Crane Advisory, LLC — 13F Holdings & Portfolio
CIK 1951283 · latest 13F-HR filed 2026-04-21
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
$668.1M
Long-equity book
Holdings
52
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+2 / −2 / ↑12 / ↓7
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.5M +18.9%
- ISHARES INC$1.4M +20.9%
- JOHNSON & JOHNSON$232.0K +11.8%
- CATERPILLAR INC$105.2K +22.7%
- INVESCO EXCHANGE TRADED FD T$103.4K +7.0%
Top Trims
- MICROSOFT CORP-$361.8K -18.5%
- ISHARES TR-$286.5K -12.7%
- ISHARES TR-$106.6K -31.1%
- INTERNATIONAL BUSINESS MACHS-$60.8K -19.6%
- BOEING CO-$35.6K -8.7%
All Holdings
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 | $111.3M | 16.66% | 172,623 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $89.4M | 13.38% | 183,782 | SH |
| 3 | PGIM ETF TR | PULS | 69344A107 | $76.3M | 11.42% | 1,537,220 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $69.5M | 10.41% | 2,791,682 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $60.4M | 9.04% | 1,194,881 | SH |
| 6 | VANGUARD INDEX FDS | VTV | 922908744 | $50.7M | 7.59% | 250,460 | SH |
| 7 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $46.4M | 6.94% | 1,010,771 | SH |
| 8 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $31.0M | 4.63% | 137,671 | SH |
| 9 | SPDR SERIES TRUST | SPTS | 78468R101 | $28.8M | 4.31% | 988,122 | SH |
| 10 | VANGUARD INDEX FDS | VB | 922908751 | $17.8M | 2.67% | 63,769 | SH |
| 11 | VANGUARD INDEX FDS | VO | 922908629 | $17.6M | 2.63% | 58,103 | SH |
| 12 | ISHARES TR | IDEV | 46435G326 | $15.9M | 2.37% | 178,638 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $12.4M | 1.85% | 46,961 | SH |
| 14 | ISHARES INC | IEMG | 46434G103 | $7.8M | 1.17% | 102,203 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $5.4M | 0.82% | 16,373 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.2M | 0.33% | 9,346 | SH |
| 17 | ISHARES TR | SGOV | 46436E718 | $2.0M | 0.30% | 19,654 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 0.28% | 9,538 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $1.7M | 0.25% | 2,466 | SH |
| 20 | ALPHABET INC | GOOGL | 02079K305 | $1.6M | 0.24% | 4,812 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $1.6M | 0.24% | 3,802 | SH |
| 22 | INVESCO EXCHANGE TRADED FD T | RSPT | 46137V282 | $1.6M | 0.24% | 31,040 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.21% | 5,636 | SH |
| 24 | ISHARES TR | IQLT | 46434V456 | $1.2M | 0.19% | 25,472 | SH |
| 25 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $1.1M | 0.16% | 3,468 | SH |
| 26 | VANGUARD WORLD FD | MGV | 921910840 | $1.1M | 0.16% | 7,126 | SH |
| 27 | SPDR GOLD TR | GLD | 78463V107 | $927.7K | 0.14% | 2,108 | SH |
| 28 | VANGUARD INDEX FDS | VTI | 922908769 | $595.9K | 0.09% | 1,722 | SH |
| 29 | REALTY INCOME CORP | O | 756109104 | $590.6K | 0.09% | 9,137 | SH |
| 30 | CATERPILLAR INC | CAT | 149123101 | $568.7K | 0.09% | 736 | SH |
| 31 | EDISON INTL | EIX | 281020107 | $548.2K | 0.08% | 7,656 | SH |
| 32 | AON PLC | AON | G0403H108 | $546.9K | 0.08% | 1,631 | SH |
| 33 | CHEVRON CORPORATION | CVX | 166764100 | $486.9K | 0.07% | 2,588 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $438.9K | 0.07% | 1,416 | SH |
| 35 | VANGUARD INDEX FDS | VOE | 922908512 | $422.0K | 0.06% | 2,213 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $421.0K | 0.06% | 600 | SH |
| 37 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $420.5K | 0.06% | 8,345 | SH |
| 38 | EXXON MOBIL CORP | XOM | 30231G102 | $376.4K | 0.06% | 2,477 | SH |
| 39 | BOEING CO | BA | 097023105 | $372.5K | 0.06% | 1,702 | SH |
| 40 | ISHARES TR | XVV | 46436E569 | $334.5K | 0.05% | 6,244 | SH |
| 41 | DISNEY WALT CO | DIS | 254687106 | $325.4K | 0.05% | 3,132 | SH |
| 42 | FIDELITY COVINGTON TRUST | FUTY | 316092865 | $322.2K | 0.05% | 5,384 | SH |
| 43 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $314.5K | 0.05% | 2,069 | SH |
| 44 | SPROTT ASSET MANAGEMENT LP | PSLV | 85207K107 | $295.2K | 0.04% | 11,539 | SH |
| 45 | HERSHEY CO | HSY | 427866108 | $263.1K | 0.04% | 1,375 | SH |
| 46 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $249.2K | 0.04% | 993 | SH |
| 47 | NUSHARES ETF TR | NULG | 67092P201 | $239.5K | 0.04% | 2,374 | SH |
| 48 | ISHARES TR | SHV | 464288679 | $236.4K | 0.04% | 2,144 | SH |
| 49 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $232.3K | 0.03% | 3,540 | SH |
| 50 | MERCK & CO INC | MRK | 58933Y105 | $215.7K | 0.03% | 1,868 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $668.1M | 52 | 0001951283-26-000002 |
| 2025-12-31 | 2026-01-15 | $661.4M | 52 | 0001951283-26-000001 |