Crusonia Wealth Advisors LLC - Portfolio overview

Crusonia Wealth Advisors LLC has 192 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 10.33%
2. DFAI - DIMENSIONAL ETF TRUST, 7.93%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 7.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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