Crane Advisory
Latest statistics and disclosures from Crane Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, PULS, VUG, JPST, VTV, and represent 65.31% of Crane Advisory's stock portfolio.
- Added to shares of these 10 stocks: PULS, JPST, VTV, SCHR, SPTS, VUG, VIG, FBND, IDEV, JMUB.
- Started 4 new stock positions in TSLA, JMUB, TJX, PSLV.
- Reduced shares in these 10 stocks: AAPL (-$7.8M), VB, VO, VOO, BA, CAT, O, IQLT, XVV, NVDA.
- Crane Advisory was a net buyer of stock by $3.6M.
- Crane Advisory has $636M in assets under management (AUM), dropping by 5.42%.
- Central Index Key (CIK): 0001951283
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Portfolio Holdings for Crane Advisory
Crane Advisory holds 50 positions in its portfolio as reported in the September 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) | 17.2 | $110M | 178k | 617.10 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 15.6 | $99M | +3% | 2.0M | 49.69 |
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| Vanguard Index Fds Growth Etf (VUG) | 13.1 | $83M | 171k | 486.51 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 11.8 | $75M | +3% | 1.5M | 50.61 |
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| Vanguard Index Fds Value Etf (VTV) | 7.6 | $49M | +2% | 261k | 186.05 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 7.1 | $45M | +2% | 1.8M | 25.07 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.7 | $30M | +2% | 138k | 216.83 |
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| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 4.4 | $28M | +3% | 951k | 29.27 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.9 | $25M | 530k | 46.27 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $18M | -2% | 62k | 293.08 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.9 | $18M | -4% | 71k | 255.69 |
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| Apple (AAPL) | 1.9 | $12M | -38% | 49k | 254.04 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.5 | $9.8M | +4% | 121k | 80.55 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $4.8M | 72k | 66.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.0M | 17k | 242.20 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.1M | 4.1k | 522.34 |
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| NVIDIA Corporation (NVDA) | 0.3 | $2.1M | 11k | 192.57 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $2.0M | +6% | 20k | 100.46 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.9M | 10k | 191.08 |
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| Meta Platforms Cl A (META) | 0.3 | $1.8M | 2.4k | 733.61 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $1.4M | 31k | 45.57 |
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| Amazon (AMZN) | 0.2 | $1.2M | +10% | 5.2k | 227.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | 4.7k | 241.52 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $1.1M | 25k | 44.53 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $1.1M | 3.5k | 304.52 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $980k | 7.1k | 137.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $793k | 2.2k | 365.43 |
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| Realty Income (O) | 0.1 | $619k | -3% | 11k | 58.66 |
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| Aon Shs Cl A (AON) | 0.1 | $588k | 1.6k | 360.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $569k | +2% | 1.7k | 330.66 |
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| Edison International (EIX) | 0.1 | $435k | 8.2k | 53.07 |
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| Chevron Corporation (CVX) | 0.1 | $420k | 2.8k | 151.64 |
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| Caterpillar (CAT) | 0.1 | $413k | -6% | 826.00 | 500.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $403k | 600.00 | 671.16 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $394k | 1.3k | 305.53 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $383k | 2.2k | 172.98 |
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| Boeing Company (BA) | 0.1 | $368k | -11% | 1.7k | 216.00 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $363k | 3.3k | 110.24 |
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| Walt Disney Company (DIS) | 0.1 | $362k | 3.3k | 110.99 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $303k | +6% | 2.9k | 105.56 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $300k | 1.0k | 290.19 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $287k | 2.5k | 112.91 |
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| International Business Machines (IBM) | 0.0 | $286k | +2% | 993.00 | 288.23 |
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| Hershey Company (HSY) | 0.0 | $265k | 1.4k | 192.58 |
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| Ishares Tr Esg Select Scre (XVV) | 0.0 | $256k | -3% | 4.9k | 51.92 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $225k | NEW | 4.5k | 50.38 |
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| TJX Companies (TJX) | 0.0 | $222k | NEW | 1.6k | 138.56 |
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| Tesla Motors (TSLA) | 0.0 | $212k | NEW | 486.00 | 435.54 |
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| Pearson Sponsored Adr (PSO) | 0.0 | $190k | 14k | 13.89 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $171k | NEW | 10k | 16.43 |
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Past Filings by Crane Advisory
SEC 13F filings are viewable for Crane Advisory going back to 2022
- 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