Crane Advisory, LLC
- SEC CIK
- 0001951283
- Latest filing
- Jul 17, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 15, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 52
- +2 vs. Q3 2025
- Portfolio value
- $661.4M
- +$25.3M (+4.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 174,081 | $111.3M | 16.8% | −3,460−1.9% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 175,086 | $86.2M | 13.0% | +4,005+2.3% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,532,303 | $76.1M | 11.5% | −467,327−23.4% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 2,783,217 | $69.8M | 10.5% | +976,360+54.0% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,172,033 | $59.4M | 9.0% | −305,541−20.7% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 264,300 | $52.0M | 7.9% | +3,253+1.2% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,009,529 | $46.6M | 7.0% | +479,519+90.5% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 138,104 | $31.2M | 4.7% | +300+0.2% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 978,112 | $28.6M | 4.3% | +27,256+2.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 65,994 | $18.0M | 2.7% | −5,285−7.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 58,341 | $17.5M | 2.6% | −4,050−6.5% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 156,172 | $13.3M | 2.0% | +34,986+28.9% | Added | – |
| AAPLApple Inc. | Stock | 47,015 | $12.2M | 1.8% | −1,599−3.3% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 91,337 | $6.48M | 1.0% | +18,917+26.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 16,373 | $5.45M | 0.8% | −312−1.9% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 22,513 | $2.26M | 0.3% | +2,632+13.2% | Added | – |
| JNJJohnson & Johnson | Stock | 9,346 | $1.96M | 0.3% | −648−6.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 4,107 | $1.96M | 0.3% | +37+0.9% | Added | History |
| NVDANVIDIA Corp | Stock | 9,910 | $1.83M | 0.3% | −981−9.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 4,885 | $1.62M | 0.2% | +173+3.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,476 | $1.59M | 0.2% | +48+2.0% | Added | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $1.47M | 0.2% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 5,531 | $1.36M | 0.2% | +293+5.6% | Added | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,340 | $1.19M | 0.2% | +153+0.6% | Added | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,471 | $1.09M | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $1.04M | 0.2% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 2,129 | $898.9K | 0.1% | −41−1.9% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,722 | $590.7K | 0.1% | 00.0% | Unchanged | – |
| AONAon plc | CL A | 1,631 | $571.6K | 0.1% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 9,137 | $538.1K | 0.1% | −1,408−13.4% | Reduced | History |
| CATCaterpillar Inc | Stock | 736 | $463.5K | 0.1% | −90−10.9% | Reduced | History |
| EIXEdison International | Stock | 7,587 | $455.1K | 0.1% | −611−7.5% | Reduced | History |
| CVXChevron Corp | Stock | 2,794 | $453.6K | 0.1% | +27+1.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,376 | $446.5K | 0.1% | +85+6.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $417.1K | 0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 8,174 | $414.8K | 0.1% | +3,712+83.2% | Added | – |
| BABoeing Co | Stock | 1,702 | $408.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $405.6K | 0.1% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 3,156 | $356.1K | 0.1% | −101−3.1% | Reduced | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,110 | $342.9K | 0.1% | −186−5.6% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 2,546 | $315.8K | <0.1% | +10.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 993 | $310.0K | <0.1% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 10,969 | $308.8K | <0.1% | +538+5.2% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,066 | $303.3K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 5,384 | $297.6K | <0.1% | +5,384 | New | – |
| HSYHershey Co | COM | 1,375 | $265.6K | <0.1% | 00.0% | Unchanged | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,223 | $256.8K | <0.1% | +353+12.3% | Added | History |
| TJXTJX Companies Inc | Stock | 1,600 | $251.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 4,666 | $249.9K | <0.1% | −268−5.4% | Reduced | – |
| TSLATesla, Inc. | Stock | 497 | $223.1K | <0.1% | +11+2.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 1,868 | $204.0K | <0.1% | +1,868 | New | History |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $196.9K | <0.1% | 00.0% | Unchanged | History |