Crane Advisory
Latest statistics and disclosures from Crane Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, PULS, SCHR, JPST, and represent 60.90% of Crane Advisory's stock portfolio.
- Added to shares of these 10 stocks: SCHR (+$25M), FBND (+$22M), IDEV, VUG, IEMG, SPTS, VTV, FUTY, SGOV, MRK.
- Started 2 new stock positions in MRK, FUTY.
- Reduced shares in these 10 stocks: PULS (-$23M), JPST (-$16M), VOO, VB, VO, AAPL, NVDA, JNJ, GOOG, O.
- Crane Advisory was a net buyer of stock by $11M.
- Crane Advisory has $661M in assets under management (AUM), dropping by 3.97%.
- Central Index Key (CIK): 0001951283
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Portfolio Holdings for Crane Advisory
Crane Advisory holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 16.8 | $111M | 174k | 639.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 13.0 | $86M | +2% | 175k | 492.53 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 11.5 | $76M | -23% | 1.5M | 49.67 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 10.5 | $70M | +54% | 2.8M | 25.07 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 9.0 | $59M | -20% | 1.2M | 50.65 |
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| Vanguard Index Fds Value Etf (VTV) | 7.9 | $52M | 264k | 196.90 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.0 | $47M | +90% | 1.0M | 46.13 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.7 | $31M | 138k | 225.61 |
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| Spdr Series Trust State Street Spd (SPTS) | 4.3 | $29M | +2% | 978k | 29.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.7 | $18M | -7% | 66k | 272.21 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.6 | $18M | -6% | 58k | 299.17 |
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| Ishares Tr Core Msci Intl (IDEV) | 2.0 | $13M | +28% | 156k | 85.41 |
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| Apple (AAPL) | 1.8 | $12M | -3% | 47k | 260.25 |
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| Ishares Core Msci Emkt (IEMG) | 1.0 | $6.5M | +26% | 91k | 70.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $5.4M | 16k | 332.72 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $2.3M | +13% | 23k | 100.49 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.0M | -6% | 9.3k | 209.72 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.0M | 4.1k | 477.15 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.8M | -9% | 9.9k | 184.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.6M | +3% | 4.9k | 331.87 |
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| Meta Platforms Cl A (META) | 0.2 | $1.6M | 2.5k | 642.08 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $1.5M | 31k | 47.29 |
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| Amazon (AMZN) | 0.2 | $1.4M | +5% | 5.5k | 246.47 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $1.2M | 25k | 47.10 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $1.1M | 3.5k | 315.44 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $1.0M | 7.1k | 145.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $899k | 2.1k | 422.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $591k | 1.7k | 343.03 |
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| Aon Shs Cl A (AON) | 0.1 | $572k | 1.6k | 350.49 |
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| Realty Income (O) | 0.1 | $538k | -13% | 9.1k | 58.89 |
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| Caterpillar (CAT) | 0.1 | $464k | -10% | 736.00 | 629.77 |
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| Edison International (EIX) | 0.1 | $455k | -7% | 7.6k | 59.99 |
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| Chevron Corporation (CVX) | 0.1 | $454k | 2.8k | 162.34 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $447k | +6% | 1.4k | 324.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $417k | 600.00 | 695.16 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $415k | +83% | 8.2k | 50.74 |
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| Boeing Company (BA) | 0.1 | $408k | 1.7k | 239.81 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $406k | 2.2k | 183.30 |
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| Walt Disney Company (DIS) | 0.1 | $356k | -3% | 3.2k | 112.82 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $343k | -5% | 3.1k | 110.27 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $316k | 2.5k | 124.02 |
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| International Business Machines (IBM) | 0.0 | $310k | 993.00 | 312.18 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $309k | +5% | 11k | 28.15 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $303k | +100% | 2.1k | 146.79 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $298k | NEW | 5.4k | 55.28 |
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| Hershey Company (HSY) | 0.0 | $266k | 1.4k | 193.13 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $257k | +12% | 3.2k | 79.69 |
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| TJX Companies (TJX) | 0.0 | $251k | 1.6k | 157.10 |
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| Ishares Tr Esg Select Scre (XVV) | 0.0 | $250k | -5% | 4.7k | 53.56 |
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| Tesla Motors (TSLA) | 0.0 | $223k | +2% | 497.00 | 448.96 |
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| Merck & Co (MRK) | 0.0 | $204k | NEW | 1.9k | 109.19 |
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| Pearson Sponsored Adr (PSO) | 0.0 | $197k | 14k | 14.37 |
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Past Filings by Crane Advisory
SEC 13F filings are viewable for Crane Advisory going back to 2022
- Crane Advisory 2025 Q4 filed Jan. 15, 2026
- Crane Advisory 2025 Q3 filed Oct. 15, 2025
- Crane Advisory 2025 Q2 filed July 17, 2025
- Crane Advisory 2025 Q1 filed April 17, 2025
- Crane Advisory 2024 Q4 filed Jan. 14, 2025
- Crane Advisory 2024 Q3 filed Oct. 15, 2024
- Crane Advisory 2024 Q2 filed July 12, 2024
- Crane Advisory 2024 Q1 filed April 12, 2024
- Crane Advisory 2023 Q4 filed Jan. 22, 2024
- Crane Advisory 2023 Q3 filed Oct. 16, 2023
- Crane Advisory 2023 Q2 filed Aug. 3, 2023
- Crane Advisory 2023 Q1 filed April 14, 2023
- Crane Advisory 2022 Q4 filed Jan. 26, 2023
- Crane Advisory 2022 Q3 filed Oct. 24, 2022