Crusonia Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
235
Total value ($000)
$609,173
Net value change ($000)
+123,987 (25.6%)
New positions
50
Sold out positions
8
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ALLW 12,240 NEW
DFUS 9,121 20.3%
DFAI 4,632 13.4%
SPHQ 3,648 24.1%
IVV 3,633 185.7%
AAPL 3,313 24.9%
DFAE 2,957 26.0%
VUG 2,752 37.3%
JCPB 2,688 8.8%
VB 2,653 26.3%
Top Reduces (Value $000, Stocks/ETFs)
IEF -734 -100.0%
HON -526 -100.0%
IGOV -482 -100.0%
PEP -430 -14.1%
SHV -427 -51.9%
DDFN -399 -100.0%
NFLX -372 -30.7%
LMT -356 -30.6%
SQQQ -331 -100.0%
XOM -328 -15.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 309 (0.1% 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