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CIK: 0001686343
Total reported value
$136.0M
$136.0M
66 檔
26.2%
The Q4 2025 SEC filing reveals that Red Crane Wealth Management, LLC held a total portfolio value of $136.0M, covering 66 public equity positions.
During Q4 2025, Red Crane Wealth Management, LLC performed routine portfolio adjustments (0 new buys, 27 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SIXJ | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 8.99% | -1.40% | +0.12% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.98% | -0.25% | -0.12% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.21% | -0.01% | +10.03% | |
| 4 | NJAN | Innovator Growth 100 Power B | ETF-Other | 4.51% | -0.06% | +0.63% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.45% | +0.40% | -0.35% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.20% | +0.16% | +0.02% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.51% | — | -1.16% | |
| 8 | NAPR | Innovator Growth 100 Power B | ETF-Other | 3.47% | -0.01% | +1.69% | |
| 9 | IJAN | Innovator International Deve | ETF-Other | 3.13% | -0.16% | +9.76% | |
| 10 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 3.05% | -0.08% | +0.31% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.85% | -0.12% | +0.91% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.68% | +0.28% | -0.39% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.08% | -0.11% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.23% | -0.03% | +1.41% | |
| 15 | POCT | Innovator U.s. Equity Power | ETF-Other | 2.11% | -0.08% | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 2.10% | +0.01% | -1.10% | |
| 17 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.94% | -0.17% | -1.06% | |
| 18 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 1.92% | -0.57% | -0.64% | |
| 19 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 1.92% | -0.19% | -0.71% | |
| 20 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.89% | -0.39% | -9.97% | |
| 21 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.78% | -0.07% | +1.01% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.73% | — | -14.33% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.06% | +3.03% | |
| 24 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.55% | -0.05% | — | |
| 25 | NOCT | Innovator Growth-100 Power B | ETF-Other | 1.49% | +0.11% | -0.16% | |
| 26 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.44% | -0.06% | -2.20% | |
| 27 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.28% | -0.13% | +103.76% | |
| 28 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.25% | -0.05% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | +0.06% | +23.97% | |
| 30 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.10% | +0.09% | -0.57% | |
| 31 | IAUI | Neos Gold High Income ETF | ETF-Commodities | 1.07% | -0.19% | +10.55% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.07% | -0.09% | -13.08% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.97% | +0.04% | -5.78% | |
| 34 | LCTX | Lineage Cell Therapeutics In | Stock-Other | 0.82% | -0.20% | +16.80% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.73% | +0.01% | +1.84% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | -0.08% | +0.28% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.03% | +0.13% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.07% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.06% | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | — | +0.30% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | -0.04% | -1.96% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | — | |
| 43 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.50% | -0.28% | -1.73% | |
| 44 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.49% | -0.07% | -8.77% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.04% | -14.51% | |
| 46 | AMLP | Alerian Mlp ETF | ETF-Other | 0.47% | -0.05% | +0.48% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.46% | -0.06% | -0.33% | |
| 48 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 0.45% | -0.13% | -4.46% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.10% | +29.49% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | +0.04% |
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 66 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SIXJ, SPYV, SGOV) accounted for 26.2% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SPYV
前期市值: $7.1M
During Q4 2025, Red Crane Wealth Management, LLC's top holdings by market value included SIXJ (9.0%)、SPYV (6.0%)、SGOV (5.2%). The largest single position, SIXJ, represented 9.0% of total portfolio value.
In Q4 2025, Red Crane Wealth Management, LLC made 51 total portfolio adjustments, initiating 0 new buys, adding to 27 positions, trimming 24 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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