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RED CRANE WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1686343 · latest 13F-HR filed 2026-10-14

Backtest portfolio

RED CRANE WEALTH MANAGEMENT, LLC manages $143.4M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPYV (5.51%), SGOV (5.23%), NJAN (4.58%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 3 new positions and exited 4; 20 existing positions rose in reported value and 13 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$143.4M

Long-equity book

Holdings
78

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
+3 / −4 / ↑20 / ↓13

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPYV5.5% · +1%SGOV5.2% · +9%NJAN4.6% · +1%SPYG4.3% · -2%DDTL4.2% · +378%VOO4.0% · +1%SIXJ3.8% · -50%IJUL3.7% · +432%VO3.2% · +2%NAPR3.1% · -0%AAPL2.9% · +3%KAPR2.8% · -1%GOOG2.6% · +794%QQQ2.6% · -4%IEFA2.5% · +1%DGRO2.2% · +1%POCT1.9% · -0%KJUL1.9% · +5%VB1.8% · -3%XLV1.7% · +9%SPYM1.7% · +2%QSPT1.7% · +4%SIXO1.6% · -6%META1.5% · +12%NOCT1.5% · -2%IJAN1.4% · -50%PBQQ1.4% · +220%PJAN1.3% · -0%BOXX1.2% · 0%KJAN1.1% · +2%PAUG1.1% · -1%IAUI1.0% · +14%PAPR0.9% · -5%SUSA0.9% · 0%SPAB0.9% · -1%NEAR0.9% · -22%NVDA0.8% · +21%JEPQ0.7% · +0%QBUF0.7% · +6%DDNQ0.6% · -5%MSFT0.6% · -5%INTC0.6% · -1%JEPI0.5% · +1%RSP0.5% · +0%VTI0.5% · 0%DDFJ0.5% · -20%QJUN0.5% · +1%GOOGL0.5% · +0%BND0.5% · 0%AMGN0.5% · 0%AMLP0.5% · +2%SCHD0.5% · +3%QQQI0.4% · +7%IAUG0.4% · -16%TSM0.3% · 0%DDFL0.3% · +14%LCTX0.3% · -15%EUSB0.3% · +0%PMAY0.3% · 0%NOBL0.3% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 41.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 19, 2026.

Assets Under Management
$151.6M
Discretionary
$151.6M
Employees
3
Accounts
441
Address
3000 EL CAMINO REAL
BUILDING 4, SUITE 200
PALO ALTO, CA 94306
Phone
(415) 316-0982
Website
Name Title / Status Ownership Type
WOOLSEY, BRENT, JOHN ControlMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
since Jul 2016
50–75%Individual
WU, JEFFREY, FENG ControlMANAGING MEMBER
since Jul 2016
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 20 →

Top Trims

Show all 13 →

New Positions

Show all 3 →

Exited Positions

Show all 4 →

RED CRANE WEALTH MANAGEMENT, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYV 78464A508 $7.9M 5.51% 129,158 SH
2 ISHARES TR SGOV 46436E718 $7.5M 5.23% 74,428 SH
3 INNOVATOR ETFS TRUST NJAN 45782C466 $6.6M 4.58% 108,301 SH
4 SPDR SERIES TRUST SPYG 78464A409 $6.1M 4.26% 49,614 SH
5 INNOVATOR ETFS TRUST DDTL 45784N510 $6.1M 4.23% 270,232 SH
6 VANGUARD INDEX FDS VOO 922908363 $5.8M 4.01% 8,209 SH
7 AIM ETF PRODUCTS TRUST SIXJ 00888H869 $5.4M 3.79% 145,590 SH
8 INNOVATOR ETFS TRUST IJUL 45782C722 $5.3M 3.72% 147,565 SH
9 VANGUARD INDEX FDS VO 922908629 $4.6M 3.20% 58,473 SH
10 INNOVATOR ETFS TRUST NAPR 45782C334 $4.4M 3.06% 72,085 SH
11 APPLE INC AAPL 037833100 $4.1M 2.85% 12,276 SH
12 INNOVATOR ETFS TRUST KAPR 45782C342 $4.1M 2.84% 103,150 SH
13 ALPHABET INC GOOG 02079K107 $3.7M 2.58% 10,866 SH
14 INVESCO QQQ TR QQQ 46090E103 $3.7M 2.57% 4,973 SH
15 ISHARES TR IEFA 46432F842 $3.6M 2.54% 37,547 SH
16 ISHARES TR DGRO 46434V621 $3.2M 2.20% 41,916 SH
17 INNOVATOR ETFS TRUST POCT 45782C797 $2.7M 1.90% 56,864 SH
18 INNOVATOR ETFS TRUST KJUL 45782C284 $2.7M 1.89% 82,301 SH
19 VANGUARD INDEX FDS VB 922908751 $2.6M 1.84% 9,271 SH
20 SELECT SECTOR SPDR TR XLV 81369Y209 $2.5M 1.75% 14,857 SH
21 SPDR SERIES TRUST SPYM 78464A854 $2.5M 1.72% 27,460 SH
22 FIRST TR EXCHNG TRADED FD VI QSPT 33740U836 $2.5M 1.71% 67,241 SH
23 AIM ETF PRODUCTS TRUST SIXO 00888H877 $2.3M 1.57% 61,618 SH
24 META PLATFORMS INC META 30303M102 $2.2M 1.54% 3,052 SH
25 INNOVATOR ETFS TRUST NOCT 45782C615 $2.2M 1.50% 33,424 SH
26 INNOVATOR ETFS TRUST IJAN 45782C524 $2.1M 1.45% 54,126 SH
27 PGIM ROCK ETF TR PBQQ 69420N510 $2.0M 1.37% 60,506 SH
28 INNOVATOR ETFS TRUST PJAN 45782C508 $1.9M 1.35% 38,090 SH
29 EA SERIES TRUST BOXX 02072L565 $1.7M 1.21% 14,663 SH
30 INNOVATOR ETFS TRUST KJAN 45782C474 $1.6M 1.15% 36,048 SH
31 INNOVATOR ETFS TRUST PAUG 45782C680 $1.5M 1.07% 32,888 SH
32 NEOS ETF TRUST IAUI 78433H550 $1.4M 1.00% 29,759 SH
33 INNOVATOR ETFS TRUST PAPR 45782C870 $1.3M 0.94% 31,131 SH
34 ISHARES TR SUSA 464288802 $1.3M 0.93% 8,581 SH
35 SPDR SERIES TRUST SPAB 78464A649 $1.2M 0.86% 50,635 SH
36 ISHARES U S ETF TR NEAR 46431W507 $1.2M 0.86% 24,628 SH
37 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.82% 5,141 SH
38 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $999.1K 0.70% 16,308 SH
39 INNOVATOR ETFS TRUST QBUF 45783Y160 $944.3K 0.66% 30,589 SH
40 INNOVATOR ETFS TRUST DDNQ 45784N312 $890.4K 0.62% 42,726 SH
41 MICROSOFT CORP MSFT 594918104 $883.6K 0.62% 1,723 SH
42 INTEL CORP INTC 458140100 $831.1K 0.58% 6,913 SH
43 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $770.7K 0.54% 13,708 SH
44 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $754.9K 0.53% 3,629 SH
45 VANGUARD INDEX FDS VTI 922908769 $732.5K 0.51% 1,957 SH
46 INNOVATOR ETFS TRUST DDFJ 45784N544 $728.9K 0.51% 36,193 SH
47 FIRST TR EXCHNG TRADED FD VI QJUN 33740F557 $705.1K 0.49% 20,563 SH
48 ALPHABET INC GOOGL 02079K305 $682.7K 0.48% 1,984 SH
49 VANGUARD BD INDEX FDS BND 921937835 $679.3K 0.47% 9,684 SH
50 AMGEN INC AMGN 031162100 $660.5K 0.46% 1,567 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-14 $143.4M 78 0001754960-26-000860
2026-06-30 2026-07-29 $136.0M 79 0001754960-26-000658
2026-03-31 2026-04-29 $121.5M 72 0001754960-26-000343
2025-12-31 2026-02-03 $122.3M 66 0001754960-26-000148
Filer Information
Address
529 COMMERCIAL STREET, SUITE 300
SAN FRANCISCO, CA 94104
Phone
(805) 895-8252
Filing Manager
RED CRANE WEALTH MANAGEMENT, LLC
SAN FRANCISCO, CA
Signatory
Aryn Sands
Agent