CA
Crane Advisory, LLC
Sector-focusedMomentum followerLong-term holder
Total reported value
$668.1M
Reporting period: 2026-03-31 · Number of holdings: 52
Crane Advisory, LLC disclosed 52 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $668.1M and a quarterly turnover rate of 2.1%.
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Personality snowflake
- Concentration
- 37.96
- Portfolio Stability
- 2.05
- Momentum/Contrarian
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 79.97
Recent moves
Add IDEV
+14.4% $2.5M
Add VUG
+5.0% $3.2M
Trim VTV
-5.2% -$1.3M
Add IEMG
+11.9% $1.4M
Trim VOO
-0.8% $20.8K
Trim SCHR
+0.3% -$234.4K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.66% | -0.17% | -0.84% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.38% | +0.34% | +4.97% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 11.42% | -0.09% | +0.32% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 10.41% | -0.14% | +0.30% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 9.04% | +0.06% | +1.95% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 7.59% | -0.28% | -5.24% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.94% | -0.10% | +0.12% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.63% | -0.08% | -0.31% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.31% | -0.02% | +1.02% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.67% | -0.05% | -3.37% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.63% | -0.01% | -0.41% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.37% | +0.35% | +14.39% | |
| 13 | AAPL | Apple INC | Stock-Tech | 1.85% | — | -0.11% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.17% | +0.19% | +11.90% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | — | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | +0.03% | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.30% | -0.04% | -12.70% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | — | -3.75% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | +0.01% | -0.40% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | -0.01% | -1.49% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.06% | -7.43% | |
| 22 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.24% | +0.02% | — | |
| 23 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.21% | — | +1.90% | |
| 24 | IQLT | Ishares Msci International Q | ETF-Other | 0.19% | +0.01% | +0.52% | |
| 25 | VONE | Vanguard Russell 1000 | ETF-Other | 0.16% | -0.01% | -0.09% | |
| 26 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | — | — | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | — | -0.99% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | — | |
| 29 | O | Realty Income CORP | Stock-Real Estate | 0.09% | +0.01% | — | |
| 30 | CAT | Caterpillar INC | Stock-Industrials | 0.09% | +0.02% | — | |
| 31 | EIX | Edison International | Stock-Utilities | 0.08% | +0.01% | +0.91% | |
| 32 | AON | Aon plc | Stock-Financials | 0.08% | -0.01% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.07% | — | -7.37% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | +2.91% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.06% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.06% | — | +2.09% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | +0.01% | -2.71% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.06% | — | — | |
| 40 | XVV | Ishares Esg Select Screened | ETF-Other | 0.05% | +0.01% | +33.82% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.05% | — | -0.76% | |
| 42 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.05% | +0.01% | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | — | +0.15% | |
| 44 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.04% | -0.01% | +5.20% | |
| 45 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.04% | — | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | -0.01% | — | |
| 47 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.04% | +0.04% | NEW | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.04% | -0.01% | -31.06% | |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.03% | -0.01% | +9.84% | |
| 50 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.03% | — | — |
1–50 of 52
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 52 | $668.1M | 2 | |
| 2025-12-31 | 52 | $661.4M | 16 | |
| 2025-09-30 | 50 | $636.2M | 21 | |
| 2025-06-30 | 46 | $603.5M | 0 | |
| 2025-03-31 | 44 | $553.2M | 0 | |
| 2024-12-31 | 44 | $570.5M | 0 | |
| 2024-09-30 | 43 | $553.1M | 0 | |
| 2024-06-30 | 41 | $518.6M | 0 | |
| 2024-03-31 | 41 | $495.8M | 0 | |
| 2023-12-31 | 38 | $444.3M | 0 | |
| 2023-09-30 | 28 | $398.7M | 0 | |
| 2023-06-30 | 31 | $348.3M | 0 | |
| 2023-03-31 | 25 | $294.3M | 0 | |
| 2022-12-31 | 24 | $246.5M | 0 | |
| 2022-09-30 | 27 | $194.8M | 0 |
Holding changes this quarter
Crane Advisory, LLC's most significant position changes for 2026-03-31: Sold out: Tjx Companies INC (TJX); New buy: Nuveen Esg Lrg-cap Grw ETF (NULG); Sold out: Tesla INC (TSLA); New buy: Atlas Critical Minerals CORP; Add: Ishares Core Msci Dev Mkts (IDEV) — shares +14.39%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | +14.39% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.3% | +4.97% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.2% | +11.90% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.1% | +1.95% | Add |
| 5 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 6 | CAT | Caterpillar INC | 0% | — | Unchanged |
| 7 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 8 | EIX | Edison International | 0% | +0.91% | Add |
| 9 | XVV | Ishares Esg Select Screened | 0% | +33.82% | Add |
| 10 | META | Meta Platforms Inc-class A | 0% | -0.40% | Trim |
| 11 | XOM | Exxon Mobil CORP | 0% | -2.71% | Trim |
| 12 | IQLT | Ishares Msci International Q | 0% | +0.52% | Add |
| 13 | O | Realty Income CORP | 0% | — | Unchanged |
| 14 | FUTY | Fidelity Msci US Utilities | 0% | — | Unchanged |
| 15 | AAPL | Apple INC | — | -0.11% | Trim |
| 16 | NVDA | Nvidia CORP | — | -3.75% | Trim |
| 17 | AMZN | Amazon.com INC | — | +1.90% | Add |
| 18 | BA | Boeing Co/the | — | — | Unchanged |
| 19 | CVX | Chevron CORP | — | -7.37% | Trim |
| 20 | DIS | Walt Disney Co/the | — | -0.76% | Trim |
| 21 | GLD | Spdr Gold Shares | — | -0.99% | Trim |
| 22 | MGV | Vanguard Mega Cap Value ETF | — | — | Unchanged |
| 23 | VOE | Vanguard Mid-cap Value ETF | — | — | Unchanged |
| 24 | MRK | Merck & Co. INC. | — | — | Unchanged |
| 25 | XLK | Ss Technology Select Sector | — | +0.15% | Add |
| 26 | JPM | Jpmorgan Chase & Co | — | +2.91% | Add |
| 27 | JMUB | Jpmorgan Municipal ETF | — | +2.09% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 29 | VO | Vanguard Mid-cap ETF | 0% | -0.41% | Trim |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | 0% | -31.06% | Trim |
| 31 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 32 | AON | Aon plc | 0% | — | Unchanged |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +9.84% | Add |
| 34 | PSLV | Sprott Physical Silver Trust | 0% | +5.20% | Add |
| 35 | VONE | Vanguard Russell 1000 | 0% | -0.09% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -1.49% | Trim |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +1.02% | Add |
| 38 | SGOV | Ishares 0-3 Month Treasury B | 0% | -12.70% | Trim |
| 39 | VB | Vanguard Small-cap ETF | -0.1% | -3.37% | Trim |
| 40 | MSFT | Microsoft CORP | -0.1% | -7.43% | Trim |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.31% | Trim |
| 42 | PULS | Pgim Ultra Short Bond ETF | -0.1% | +0.32% | Add |
| 43 | FBND | Fidelity Total Bond ETF | -0.1% | +0.12% | Add |
| 44 | SCHR | Schwab Intermediate-term US | -0.1% | +0.30% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.84% | Trim |
| 46 | VTV | Vanguard Value ETF | -0.3% | -5.24% | Trim |
| 47 | TJX | Tjx Companies INC | — | EXIT | Sold out |
| 48 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | NEW | New buy |
| 49 | TSLA | Tesla INC | — | EXIT | Sold out |
| 50 | ✓ | Atlas Critical Minerals CORP | — | NEW | New buy |
FAQ
What is Crane Advisory, LLC and what type of investor is it?
Crane Advisory, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $668.1M, spread across 52 disclosed positions.
What are Crane Advisory, LLC's largest equity positions?
Based on the latest 13F filing, Crane Advisory, LLC's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $111.3M (16.7%)
2. Vanguard Growth ETF (VUG) — $89.4M (13.4%)
3. Pgim Ultra Short Bond ETF (PULS) — $76.3M (11.4%)
4. Schwab Intermediate-term US (SCHR) — $69.5M (10.4%)
5. Jpmorgan Ultra-short Income (JPST) — $60.4M (9.0%)
What changes did Crane Advisory, LLC make in its most recent portfolio filing?
In the latest reported quarter, Crane Advisory, LLC made 38 notable position adjustments: 2 new positions were initiated, 17 existing holdings were added to, 17 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Tjx Companies INC (TJX); New buy: Nuveen Esg Lrg-cap Grw ETF (NULG); Sold out: Tesla INC (TSLA); New buy: Atlas Critical Minerals CORP; Add: Ishares Core Msci Dev Mkts (IDEV) — shares +14.39%
What sectors does Crane Advisory, LLC focus on?
Crane Advisory, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 51.6%
• Communication Services: 29.0%
• Health Care: 7.7%
• Consumer Discretionary: 4.5%
• Industrials: 3.0%
• Energy: 2.8%
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