Crusonia Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
248
Total value ($000)
$666,538
Net value change ($000)
+57,365 (9.4%)
New positions
26
Sold out positions
14
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTEB 12,633 198.5%
MUB 10,155 349.6%
DFUS 4,634 8.6%
DFAI 4,004 10.2%
SHYM 3,685 NEW
AAPL 3,512 21.1%
SBAR 2,370 299.2%
VPLS 2,308 NEW
MSFT 2,196 43.2%
EXXONMOBIL HOLDINGS CORP 2,108 NEW
Top Reduces (Value $000, Stocks/ETFs)
JCPB -3,481 -10.4%
UITB -2,724 -18.1%
JMUB -1,827 -100.0%
XOM -1,790 -100.0%
FTSM -1,205 -8.8%
FEX -1,035 -5.6%
PUSH -655 -40.2%
FYX -647 -6.1%
EMLP -547 -6.4%
SUB -502 -32.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 287 (0.0% 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