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 60.45% of Crane Advisory's stock portfolio.
  • Added to shares of these 10 stocks: VUG (+$81M), VO (+$14M), SCHR, IDEV, FBND, SGOV, JMUB, WMT, VB, NULV.
  • Started 4 new stock positions in WMT, MU, MGK, NULV.
  • Reduced shares in these 10 stocks: AAPL, VTV, VOO, PULS, VIG, FBTC, XVV, O, DIS, AMZN.
  • Sold out of its position in FBTC.
  • Crane Advisory was a net buyer of stock by $97M.
  • Crane Advisory has $697M in assets under management (AUM), dropping by 4.27%.
  • Central Index Key (CIK): 0001951283

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Portfolio Holdings for Crane Advisory

Crane Advisory holds 55 positions in its portfolio as reported in the June 2026 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) 17.0 $119M 172k 690.14
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Vanguard Index Fds Growth Etf (VUG) 13.8 $96M +505% 1.1M 86.56
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 10.9 $76M 1.5M 49.62
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 10.0 $70M 2.8M 24.53
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 8.7 $61M 1.2M 50.48
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Vanguard Index Fds Value Etf (VTV) 7.8 $54M 248k 218.86
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.7 $46M 1.0M 45.26
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Vanguard Specialized Funds Div App Etf (VIG) 4.7 $33M 136k 239.13
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Spdr Series Trust St Sho Treas Etf (SPTS) 4.1 $29M 995k 28.96
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Vanguard Index Fds Small Cp Etf (VB) 2.8 $19M 65k 297.93
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Vanguard Index Fds Mid Cap Etf (VO) 2.7 $19M +304% 235k 80.61
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Ishares Tr Core Msci Intl (IDEV) 2.5 $17M +8% 193k 89.37
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Apple (AAPL) 2.1 $14M -8% 43k 333.26
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Ishares Core Msci Emkt (IEMG) 1.2 $8.1M 104k 78.11
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Alphabet Cap Stk Cl C (GOOG) 0.8 $5.8M 16k 353.80
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.4 $2.5M +24% 24k 100.55
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Johnson & Johnson (JNJ) 0.3 $2.3M 9.3k 249.97
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NVIDIA Corporation (NVDA) 0.3 $2.0M 9.5k 207.41
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $1.9M 31k 59.78
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.7M 4.8k 354.43
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Meta Platforms Cl A (META) 0.2 $1.6M 2.5k 664.43
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Microsoft Corporation (MSFT) 0.2 $1.5M 3.8k 401.12
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Amazon (AMZN) 0.2 $1.4M 5.6k 249.89
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $1.3M 26k 49.53
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $1.2M 3.5k 339.77
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Vanguard World Mega Cap Val Etf (MGV) 0.2 $1.2M 7.1k 162.70
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $817k +95% 16k 50.20
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Spdr Gold Tr Gold Shs (GLD) 0.1 $769k 2.1k 364.96
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Caterpillar (CAT) 0.1 $646k 737.00 876.85
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $638k 1.7k 370.58
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Aon Shs Cl A (AON) 0.1 $601k 1.6k 368.63
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Edison International (EIX) 0.1 $598k 7.7k 78.05
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Realty Income (O) 0.1 $579k -3% 8.8k 65.75
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JPMorgan Chase & Co. (JPM) 0.1 $486k 1.4k 343.15
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Chevron Corporation (CVX) 0.1 $476k 2.6k 183.86
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $450k 600.00 750.72
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $450k 2.2k 203.41
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Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $390k +65% 3.5k 110.21
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Exxon Mobil Corporation (XOM) 0.1 $380k +5% 2.6k 145.96
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $368k 2.1k 177.53
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Boeing Company (BA) 0.1 $365k 1.7k 214.34
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Ishares Tr Esg Select Scre (XVV) 0.0 $332k -7% 5.8k 57.52
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Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $317k 5.4k 58.66
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Walt Disney Company (DIS) 0.0 $296k -5% 3.0k 99.71
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Wal-Mart Stores (WMT) 0.0 $279k NEW 2.4k 114.95
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $274k 2.4k 113.35
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Hershey Company (HSY) 0.0 $240k 1.4k 174.72
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Merck & Co (MRK) 0.0 $238k 1.9k 127.63
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Pearson Sponsored Adr (PSO) 0.0 $232k 14k 16.89
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $225k NEW 4.4k 51.49
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International Business Machines (IBM) 0.0 $218k 993.00 219.05
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Sprott Asset Management Physical Silver (PSLV) 0.0 $214k +3% 12k 17.88
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Vanguard World Mega Grwth Ind (MGK) 0.0 $212k NEW 2.4k 88.18
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Micron Technology (MU) 0.0 $209k NEW 245.00 853.20
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Atlas Critical Minerals Corp Ord Shs New (ATCX) 0.0 $33k 11k 3.08
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Past Filings by Crane Advisory

SEC 13F filings are viewable for Crane Advisory going back to 2022