Crusonia Wealth Advisors LLC

CIK

2112003

Location

DENVER, CO

Portfolio Value

Small $609,071,960

Diversification

Diversified

Filing Date

Global Rank

#3,415 / 8,794 ▲ 108 · as of Jun 2026

Top Industry

Consumer Electronics 17.7%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.7%

−2.8 pts

Top 5

45.2%

−2.2 pts

Top 10

62.9%

−3.9 pts

HHI

609

Diversified−106

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.6%	$515,289,761	51
Technology	7.0%	$42,571,403	25
Financial Services	2.8%	$16,884,673	15
Communication Services	1.3%	$7,819,348	3
Consumer Defensive	1.0%	$6,381,547	7
Consumer Cyclical	1.0%	$5,798,080	4
Industrials	0.9%	$5,267,921	10
Healthcare	0.8%	$4,656,136	8
Energy	0.5%	$2,752,558	3
Basic Materials	0.2%	$922,593	3
Real Estate	0.1%	$727,940	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+470,497	489,867	$14,714,057
DCOR	Dimensional US Core Equity 1 ETF	+109,525	1,966,925	$107,637,511
VB	Vanguard Morningstar Small-Cap ETF	+108,871	257,164	$49,175,066
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+81,931	420,917	$47,409,649
JA	Janus Henderson AA-A CLO ETF	+76,734	120,128	$6,017,220
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+70,977	852,199	$42,306,788
AAAD	PGIM AAA CLO Aggregate Duration ETF	+64,858	101,127	$5,038,821
AGGH	Simplify Aggregate Bond ETF	+59,830	69,924	$1,726,591
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+39,835	286,033	$22,086,234
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+33,163	118,898	$1,644,359
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+31,188	41,936	$3,948,032
CAAA	First Trust AAA CMBS ETF	+28,593	506,066	$24,452,393
FNDA	Schwab Fundamental U.S. Small Company ETF	+26,196	355,581	$11,370,186
BILZ	PIMCO Ultra Short Government Active ETF	+22,262	59,262	$1,968,700
—		+22,012	27,515	$754,186
BAI	iShares A.I. Innovation and Tech Active ETF	+14,452	20,662	$1,161,323
VCRM	Vanguard Core Tax-Exempt Bond ETF	+10,564	125,835	$6,364,734
BAB	Invesco Taxable Municipal Bond ETF	+10,247	97,926	$4,361,351
AFK	VanEck Africa Index ETF	+9,951	25,881	$2,002,617
CVY	Invesco Zacks Multi-Asset Income ETF	+5,452	283,591	$22,966,396
AIRR	First Trust RBA American Industrial Renaissance ETF	+5,326	83,194	$6,286,127
AHLT	American Beacon AHL Trend ETF	+5,074	15,922	$773,013
NVDA	Nvidia Corp	+4,782	26,369	$5,276,173
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+4,052	64,318	$3,425,898
GOOGL	Alphabet Inc.	+3,509	16,909	$6,013,866
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
—		−4,574	387,232	$16,116,595
PHYS	Sprott Physical Gold Trust	−3,850	10,949	$330,331
BIV	Vanguard Intermediate-Term Bond ETF	−3,619	29,847	$2,191,068
AFGR	First Trust Active Factor Large Cap Growth ETF	−3,421	221,531	$9,642,602
HON	Honeywell International Inc	−1,217	1,112	$248,976
NFLX	Netflix Inc	−846	11,749	$838,878
VIG	Vanguard Dividend Appreciation ETF	−752	5,286	$633,095
FAB	First Trust Multi Cap Value AlphaDEX Fund	−608	205,524	$29,072,037
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−555	39,779	$1,208,088
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−550	61,185	$4,280,340
—		−517	4,130	$287,035
BNDW	Vanguard Total World Bond ETF	−465	27,524	$9,322,929
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

25 positions

Ticker	Company	Shares	Value
IVZ	Invesco Ltd.	3,490	$1,057,365
INTC	Intel Corp	5,263	$734,872
APH	Amphenol Corp /De/	1,513	$533,543
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
TBLU	Tortoise Global Water ETF	5,371	$300,346
ORCL	Oracle Corp	1,997	$292,659
SNDK	Sandisk Corp	128	$291,036
CLS	Celestica Inc	769	$280,531
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	$245,840
AIPO	Defiance AI & Power Infrastructure ETF	7,231	$241,587
PANW	Palo Alto Networks Inc	691	$235,644
ISRG	Intuitive Surgical Inc	574	$228,268
VXUS	Vanguard Total International Stock ETF	2,560	$218,854
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

4 positions

Ticker	Company	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	32,702	$649,967
NEM	NEWMONT Corp /DE/	2,297	$248,650
AKRE	Akre Focus ETF	4,337	$229,210
ANEW	ProShares MSCI Transformational Changes ETF	4,115	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $609,071,960 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 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	1,966,925	+109,525	$107,637,511	+18.4%	17.67%
VB	Vanguard Morningstar Small-Cap ETF	Added	257,164	+108,871	$49,175,066	+46.8%	8.07%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	420,917	+81,931	$47,409,649	—	7.78%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	852,199	+70,977	$42,306,788	+9.3%	6.95%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	205,524	-608	$29,072,037	+16.6%	4.77%
CAAA	First Trust AAA CMBS ETF	Added	506,066	+28,593	$24,452,393	+6.9%	4.01%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	283,591	+5,452	$22,966,396	+23.1%	3.77%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	286,033	+39,835	$22,086,234	+15.9%	3.63%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	425,100	+1,524	$21,183,584	+4.4%	3.48%
AAPL	Apple Inc. Technology	Added	57,461	+2,501	$16,626,914	+19.2%	2.73%
		Reduced	387,232	-4,574	$16,116,595	+13.7%	2.65%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	489,867	+470,497	$14,714,057	+2001.3%	2.42%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	355,581	+26,196	$11,370,186	+20.9%	1.87%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	221,531	-3,421	$9,642,602	+7.1%	1.58%
BNDW	Vanguard Total World Bond ETF	Reduced	27,524	-465	$9,322,929	+12.9%	1.53%
FCA	First Trust China AlphaDEX Fund	Added	129,470	+2,101	$9,238,189	+7.5%	1.52%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	125,835	+10,564	$6,364,734	+10.7%	1.04%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	83,194	+5,326	$6,286,127	+23.4%	1.03%
JA	Janus Henderson AA-A CLO ETF	Added	120,128	+76,734	$6,017,220	+175.3%	0.99%
GOOGL	Alphabet Inc. Communication Services	Added	16,909	+3,509	$6,013,866	+56.2%	0.99%
VEA	Vanguard FTSE Developed Markets ETF	Added	82,225	+1,143	$5,858,531	+12.8%	0.96%
NVDA	Nvidia Corp Technology	Added	26,369	+4,782	$5,276,173	+40.1%	0.87%
MSFT	Microsoft Corp Technology	Added	13,618	+1,641	$5,079,786	+14.6%	0.83%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	101,127	+64,858	$5,038,821	+180.7%	0.83%
BAB	Invesco Taxable Municipal Bond ETF	Added	97,926	+10,247	$4,361,351	+11.6%	0.72%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	61,185	-550	$4,280,340	+0.5%	0.70%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	41,936	+31,188	$3,948,032	+287.3%	0.65%
QQQ	Invesco Qqq Trust, Series 1	Added	5,244	+465	$3,861,681	+40.0%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,440	+440	$3,722,901	+11.0%	0.61%
V	Visa Inc. PUT + SHARES Financial Services	Added	10,679	+231	$3,663,857	+16.0%	0.60%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	64,318	+4,052	$3,425,898	+8.2%	0.56%
DELL	Dell Technologies Inc. Technology	Added	7,025	+25	$3,031,006	+163.8%	0.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,867	+3,410	$2,828,379	+60.6%	0.46%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,360	-285	$2,621,343	−14.1%	0.43%
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	Added	96,727	+8	$2,616,465	−5.8%	0.43%
ACSG	American Century Small Cap Growth Insights ETF	Added	28,402	+3,104	$2,550,547	+20.8%	0.42%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	54,287	+11	$2,478,744	+0.3%	0.41%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	29,847	-3,619	$2,191,068	−11.1%	0.36%
AFK	VanEck Africa Index ETF	Added	25,881	+9,951	$2,002,617	+37.0%	0.33%
BILZ	PIMCO Ultra Short Government Active ETF	Added	59,262	+22,262	$1,968,700	+78.8%	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,674	+609	$1,857,269	+24.7%	0.30%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	30,672	+2,909	$1,830,811	+22.0%	0.30%
XOM	ExxonMobil Holdings Corp Energy	Added	13,095	+609	$1,790,347	−15.5%	0.29%
AGGH	Simplify Aggregate Bond ETF	Added	69,924	+59,830	$1,726,591	+597.0%	0.28%
SPY	Spdr S&P 500 ETF Trust	Added	2,305	+93	$1,721,304	+19.7%	0.28%
LLY	ELI LILLY & Co Healthcare	Added	1,400	+376	$1,679,201	+78.3%	0.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,779	+121	$1,664,200	+0.7%	0.27%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	118,898	+33,163	$1,644,359	+34.3%	0.27%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,727	+606	$1,567,575	+35.1%	0.26%
AMD	Advanced Micro Devices Inc Technology	Added	2,603	+1,577	$1,512,108	+624.5%	0.25%

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.