Crusonia Wealth Advisors LLC

DENVER, CO · CIK 2112003 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDenver, CO

$608.9m reported value +25.7% vs Q1 2026

234positions

41.1%in top 10

50 new 123 added 36 reduced 8 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($308.8k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	660,410	$54.1m8.89%	8.89%	Added +25.9k	+25,908 4.1%
2	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	950,528	$39.2m6.44%	6.44%	Added +63.0k	+63,034 7.1%
3	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	710,974	$33.4m5.48%	5.48%	Added +59.2k	+59,215 9.1%
4	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	280,488	$21.7m3.56%	3.56%	Added +34.3k	+34,290 13.9%
5	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	208,288	$18.8m3.08%	3.08%	Added +7.2k	+7,210 3.6%
6	FIRST TR LRGE CP CORE ALPHA COM SHS FEX	FEX	132,071	$18.5m3.03%	3.03%	Reduced -183	-183 -0.1%
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	78,127	$17.0m2.80%	2.80%	Added +3.6k	+3,603 4.8%
8	APPLE INC COM AAPL	AAPL	57,461	$16.6m2.73%	2.73%	Added +5.0k	+5,001 9.5%
9	GMO ETF TRUST GMO US QUALITY E QLTY	QLTY	387,232	$16.1m2.65%	2.65%	Reduced -4.6k	-4,574 -1.2%
10	VICTORY PORTFOLIOS II CORE INTERMEDIAT UITB	UITB	322,183	$15.1m2.48%	2.48%	Added +2.0k	+2,019 0.6%
11	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	355,987	$14.3m2.35%	2.35%	Added +20.6k	+20,583 6.1%
12	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	229,593	$13.7m2.25%	2.25%	Added +27.2k	+27,158 13.4%
13	VANGUARD INDEX FDS SMALL CP ETF VB	VB	42,091	$12.8m2.10%	2.10%	Added +3.5k	+3,508 9.1%
14	SSGA ACTIVE TR SST BRIDGEWATER ALLW	ALLW	418,178	$12.2m2.01%	2.01%	New
15	FIRST TR SML CP CORE ALPHA F COM SHS FYX	FYX	73,453	$10.6m1.74%	1.74%	Reduced -425	-425 -0.6%
16	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	117,588	$10.1m1.66%	1.66%	Added +16.3k	+16,260 16.1%
17	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	27,524	$9.3m1.53%	1.53%	Reduced -465	-465 -1.7%
18	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	197,288	$8.6m1.41%	1.41%	Reduced -737	-737 -0.4%
19	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	105,165	$7.1m1.17%	1.17%	Reduced -6.3k	-6,253 -5.6%
20	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	125,835	$6.4m1.05%	1.05%	Added +10.6k	+10,564 9.2%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	82,225	$5.9m0.96%	0.96%	Added +1.1k	+1,143 1.4%
22	FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US FDT	FDT	60,183	$5.7m0.94%	0.94%	Added +309	+309 0.5%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	7,464	$5.6m0.92%	0.92%	Added +4.5k	+4,470 149.3%
24	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	99,562	$5.4m0.88%	0.88%	Reduced -1.6k	-1,568 -1.6%
25	ISHARES TR CORE MSCI EAFE IEFA	IEFA	55,582	$5.4m0.88%	0.88%	Added +3.2k	+3,244 6.2%
26	NVIDIA CORPORATION COM NVDA	NVDA	26,369	$5.3m0.87%	0.87%	Added +4.8k	+4,782 22.1%
27	MICROSOFT CORP COM MSFT	MSFT	13,618	$5.1m0.83%	0.83%	Added +1.6k	+1,641 13.7%
28	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,340	$5.0m0.83%	0.83%	Added +640	+640 9.6%
29	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	59,835	$4.9m0.80%	0.80%	Added +238	+238 0.4%
30	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	90,564	$4.6m0.75%	0.75%	Added +47.2k	+47,170 108.7%
31	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	75,303	$4.2m0.69%	0.69%	Reduced -1.8k	-1,758 -2.3%
32	FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT FDEC	FDEC	73,543	$4.0m0.66%	0.66%	Reduced -145	-145 -0.2%
33	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	132,272	$3.9m0.64%	0.64%	Reduced -3.4k	-3,367 -2.5%
34	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,244	$3.9m0.63%	0.63%	Added +465	+465 9.7%
35	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,440	$3.7m0.61%	0.61%	Added +440	+440 6.3%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,755	$3.5m0.57%	0.57%	Added +2.5k	+2,491 34.3%
37	MORGAN STANLEY ETF TRUST EATON VANCE INTE EVIM	EVIM	64,318	$3.4m0.56%	0.56%	Added +4.1k	+4,052 6.7%
38	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,249	$3.4m0.56%	0.56%	Added +117	+117 1.3%
39	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	68,782	$3.4m0.56%	0.56%	Added +32.5k	+32,513 89.6%
40	VISA INC COM CL A V	V	9,779	$3.4m0.55%	0.55%	Added +231	+231 2.4%
41	DELL TECHNOLOGIES INC CL C DELL	DELL	7,025	$3.0m0.50%	0.50%	Added +25	+25 0.4%
42	ISHARES TR S&P 500 GRWT ETF IVW	IVW	21,684	$3.0m0.49%	0.49%	Added +2.2k	+2,198 11.3%
43	ISHARES TR NATIONAL MUN ETF MUB	MUB	26,990	$2.9m0.48%	0.48%	Added +4.6k	+4,596 20.5%
44	ISHARES TR CORE S&P SCP ETF IJR	IJR	19,511	$2.9m0.48%	0.48%	Added +9.2k	+9,193 89.1%
45	AMAZON COM INC COM AMZN	AMZN	11,867	$2.8m0.46%	0.46%	Added +3.4k	+3,410 40.3%
46	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	77,899	$2.8m0.46%	0.46%	Reduced -565	-565 -0.7%
47	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	29,059	$2.7m0.45%	0.45%	Reduced -27	-27 -0.1%
48	PEPSICO INC COM PEP	PEP	19,360	$2.6m0.43%	0.43%	Reduced -285	-285 -1.4%
49	FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD FTGC	FTGC	96,727	$2.6m0.43%	0.43%	Added +8	+8 0.0%
50	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	49,043	$2.6m0.43%	0.43%	Added +16.7k	+16,747 51.9%
51	FIRST TR EXCH TRD ALPHDX FD EX US SML CP FDTS	FDTS	39,439	$2.6m0.42%	0.42%	Reduced -1	-1 0.0%
52	ALPHABET INC CAP STK CL C GOOG	GOOG	7,154	$2.5m0.42%	0.42%	Added +1.0k	+1,018 16.6%
53	FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH FEMS	FEMS	54,287	$2.5m0.41%	0.41%	Added +11	+11 0.0%
54	SSGA ACTIVE ETF TR MULT ASS RLRTN RLY	RLY	71,689	$2.5m0.41%	0.41%	Added +52.3k	+52,319 270.1%
55	ISHARES INC CORE MSCI EMKT IEMG	IEMG	26,828	$2.2m0.37%	0.37%	Added +17.6k	+17,564 189.6%
56	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	29,847	$2.2m0.36%	0.36%	Reduced -3.6k	-3,619 -10.8%
57	ISHARES TR S&P 500 VAL ETF IVE	IVE	9,621	$2.2m0.36%	0.36%	Added +477	+477 5.2%
58	ISHARES TR CORE S&P MCP ETF IJH	IJH	24,178	$1.9m0.31%	0.31%	Added +13.0k	+13,046 117.2%
59	JPMORGAN CHASE & CO COM JPM	JPM	5,674	$1.9m0.31%	0.31%	Added +609	+609 12.0%
60	ISHARES TR S&P SML 600 GWT IJT	IJT	10,311	$1.8m0.30%	0.30%	Unchanged
61	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	30,672	$1.8m0.30%	0.30%	Added +2.9k	+2,909 10.5%
62	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	36,060	$1.8m0.30%	0.30%	Added +18.0k	+18,015 99.8%
63	ISHARES TR CORE S&P TTL STK ITOT	ITOT	11,099	$1.8m0.30%	0.30%	Unchanged
64	EXXON MOBIL CORP COM XOM	XOM	13,095	$1.8m0.29%	0.29%	Added +609	+609 4.9%
65	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,305	$1.7m0.28%	0.28%	Added +93	+93 4.2%
66	ELI LILLY & CO COM LLY	LLY	1,400	$1.7m0.28%	0.28%	Added +376	+376 36.7%
67	COSTCO WHSL CORP NEW COM COST	COST	1,779	$1.7m0.27%	0.27%	Added +121	+121 7.3%
68	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	22,001	$1.7m0.27%	0.27%	Added +183	+183 0.8%
69	INVESCO EXCH TRADED FD TR II FTSE RAFI SML PDN	PDN	36,608	$1.6m0.27%	0.27%	Reduced -487	-487 -1.3%
70	KAYNE ANDERSON ENERGY INFRST COM KYN	KYN	118,898	$1.6m0.27%	0.27%	Added +33.2k	+33,163 38.7%
71	PGIM ETF TR ULTR SHO MUN ETF PUSH	PUSH	32,345	$1.6m0.27%	0.27%	New
72	TESLA INC COM TSLA	TSLA	3,727	$1.6m0.26%	0.26%	Added +606	+606 19.4%
73	ISHARES TR SHRT NAT MUN ETF SUB	SUB	14,614	$1.6m0.26%	0.26%	Reduced -3.0k	-3,004 -17.1%
74	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	17,090	$1.5m0.25%	0.25%	Added +185	+185 1.1%
75	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,603	$1.5m0.25%	0.25%	Added +1.6k	+1,577 153.7%
76	ISHARES TR RUS 1000 VAL ETF IWD	IWD	6,107	$1.5m0.24%	0.24%	Unchanged
77	BROADCOM INC COM AVGO	AVGO	3,905	$1.5m0.24%	0.24%	Added +958	+958 32.5%
78	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	29,564	$1.4m0.24%	0.24%	New
79	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,202	$1.4m0.23%	0.23%	Added +1.9k	+1,927 151.1%
80	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	47,684	$1.3m0.22%	0.22%	Added +25.5k	+25,514 115.1%
81	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	46,853	$1.2m0.20%	0.20%	Added +16.8k	+16,786 55.8%
82	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	5,613	$1.2m0.20%	0.20%	Added +700	+700 14.2%
83	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	25,274	$1.2m0.20%	0.20%	Reduced -89	-89 -0.3%
84	ISHARES U S ETF TR GSCI CMDTY STGY COMT	COMT	39,779	$1.2m0.20%	0.20%	Reduced -555	-555 -1.4%
85	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	15,867	$1.2m0.20%	0.20%	Reduced -63	-63 -0.4%
86	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	10,048	$1.2m0.20%	0.20%	New
87	MICRON TECHNOLOGY INC COM MU	MU	1,018	$1.2m0.19%	0.19%	Added +289	+289 39.6%
88	MASTERCARD INCORPORATED CL A MA	MA	2,209	$1.1m0.19%	0.19%	Added +184	+184 9.1%
89	CATERPILLAR INC COM CAT	CAT	1,046	$1.1m0.18%	0.18%	Added +333	+333 46.7%
90	FIRST TR EXCHANGE-TRADED FD LIMITED DURATION FSIG	FSIG	57,722	$1.1m0.18%	0.18%	Added +2.0k	+2,013 3.6%
91	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	21,463	$1.1m0.18%	0.18%	Added +159	+159 0.8%
92	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	3,490	$1.1m0.17%	0.17%	New
93	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	7,676	$1.0m0.17%	0.17%	Added +275	+275 3.7%
94	ISHARES TR MSCI EAFE ETF EFA	EFA	9,827	$1.0m0.17%	0.17%	Reduced -401	-401 -3.9%
95	JOHNSON & JOHNSON COM JNJ	JNJ	3,951	$1.0m0.16%	0.16%	Added +488	+488 14.1%
96	ISHARES TR CORE US AGGBD ET AGG	AGG	10,016	$991.4k0.16%	0.16%	New
97	META PLATFORMS INC CL A META	META	1,716	$966.4k0.16%	0.16%	Added +573	+573 50.1%
98	ISHARES TR ESG MSCI LEADR SUSL	SUSL	7,275	$965.8k0.16%	0.16%	Added +20	+20 0.3%
99	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	31,034	$965.2k0.16%	0.16%	Added +604	+604 2.0%
100	FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH FEM	FEM	29,848	$954.8k0.16%	0.16%	Added +1.8k	+1,793 6.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IEF	IEF	7,690	$734.0k7.7k shares
HONEYWELL INTL INC		1,164	$526.4k1.2k shares
ISHARES TR IGOV	IGOV	11,749	$482.4k11.7k shares
INNOVATOR ETFS TRUST DDFN	DDFN	21,026	$399.5k21.0k shares
PROSHARES TR SQQQ	SQQQ	4,115	$331.2k4.1k shares
INNOVATOR ETFS TRUST DDFO	DDFO	11,676	$250.5k11.7k shares
NEWMONT CORP NEM	NEM	2,297	$248.7k2.3k shares
PROFESIONALLY MANAGED PORTFO AKRE	AKRE	4,337	$229.2k4.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
VISA INC V · Put	V	Put	900	$308.8k900 shares	Unchanged