Crusonia Wealth Advisors LLC
Crusonia Wealth Advisors LLC reported 235 positions worth $609.2M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: DFUS (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $54.1M | 8.88% | 660,410 | — | — | |
| ▸ 2 | DFAI | SH | $39.2M | 6.44% | 950,528 | — | — | |
| ▸ 3 | JCPB | SH | $33.4M | 5.48% | 710,974 | — | — | |
| ▸ 4 | VCRB | SH | $21.7M | 3.56% | 280,488 | — | — | |
| ▸ 5 | SPHQ | SH | $18.8M | 3.08% | 208,288 | — | — | |
| ▸ 6 | FEX | SH | $18.5M | 3.03% | 132,071 | — | — | |
| ▸ 7 | VTV | SH | $17.0M | 2.79% | 78,127 | — | — | |
| ▸ 8 | AAPL | SH | $16.6M | 2.73% | 57,461 | — | — | |
| ▸ 9 | QLTY | SH | $16.1M | 2.65% | 387,232 | — | — | |
| ▸ 10 | UITB | SH | $15.1M | 2.48% | 322,183 | — | — |
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Frequently Asked Questions
What stocks does Crusonia Wealth Advisors LLC hold as of Q2 2026?
Crusonia Wealth Advisors LLC reported 235 positions worth $609.2M in its Q2 2026 13F filing. Largest positions: DFUS (8.9%), DFAI (6.4%), JCPB (5.5%), VCRB (3.6%) and SPHQ (3.1%).
What did Crusonia Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Crusonia Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.