Crusonia Wealth Advisors LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 666,538
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 248 | 666,538 | 13F-HR | Crusonia Wealth Advisors LLC |
| Q2 2026 | 7/30/2026 | 235 | 609,173 | 13F-HR | Crusonia Wealth Advisors LLC |
| Q1 2026 | 5/12/2026 | 194 | 485,186 | 13F-HR | Crusonia Wealth Advisors LLC |
| Q4 2025 | 2/18/2026 | 178 | 455,225 | 13F-HR | Crusonia Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
287
(0.0% of total reported value)
· QoQ Δ:
-22
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 196.7 K | 29.5% | 9.52 K | 0 | 9.52 K |
| ETFs | 468.6 K | 70.3% | 47.87 K | 0 | 47.87 K |
| Debt | 996 | 0.1% | 0 | 13 | -13 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
666,538
Holdings
248
QoQ value change ($000)
57,365
(9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.