Crusonia Wealth Advisors LLC

CIK

2112003

Location

DENVER, CO

Portfolio Value

Micro $6,173,972

Diversification

Diversified

Filing Date

Global Rank

#6,349 / 8,586 ▲ 267

Top Industry

Consumer Electronics 21.3%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed May 12, 2026 · 35d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+10.5%

SPY

+11.2%

Annualised alpha

-2.7%

Max drawdown

−7.1%

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

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

Top Position

20.0%

−2.5 pts

Top 5

41.0%

−5.4 pts

Top 10

57.9%

−4.7 pts

HHI

620

Diversified−139

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.7%	$26,361,525	13
Financial Services	18.6%	$12,968,422	12
Consumer Defensive	8.8%	$6,173,972	6
Unclassified	6.4%	$4,474,001	3
Consumer Cyclical	5.9%	$4,098,010	4
Communication Services	5.7%	$3,953,786	3
Industrials	5.6%	$3,890,941	7
Healthcare	4.8%	$3,326,033	7
Energy	4.2%	$2,961,491	2
Basic Materials	1.4%	$943,835	3
Real Estate	1.0%	$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	$526,423
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

9 positions

Ticker	Company	Δ Shares	Shares	Value
SSB	SouthState Bank Corp	−1,084	3,673	$339,825
XOM	Exxon Mobil Corp	−708	12,486	$2,118,374
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

6 positions · $6,173,972 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Added	4,159	+61	$316,291	+10.4%	5.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,447	+319	$353,444	+15.9%	5.72%
WMT	Walmart Inc. Consumer Defensive	Added	2,988	+796	$371,348	+52.1%	6.01%
TGT	Target Corp Consumer Defensive	Added	3,549	+120	$430,138	+28.3%	6.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,658	+105	$1,652,080	+23.4%	26.76%
PEP	Pepsico Inc Consumer Defensive	Added	19,645	+451	$3,050,671	+10.7%	49.41%