Crusonia Wealth Advisors LLC

13F filer · CIK 0002112003

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$609MU.S. long equity reported on 13F

Positions9523 new · 1 closed

Net flow last quarter+$21.9MBuys minus sells

Top 10 positions weight10.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202695 positions
AAPLApple Inc.	$16.6M	2.73%	0.00%	+9.5%	Q4 2025
QLTYQuality Distribution Inc	$16.1M	2.65%	1.38%	-1.2%	Q4 2025
FDTFederal Trust Corp	$5.7M	0.94%	Not reported	+0.5%	Q4 2025
NVDANvidia Corp	$5.28M	0.87%	0.00%	+22.2%	Q4 2025
MSFTMicrosoft Corp	$5.08M	0.83%	0.00%	+13.7%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$3.86M	0.63%	Not reported	+9.7%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.72M	0.61%	Not reported	+6.3%	Q4 2025
GOOGLAlphabet Inc.	$3.49M	0.57%	0.00%	+34.3%	Q4 2025
PULSPulse Electronics Corp	$3.41M	0.56%	0.39%	+89.6%	Q4 2025
VVisa Inc.	$3.36M	0.55%	0.00%	+2.4%	Q4 2025
DELLDell Technologies Inc.	$3.03M	0.50%	0.00%	+0.4%	Q4 2025
AMZNAmazon Com Inc	$2.83M	0.46%	0.00%	+40.3%	Q4 2025
SCHKSirona Dental Systems, Inc.	$2.81M	0.46%	0.07%	-0.7%	Q4 2025
PEPPepsico Inc	$2.62M	0.43%	0.00%	-1.5%	Q4 2025
FTGCSynergetics, Inc.	$2.62M	0.43%	Not reported	0.0%	Q4 2025
GOOGAlphabet Inc.	$2.53M	0.41%	Not reported	+16.6%	Q4 2025
JPMJPMorgan Chase & Co	$1.86M	0.30%	0.00%	+12.0%	Q4 2025
XOMExxonMobil Holdings Corp	$1.79M	0.29%	0.00%	+4.9%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.72M	0.28%	Not reported	+4.2%	Q4 2025
LLYELI LILLY & Co	$1.68M	0.28%	0.00%	+36.7%	Q4 2025
COSTCostco Wholesale Corp	$1.66M	0.27%	0.00%	+7.3%	Q4 2025
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.64M	0.27%	Not reported	+38.7%	Q4 2025
PUSHNational Financial Services Corp	$1.63M	0.27%	Not reported	New	Q2 2026
TSLATesla, Inc.	$1.57M	0.26%	0.00%	+19.4%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.51M	0.25%	0.00%	+153.7%	Q4 2025
AVGOBroadcom Inc.	$1.47M	0.24%	0.00%	+32.5%	Q4 2025
LRCXLam Research Corp	$1.39M	0.23%	0.00%	+151.1%	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$1.22M	0.20%	Not reported	-0.4%	Q4 2025
COMTChina Sky One Medical, Inc.	$1.21M	0.20%	0.23%	-1.4%	Q4 2025
MUMicron Technology Inc	$1.18M	0.19%	0.00%	+39.6%	Q1 2026
MAMastercard Inc	$1.13M	0.19%	0.00%	+9.1%	Q4 2025
CATCaterpillar Inc	$1.11M	0.18%	0.00%	+46.7%	Q4 2025
JNJJohnson & Johnson	$1M	0.16%	0.00%	+14.1%	Q4 2025
METAMeta Platforms, Inc.	$966K	0.16%	Not reported	+50.1%	Q4 2025
NFLXNetflix Inc	$839K	0.14%	0.00%	-6.7%	Q4 2025
AGXArgan Inc	$811K	0.13%	0.01%	+0.4%	Q4 2025
LMTLockheed Martin Corp	$808K	0.13%	0.00%	-17.7%	Q4 2025
AMATApplied Materials Inc	$797K	0.13%	0.00%	+81.3%	Q1 2026
HDHome Depot, Inc.	$769K	0.13%	0.00%	+18.3%	Q4 2025
CVXChevron Corp	$750K	0.12%	0.00%	+11.0%	Q4 2025
IBMInternational Business Machines Corp	$748K	0.12%	0.00%	+3.5%	Q4 2025
INTCIntel Corp	$735K	0.12%	0.00%	New	Q2 2026
WFCWells Fargo & Company	$672K	0.11%	0.00%	+10.5%	Q4 2025
MSMorgan Stanley	$660K	0.11%	0.00%	+43.5%	Q4 2025
GEVGE Vernova Inc.	$658K	0.11%	0.00%	+6.9%	Q4 2025
RACEFerrari N.V.	$634K	0.10%	0.00%	+1.0%	Q4 2025
GEGeneral Electric Co	$587K	0.10%	0.00%	+2.2%	Q4 2025
WMTWalmart Inc.	$582K	0.10%	0.00%	+71.8%	Q4 2025
AXPAmerican Express Co	$551K	0.09%	0.00%	+1.5%	Q4 2025
ASMLAsml Holding NV	$521K	0.09%	0.00%	New	Q2 2026

Q1 2026Reported May 12, 202672 positions
QLTYQuality Distribution Inc	$14.2M	2.92%	1.39%	+4.9%	Q4 2025
AAPLApple Inc.	$13.3M	2.74%	0.00%	+2.4%	Q4 2025
FDTFederal Trust Corp	$5.2M	1.07%	Not reported	-5.5%	Q4 2025
MSFTMicrosoft Corp	$4.43M	0.91%	0.00%	+7.6%	Q4 2025
NVDANvidia Corp	$3.76M	0.78%	0.00%	+80.0%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.35M	0.69%	Not reported	+2.3%	Q4 2025
PEPPepsico Inc	$3.05M	0.63%	0.00%	+2.4%	Q4 2025
VVisa Inc.	$2.89M	0.59%	0.00%	-2.2%	Q4 2025
FTGCSynergetics, Inc.	$2.78M	0.57%	Not reported	+0.2%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$2.76M	0.57%	Not reported	-1.3%	Q4 2025
SCHKSirona Dental Systems, Inc.	$2.46M	0.51%	0.07%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$2.12M	0.44%	0.00%	-5.4%	Q4 2025
GOOGLAlphabet Inc.	$2.09M	0.43%	0.00%	+8.6%	Q4 2025
PULSPulse Electronics Corp	$1.8M	0.37%	0.21%	-25.0%	Q4 2025
AMZNAmazon Com Inc	$1.76M	0.36%	0.00%	+13.8%	Q4 2025
GOOGAlphabet Inc.	$1.76M	0.36%	Not reported	+2.5%	Q4 2025
COSTCostco Wholesale Corp	$1.65M	0.34%	0.00%	+6.8%	Q4 2025
JPMJPMorgan Chase & Co	$1.49M	0.31%	0.00%	+3.6%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.44M	0.30%	Not reported	+0.1%	Q4 2025
COMTChina Sky One Medical, Inc.	$1.36M	0.28%	0.24%	-2.0%	Q4 2025
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.22M	0.25%	Not reported	+361.1%	Q4 2025
NFLXNetflix Inc	$1.21M	0.25%	0.00%	+43.0%	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$1.19M	0.25%	Not reported	+0.2%	Q4 2025
LMTLockheed Martin Corp	$1.16M	0.24%	0.00%	+132.2%	Q4 2025
TSLATesla, Inc.	$1.16M	0.24%	0.00%	-15.9%	Q4 2025
DELLDell Technologies Inc.	$1.15M	0.24%	0.00%	+0.8%	Q4 2025
MAMastercard Inc	$1.01M	0.21%	0.00%	+1.6%	Q4 2025
LLYELI LILLY & Co	$942K	0.19%	0.00%	+8.5%	Q4 2025
AVGOBroadcom Inc.	$912K	0.19%	0.00%	+0.3%	Q4 2025
JNJJohnson & Johnson	$846K	0.17%	0.00%	+5.1%	Q4 2025
CVXChevron Corp	$843K	0.17%	0.00%	+7.4%	Q4 2025
METAMeta Platforms, Inc.	$654K	0.13%	Not reported	+21.9%	Q4 2025
IBMInternational Business Machines Corp	$623K	0.13%	0.00%	+6.4%	Q4 2025
HDHome Depot, Inc.	$606K	0.12%	0.00%	+2.6%	Q4 2025
WFCWells Fargo & Company	$586K	0.12%	0.00%	+2.6%	Q4 2025
RACEFerrari N.V.	$571K	0.12%	0.00%	Not reported	Q4 2025
AGXArgan Inc	$551K	0.11%	0.01%	+0.3%	Q4 2025
HONHoneywell International Inc	$526K	0.11%	0.00%	+8.0%	Q4 2025
PHYSSprott Physical Gold Trust	$524K	0.11%	0.00%	New	Q1 2026
STWDStarwood Property Trust, Inc.	$517K	0.11%	0.01%	New	Q1 2026
CATCaterpillar Inc	$505K	0.10%	0.00%	+4.6%	Q4 2025
AXPAmerican Express Co	$485K	0.10%	0.00%	+3.8%	Q4 2025
GEVGE Vernova Inc.	$457K	0.09%	0.00%	+28.1%	Q4 2025
FNDFSchwab Strategic Trust	$445K	0.09%	Not reported	Not reported	Q4 2025
GEGeneral Electric Co	$436K	0.09%	0.00%	+10.8%	Q4 2025
TGTTarget Corp	$430K	0.09%	0.00%	+3.5%	Q4 2025
MRKMerck & Co., Inc.	$384K	0.08%	0.00%	+27.2%	Q4 2025
WPMWheaton Precious Metals Corp.	$381K	0.08%	0.00%	Not reported	Q4 2025
WMTWalmart Inc.	$371K	0.08%	0.00%	+36.3%	Q4 2025
MSMorgan Stanley	$362K	0.07%	0.00%	+4.1%	Q4 2025

Q4 2025Reported Feb 18, 202664 positions
QLTYQuality Distribution Inc	$14.4M	3.15%	1.33%	New	Q4 2025
AAPLApple Inc.	$13.9M	3.06%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$5.38M	1.18%	0.00%	New	Q4 2025
FDTFederal Trust Corp	$5.03M	1.11%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.44M	0.76%	Not reported	New	Q4 2025
VVisa Inc.	$3.43M	0.75%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$2.97M	0.65%	Not reported	New	Q4 2025
PEPPepsico Inc	$2.75M	0.61%	0.00%	New	Q4 2025
SCHKSirona Dental Systems, Inc.	$2.57M	0.57%	0.07%	New	Q4 2025
PULSPulse Electronics Corp	$2.4M	0.53%	0.28%	New	Q4 2025
FTGCSynergetics, Inc.	$2.24M	0.49%	Not reported	New	Q4 2025
NVDANvidia Corp	$2.24M	0.49%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$2.09M	0.46%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$1.88M	0.41%	Not reported	New	Q4 2025
AMZNAmazon Com Inc	$1.72M	0.38%	0.00%	New	Q4 2025
TSLATesla, Inc.	$1.67M	0.37%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$1.59M	0.35%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$1.57M	0.35%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.51M	0.33%	Not reported	New	Q4 2025
COSTCostco Wholesale Corp	$1.34M	0.29%	0.00%	New	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$1.17M	0.26%	Not reported	New	Q4 2025
MAMastercard Inc	$1.14M	0.25%	0.00%	New	Q4 2025
COMTChina Sky One Medical, Inc.	$1.02M	0.23%	0.24%	New	Q4 2025
AVGOBroadcom Inc.	$1.02M	0.22%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$1.01M	0.22%	0.00%	New	Q4 2025
DELLDell Technologies Inc.	$874K	0.19%	0.00%	New	Q4 2025
NFLXNetflix Inc	$826K	0.18%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$716K	0.16%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$682K	0.15%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$669K	0.15%	0.00%	New	Q4 2025
RACEFerrari N.V.	$623K	0.14%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$619K	0.14%	Not reported	New	Q4 2025
HDHome Depot, Inc.	$618K	0.14%	0.00%	New	Q4 2025
CVXChevron Corp	$578K	0.13%	0.00%	New	Q4 2025
AXPAmerican Express Co	$572K	0.13%	0.00%	New	Q4 2025
SSBSouthState Bank Corp	$448K	0.10%	0.00%	New	Q4 2025
GEGeneral Electric Co	$427K	0.09%	0.00%	New	Q4 2025
HONHoneywell International Inc	$421K	0.09%	0.00%	New	Q4 2025
FNDFSchwab Strategic Trust	$411K	0.09%	Not reported	New	Q4 2025
LMTLockheed Martin Corp	$401K	0.09%	0.00%	New	Q4 2025
CATCaterpillar Inc	$391K	0.09%	0.00%	New	Q4 2025
MSMorgan Stanley	$375K	0.08%	0.00%	New	Q4 2025
MCKMckesson Corp	$373K	0.08%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$370K	0.08%	0.00%	New	Q4 2025
ADPAutomatic Data Processing Inc	$363K	0.08%	0.00%	New	Q4 2025
WPMWheaton Precious Metals Corp.	$342K	0.08%	0.00%	New	Q4 2025
TGTTarget Corp	$335K	0.07%	0.00%	New	Q4 2025
AGXArgan Inc	$316K	0.07%	0.01%	New	Q4 2025
PGPROCTER & GAMBLE Co	$305K	0.07%	0.00%	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$303K	0.07%	Not reported	New	Q4 2025

Premium opens every quarter this fund has filed