Crane Advisory, LLC — 13F Holdings & Portfolio
CIK 1951283 · latest 13F-HR filed 2026-07-20
Crane Advisory, LLC manages $696.6M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (17.02%), VUG (13.84%), PULS (10.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 28, and trimmed 7.
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.
#104
FULLERTON, CA 92831
$696.6M
Long-equity book
55
Distinct positions
2026-06-30
Filed 2026-07-20
+4 / −1 / ↑28 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$7.2M +6.5%
- VANGUARD INDEX FDS$7.0M +7.8%
- VANGUARD INDEX FDS$3.4M +6.7%
- APPLE INC$2.0M +16.1%
- VANGUARD SPECIALIZED FUNDS$1.6M +5.2%
Top Trims
- SPDR GOLD TR-$158.4K -17.1%
- SPROTT ASSET MANAGEMENT LP-$81.5K -27.6%
- MICROSOFT CORP-$80.9K -5.1%
- INTERNATIONAL BUSINESS MACHS-$31.7K -12.7%
- DISNEY WALT CO-$29.9K -9.2%
New Positions
- WALMART INC$278.6K
- NUSHARES ETF TR$224.7K
- VANGUARD WORLD FD$211.6K
- MICRON TECHNOLOGY INC$209.0K
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 | VANGUARD INDEX FDS | VOO | 922908363 | $118.5M | 17.02% | 171,763 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $96.4M | 13.84% | 1,113,696 | SH |
| 3 | PGIM ETF TR | PULS | 69344A107 | $75.8M | 10.89% | 1,528,318 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $69.8M | 10.02% | 2,844,705 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $60.5M | 8.69% | 1,198,932 | SH |
| 6 | VANGUARD INDEX FDS | VTV | 922908744 | $54.2M | 7.78% | 247,476 | SH |
| 7 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $46.4M | 6.67% | 1,026,233 | SH |
| 8 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $32.6M | 4.68% | 136,218 | SH |
| 9 | SPDR SERIES TRUST | SPTS | 78468R101 | $28.8M | 4.14% | 995,137 | SH |
| 10 | VANGUARD INDEX FDS | VB | 922908751 | $19.2M | 2.76% | 64,565 | SH |
| 11 | VANGUARD INDEX FDS | VO | 922908629 | $18.9M | 2.72% | 234,747 | SH |
| 12 | ISHARES TR | IDEV | 46435G326 | $17.3M | 2.48% | 193,146 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $14.4M | 2.06% | 43,105 | SH |
| 14 | ISHARES INC | IEMG | 46434G103 | $8.1M | 1.17% | 104,012 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $5.8M | 0.83% | 16,373 | SH |
| 16 | ISHARES TR | SGOV | 46436E718 | $2.5M | 0.35% | 24,384 | SH |
| 17 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.3M | 0.34% | 9,346 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.0M | 0.28% | 9,538 | SH |
| 19 | INVESCO EXCHANGE TRADED FD T | RSPT | 46137V282 | $1.9M | 0.27% | 31,040 | SH |
| 20 | ALPHABET INC | GOOGL | 02079K305 | $1.7M | 0.24% | 4,798 | SH |
| 21 | META PLATFORMS INC | META | 30303M102 | $1.6M | 0.24% | 2,467 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 0.22% | 3,782 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.20% | 5,572 | SH |
| 24 | ISHARES TR | IQLT | 46434V456 | $1.3M | 0.18% | 25,501 | SH |
| 25 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $1.2M | 0.17% | 3,468 | SH |
| 26 | VANGUARD WORLD FD | MGV | 921910840 | $1.2M | 0.17% | 7,126 | SH |
| 27 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $817.3K | 0.12% | 16,281 | SH |
| 28 | SPDR GOLD TR | GLD | 78463V107 | $769.3K | 0.11% | 2,108 | SH |
| 29 | CATERPILLAR INC | CAT | 149123101 | $646.2K | 0.09% | 737 | SH |
| 30 | VANGUARD INDEX FDS | VTI | 922908769 | $638.1K | 0.09% | 1,722 | SH |
| 31 | AON PLC | AON | G0403H108 | $601.2K | 0.09% | 1,631 | SH |
| 32 | EDISON INTL | EIX | 281020107 | $597.9K | 0.09% | 7,660 | SH |
| 33 | REALTY INCOME CORP | O | 756109104 | $578.7K | 0.08% | 8,802 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $485.9K | 0.07% | 1,416 | SH |
| 35 | CHEVRON CORPORATION | CVX | 166764100 | $475.8K | 0.07% | 2,588 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $450.4K | 0.06% | 600 | SH |
| 37 | VANGUARD INDEX FDS | VOE | 922908512 | $450.1K | 0.06% | 2,213 | SH |
| 38 | ISHARES TR | SHV | 464288679 | $390.0K | 0.06% | 3,539 | SH |
| 39 | EXXON MOBIL CORP | XOM | 30231G102 | $380.2K | 0.05% | 2,605 | SH |
| 40 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $367.7K | 0.05% | 2,071 | SH |
| 41 | BOEING CO | BA | 097023105 | $364.6K | 0.05% | 1,701 | SH |
| 42 | ISHARES TR | XVV | 46436E569 | $331.5K | 0.05% | 5,763 | SH |
| 43 | FIDELITY COVINGTON TRUST | FUTY | 316092865 | $317.4K | 0.05% | 5,411 | SH |
| 44 | DISNEY WALT CO | DIS | 254687106 | $295.5K | 0.04% | 2,964 | SH |
| 45 | WALMART INC | WMT | 931142103 | $278.6K | 0.04% | 2,424 | SH |
| 46 | NUSHARES ETF TR | NULG | 67092P201 | $273.5K | 0.04% | 2,413 | SH |
| 47 | HERSHEY CO | HSY | 427866108 | $240.2K | 0.03% | 1,375 | SH |
| 48 | MERCK & CO INC | MRK | 58933Y105 | $238.4K | 0.03% | 1,868 | SH |
| 49 | PEARSON PLC | PSO | 705015105 | $231.5K | 0.03% | 13,705 | SH |
| 50 | NUSHARES ETF TR | NULV | 67092P300 | $224.7K | 0.03% | 4,364 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $696.6M | 55 | 0001951283-26-000004 |
| 2026-03-31 | 2026-04-21 | $668.1M | 52 | 0001951283-26-000002 |
| 2025-12-31 | 2026-01-15 | $661.4M | 52 | 0001951283-26-000001 |