Crusonia Wealth Advisors LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Managing Director Zachary H. Pashel, lists 353 total holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the positions listed. Among the individual stock positions, Berkshire Hathaway Inc. Class B shares are the largest holding, with 3,359,171 shares. Apple Inc. is the next largest individual holding, with 16,394,511 shares. Other notable individual stock positions include Alphabet Inc. Class A shares (2,221,939 shares), Amazon.com Inc. (2,145,862 shares), and Exxon Mobil Holdings Corp. (2,082,144 shares).
The filing also details specific voting rights for these holdings. For instance, Crusonia holds sole voting rights for 16,394,511 shares of Apple Inc., while it holds dispositive rights for 11,245 shares of the same company. Similarly, for Berkshire Hathaway Class B shares, the firm holds sole voting rights for 3,359,171 shares and dispositive rights for 792 shares.
