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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 %
99.2%
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
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$29.4M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$16.4M
5
FEX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHG icon
176
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
$205K 0.05%
+6,285
New +$204K
VIS icon
177
Vanguard Industrials ETF
VIS
$8.13B
$204K 0.04%
+685
New +$203K
SDVY icon
178
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$204K 0.04%
+5,323
New +$202K
4 5 6 7
8

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SP
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GC
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EA
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PDL
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FF
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CCA
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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.