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Crane Advisory, LLC — 13F Holdings & Portfolio

CIK 1951283 · latest 13F-HR filed 2026-10-13

Backtest portfolio

Crane Advisory, LLC manages $707.2M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VOO (17.26%), VUG (14.67%), PULS (11.02%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 2 new positions and exited 2; 16 existing positions rose in reported value and 9 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.

Loading holdings…
AUM
$707.2M

Long-equity book

Holdings
55

Distinct positions

Period
2026-09-30

Filed 2026-10-13

Q/Q Activity
+2 / −2 / ↑16 / ↓9

vs 2026-06-30

Portfolio charts

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

Portfolio map

Q3 26
VOO17.3% · -0%VUG14.7% · +1%PULS11.0% · +3%SCHR9.4% · -1%JPST9.0% · +5%VTV7.5% · -2%FBND6.3% · -0%VIG4.6% · +1%SPTS4.1% · +2%VB2.7% · +1%VO2.7% · +0%IDEV2.5% · +0%AAPL2.0% · 0%IEMG1.2% · +1%GOOG0.8% · 0%JNJ0.3% · 0%NVDA0.3% · +0%RSPT0.3% · 0%SGOV0.3% · -13%MSFT0.3% · 0%META0.3% · -3%GOOGL0.2% · 0%AMZN0.2% · 0%IQLT0.2% · -1%VONE0.2% · 0%MGV0.2% · 0%JMUB0.1% · +23%VTI0.1% · 0%GLD0.1% · -20%CAT0.1% · +0%CVX0.1% · 0%O0.1% · 0%JPM0.1% · 0%SPY0.1% · 0%XVV0.1% · +34%AON0.1% · 0%VOE0.1% · 0%XOM0.1% · 0%XLK0.1% · +0%EIX0.1% · +0%SHV0.1% · +3%NULG0.1% · +42%BA0.0% · 0%DIS0.0% · 0%FUTY0.0% · +1%MU0.0% · 0%MRK0.0% · 0%WMT0.0% · 0%NULV0.0% · +9%PSLV0.0% · 0%SPCX0.0% · newMGK0.0% · 0%PSO0.0% · 0%HSY0.0% · 0%IBM0.0% · 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 = 86.4%

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

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 25, 2026.

Assets Under Management
$934.6M
Discretionary
$736.0M
Employees
12
Accounts
1,048
Address
801 E. CHAPMAN AVE
SUITE 104
FULLERTON, CA 92831
Phone
(714) 525-4445
Website
Name Title / Status Ownership Type
CRANE FAMILY TRUST DTD 11/25/1988 ControlMEMBER
since Jul 2021
25–50%Domestic Entity
CRANE, DONALD, SCOTT ControlMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER
since Jun 2021
10–25%Individual
CRANE, TODD, MICHAEL ControlMANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER
since Jun 2021
10–25%Individual
CRANE, ALEX, JOSEPHMANAGING MEMBER
since Mar 2022
10–25%Individual
CRANE, DONALD, BRADFORD Control
Indirect owner via CRANE FAMILY TRUST DTD 11/25/1988
TRUSTEE
since Nov 1988
50–75%Individual
CRANE, MONSIE, C. Control
Indirect owner via CRANE FAMILY TRUST DTD 11/25/1988
TRUSTEE
since Nov 1988
50–75%Individual
Ownership & leadership changes · 4 filings with changes since Jun 30, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 25, 2026 filing
  • No longer listedCrane, Jeff, Allen · MANAGING MEMBER · 10–25% · listed since Mar 2022
Mar 14, 2022 filing
  • ChangedCRANE, DONALD, SCOTT · ownership 25–50% → 10–25%
  • ChangedCRANE, TODD, MICHAEL · ownership 25–50% → 10–25%
Mar 9, 2022 filing
  • AddedCRANE, ALEX, JOSEPH · MANAGING MEMBER · 10–25%
  • AddedCrane, Jeff, Allen · MANAGING MEMBER · 10–25%
Aug 4, 2021 filing
  • No longer listedCRANE, DONALD, BRADFORD · MANAGING MEMBER · 25–50% · control person · listed since Jun 2021
  • AddedCRANE FAMILY TRUST DTD 11/25/1988 · MEMBER · 25–50% · control person
  • AddedCRANE, DONALD, BRADFORD · TRUSTEE · 50–75% · indirect via CRANE FAMILY TRUST DTD 11/25/1988 · control person
  • AddedCRANE, MONSIE, C. · TRUSTEE · 50–75% · indirect via CRANE FAMILY TRUST DTD 11/25/1988 · control person
Jun 30, 2021 filing (earliest on record)
  • ListedCRANE, DONALD, BRADFORD · MANAGING MEMBER · 25–50% · control person
  • ListedCRANE, DONALD, SCOTT · MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER · 25–50% · control person
  • ListedCRANE, TODD, MICHAEL · MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER · 25–50% · control person

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 16 →

Top Trims

Show all 9 →

New Positions

Show all 2 →

Exited Positions

Show all 2 →

Crane Advisory, 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 VANGUARD INDEX FDS VOO 922908363 $122.1M 17.26% 171,383 SH
2 VANGUARD INDEX FDS VUG 922908736 $103.8M 14.67% 1,127,048 SH
3 PGIM ETF TR PULS 69344A107 $78.0M 11.02% 1,576,089 SH
4 SCHWAB STRATEGIC TR SCHR 808524854 $66.5M 9.40% 2,813,141 SH
5 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $63.4M 8.97% 1,262,339 SH
6 VANGUARD INDEX FDS VTV 922908744 $52.7M 7.46% 241,940 SH
7 FIDELITY MERRIMACK STR TR FBND 316188309 $44.4M 6.28% 1,026,155 SH
8 VANGUARD SPECIALIZED FUNDS VIG 921908844 $32.4M 4.58% 137,082 SH
9 SPDR SERIES TRUST SPTS 78468R101 $29.0M 4.10% 1,014,126 SH
10 VANGUARD INDEX FDS VB 922908751 $19.0M 2.69% 65,290 SH
11 VANGUARD INDEX FDS VO 922908629 $18.9M 2.68% 235,862 SH
12 ISHARES TR IDEV 46435G326 $17.4M 2.46% 194,159 SH
13 APPLE INC AAPL 037833100 $14.3M 2.03% 43,105 SH
14 ISHARES INC IEMG 46434G103 $8.8M 1.24% 105,234 SH
15 ALPHABET INC GOOG 02079K107 $5.6M 0.80% 16,373 SH
16 JOHNSON & JOHNSON JNJ 478160104 $2.4M 0.33% 9,346 SH
17 NVIDIA CORPORATION NVDA 67066G104 $2.3M 0.32% 9,575 SH
18 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $2.1M 0.30% 31,040 SH
19 ISHARES TR SGOV 46436E718 $2.1M 0.30% 21,188 SH
20 MICROSOFT CORP MSFT 594918104 $2.0M 0.28% 3,782 SH
21 META PLATFORMS INC META 30303M102 $1.8M 0.25% 2,394 SH
22 ALPHABET INC GOOGL 02079K305 $1.7M 0.24% 4,798 SH
23 AMAZON COM INC AMZN 023135106 $1.4M 0.20% 5,572 SH
24 ISHARES TR IQLT 46434V456 $1.3M 0.18% 25,175 SH
25 VANGUARD SCOTTSDALE FDS VONE 92206C730 $1.2M 0.17% 3,468 SH
26 VANGUARD WORLD FD MGV 921910840 $1.2M 0.16% 7,126 SH
27 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $954.0K 0.13% 20,026 SH
28 VANGUARD INDEX FDS VTI 922908769 $655.4K 0.09% 1,722 SH
29 SPDR GOLD TR GLD 78463V107 $640.3K 0.09% 1,687 SH
30 CATERPILLAR INC CAT 149123101 $625.6K 0.09% 738 SH
31 CHEVRON CORPORATION CVX 166764100 $534.3K 0.08% 2,588 SH
32 REALTY INCOME CORP O 756109104 $473.3K 0.07% 8,802 SH
33 JPMORGAN CHASE & CO JPM 46625H100 $470.6K 0.07% 1,416 SH
34 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $464.9K 0.07% 600 SH
35 ISHARES TR XVV 46436E569 $457.5K 0.06% 7,733 SH
36 AON PLC AON G0403H108 $443.7K 0.06% 1,631 SH
37 VANGUARD INDEX FDS VOE 922908512 $441.6K 0.06% 2,213 SH
38 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $427.4K 0.06% 2,606 SH
39 SELECT SECTOR SPDR TR XLK 81369Y803 $416.6K 0.06% 2,073 SH
40 EDISON INTL EIX 281020107 $415.7K 0.06% 7,664 SH
41 ISHARES TR SHV 464288679 $400.3K 0.06% 3,636 SH
42 NUSHARES ETF TR NULG 67092P201 $397.0K 0.06% 3,418 SH
43 BOEING CO BA 097023105 $327.8K 0.05% 1,701 SH
44 DISNEY WALT CO DIS 254687106 $307.1K 0.04% 2,964 SH
45 FIDELITY COVINGTON TRUST FUTY 316092865 $281.2K 0.04% 5,441 SH
46 MICRON TECHNOLOGY INC MU 595112103 $260.7K 0.04% 245 SH
47 MERCK & CO INC MRK 58933Y105 $260.7K 0.04% 1,868 SH
48 WALMART INC WMT 931142103 $254.7K 0.04% 2,424 SH
49 NUSHARES ETF TR NULV 67092P300 $253.4K 0.04% 4,738 SH
50 SPROTT ASSET MANAGEMENT LP PSLV 85207K107 $236.4K 0.03% 11,950 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-13 $707.2M 55 0001951283-26-000006
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
Filer Information
Address
801 E CHAPMAN AVE
#104
FULLERTON, CA 92831
Phone
(714) 525-4445
Filing Manager
Crane Advisory, LLC
FULLERTON, CA
Signatory
Scott Crane
Chief Compliance Officer