Crane Advisory, LLC
- SEC CIK
- 0001951283
- Latest filing
- Jul 17, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 17, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 55
- +3 vs. Q1 2026
- Portfolio value
- $696.6M
- +$28.5M (+4.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 171,763 | $118.5M | 17.0% | −860−0.5% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,113,696 | $96.4M | 13.8% | +11,004+1.0% | AddedConverted for a 6-for-1 split | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,528,318 | $75.8M | 10.9% | −8,902−0.6% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 2,844,705 | $69.8M | 10.0% | +53,023+1.9% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,198,932 | $60.5M | 8.7% | +4,051+0.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 247,476 | $54.2M | 7.8% | −2,984−1.2% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,026,233 | $46.4M | 6.7% | +15,462+1.5% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 136,218 | $32.6M | 4.7% | −1,453−1.1% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 995,137 | $28.8M | 4.1% | +7,015+0.7% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 64,565 | $19.2M | 2.8% | +796+1.2% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 234,747 | $18.9M | 2.7% | +2,335+1.0% | AddedConverted for a 4-for-1 split | – |
| iShares Tr46435G326 | CORE MSCI INTL | 193,146 | $17.3M | 2.5% | +14,508+8.1% | Added | – |
| AAPLApple Inc. | Stock | 43,105 | $14.4M | 2.1% | −3,856−8.2% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 104,012 | $8.12M | 1.2% | +1,809+1.8% | Added | – |
| GOOGAlphabet Inc. | Stock | 16,373 | $5.79M | 0.8% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 24,384 | $2.45M | 0.4% | +4,730+24.1% | Added | – |
| JNJJohnson & Johnson | Stock | 9,346 | $2.34M | 0.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 9,538 | $1.98M | 0.3% | 00.0% | Unchanged | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $1.86M | 0.3% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 4,798 | $1.70M | 0.2% | −14−0.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,467 | $1.64M | 0.2% | +10.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,782 | $1.52M | 0.2% | −20−0.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,572 | $1.39M | 0.2% | −64−1.1% | Reduced | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,501 | $1.26M | 0.2% | +29+0.1% | Added | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,468 | $1.18M | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $1.16M | 0.2% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 16,281 | $817.3K | 0.1% | +7,936+95.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 2,108 | $769.3K | 0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 737 | $646.2K | 0.1% | +1+0.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,722 | $638.1K | 0.1% | 00.0% | Unchanged | – |
| AONAon plc | CL A | 1,631 | $601.2K | 0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 7,660 | $597.9K | 0.1% | +4+0.1% | Added | History |
| ORealty Income Corp | REIT | 8,802 | $578.7K | 0.1% | −335−3.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,416 | $485.9K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 2,588 | $475.8K | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $450.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $450.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,539 | $390.0K | 0.1% | +1,395+65.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 2,605 | $380.2K | 0.1% | +128+5.2% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,071 | $367.7K | 0.1% | +2+0.1% | Added | – |
| BABoeing Co | Stock | 1,701 | $364.6K | 0.1% | −1−0.1% | Reduced | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 5,763 | $331.5K | <0.1% | −481−7.7% | Reduced | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 5,411 | $317.4K | <0.1% | +27+0.5% | Added | – |
| DISWalt Disney Co | Stock | 2,964 | $295.5K | <0.1% | −168−5.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 2,424 | $278.6K | <0.1% | +2,424 | New | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 2,413 | $273.5K | <0.1% | +39+1.6% | Added | – |
| HSYHershey Co | COM | 1,375 | $240.2K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 1,868 | $238.4K | <0.1% | 00.0% | Unchanged | History |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $231.5K | <0.1% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 4,364 | $224.7K | <0.1% | +4,364 | New | – |
| IBMInternational Business Machines Corp | Stock | 993 | $217.5K | <0.1% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 11,950 | $213.7K | <0.1% | +411+3.6% | Added | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,400 | $211.6K | <0.1% | +2,400 | New | – |
| MUMicron Technology Inc | Stock | 245 | $209.0K | <0.1% | +245 | New | History |
| ATCXAtlas Critical Minerals Corp | ORD SHS NEW | 10,806 | $33.3K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.