Krane Financial Solutions LLC — 13F Holdings & Portfolio
CIK 2136913 · latest 13F-HR filed 2026-08-12
Krane Financial Solutions LLC manages $162.4M 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 IWF (9.62%), IWR (8.84%), IWD (8.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 2, added to 38, and trimmed 5.
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.
SUITE 250
CALABASAS, CA 91302
$162.4M
Long-equity book
55
Distinct positions
2026-06-30
Filed 2026-08-12
+9 / −2 / ↑38 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.7M +12.0%
- VANGUARD INDEX FDS$1.6M +15.2%
- ISHARES TR$1.5M +11.4%
- VANGUARD INDEX FDS$1.4M +20.2%
- VANGUARD INDEX FDS$1.4M +15.3%
Top Trims
- SPDR GOLD TR-$2.1M -16.3%
- ELBIT SYS LTD-$153.6K -10.6%
- COSTCO WHOLESALE CORPORATION-$92.2K -13.0%
- NETFLIX INC.-$74.9K -26.5%
- META PLATFORMS INC-$67.4K -15.8%
New Positions
- VANGUARD STAR FDS$470.3K
- VANGUARD ADMIRAL FDS INC$227.8K
- ISHARES TR$225.8K
- HONEYWELL INTL INC$217.2K
- WISDOMTREE TR$214.6K
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 | ISHARES TR | IWF | 464287614 | $15.6M | 9.62% | 125,835 | SH |
| 2 | ISHARES TR | IWR | 464287499 | $14.4M | 8.84% | 130,220 | SH |
| 3 | ISHARES TR | IWD | 464287598 | $13.4M | 8.24% | 55,203 | SH |
| 4 | VANGUARD INDEX FDS | VNQ | 922908553 | $12.0M | 7.41% | 124,803 | SH |
| 5 | SPDR GOLD TR | GLD | 78463V107 | $10.9M | 6.73% | 29,689 | SH |
| 6 | VANGUARD INDEX FDS | VB | 922908751 | $10.6M | 6.53% | 34,974 | SH |
| 7 | VANGUARD INDEX FDS | VUG | 922908736 | $8.5M | 5.20% | 98,099 | SH |
| 8 | VANGUARD BD INDEX FDS | BSV | 921937827 | $8.1M | 5.00% | 104,176 | SH |
| 9 | VANGUARD INDEX FDS | VTV | 922908744 | $8.1M | 4.96% | 36,958 | SH |
| 10 | VANGUARD INDEX FDS | VO | 922908629 | $6.6M | 4.04% | 81,379 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $6.3M | 3.86% | 21,652 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $6.0M | 3.69% | 100,521 | SH |
| 13 | ISHARES TR | EFA | 464287465 | $5.9M | 3.61% | 56,485 | SH |
| 14 | ISHARES TR | IWM | 464287655 | $5.5M | 3.40% | 18,360 | SH |
| 15 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.8M | 2.98% | 67,865 | SH |
| 16 | ISHARES TR | IYR | 464287739 | $1.9M | 1.18% | 18,692 | SH |
| 17 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.9M | 1.18% | 26,012 | SH |
| 18 | APPLIED MATLS INC | AMAT | 038222105 | $1.5M | 0.95% | 2,130 | SH |
| 19 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.3M | 0.82% | 4,078 | SH |
| 20 | ELBIT SYS LTD | ESLT | M3760D101 | $1.3M | 0.79% | 1,700 | SH |
| 21 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.75% | 3,218 | SH |
| 22 | MORGAN STANLEY | MS | 617446448 | $1.1M | 0.67% | 5,217 | SH |
| 23 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.1M | 0.65% | 1,420 | SH |
| 24 | VANGUARD INDEX FDS | VOO | 922908363 | $1.1M | 0.65% | 1,529 | SH |
| 25 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $948.2K | 0.58% | 4,007 | SH |
| 26 | ALPHABET INC | GOOG | 02079K107 | $914.3K | 0.56% | 2,588 | SH |
| 27 | TESLA INC | TSLA | 88160R101 | $810.9K | 0.50% | 1,928 | SH |
| 28 | INVESCO ACTVELY MNGD ETC FD | PDBC | 46090F100 | $768.0K | 0.47% | 48,363 | SH |
| 29 | QUALCOMM INC | QCOM | 747525103 | $761.8K | 0.47% | 4,122 | SH |
| 30 | CATERPILLAR INC | CAT | 149123101 | $626.5K | 0.39% | 588 | SH |
| 31 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $617.2K | 0.38% | 660 | SH |
| 32 | MICROSOFT CORP | MSFT | 594918104 | $613.2K | 0.38% | 1,644 | SH |
| 33 | VANGUARD INDEX FDS | VTI | 922908769 | $589.5K | 0.36% | 1,593 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $551.3K | 0.34% | 2,313 | SH |
| 35 | VANGUARD STAR FDS | VXUS | 921909768 | $470.3K | 0.29% | 5,502 | SH |
| 36 | ALPHABET INC | GOOGL | 02079K305 | $426.5K | 0.26% | 1,194 | SH |
| 37 | ISHARES TR | USRT | 464288521 | $401.4K | 0.25% | 6,041 | SH |
| 38 | ISHARES TR | IJR | 464287804 | $393.5K | 0.24% | 2,653 | SH |
| 39 | NVIDIA CORPORATION | NVDA | 67066G104 | $373.9K | 0.23% | 1,869 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $358.3K | 0.22% | 636 | SH |
| 41 | DISNEY WALT CO | DIS | 254687106 | $329.0K | 0.20% | 3,418 | SH |
| 42 | ISHARES TR | EEM | 464287234 | $325.8K | 0.20% | 4,762 | SH |
| 43 | ISHARES TR | IJH | 464287507 | $317.4K | 0.20% | 4,117 | SH |
| 44 | BANK MONTREAL MEDIUM | BMO | 063671101 | $307.1K | 0.19% | 1,738 | SH |
| 45 | SPDR SERIES TRUST | SHM | 78468R739 | $301.7K | 0.19% | 6,289 | SH |
| 46 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $294.3K | 0.18% | 1,383 | SH |
| 47 | VANGUARD ADMIRAL FDS INC | IVOO | 921932885 | $227.8K | 0.14% | 1,747 | SH |
| 48 | ISHARES TR | IVV | 464287200 | $225.8K | 0.14% | 302 | SH |
| 49 | HONEYWELL INTL INC | HON | 438516205 | $217.2K | 0.13% | 970 | SH |
| 50 | WISDOMTREE TR | DLN | 97717W307 | $214.6K | 0.13% | 2,227 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $162.4M | 55 | 0002136913-26-000004 |
| 2026-03-31 | 2026-05-29 | $147.1M | 48 | 0002136913-26-000002 |