Crusonia Wealth Advisors
Crusonia Wealth Advisors reported 245 stocks worth $666M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are DFUS (8.8%), DFAI (6.5%) and JCPB (4.5%). Compared with Q2 2026, the fund opened new positions in SHYM, VPLS and XOM, added to DFUS, DFAI and VCRB, trimmed JCPB, FEX and FTSM and sold out of JMUB, XOM and STWD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUS Dimensional US Equity Market ETF | $58.7M | 8.8% | 708K | +47K (+7%) | 4 of 4 | |
| 2 |  DFAI Dimensional Intern Core | $43.2M | 6.5% | 1M | +92K (+10%) | 4 of 4 | |
| 3 |  JCPB J P Morgan Exchange Traded F | $29.9M | 4.5% | 668K | −43K (−6%) | 4 of 4 | |
| 4 |  VCRB Vanguard Malvern Fds | $23.4M | 3.5% | 318K | +37K (+13%) | 4 of 4 | |
| 5 |  AAPL Apple Inc | $20.1M | 3.0% | 60K | +3,014 (+5%) | 4 of 4 | |
| 6 |  VTEB Vanguard Mun BD Fds | $19M | 2.9% | 401K | +275K (+219%) | 4 of 4 | |
| 7 |  SPHQ Invesco Exchange Traded FD T | $18.4M | 2.8% | 218K | +10K (+5%) | 4 of 4 | |
| 8 |  VTV Vanguard Index Fds | $18.3M | 2.8% | 85K | +6,701 (+9%) | 4 of 4 | |
| 9 |  QLTY Gmo ETF Trust | $17.8M | 2.7% | 416K | +29K (+8%) | 4 of 4 | |
| 10 |  FEX First TR Exchange-Traded Alp Com SH | $17.4M | 2.6% | 132K | −566 (−0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JMUB J P Morgan Exchange Traded F | $1.8M | 36K |
 XOM Exxon Mobil Corp | $1.8M | 13K |
 STWD Starwood Ppty TR Inc | $492K | 30K |
 IBDS Ishares TR | $408K | 17K |
 PHYS Sprott Physical Gold TR | $330K | 11K |
🔒 Free account: see all 15.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 V Visa Inc | Put | $287K | 800 | −100 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Crusonia Wealth Advisors 13F FAQ
What does Crusonia Wealth Advisors own?
Crusonia Wealth Advisors reported 245 stocks worth $666M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are DFUS (8.8%), DFAI (6.5%) and JCPB (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Crusonia Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 26 new positions, 118 added to, 67 trimmed and 15 sold out. New positions include SHYM, VPLS and XOM. It sold all of JMUB, XOM and STWD.
When will Crusonia Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Crusonia Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $666M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.