Crane Advisory, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Crane Advisory, LLC reported 55 stock positions worth $696.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.8%) and Pgim Ultra Short Bond ETF (PULS, 10.9%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 21 and reduced 12. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale Pgim Ultra Short Bond ETF (PULS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $696.6M (Q2 2026)
- SEC Filing
- 0001951283-26-000004 ↗ filed Jul 20, 2026
Holdings Value
Holdings 55 stocks · $696.6M
| VOO Vanguard S&P 500 ETF | 17.02% | 171,763 | $118.5M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.84% | 1,113,696 | $96.4M | Add +1.0% |
| PULS Pgim Ultra Short Bond ETF | 10.89% | 1,528,318 | $75.8M | Reduce -0.6% |
| SCHR Schwab Intermediate-Term US | 10.02% | 2,844,705 | $69.8M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 8.69% | 1,198,932 | $60.5M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.78% | 247,476 | $54.2M | Reduce -1.2% |
| FBND Fidelity Total Bond ETF | 6.67% | 1,026,233 | $46.4M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 4.68% | 136,218 | $32.6M | Reduce -1.1% |
| SPTS SS SPDR P St Term TSY ETF | 4.14% | 995,137 | $28.8M | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.76% | 64,565 | $19.2M | Add +1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.72% | 234,747 | $18.9M | Add +1.0% |
| IDEV iShares Core MSCI Dev MKTS | 2.48% | 193,146 | $17.3M | Add +8.1% |
| AAPL Apple Inc. | 2.06% | 43,105 | $14.4M | Reduce -8.2% |
| IEMG iShares Core MSCI Emerging | 1.17% | 104,012 | $8.1M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.83% | 16,373 | $5.8M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.35% | 24,384 | $2.5M | Add +24.1% |
| JNJ Johnson & Johnson | 0.34% | 9,346 | $2.3M | No change |
| NVDA Nvidia Corp. | 0.28% | 9,538 | $2.0M | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.27% | 31,040 | $1.9M | No change |
| GOOGL Alphabet Inc. Class A | 0.24% | 4,798 | $1.7M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.24% | 2,467 | $1.6M | Add +0.0% |
| MSFT Microsoft Corp. | 0.22% | 3,782 | $1.5M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.20% | 5,572 | $1.4M | Reduce -1.1% |
| IQLT iShares MSCI International Q | 0.18% | 25,501 | $1.3M | Add +0.1% |
| VONE Vanguard Russell 1000 | 0.17% | 3,468 | $1.2M | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.17% | 7,126 | $1.2M | No change |
| JMUB JPMorgan Municipal ETF | 0.12% | 16,281 | $817K | Add +95.1% |
| GLD SPDR Gold Shares | 0.11% | 2,108 | $769K | No change |
| CAT Caterpillar Inc. | 0.09% | 737 | $646K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,722 | $638K | No change |
| AON Aon PLC Class A | 0.09% | 1,631 | $601K | No change |
| EIX Edison International | 0.09% | 7,660 | $598K | Add +0.1% |
| O Realty Income Corp. | 0.08% | 8,802 | $579K | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,416 | $486K | No change |
| CVX Chevron Corp. | 0.07% | 2,588 | $476K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 600 | $450K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,213 | $450K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.06% | 3,539 | $390K | Add +65.1% |
| XOM Exxon Mobil Corp. | 0.05% | 2,605 | $380K | Add +5.2% |
| XLK SS Technology Select Sector | 0.05% | 2,071 | $368K | Add +0.1% |
| BA The Boeing Co. | 0.05% | 1,701 | $365K | Reduce -0.1% |
| XVV iShares ESG Select Screened | 0.05% | 5,763 | $331K | Reduce -7.7% |
| FUTY Fidelity MSCI US Utilities | 0.05% | 5,411 | $317K | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,964 | $296K | Reduce -5.4% |
| WMT Walmart Inc. | 0.04% | 2,424 | $279K | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.04% | 2,413 | $274K | Add +1.6% |
| HSY The Hershey Co. | 0.03% | 1,375 | $240K | No change |
| MRK Merck & Co. Inc. | 0.03% | 1,868 | $238K | No change |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 13,705 | $231K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.03% | 4,364 | $225K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 993 | $218K | No change |
| PSLV Sprott Physical Silver Trust | 0.03% | 11,950 | $214K | Add +3.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 2,400 | $212K | New |
| MU Micron Technology Inc. | 0.03% | 245 | $209K | New |
| ATCX Atlas Critical Minerals Corp. | 0.00% | 10,806 | $33K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| PULS Pgim Ultra Short Bond ETF | Reduce -0.6% | 10.89% | −0.53 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.03 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.22% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 0.20% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.4% | 0.04% | −0.01 |
| O Realty Income Corp. | Reduce -3.7% | 0.08% | −0.01 |
| BA The Boeing Co. | Reduce -0.1% | 0.05% | −0.00 |
| XVV iShares ESG Select Screened | Reduce -7.7% | 0.05% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 0.24% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 4.68% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 7.78% | +0.18 |
| AAPL Apple Inc. | Reduce -8.2% | 2.06% | +0.21 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 17.02% | +0.35 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 13.84% | +0.46 |
| IDEV iShares Core MSCI Dev MKTS | Add +8.1% | 2.48% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.3% | 2.76% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.0% | 2.72% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | Add +24.1% | 0.35% | +0.06 |
| JMUB JPMorgan Municipal ETF | Add +95.1% | 0.12% | +0.05 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 0.03% | +0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| SHV iShares 0-1 Year Treasury Bo | Add +65.1% | 0.06% | +0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.09% | +0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.05% | +0.01 |
| EIX Edison International | Add +0.1% | 0.09% | +0.00 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +1.6% | 0.04% | +0.00 |
| XOM Exxon Mobil Corp. | Add +5.2% | 0.05% | −0.00 |
| FUTY Fidelity MSCI US Utilities | Add +0.5% | 0.05% | −0.00 |
| IQLT iShares MSCI International Q | Add +0.1% | 0.18% | −0.01 |
| IEMG iShares Core MSCI Emerging | Add +1.8% | 1.17% | −0.01 |
| PSLV Sprott Physical Silver Trust | Add +3.6% | 0.03% | −0.01 |
| META Meta Platforms Inc. Class A | Add +0.0% | 0.24% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Add +0.7% | 4.14% | −0.17 |
| FBND Fidelity Total Bond ETF | Add +1.5% | 6.67% | −0.27 |
| JPST JPMorgan Ultra-Short Income | Add +0.3% | 8.69% | −0.35 |
| SCHR Schwab Intermediate-Term US | Add +1.9% | 10.02% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $696.6M | VOO, VUG, PULS, SCHR, JPST |
| Q1 2026 | 52 | $668.1M | VOO, VUG, PULS, SCHR, JPST |
| Q4 2025 | 52 | $661.4M | VOO, VUG, PULS, SCHR, JPST |
| Q3 2025 | 50 | $636.2M | VOO, PULS, VUG, JPST, VTV |
| Q2 2025 | 46 | $603.5M | VOO, PULS, VUG, JPST, VTV |
| Q1 2025 | 44 | $553.2M | VOO, PULS, VUG, JPST, SCHR |
| Q4 2024 | 44 | $570.5M | VOO, PULS, VUG, FBND, SCHR |
| Q3 2024 | 43 | $553.1M | VOO, PULS, VUG, FBND, SPTS |
| Q2 2024 | 41 | $518.6M | VOO, PULS, VUG, FLOT, SPTS |
| Q1 2024 | 41 | $495.8M | VOO, GOVT, SCHR, VUG, SPTS |