Crusonia Wealth Advisors LLC reported 87 positions worth $99.05M for the quarter ended Sep 30, 2026, up 9.2% on the prior quarter. It opened 13 new positions, added to 45, trimmed 27 and exited 6. Its largest holding is Apple Inc. at 20.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +3,014 | +5.2% | $1.00M | 20.33% |
| LLY ELI LILLY & Co | +575 | +41.1% | $665.38K | 2.31% |
| PLTR Palantir Technologies Inc. | +2,185 | – | $408.70K | 0.413% |
| NVDA Nvidia Corp | +1,607 | +6.1% | $367.01K | 6.45% |
| AMZN Amazon Com Inc | +1,408 | +11.9% | $350.80K | 3.34% |
| SNOW Snowflake Inc. | +989 | – | $335.83K | 0.339% |
| NOW ServiceNow, Inc. | +2,197 | – | $294.42K | 0.297% |
| MSFT Microsoft Corp | +568 | +4.2% | $291.33K | 7.35% |
| DIS Walt Disney Co | +2,599 | – | $272.67K | 0.275% |
| HPE Hewlett Packard Enterprise Co | +3,994 | – | $255.18K | 0.258% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| STWD Starwood Property Trust, Inc. | -30.0K | -100.0% | $492.12K | Exited |
| PHYS Sprott Physical Gold Trust | -10.9K | -100.0% | $330.32K | Exited |
| APH Amphenol Corp | -3,026 | -100.0% | $266.77K | Exited |
| PEP Pepsico Inc | -2,069 | -10.7% | $262.18K | 2.21% |
| HONA Honeywell Aerospace Inc. | -1,112 | -100.0% | $245.84K | Exited |
| GLD Spdr Gold Trust | -618 | -100.0% | $227.66K | Exited |
| VRTX Vertex Pharmaceuticals Inc / Ma | -455 | -100.0% | $226.01K | Exited |
| MA Mastercard Inc | -327 | -14.8% | $180.33K | 1.05% |
| MU Micron Technology Inc | -146 | -14.3% | $155.50K | 0.938% |
| NFLX Netflix Inc | -1,787 | -15.2% | $124.34K | 0.7% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | +2,185 | $408.70K | 0.413% |
| SNOW Snowflake Inc. | +989 | $335.83K | 0.339% |
| NOW ServiceNow, Inc. | +2,197 | $294.42K | 0.297% |
| DIS Walt Disney Co | +2,599 | $272.67K | 0.275% |
| HPE Hewlett Packard Enterprise Co | +3,994 | $255.18K | 0.258% |
| UNH Unitedhealth Group Inc | +649 | $238.28K | 0.241% |
| NET Cloudflare, Inc. | +680 | $236.15K | 0.238% |
| SHOP Shopify Inc. | +1,582 | $234.61K | 0.237% |
| DHR Danaher Corp | +1,035 | $229.35K | 0.232% |
| PFE Pfizer Inc | +7,726 | $220.34K | 0.222% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| STWD Starwood Property Trust, Inc. | -30.0K | $492.12K | 0.542% |
| PHYS Sprott Physical Gold Trust | -10.9K | $330.32K | 0.364% |
| APH Amphenol Corp | -3,026 | $266.77K | 0.294% |
| HONA Honeywell Aerospace Inc. | -1,112 | $245.84K | 0.271% |
| GLD Spdr Gold Trust | -618 | $227.66K | 0.251% |
| VRTX Vertex Pharmaceuticals Inc / Ma | -455 | $226.01K | 0.249% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 60.5K | $20.14M | 20.33% | +3,014 | +5.2% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 14.2K | $7.28M | 7.35% | +568 | +4.2% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 28.0K | $6.39M | 6.45% | +1,607 | +6.1% | Added | 0% |
| 4 | DELL Dell Technologies Inc. | Technology | 7,057 | $3.80M | 3.83% | +32 | +0.5% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,538 | $3.75M | 3.79% | +98 | +1.3% | Added | 0% |
| 6 | V Visa Inc. | Financial Services | 9,728 | $3.50M | 3.53% | -51 | -0.5% | Reduced | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 9,711 | $3.34M | 3.37% | -44 | -0.5% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 13.3K | $3.31M | 3.34% | +1,408 | +11.9% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 7,522 | $2.56M | 2.59% | +368 | +5.1% | Added | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 1,975 | $2.29M | 2.31% | +575 | +41.1% | Added | 0% |
| 11 | PEP Pepsico Inc | Consumer Staples | 17.3K | $2.19M | 2.21% | -2,069 | -10.7% | Reduced | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 12.9K | $2.11M | 2.13% | -146 | -1.1% | Reduced | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 5,974 | $1.98M | 2% | +300 | +5.3% | Added | 0% |
| 14 | COST Costco Wholesale Corp | Consumer Staples | 1,694 | $1.54M | 1.56% | -85 | -4.8% | Reduced | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 2,494 | $1.53M | 1.54% | -109 | -4.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Crusonia Wealth Advisors.
As of its Q3 2026 13F filing, Crusonia Wealth Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 20.3%, Microsoft Corp (MSFT) at 7.3%, Nvidia Corp (NVDA) at 6.5%, Dell Technologies Inc. (DELL) at 3.8%, Berkshire Hathaway Inc (BRK-B) at 3.8% of the reported portfolio.
Crusonia Wealth Advisors LLC reported a 13F portfolio worth $99.05M across 87 positions for Q3 2026. That is up 9.2% from the previous quarter.
Its largest purchases by value were Apple Inc. ($1.00M), ELI LILLY & Co ($665.38K), Palantir Technologies Inc. ($408.70K). It opened 13 new positions.
Its largest sales by value were Starwood Property Trust, Inc. ($492.12K), Sprott Physical Gold Trust ($330.32K), Amphenol Corp ($266.77K). It exited 6 positions entirely.
From the Form 13F-HR reports Crusonia Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.