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CWA
Crusonia Wealth Advisors Portfolio holdings
AUM
$609M
This Fund
S&P 500
This Quarter
Est. Return
+2.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$455M
AUM Growth
–
Cap. Flow
+$452M
Cap. Flow
% of AUM
99.2%
Top 10 Holdings %
Top 10 Hldgs %
45.35%
Holding
178
New
178
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$43.6M |
| 2 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$29.8M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$29.4M |
| 4 |
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
|
+$16.4M |
| 5 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
+$15.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.59% |
| 2 | Financials | 2.6% |
| 3 | Communication Services | 1.19% |
| 4 | Consumer Staples | 1.16% |
| 5 | Consumer Discretionary | 1.02% |
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CCA
Crusonia Wealth Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Crusonia Wealth Advisors, which disclosed 178 positions worth $455M. Its ten largest holdings account for 45% of the portfolio.
Its largest position is Dimensional US Equity ETF: 593,683 shares worth $44M.
By sector, the portfolio is most concentrated in Technology at 5.6% of assets, followed by Financials and Communication Services.
- Crusonia Wealth Advisors's largest Q4 2025 buy was Dimensional US Equity ETF: 593,683 shares worth $44M.
- Crusonia Wealth Advisors's ten largest holdings make up 45% of its $455M portfolio in Q4 2025.
- Crusonia Wealth Advisors disclosed 178 positions in Q4 2025, its first 13F filing on record.
Based on Crusonia Wealth Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.