Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Red Crane Wealth Management

Latest statistics and disclosures from Red Crane Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SIXJ, SPYV, SGOV, NJAN, SPYG, and represent 27.63% of Red Crane Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO, DDTL, IJUL, SGOV, QJUN, Innovator Etfs Trust, PBQQ, META, IBUF, IAUG.
Started 8 new stock positions in QQQM, DDTL, QJUN, IJUL, Innovator Etfs Trust, IBUF, SPMD, SNDK.
Reduced shares in these 10 stocks: SIXJ, IOCT, IJUN, QSPT, NEAR, , INTC, DDFL, QQQ, VB.
Sold out of its position in XLE.
Red Crane Wealth Management was a net buyer of stock by $6.9M.
Red Crane Wealth Management has $136M in assets under management (AUM), dropping by 11.88%.
Central Index Key (CIK): 0001686343

Tip: Access up to 7 years of quarterly data

Positions held by Red Crane Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Red Crane Wealth Management

Red Crane Wealth Management holds 79 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
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	7.8	$11M	-12%	291k	36.48	View chart
Spdr Series Trust St Str P500val (SPYV)	5.7	$7.8M		128k	60.79	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	5.1	$6.9M	+11%	68k	100.67	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	4.6	$6.3M		107k	59.02	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	4.4	$6.0M		50k	118.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$5.6M		8.2k	686.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.4	$4.6M	+299%	57k	80.57	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	3.2	$4.3M	+2%	72k	59.20	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	3.1	$4.1M		104k	39.80	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	3.0	$4.1M		108k	38.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$3.8M	-2%	5.2k	736.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$3.6M		37k	96.58	View chart
Apple (AAPL)	2.5	$3.5M		12k	289.36	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$3.2M	+2%	42k	75.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$2.9M	-2%	9.5k	303.13	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	2.0	$2.7M	-2%	78k	33.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	2.0	$2.7M		57k	46.41	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.7	$2.4M		27k	87.88	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	1.7	$2.3M		66k	35.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	1.7	$2.3M	-11%	65k	34.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.6	$2.2M	+3%	14k	158.66	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	1.6	$2.1M	+8%	34k	62.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.4	$1.9M		38k	49.49	View chart
Innovator Etfs Trust International Dv (IOCT)	1.4	$1.8M	-25%	50k	36.99	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.3	$1.7M		15k	117.09	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	1.2	$1.6M	+10%	35k	45.63	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	1.2	$1.6M	-15%	31k	50.66	View chart
Meta Platforms Cl A (META)	1.1	$1.5M	+20%	2.7k	563.29	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.1	$1.5M		33k	45.64	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.0	$1.4M		33k	42.20	View chart
Ishares Tr Esg Optimized (SUSA)	1.0	$1.3M		8.6k	154.30	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	1.0	$1.3M	+2%	51k	25.52	View chart
Neos Etf Trust Gold Hig Inc Etf (IAUI)	0.9	$1.3M	+8%	26k	48.45	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.9	$1.2M	NEW	57k	22.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$1.0M		16k	61.46	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.7	$997k	NEW	28k	35.97	View chart
Intel Corporation (INTC)	0.7	$978k	-15%	7.0k	139.63	View chart
Innovator Etfs Trust Growth 100 Dual (DDNQ)	0.7	$934k	+20%	45k	20.70	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	0.7	$897k	-2%	45k	19.77	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.7	$884k	+13%	29k	30.77	View chart
NVIDIA Corporation (NVDA)	0.6	$848k	+8%	4.2k	200.10	View chart
Lineage Cell Therapeutics In (LCTX)	0.6	$782k		597k	1.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$770k		3.6k	212.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$769k		14k	56.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$724k		2.0k	370.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$711k		9.7k	73.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$709k	+10%	2.0k	357.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.5	$687k	NEW	20k	33.79	View chart
Microsoft Corporation (MSFT)	0.5	$674k	+17%	1.8k	372.94	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.5	$648k	+2%	13k	51.85	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.5	$617k	+59%	20k	30.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$611k		19k	31.71	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.4	$596k	+166%	19k	31.50	View chart
Amgen (AMGN)	0.4	$567k		1.6k	362.12	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.4	$517k	+3%	9.1k	56.79	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$512k		1.1k	477.73	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.3	$468k		11k	43.45	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.3	$445k	-2%	14k	31.73	View chart
RBB F/m Us Treasury (TBIL)	0.3	$431k	-8%	8.6k	49.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$429k	-2%	1.2k	353.27	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.3	$418k	-24%	20k	21.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$409k	+77%	7.3k	56.16	View chart
Innovator Etfs Trust Eqty Dul Dirct15	0.3	$394k	NEW	20k	19.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$391k		9.5k	41.30	View chart
Amazon (AMZN)	0.3	$389k		1.6k	238.34	View chart
Oracle Corporation (ORCL)	0.3	$378k		2.6k	146.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$374k		8.1k	46.05	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.2	$308k	-53%	9.9k	31.18	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$299k		5.7k	52.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$284k		1.8k	158.03	View chart
Aim Etf Products Trust Allia Us Aug Etf (AUGW)	0.2	$254k		7.5k	34.05	View chart
Vanguard World Energy Etf (VDE)	0.2	$248k		1.7k	150.13	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$242k		7.1k	33.87	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.2	$240k	NEW	7.6k	31.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$222k	NEW	732.00	302.77	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$220k		6.6k	33.21	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$213k	NEW	3.2k	67.56	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$213k		4.2k	50.50	View chart
Sandisk Corp (SNDK)	0.2	$205k	NEW	90.00	2273.73	View chart

Past Filings by Red Crane Wealth Management

SEC 13F filings are viewable for Red Crane Wealth Management going back to 2025

Red Crane Wealth Management 2026 Q2 filed July 29, 2026
Red Crane Wealth Management 2026 Q1 filed April 29, 2026
Red Crane Wealth Management 2025 Q4 filed Feb. 3, 2026
Red Crane Wealth Management 2025 Q3 filed Oct. 29, 2025
Red Crane Wealth Management 2025 Q2 filed July 30, 2025
Red Crane Wealth Management 2025 Q1 filed May 12, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z