Crusonia Wealth Advisors LLC

Institutional manager·CIK 2112003

Annual return

—

SPY

—

Alpha

—

Invested

$485.2M

Holdings

192

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$DFUS

DIMENSIONAL ETF TRUST

Q4 2025: New position (593.7k shares)

9.3%

$DFAI

DIMENSIONAL ETF TRUST

Q4 2025: New position (804.3k shares)

7.1%

$JCPB

J P MORGAN EXCHANGE TRADED F

Q4 2025: New position (618.8k shares)

6.3%

$VCRB

VANGUARD MALVERN FDS

Q4 2025: New position (182.5k shares)

3.9%

$FEX

FIRST TR EXCHANGE-TRADED ALP

Q4 2025: New position (132.1k shares)

3.3%

$SPHQ

INVESCO EXCHANGE TRADED FD T

Q4 2025: New position (193.4k shares)

3.1%

$UITB

VICTORY PORTFOLIOS II

Q4 2025: New position (345.4k shares)

3.1%

$VTV

VANGUARD INDEX FDS

Q4 2025: New position (70.3k shares)

3.0%

$QLTY

GMO ETF TRUST

Q4 2025: New position (373.4k shares)

2.9%

$AAPL

APPLE INC

Q4 2025: New position (133.3k shares)

2.9%

See all 192 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 17:44 UTC.