Crusonia Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
194
Total value ($000)
$485,186
Net value change ($000)
+29,961 (6.6%)
New positions
21
Sold out positions
5
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCRB 4,839 34.0%
DFAI 3,925 12.8%
VUG 1,698 29.9%
NVDA 1,528 68.3%
VTEB 1,406 32.4%
JCPB 1,385 4.7%
DFAE 1,371 13.7%
VTV 1,197 8.9%
EMLP 1,124 14.9%
KYN 994 432.2%
Top Reduces (Value $000, Stocks/ETFs)
UITB -1,302 -8.0%
MSFT -950 -17.6%
SHV -730 -47.0%
AAPL -609 -4.4%
PULS -603 -25.1%
VONE -592 -6.7%
V -539 -15.7%
TSLA -508 -30.5%
AGG -455 -100.0%
JMUB -398 -30.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 906 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type