Crusonia Wealth Advisors LLC
Long book
$484.3M
Q1 2026
Positions
192
Top-10 weight
45%
concentration
Last quarter
+10.0%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsCrusonia Wealth Advisors LLC is a wealth-management firm allocating client money, running a $484.3M US long book across 192 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US EQ MKT ETF, DIMENSIONAL INTERNATIONAL CO, JPMORGAN CORE PLUS BOND ETF, VANGUARD CORE BOND ETF, FIRST TRUST LARGE CAP CORE A.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.0%
Q1 2026
+10.0%
Sector allocation
Technology 47%
Financials 11%
Industrials 9%
Consumer discretionary 8%
Services media 8%
Consumer staples 5%
Healthcare 5%
Energy 5%
Long book by quarter
What does Crusonia Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 52.5K | $13.3M | 2.7% | +2.4% |
| MSFT MICROSOFT CORP | Technology | 12.0K | $4.4M | 0.9% | +7.6% |
| NVDA NVIDIA CORP | Technology | 21.6K | $3.8M | 0.8% | +80.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 7.0K | $3.4M | 0.7% | +2.2% |
| PEP PEPSICO INC | Consumer staples | 19.6K | $3.1M | 0.6% | +2.3% |
| V VISA INC-CLASS A SHARES | Services media | 9.5K | $2.9M | 0.6% | -2.2% |
| XOM EXXON MOBIL CORP | Energy | 12.5K | $2.1M | 0.4% | -5.4% |
| GOOGL ALPHABET INC-CL A | Technology | 7.3K | $2.1M | 0.4% | +8.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.5K | $1.8M | 0.4% | +13.8% |
| GOOG ALPHABET INC-CL C | Technology | 6.1K | $1.8M | 0.4% | +2.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.7K | $1.7M | 0.3% | +6.8% |
| JPM JPMORGAN CHASE & CO | Financials | 5.1K | $1.5M | 0.3% | +3.6% |
| NFLX NETFLIX INC | Services media | 12.6K | $1.2M | 0.3% | +43.0% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.9K | $1.2M | 0.2% | +132.2% |
| TSLA TESLA INC | Industrials | 3.1K | $1.2M | 0.2% | -15.9% |
| DELL DELL TECHNOLOGIES -C | Technology | 7.0K | $1.1M | 0.2% | +0.8% |
| MA MASTERCARD INC - A | Services media | 2.0K | $1.0M | 0.2% | +1.6% |
| LLY ELI LILLY & CO | Healthcare | 1.0K | $942K | 0.2% | +8.5% |
| AVGO BROADCOM INC | Technology | 2.9K | $912K | 0.2% | +0.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.5K | $846K | 0.2% | +5.1% |
| CVX CHEVRON CORP | Energy | 4.1K | $843K | 0.2% | +7.4% |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $654K | 0.1% | +21.9% |