Crusonia Wealth Advisors LLC
Filing Date
Global Rank
#6,020
/ 8,517
▲ 304
Top Industry
Consumer Electronics
18.5%
3Y Alpha vs SPY
+3.2%
Period ended 46 days ago
Filed Jul 30, 2026 · 16d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+15.2%
SPY
+13.9%
Annualised alpha
+3.1%
Max drawdown
−7.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
82 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.4%
+1.5 pts
Top 5
36.1%
−6.6 pts
Top 10
52.4%
−8.6 pts
HHI
495
Diversified−79
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.2% | $42,304,631 |
| Financial Services | 16.5% | $15,827,308 |
| Consumer Defensive | 6.7% | $6,381,547 |
| Unclassified | 6.1% | $5,810,643 |
| Consumer Cyclical | 6.1% | $5,798,080 |
| Communication Services | 5.5% | $5,291,626 |
| Industrials | 5.5% | $5,267,610 |
| Healthcare | 4.9% | $4,656,136 |
| Energy | 2.9% | $2,752,558 |
| Basic Materials | 1.0% | $922,593 |
| Real Estate | 0.8% | $727,940 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | +33,163 | 118,898 | $1,644,359 | |
| NVDA | Nvidia Corp | +4,782 | 26,369 | $5,276,173 | |
| AMZN | Amazon Com Inc | +3,410 | 11,867 | $2,828,379 | |
| AAPL | Apple Inc. | +2,501 | 57,461 | $16,626,914 | |
| WMT | Walmart Inc. | +2,146 | 5,134 | $581,476 | |
| BAC | Bank Of America Corp /De/ | +2,089 | 6,671 | $380,113 | |
| LRCX | Lam Research Corp | +1,927 | 3,202 | $1,387,522 | |
| MSFT | Microsoft Corp | +1,641 | 13,618 | $5,079,786 | |
| AMD | Advanced Micro Devices Inc | +1,577 | 2,603 | $1,512,108 | |
| ABT | Abbott Laboratories | +1,179 | 3,914 | $355,155 | |
| CSCO | Cisco Systems, Inc. | +1,062 | 4,351 | $511,067 | |
| AVGO | Broadcom Inc. | +958 | 3,905 | $1,475,113 | |
| MS | Morgan Stanley | +956 | 3,156 | $659,729 | |
| KO | Coca Cola Co | +844 | 5,003 | $406,592 | |
| WFC | Wells Fargo & Company/Mn | +771 | 8,133 | $672,111 | |
| JPM | Jpmorgan Chase & Co | +609 | 5,674 | $1,857,269 | |
| XOM | ExxonMobil Holdings Corp | +609 | 13,095 | $1,790,347 | |
| TSLA | Tesla, Inc. | +606 | 3,727 | $1,567,575 | |
| META | Meta Platforms, Inc. | +573 | 1,716 | $966,604 | |
| ABBV | AbbVie Inc. | +568 | 1,775 | $446,660 | |
| AMAT | Applied Materials Inc /De | +494 | 1,102 | $796,746 | |
| JNJ | Johnson & Johnson | +488 | 3,951 | $1,003,435 | |
| QQQ | Invesco Qqq Trust, Series 1 | +465 | 5,244 | $3,861,681 | |
| CVX | Chevron Corp | +450 | 4,525 | $750,063 | |
| BRK-B | Berkshire Hathaway Inc | +440 | 7,440 | $3,722,901 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PHYS | Sprott Physical Gold Trust | −3,850 | 10,949 | $330,331 | |
| GOOGL | Alphabet Inc. | −3,645 | 9,755 | $3,486,144 | |
| HON | Honeywell International Inc | −1,217 | 1,112 | $248,976 | |
| NFLX | Netflix Inc | −846 | 11,749 | $838,878 | |
| LMT | Lockheed Martin Corp | −340 | 1,585 | $807,494 | |
| PEP | Pepsico Inc | −285 | 19,360 | $2,621,343 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | −149 | 455 | $226,011 | |
| GLD | Spdr Gold Trust | −26 | 618 | $227,658 | |
| MCK | Mckesson Corp | −18 | 376 | $284,105 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 5,263 | $734,872 | |
| ASML | Asml Holding NV | 262 | $521,232 | |
| KLAC | Kla Corp | 1,435 | $432,953 | |
| WDC | Western Digital Corp | 591 | $377,483 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 700 | $334,299 | |
| COF | Capital One Financial Corp | 1,565 | $313,970 | |
| MRVL | Marvell Technology, Inc. | 1,049 | $312,486 | |
| ORCL | Oracle Corp | 1,997 | $292,659 | |
| SNDK | Sandisk Corp | 128 | $291,036 | |
| CLS | Celestica Inc | 769 | $280,531 | |
| APH | Amphenol Corp /De/ | 1,513 | $266,771 | |
| BA | Boeing Co | 1,195 | $258,681 | |
| FCX | Freeport-Mcmoran Inc | 4,062 | $255,458 | |
| ADI | Analog Devices Inc | 624 | $247,833 | |
| HONA | Honeywell Aerospace Inc. | 1,112 | $245,529 | |
| PANW | Palo Alto Networks Inc | 691 | $235,644 | |
| ISRG | Intuitive Surgical Inc | 574 | $228,268 | |
| BNY | Bank of New York Mellon Corp | 1,489 | $215,323 | |
| SHEL | Shell plc | 2,736 | $212,148 | |
| PWR | Quanta Services, Inc. | 294 | $211,691 | |
| PM | Philip Morris International Inc. | 1,118 | $202,257 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | 38,583 | $10,105,659 | |
| VEA | Vanguard FTSE Developed Markets ETF | 81,082 | $5,195,734 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3,698 | $462,360 | |
| NEM | NEWMONT Corp /DE/ | 2,297 | $248,650 | |
| AKRE | Akre Focus ETF | 4,337 | $229,210 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 2,383 | $210,800 | |
| No positions match the current search. | ||||
82 tracked positions ·
$95,740,672 total
· filing declares
313 positions · $609,172,500
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Showing 1–50
of 82 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 57,461 | $16,626,914 | 17.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,369 | $5,276,173 | 5.51% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,618 | $5,079,786 | 5.31% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 5,244 | $3,861,681 | 4.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,440 | $3,722,901 | 3.89% | |
| V |
Visa Inc.
PUT
+ SHARES
Financial Services
|
Added | 10,679 | $3,663,857 | 3.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,755 | $3,486,144 | 3.64% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 7,025 | $3,031,006 | 3.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,867 | $2,828,379 | 2.95% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 19,360 | $2,621,343 | 2.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,674 | $1,857,269 | 1.94% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 13,095 | $1,790,347 | 1.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,305 | $1,721,304 | 1.80% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,400 | $1,679,201 | 1.75% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,779 | $1,664,200 | 1.74% | |
| KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
Financial Services
|
Added | 118,898 | $1,644,359 | 1.72% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,727 | $1,567,575 | 1.64% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,603 | $1,512,108 | 1.58% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,905 | $1,475,113 | 1.54% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,202 | $1,387,522 | 1.45% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,018 | $1,175,066 | 1.23% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,209 | $1,134,542 | 1.19% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,046 | $1,113,885 | 1.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,951 | $1,003,435 | 1.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,716 | $966,604 | 1.01% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 11,749 | $838,878 | 0.88% | |
| AGX |
Argan Inc
Industrials
|
Added | 1,015 | $810,527 | 0.85% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,585 | $807,494 | 0.84% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,102 | $796,746 | 0.83% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,179 | $768,489 | 0.80% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,525 | $750,063 | 0.78% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,659 | $747,736 | 0.78% | |
| INTC |
Intel Corp
Technology
|
NEW | 5,263 | $734,872 | 0.77% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 8,133 | $672,111 | 0.70% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 3,156 | $659,729 | 0.69% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 560 | $657,921 | 0.69% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Added | 1,702 | $633,637 | 0.66% | |
| GE |
General Electric Co
Industrials
|
Added | 1,569 | $586,382 | 0.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,134 | $581,476 | 0.61% | |
| AXP |
American Express Co
Financial Services
|
Added | 1,629 | $551,008 | 0.58% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 262 | $521,232 | 0.54% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,351 | $511,067 | 0.53% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 3,776 | $493,182 | 0.52% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
Added | 30,044 | $492,119 | 0.51% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,775 | $446,660 | 0.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,372 | $433,301 | 0.45% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1,435 | $432,953 | 0.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,813 | $412,497 | 0.43% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 5,003 | $406,592 | 0.42% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 6,671 | $380,113 | 0.40% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.