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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 60.91% of Crane Advisory's stock portfolio.
Added to shares of these 10 stocks: VUG, IDEV, JPST, IEMG, SPTS, PULS, NULG, SCHR, XVV, FBND.
Started 2 new stock positions in NULG, Atlas Critical Minerals Ord.
Reduced shares in these 10 stocks: VTV, VOO, VB, SGOV, TJX, , MSFT, SHV, VIG, NVDA.
Sold out of its positions in TJX, TSLA.
Crane Advisory was a net buyer of stock by $3.8M.
Crane Advisory has $668M in assets under management (AUM), dropping by 1.00%.
Central Index Key (CIK): 0001951283

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Positions held by Crane Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Crane Advisory

Crane Advisory holds 52 positions in its portfolio as reported in the March 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)	16.7	$111M		173k	644.86	View chart
Vanguard Index Fds Growth Etf (VUG)	13.4	$89M	+4%	184k	486.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	11.4	$76M		1.5M	49.63	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	10.4	$70M		2.8M	24.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	9.0	$60M		1.2M	50.52	View chart
Vanguard Index Fds Value Etf (VTV)	7.6	$51M	-5%	251k	202.58	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.9	$46M		1.0M	45.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.6	$31M		138k	224.88	View chart
Spdr Series Trust State Street Spd (SPTS)	4.3	$29M		988k	29.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.7	$18M	-3%	64k	279.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$18M		58k	302.76	View chart
Ishares Tr Core Msci Intl (IDEV)	2.4	$16M	+14%	179k	88.76	View chart
Apple (AAPL)	1.9	$12M		47k	263.40	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$7.8M	+11%	102k	76.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$5.4M		16k	332.76	View chart
Johnson & Johnson (JNJ)	0.3	$2.2M		9.3k	234.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$2.0M	-12%	20k	100.53	View chart
NVIDIA Corporation (NVDA)	0.3	$1.9M	-3%	9.5k	198.35	View chart
Meta Platforms Cl A (META)	0.2	$1.7M		2.5k	676.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.6M		4.8k	336.05	View chart
Microsoft Corporation (MSFT)	0.2	$1.6M	-7%	3.8k	420.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.6M		31k	50.62	View chart
Amazon (AMZN)	0.2	$1.4M		5.6k	249.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$1.2M		26k	49.01	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$1.1M		3.5k	317.74	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$1.1M		7.1k	149.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$928k		2.1k	440.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$596k		1.7k	346.03	View chart
Realty Income (O)	0.1	$591k		9.1k	64.64	View chart
Caterpillar (CAT)	0.1	$569k		736.00	772.66	View chart
Edison International (EIX)	0.1	$548k		7.7k	71.60	View chart
Aon Shs Cl A (AON)	0.1	$547k		1.6k	335.34	View chart
Chevron Corporation (CVX)	0.1	$487k	-7%	2.6k	188.15	View chart
JPMorgan Chase & Co. (JPM)	0.1	$439k	+2%	1.4k	309.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$422k		2.2k	190.70	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$421k		600.00	701.66	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$421k	+2%	8.3k	50.39	View chart
Exxon Mobil Corporation (XOM)	0.1	$376k	-2%	2.5k	151.95	View chart
Boeing Company (BA)	0.1	$373k		1.7k	218.88	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$335k	+33%	6.2k	53.57	View chart
Walt Disney Company (DIS)	0.0	$325k		3.1k	103.90	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$322k		5.4k	59.85	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$315k		2.1k	151.99	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$295k	+5%	12k	25.58	View chart
Hershey Company (HSY)	0.0	$263k		1.4k	191.36	View chart
International Business Machines (IBM)	0.0	$249k		993.00	251.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$240k	NEW	2.4k	100.89	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$236k	-31%	2.1k	110.25	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$232k	+9%	3.5k	65.63	View chart
Merck & Co (MRK)	0.0	$216k		1.9k	115.46	View chart
Pearson Sponsored Adr (PSO)	0.0	$200k		14k	14.60	View chart
Atlas Critical Minerals Corp Ord Shs New	0.0	$55k	NEW	11k	5.06	View chart

Past Filings by Crane Advisory

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

Crane Advisory 2026 Q1 filed April 21, 2026
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

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