at 9% of the equity book. They also disclosed $309K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be +5% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Crusonia Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Crusonia Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US EQUI MARK ETF | $54.1M | 660.4K | 8.9% | ▲+4.1% Added · +26K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $39.2M | 950.5K | 6.4% | ▲+7.1% Added · +63K sh | |
| 3 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $33.4M | 711.0K | 5.5% | ▲+9.1% Added · +59K sh | |
| 4 | Vanguard Malvern FDS CORE BD ETF | $21.7M | 280.5K | 3.6% | ▲+14% Added · +34K sh | |
| 5 | Invesco Exchange Traded FD T S&P500 QUALITY | $18.8M | 208.3K | 3.1% | ▲+3.6% Added · +7K sh | |
| 6 | First TR Exchange-Traded Alp COM SHS | $18.5M | 132.1K | 3.0% | ▼−0.1% Reduced · −183 sh | |
| 7 | Vanguard Index FDS VALUE ETF | $17.0M | 78.1K | 2.8% | ▲+4.8% Added · +4K sh | |
| 8 | Apple Inc COM | $16.6M | 57.5K | 2.7% | ▲+9.5% Added · +5K sh | |
| 9 | GMO ETF Trust US QUALITY ETF | $16.1M | 387.2K | 2.6% | ▼−1.2% Reduced · −5K sh | |
| 10 | Victory Portfolios II CORE BD ETF | $15.1M | 322.2K | 2.5% | ▲+0.6% Added · +2K sh | |
| 11 | Dimensional ETF Trust EMGR CRE EQT MNG | $14.3M | 356.0K | 2.4% | ▲+6.1% Added · +21K sh | |
| 12 | First TR Exchange-Traded FD FIRST TR ENH NEW | $13.7M | 229.6K | 2.3% | ▲+13% Added · +27K sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $12.8M | 42.1K | 2.1% | ▲+9.1% Added · +4K sh | |
| 14 | Ssga Active TR SST BRIDGEWATER | $12.2M | 418.2K | 2.0% | ▲New New position | |
| 15 | First TR Exchange-Traded Alp COM SHS | $10.6M | 73.5K | 1.7% | ▼−0.6% Reduced · −425 sh | |
| 16 | Vanguard Index FDS GROWTH ETF | $10.1M | 117.6K | 1.7% | ▲+596% Added · +101K sh | |
| 17 | Vanguard Scottsdale FDS VNG RUS1000IDX | $9.3M | 27.5K | 1.5% | ▼−1.7% Reduced · −465 sh | |
| 18 | First TR Exchange-Traded FD NO AMER ENERGY | $8.6M | 197.3K | 1.4% | ▼−0.4% Reduced · −737 sh | |
| 19 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $7.1M | 105.2K | 1.2% | ▼−5.6% Reduced · −6K sh | |
| 20 | Vanguard Mun BD FDS TAX EXEMPT BD | $6.4M | 125.8K | 1.0% | ▲+9.2% Added · +11K sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.9M | 82.2K | 1.0% | ▲+1.4% Added · +1K sh | |
| 22 | First TR Exch TRD Alphdx FD DEV MRK EX US | $5.7M | 60.2K | 0.9% | ▲+0.5% Added · +309 sh | |
| 23 | Ishares TR CORE S&P500 ETF | $5.6M | 7.5K | 0.9% | ▲+149% Added · +4K sh | |
| 24 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $5.4M | 99.6K | 0.9% | ▼−1.6% Reduced · −2K sh | |
| 25 | Ishares TR CORE MSCI EAFE | $5.4M | 55.6K | 0.9% | ▲+6.2% Added · +3K sh | |
| 26 | Nvidia Corporation COM | $5.3M | 26.4K | 0.9% | ▲+22% Added · +5K sh | |
| 27 | Microsoft Corp COM | $5.1M | 13.6K | 0.8% | ▲+14% Added · +2K sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $5.0M | 7.3K | 0.8% | ▲+9.6% Added · +640 sh | |
| 29 | First TR Exchange Traded FD RISNG DIVD ACHIV | $4.9M | 59.8K | 0.8% | ▲+0.4% Added · +238 sh | |
| 30 | Janus Detroit STR TR HENDRSON AAA CL | $4.6M | 90.6K | 0.8% | ▲+109% Added · +47K sh | |
| 31 | Invesco Exchange Traded FD T RAFI US 1500 | $4.2M | 75.3K | 0.7% | ▼−2.3% Reduced · −2K sh | |
| 32 | First TR Exchng Traded FD VI FT VEST UQ EQT | $4.0M | 73.5K | 0.7% | ▼−0.2% Reduced · −145 sh | |
| 33 | Schwab Strategic TR US LRG CAP ETF | $3.9M | 132.3K | 0.6% | ▼−2.5% Reduced · −3K sh | |
| 34 | Invesco QQQ TR UNIT SER 1 | $3.9M | 5.2K | 0.6% | ▲+9.7% Added · +465 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $3.7M | 7.4K | 0.6% | ▲+6.3% Added · +440 sh | |
| 36 | Alphabet Inc CAP STK CL A | $3.5M | 9.8K | 0.6% | ▲+34% Added · +2K sh | |
| 37 | Morgan Stanley ETF Trust EATO VAN MU ETF | $3.4M | 64.3K | 0.6% | ▲+6.7% Added · +4K sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $3.4M | 9.2K | 0.6% | ▲+1.3% Added · +117 sh | |
| 39 | Pgim ETF TR PGIM ULTRA SH BD | $3.4M | 68.8K | 0.6% | ▲+90% Added · +33K sh | |
| 40 | Visa Inc COM CL A | $3.4M | 9.8K | 0.6% | ▲+2.4% Added · +231 sh | |
| 41 | Dell Technologies Inc CL C | $3.0M | 7.0K | 0.5% | ▲+0.3% Added · +25 sh | |
| 42 | Ishares TR S&P 500 GRWT ETF | $3.0M | 21.7K | 0.5% | ▲+11% Added · +2K sh | |
| 43 | Ishares TR NATIONAL MUN ETF | $2.9M | 27.0K | 0.5% | ▲+21% Added · +5K sh | |
| 44 | Ishares TR CORE S&P SCP ETF | $2.9M | 19.5K | 0.5% | ▲+89% Added · +9K sh | |
| 45 | Amazon Com Inc COM | $2.8M | 11.9K | 0.5% | ▲+40% Added · +3K sh | |
| 46 | Schwab Strategic TR 1000 INDEX ETF | $2.8M | 77.9K | 0.5% | ▼−0.7% Reduced · −565 sh | |
| 47 | First TR Exchange-Traded FD CAP STRENGTH ETF | $2.7M | 29.1K | 0.4% | ▼−0.1% Reduced · −27 sh | |
| 48 | Pepsico Inc COM | $2.6M | 19.4K | 0.4% | ▼−1.4% Reduced · −285 sh | |
| 49 | First TR Exchange Trad FD VI FST TR GLB FD | $2.6M | 96.7K | 0.4% | ▲~0% Added · +8 sh | |
| 50 | Ishares TR MSCI INTL MOMENT | $2.6M | 49.0K | 0.4% | ▲+52% Added · +17K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | VISA INC-CLASS A SHARESV | $309K | 900 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.