Crusonia Wealth Advisors LLC

CIK

2112003

Location

DENVER, CO

Portfolio Value

Micro $67,777,259

Diversification

Diversified

Filing Date

Global Rank

#6,378 / 8,603 ▲ 265 · as of Mar 2026

Top Industry

Consumer Electronics 22.0%

3Y Alpha vs SPY

+7.7%

Period ended 3 months ago

Filed May 12, 2026 · 58d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.5%

SPY

+9.6%

Annualised alpha

+8.5%

Max drawdown

−7.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.6%

−2.5 pts

Top 5

42.3%

−5.3 pts

Top 10

59.0%

−5.2 pts

HHI

649

Diversified−141

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.9%	$26,361,525	13
Financial Services	19.1%	$12,968,422	12
Consumer Defensive	9.1%	$6,173,972	6
Unclassified	6.6%	$4,474,001	3
Consumer Cyclical	6.0%	$4,098,010	4
Communication Services	5.8%	$3,953,786	3
Industrials	5.8%	$3,916,613	7
Healthcare	4.9%	$3,326,033	7
Basic Materials	1.4%	$943,835	3
Energy	1.2%	$843,117	1
Real Estate	1.1%	$717,945	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+67,140	85,735	$1,224,295
NVDA	Nvidia Corp	+9,595	21,587	$3,764,772
NFLX	Netflix Inc	+3,790	12,595	$1,211,008
AAPL	Apple Inc.	+1,245	54,960	$13,948,297
LMT	Lockheed Martin Corp	+1,096	1,925	$1,163,449
AMZN	Amazon Com Inc	+1,027	8,457	$1,761,339
MSFT	Microsoft Corp	+845	11,977	$4,433,526
WMT	Walmart Inc.	+796	2,988	$371,348
BAC	Bank Of America Corp /De/	+748	4,582	$223,372
MRK	Merck & Co., Inc.	+682	3,190	$383,724
GOOGL	Alphabet Inc.	+578	7,264	$2,088,835
PEP	Pepsico Inc	+451	19,645	$3,050,671
PG	PROCTER & GAMBLE Co	+319	2,447	$353,444
CVX	Chevron Corp	+282	4,075	$843,117
META	Meta Platforms, Inc.	+205	1,143	$653,943
WFC	Wells Fargo & Company/Mn	+184	7,362	$586,088
JPM	Jpmorgan Chase & Co	+178	5,065	$1,489,920
HON	Honeywell International Inc	+173	2,329	$552,095
JNJ	Johnson & Johnson	+168	3,463	$846,495
BRK-B	Berkshire Hathaway Inc	+154	7,000	$3,354,400
IBM	International Business Machines Corp	+154	2,570	$622,942
GE	General Electric Co	+150	1,535	$435,586
CSCO	Cisco Systems, Inc.	+143	3,289	$255,192
LIN	Linde PLC	+123	633	$313,815
TGT	Target Corp	+120	3,549	$430,138
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
SSB	SouthState Bank Corp	−1,084	3,673	$339,825
TSLA	Tesla, Inc.	−588	3,121	$1,160,231
V	Visa Inc.	−219	10,448	$3,157,803
ABT	Abbott Laboratories	−215	2,735	$280,801
AMD	Advanced Micro Devices Inc	−157	1,026	$208,718
QQQ	Invesco Qqq Trust, Series 1	−61	4,779	$2,758,343
MCK	Mckesson Corp	−61	394	$340,951
ABBV	AbbVie Inc.	−6	1,207	$262,509
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
PHYS	Sprott Physical Gold Trust	14,799	$524,476
STWD	Starwood Property Trust, Inc.	30,016	$516,875
VRTX	Vertex Pharmaceuticals Inc / Ma	604	$269,709
RTX	RTX Corp	1,308	$252,312
NEM	NEWMONT Corp /DE/	2,297	$248,650
MU	Micron Technology Inc	729	$246,285
C	Citigroup Inc	1,842	$208,900
AMAT	Applied Materials Inc /De	608	$207,807
WELL	Welltower Inc.	1,017	$201,070
TYGO	Tigo Energy, Inc.	11,512	$43,285
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LINE	Lineage, Inc.	8,119	$284,165
ORCL	Oracle Corp	1,087	$211,866
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $67,777,259 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	54,960	+1,245	$13,948,297	−4.5%	20.58%
MSFT	Microsoft Corp Technology	Added	11,977	+845	$4,433,526	−17.6%	6.54%
NVDA	Nvidia Corp Technology	Added	21,587	+9,595	$3,764,772	+68.3%	5.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,000	+154	$3,354,400	−2.5%	4.95%
V	Visa Inc. Financial Services	Reduced	10,448	-219	$3,157,803	−15.6%	4.66%
PEP	Pepsico Inc Consumer Defensive	Added	19,645	+451	$3,050,671	+10.7%	4.50%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,779	-61	$2,758,343	−7.2%	4.07%
GOOGL	Alphabet Inc. Communication Services	Added	7,264	+578	$2,088,835	−0.2%	3.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,457	+1,027	$1,761,339	+2.7%	2.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,658	+105	$1,652,080	+23.4%	2.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,065	+178	$1,489,920	−5.4%	2.20%
SPY	Spdr S&P 500 ETF Trust	Added	2,212	+1	$1,438,552	−4.6%	2.12%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	85,735	+67,140	$1,224,295	+431.8%	1.81%
NFLX	Netflix Inc Communication Services	Added	12,595	+3,790	$1,211,008	+46.7%	1.79%
LMT	Lockheed Martin Corp Industrials	Added	1,925	+1,096	$1,163,449	+190.2%	1.72%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,121	-588	$1,160,231	−30.4%	1.71%
DELL	Dell Technologies Inc. Technology	Added	7,000	+58	$1,148,909	+31.5%	1.70%
MA	Mastercard Inc Financial Services	Added	2,025	+32	$1,011,811	−11.1%	1.49%
LLY	ELI LILLY & Co Healthcare	Added	1,024	+80	$941,844	−7.2%	1.39%
AVGO	Broadcom Inc. Technology	Added	2,947	+8	$912,125	−10.3%	1.35%
JNJ	Johnson & Johnson Healthcare	Added	3,463	+168	$846,495	+24.1%	1.25%
CVX	Chevron Corp Energy	Added	4,075	+282	$843,117	+45.8%	1.24%
META	Meta Platforms, Inc. Communication Services	Added	1,143	+205	$653,943	+5.6%	0.96%
IBM	International Business Machines Corp Technology	Added	2,570	+154	$622,942	−13.0%	0.92%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,842	+47	$605,814	−1.9%	0.89%
WFC	Wells Fargo & Company/Mn Financial Services	Added	7,362	+184	$586,088	−12.4%	0.86%
RACE	Ferrari N.V. Consumer Cyclical	Held	1,686	0	$570,626	−8.4%	0.84%
HON	Honeywell International Inc Industrials	Added	2,329	+173	$552,095	+25.2%	0.81%
AGX	Argan Inc Industrials	Added	1,011	+3	$550,641	+74.3%	0.81%
PHYS	Sprott Physical Gold Trust Financial Services	NEW	14,799	NEW	$524,476	NEW	0.77%
STWD	Starwood Property Trust, Inc. Real Estate	NEW	30,016	NEW	$516,875	NEW	0.76%
CAT	Caterpillar Inc Industrials	Added	713	+31	$505,131	+29.3%	0.75%
AXP	American Express Co Financial Services	Added	1,605	+59	$485,479	−15.1%	0.72%
GEV	GE Vernova Inc. Industrials	Added	524	+115	$457,399	+71.1%	0.67%
GE	General Electric Co Industrials	Added	1,535	+150	$435,586	+2.1%	0.64%
TGT	Target Corp Consumer Defensive	Added	3,549	+120	$430,138	+28.3%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	3,190	+682	$383,724	+45.4%	0.57%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	2,911	0	$381,370	+11.5%	0.56%
WMT	Walmart Inc. Consumer Defensive	Added	2,988	+796	$371,348	+52.1%	0.55%
MS	Morgan Stanley Financial Services	Added	2,200	+86	$362,053	−3.5%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,447	+319	$353,444	+15.9%	0.52%
MCK	Mckesson Corp Healthcare	Reduced	394	-61	$340,951	−8.6%	0.50%
SSB	SouthState Bank Corp Financial Services	Reduced	3,673	-1,084	$339,825	−24.1%	0.50%
KO	Coca Cola Co Consumer Defensive	Added	4,159	+61	$316,291	+10.4%	0.47%
LIN	Linde PLC Basic Materials	Added	633	+123	$313,815	+44.3%	0.46%
ADP	Automatic Data Processing Inc Technology	Added	1,463	+51	$297,251	−18.2%	0.44%
ABT	Abbott Laboratories Healthcare	Reduced	2,735	-215	$280,801	−24.0%	0.41%
GLD	Spdr Gold Trust	Added	644	+33	$277,106	+14.4%	0.41%
LRCX	Lam Research Corp Technology	Added	1,275	+43	$272,416	+29.2%	0.40%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	NEW	604	NEW	$269,709	NEW	0.40%