CIK: 0002136913
Total reported value
$147.1M
Reporting period: 2026-03-31 · Number of holdings: 48
Krane Financial Solutions LLC disclosed 48 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $147.1M and a quarterly turnover rate of 0.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "K"
Krane Financial Solutions LLC's disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, well below its 48 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.33), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 11% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 9.48% | — | — | — |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 8.89% | — | — | — |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 8.77% | — | — | — |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 8.33% | — | — | — |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.10% | — | — | — |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.25% | — | — | — |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.46% | — | — | — |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 5.08% | — | — | — |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 4.78% | — | — | — |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.94% | — | — | — |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.77% | — | — | — |
| 12 | AAPL | Apple INC | Stock-Tech | 3.76% | — | — | — |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.73% | — | — | — |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.14% | — | — | — |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.00% | — | — | — |
| 16 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.31% | — | — | — |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.30% | — | — | — |
| 18 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 0.98% | — | — | — |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | — | — | — |
| 20 | AVGO | Broadcom INC | Stock-Tech | 0.66% | — | — | — |
| 21 | MS | Morgan Stanley | Stock-Financials | 0.58% | — | — | — |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | — | — | — |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | — | — | — |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | — | — | — |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.55% | — | — | — |
| 26 | TSLA | Tesla INC | Stock-Consumer Disc | 0.51% | — | — | — |
| 27 | AMAT | Applied Materials INC | Stock-Tech | 0.48% | — | — | — |
| 28 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.48% | — | — | — |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | — | — | — |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | — | — | — |
| 31 | QCOM | Qualcomm INC | Stock-Tech | 0.36% | — | — | — |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.33% | — | — | — |
| 33 | ✓ | Vivopower International PLC | Stock-Other | 0.32% | — | — | — |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | — | — |
| 35 | HON | Honeywell International INC | Stock-Industrials | 0.30% | — | — | — |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | — | — |
| 37 | CAT | Caterpillar INC | Stock-Industrials | 0.28% | — | — | — |
| 38 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.24% | — | — | — |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | — | — | — |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.20% | — | — | — |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | — | — | — |
| 42 | NFLX | Netflix INC | Stock-Comm Services | 0.19% | — | — | — |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | — | — | — |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.18% | — | — | — |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.17% | — | — | — |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | — | — | — |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.17% | — | — | — |
| 48 | BMO | Bank Of Montreal | Stock-Financials | 0.16% | — | — | — |
Performance for Q3 2026
-0.5%
Performance Last 4 Quarters
-0.5%
Based on 2 months of available history
Based on 84% of reported portfolio value with available pricing
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-29 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0002022801
Total reported value
$147.1M
164 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001326918
Total reported value
$147.1M
75 stks
2020-06-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001975730
Total reported value
$147.1M
114 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0000844928
Total reported value
$1.7B
1,470 stks
2021-09-30
Stale — no recent filing
3 of the top 5 holdings overlap, including Ishares Russell Mid-cap ETF
CIK 0001172036
Total reported value
$271.1M
123 stks
2026-03-31
3 of the top 5 holdings overlap, including Ishares Russell 1000 Growth
CIK 0001389669
Total reported value
$21.9M
32 stks
2013-09-30
Stale — no recent filing
3 of the top 5 holdings overlap, including Ishares Russell 1000 Growth