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CIK: 0001686343
Total reported value
$136.0M
$136.0M
64 檔
22.0%
The Q1 2025 SEC filing reveals that Red Crane Wealth Management, LLC held a total portfolio value of $136.0M, covering 64 public equity positions.
During Q1 2025, Red Crane Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SIXJ | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 7.68% | -1.40% | -0.33% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.58% | -0.25% | -0.57% | |
| 3 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 5.02% | -0.39% | -7.41% | |
| 4 | NAPR | Innovator Growth 100 Power B | ETF-Other | 4.87% | -0.01% | +3.19% | |
| 5 | PJAN | Innovator U.s. Equity Power | ETF-Other | 4.46% | -0.06% | -1.26% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 4.29% | — | -3.68% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.87% | -0.01% | +11.46% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.69% | +0.40% | +0.07% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | +0.16% | -0.35% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.51% | — | +0.60% | |
| 11 | NJAN | Innovator Growth 100 Power B | ETF-Other | 3.15% | -0.06% | -0.28% | |
| 12 | IJAN | Innovator International Deve | ETF-Other | 2.80% | -0.16% | +0.70% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.08% | +0.02% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.49% | -0.12% | -1.14% | |
| 15 | NOCT | Innovator Growth-100 Power B | ETF-Other | 2.46% | +0.11% | -0.82% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.42% | -0.09% | -2.60% | |
| 17 | POCT | Innovator U.s. Equity Power | ETF-Other | 2.25% | -0.08% | -0.65% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | +0.28% | +0.99% | |
| 19 | KOCT | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.98% | — | -0.91% | |
| 20 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.87% | -0.07% | -11.21% | |
| 21 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.68% | -0.05% | -0.56% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.64% | -0.03% | +4.85% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.06% | +37.00% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.56% | +0.01% | +4.61% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | +0.06% | +40.07% | |
| 26 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.29% | +0.09% | +3.41% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.16% | -0.08% | +1.95% | |
| 28 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.98% | -0.02% | -0.93% | |
| 29 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.96% | +0.04% | +0.14% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.93% | +0.01% | +9.21% | |
| 31 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.92% | -0.07% | +1.36% | |
| 32 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.89% | — | -9.46% | |
| 33 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 0.87% | -0.01% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.04% | +1.79% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.68% | -0.07% | — | |
| 36 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.66% | -0.08% | -14.75% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.64% | -0.06% | +2.07% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.63% | -0.05% | +0.66% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.04% | +3.14% | |
| 40 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.60% | — | -7.69% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | — | +0.36% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.01% | +0.31% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.03% | — | |
| 44 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.05% | — | |
| 45 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.47% | -0.04% | +0.26% | |
| 46 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.36% | — | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.03% | +2.44% | |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.35% | -0.01% | -0.91% | |
| 49 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.02% | — | |
| 50 | WDAY | Workday Inc-class A | Stock-Tech | 0.31% | — | — |
According to official SEC Form 13F filings, Red Crane Wealth Management, LLC reported a total U.S. public equity portfolio value of $136.0M across 64 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SIXJ, SPYV, NEAR) accounted for 22.0% of total reported equity market value during Q1 2025.
During Q1 2025, Red Crane Wealth Management, LLC's top holdings by market value included SIXJ (7.7%)、SPYV (6.6%)、NEAR (5.0%). The largest single position, SIXJ, represented 7.7% of total portfolio value.
In Q1 2025, Red Crane Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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