Crane Advisory, LLC
- SEC CIK
- 0001951283
- Latest filing
- Jul 17, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 52
- 0 vs. Q4 2025
- Portfolio value
- $668.1M
- +$6.64M (+1.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 172,623 | $111.3M | 16.7% | −1,458−0.8% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 183,782 | $89.4M | 13.4% | +8,696+5.0% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,537,220 | $76.3M | 11.4% | +4,917+0.3% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 2,791,682 | $69.5M | 10.4% | +8,465+0.3% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,194,881 | $60.4M | 9.0% | +22,848+1.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 250,460 | $50.7M | 7.6% | −13,840−5.2% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,010,771 | $46.4M | 6.9% | +1,242+0.1% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 137,671 | $31.0M | 4.6% | −433−0.3% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 988,122 | $28.8M | 4.3% | +10,010+1.0% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 63,769 | $17.8M | 2.7% | −2,225−3.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 58,103 | $17.6M | 2.6% | −238−0.4% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 178,638 | $15.9M | 2.4% | +22,466+14.4% | Added | – |
| AAPLApple Inc. | Stock | 46,961 | $12.4M | 1.9% | −54−0.1% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 102,203 | $7.83M | 1.2% | +10,866+11.9% | Added | – |
| GOOGAlphabet Inc. | Stock | 16,373 | $5.45M | 0.8% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 9,346 | $2.19M | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 19,654 | $1.98M | 0.3% | −2,859−12.7% | Reduced | – |
| NVDANVIDIA Corp | Stock | 9,538 | $1.89M | 0.3% | −372−3.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,466 | $1.67M | 0.2% | −10−0.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 4,812 | $1.62M | 0.2% | −73−1.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,802 | $1.60M | 0.2% | −305−7.4% | Reduced | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $1.57M | 0.2% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 5,636 | $1.41M | 0.2% | +105+1.9% | Added | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,472 | $1.25M | 0.2% | +132+0.5% | Added | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,468 | $1.10M | 0.2% | −3−0.1% | Reduced | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $1.06M | 0.2% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 2,108 | $927.7K | 0.1% | −21−1.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,722 | $595.9K | 0.1% | 00.0% | Unchanged | – |
| ORealty Income Corp | REIT | 9,137 | $590.6K | 0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 736 | $568.7K | 0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 7,656 | $548.2K | 0.1% | +69+0.9% | Added | History |
| AONAon plc | CL A | 1,631 | $546.9K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 2,588 | $486.9K | 0.1% | −206−7.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,416 | $438.9K | 0.1% | +40+2.9% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $422.0K | 0.1% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $421.0K | 0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 8,345 | $420.5K | 0.1% | +171+2.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 2,477 | $376.4K | 0.1% | −69−2.7% | Reduced | History |
| BABoeing Co | Stock | 1,702 | $372.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,244 | $334.5K | 0.1% | +1,578+33.8% | Added | – |
| DISWalt Disney Co | Stock | 3,132 | $325.4K | <0.1% | −24−0.8% | Reduced | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 5,384 | $322.2K | <0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,069 | $314.5K | <0.1% | +3+0.1% | Added | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 11,539 | $295.2K | <0.1% | +570+5.2% | Added | History |
| HSYHershey Co | COM | 1,375 | $263.1K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 993 | $249.2K | <0.1% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 2,374 | $239.5K | <0.1% | +2,374 | New | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,144 | $236.4K | <0.1% | −966−31.1% | Reduced | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,540 | $232.3K | <0.1% | +317+9.8% | Added | History |
| MRKMerck & Co., Inc. | Stock | 1,868 | $215.7K | <0.1% | 00.0% | Unchanged | History |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $200.1K | <0.1% | 00.0% | Unchanged | History |
| ATCXAtlas Critical Minerals Corp | ORD SHS NEW | 10,806 | $54.7K | <0.1% | +10,806 | New | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.