Sign In
test

Zachary H Pashel

Crusonia Wealth Advisors Llc

Assets Managed
$485.186M
Holdings
192
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
6.59%(2Q avg: 3.3%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Crusonia Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 192 positions.

Assets under management

The assets under management (AUM) of Crusonia Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 485.186M in assets, with a quarterly growth rate of 6.59% and a 2-quarter average growth rate of 3.3%. The portfolio is managed by Zachary H Pashel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 6.88%
9.28%
$44.993M
634,502 shares@ $70.91 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 10.35%
7.13%
$34.577M
887,494 shares@ $38.96 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 5.33%
6.33%
$30.685M
651,759 shares@ $47.08 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 34.94%
3.93%
$19.051M
246,198 shares@ $77.39 avg price
FEX
First Trust Large Cap Core A
Recent Activity
Increased 0.13%
3.33%
$16.125M
132,254 shares@ $121.93 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 4%
3.12%
$15.119M
201,078 shares@ $75.2 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Decreased -7.3%
3.11%
$15.053M
320,164 shares@ $47.02 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.02%
3.02%
$14.622M
74,524 shares@ $196.2 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 4.94%
2.93%
$14.176M
391,806 shares@ $36.19 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.32%
2.88%
$13.948M↓ Put
54,960 shares@ $253.79 avg price

1-10 of 192