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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 61.33% of Crane Advisory's stock portfolio.
Added to shares of these 10 stocks: JPST, PULS, VUG, SPTS, XOM, SPCX, VB, VIG, JMUB, NULG.
Started 2 new stock positions in XOM, SPCX.
Reduced shares in these 10 stocks: VTV, SCHR, , SGOV, VOO, GLD, META, ATCX, IQLT, FBND.
Sold out of its positions in Exxon Mobil Corporation, ATCX.
Crane Advisory was a net buyer of stock by $5.9M.
Crane Advisory has $707M in assets under management (AUM), dropping by 1.53%.
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 55 positions in its portfolio as reported in the September 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)	17.3	$122M		171k	712.32	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	14.7	$104M		1.1M	92.06	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	11.0	$78M	+3%	1.6M	49.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	9.4	$67M		2.8M	23.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	9.0	$63M	+5%	1.3M	50.24	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	7.5	$53M	-2%	242k	217.93	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.3	$44M		1.0M	43.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.6	$32M		137k	236.15	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	4.1	$29M		1.0M	28.62	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	2.7	$19M		65k	290.95	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	2.7	$19M		236k	80.26	View chart
Ishares Tr Core Msci Intl (IDEV)	2.5	$17M		194k	89.65	View chart
Apple (AAPL)	2.0	$14M		43k	332.89	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$8.8M		105k	83.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$5.6M		16k	343.82	View chart
Johnson & Johnson (JNJ)	0.3	$2.4M		9.3k	252.93	View chart
NVIDIA Corporation (NVDA)	0.3	$2.3M		9.6k	238.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$2.1M		31k	68.69	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$2.1M	-13%	21k	100.45	View chart
Microsoft Corporation (MSFT)	0.3	$2.0M		3.8k	525.25	View chart
Meta Platforms Cl A (META)	0.3	$1.8M	-2%	2.4k	741.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.7M		4.8k	346.46	View chart
Amazon (AMZN)	0.2	$1.4M		5.6k	251.40	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$1.3M		25k	49.70	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$1.2M		3.5k	350.09	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.2	$1.2M		7.1k	161.94	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$954k	+23%	20k	47.64	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$655k		1.7k	380.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$640k	-19%	1.7k	379.55	View chart
Caterpillar (CAT)	0.1	$626k		738.00	847.64	View chart
Chevron Corporation (CVX)	0.1	$534k		2.6k	206.47	View chart
Realty Income (O)	0.1	$473k		8.8k	53.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$471k		1.4k	332.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$465k		600.00	774.83	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$458k	+34%	7.7k	59.16	View chart
Aon Shs Cl A (AON)	0.1	$444k		1.6k	272.05	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$442k		2.2k	199.53	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$427k	NEW	2.6k	163.99	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$417k		2.1k	200.98	View chart
Edison International (EIX)	0.1	$416k		7.7k	54.24	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$400k	+2%	3.6k	110.09	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$397k	+41%	3.4k	116.14	View chart
Boeing Company (BA)	0.0	$328k		1.7k	192.72	View chart
Walt Disney Company (DIS)	0.0	$307k		3.0k	103.61	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$281k		5.4k	51.69	View chart
Micron Technology (MU)	0.0	$261k		245.00	1063.96	View chart
Merck & Co (MRK)	0.0	$261k		1.9k	139.54	View chart
Wal-Mart Stores (WMT)	0.0	$255k		2.4k	105.07	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$253k	+8%	4.7k	53.48	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$236k		12k	19.78	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$231k	NEW	1.4k	171.09	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$227k		2.4k	94.59	View chart
Pearson Sponsored Adr (PSO)	0.0	$223k		14k	16.24	View chart
Hershey Company (HSY)	0.0	$221k		1.4k	161.01	View chart
International Business Machines (IBM)	0.0	$220k		993.00	221.58	View chart

Past Filings by Crane Advisory

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

Crane Advisory 2026 Q3 filed Oct. 13, 2026
Crane Advisory 2026 Q2 filed July 20, 2026
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

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