Long-term investor
Crusonia Wealth Advisors LLC @crusoniawealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002112003).
Record
- Tracked since 2025-12-31 (257 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.4%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFUS · 8.9% · long · since 2025-12-31
- DFAI · 6.4% · long · since 2025-12-31
- JCPB · 5.5% · long · since 2025-12-31
- VCRB · 3.6% · long · since 2025-12-31
- SPHQ · 3.1% · long · since 2025-12-31
- FEX · 3.0% · long · since 2025-12-31
- VTV · 2.8% · long · since 2025-12-31
- AAPL · 2.7% · long · since 2025-12-31
- QLTY · 2.6% · long · since 2025-12-31
- UITB · 2.5% · long · since 2025-12-31
- DFAE · 2.3% · long · since 2025-12-31
- FTSM · 2.3% · long · since 2025-12-31