Crusonia Wealth Advisors LLC
- SEC CIK
- 0002112003
- Latest filing
- Jul 30, 2026
The latest 13F from Crusonia Wealth Advisors LLC covers Q2 2026 (filed Jul 30, 2026): 234 long positions worth $608.9M. The top 10 holdings make up 41.1% of the portfolio, and the largest is Dimensional ETF Trust at 8.9%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 50
- Est. +$33.4M
- Added
- 123
- Est. +$51.0M
- Reduced
- 35
- Est. −$3.18M
- Sold out
- 8
- Est. −$3.20M
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional ETF Trust25434V4018.9%$54.1M
- Dimensional ETF Trust25434V2036.4%$39.2M
- J P Morgan Exchange Traded F46641Q6705.5%$33.4M
- Vanguard Malvern FDS9220207483.6%$21.7M
- Invesco S&P 500 Quality ETF46137V2413.1%$18.8M
Share of portfolio
Top 5 holdings and the other 229 positions, by share of portfolio value
- Dimensional ETF Trust8.9%
- Dimensional ETF Trust6.4%
- J P Morgan Exchange Traded F5.5%
- Vanguard Malvern FDS3.6%
- Invesco S&P 500 Quality ETF3.1%
- Other 229 positions72.6%
Biggest buys
New and added positions, by estimated amount bought
- Ssga Active Tr78470P630+$12.2MNew
- iShares Core S&P 500 ETF464287200+$3.35MAdded
- J P Morgan Exchange Traded F46641Q670+$2.78MAdded
- Vanguard Malvern FDS922020748+$2.65MAdded
- Dimensional ETF Trust25434V203+$2.60MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Ssga Active Tr78470P630+2.01 pp0.0% → 2.0%
- iShares Core S&P 500 ETF464287200+0.51 pp0.4% → 0.9%
- Janus Detroit STR Tr47103U845+0.30 pp0.5% → 0.8%
- Pgim ETF Tr69344A768+0.27 pp0.0% → 0.3%
- Ssga Active ETF Tr78467V103+0.26 pp0.1% → 0.4%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Tr464287440−$734.0KSold out
- HONHoneywell International Inc
- iShares Tr464288117−$482.4KSold out
- iShares Trust iShares 0-1 Year Treasury Bond ETF464288679−$426.5KReduced
- J P Morgan Exchange Traded F46654Q724−$422.6KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- First Tr Exchange-Traded FD33738D101−0.38 pp1.8% → 1.4%
- J P Morgan Exchange Traded F46654Q724−0.30 pp1.5% → 1.2%
- First Tr Exchange-Traded Alp33734K109−0.30 pp3.3% → 3.0%
- Gmo ETF Trust90139K100−0.28 pp2.9% → 2.6%
- PEPPepsiCo Inc
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $608.9M
- +$124.6M (+25.7%) vs. prior quarter
- Positions
- 234
- +42 vs. prior quarter
- Top 10 concentration
- 41.1%
- Top 10 as share of value
- Turnover
- 1.2%
- Q2 2026, one quarter
- Average holding period
- 2.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $608.9M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 30, 2026 | 234 | $608.9M | Dimensional ETF TrustDimensional ETF TrustJ P Morgan Exchange Traded F | vs. Q1 2026 | SEC |
| Q1 2026 | May 12, 2026 | 192 | $484.3M | Dimensional ETF TrustDimensional ETF TrustJ P Morgan Exchange Traded F | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 18, 2026 | 176 | $454.2M | Dimensional ETF TrustDimensional ETF TrustJ P Morgan Exchange Traded F | – | SEC |