Crane Advisory, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Crane Advisory, LLC reported 44 stock positions worth $570.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.0% of the portfolio, followed by Pgim Ultra Short Bond ETF (PULS, 15.7%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 14 and reduced 11. The biggest buy was a new position in JPMorgan Ultra-Short Income (JPST) and the biggest sale an exit from iShares US Treasury Bond ETF (GOVT).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $570.5M (Q4 2024)
- SEC Filing
- 0001085146-25-000165 ↗ filed Jan 14, 2025
Holdings Value
Holdings 44 stocks · $570.5M
| VOO Vanguard S&P 500 ETF | 17.03% | 178,443 | $97.1M | Add +2.0% |
| PULS Pgim Ultra Short Bond ETF | 15.67% | 1,802,695 | $89.4M | Add +28.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.54% | 171,770 | $71.5M | Reduce -0.2% |
| FBND Fidelity Total Bond ETF | 8.26% | 1,050,079 | $47.1M | Reduce -3.7% |
| SCHR Schwab Intermediate-Term US | 7.91% | 1,860,248 | $45.1M | Reduce -5.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.55% | 252,696 | $43.0M | Add +6.3% |
| SPTS SS SPDR P St Term TSY ETF | 7.34% | 1,445,109 | $41.9M | Reduce -16.1% |
| VIG Vanguard Dividend Apprec ETF | 4.77% | 138,643 | $27.2M | Add +6.5% |
| JPST JPMorgan Ultra-Short Income | 3.81% | 431,560 | $21.8M | New |
| AAPL Apple Inc. | 3.44% | 80,579 | $19.6M | Add +2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.02% | 70,807 | $17.2M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.00% | 64,025 | $17.1M | Add +3.4% |
| IQLT iShares MSCI International Q | 1.28% | 195,952 | $7.3M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.72% | 78,139 | $4.1M | Reduce -17.5% |
| GOOG Alphabet Inc. Class C | 0.56% | 16,685 | $3.2M | No change |
| MSFT Microsoft Corp. | 0.30% | 4,059 | $1.7M | Add +19.9% |
| JNJ Johnson & Johnson | 0.25% | 9,825 | $1.4M | Reduce -8.2% |
| META Meta Platforms Inc. Class A | 0.25% | 2,327 | $1.4M | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.21% | 31,040 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.18% | 7,075 | $1.0M | Add +38.3% |
| AMZN Amazon.com Inc. | 0.18% | 4,459 | $1000K | Add +10.3% |
| VONE Vanguard Russell 1000 | 0.16% | 3,491 | $940K | Reduce -0.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.16% | 7,380 | $927K | No change |
| GOOGL Alphabet Inc. Class A | 0.15% | 4,439 | $851K | Reduce -11.0% |
| EIX Edison International | 0.14% | 9,722 | $776K | No change |
| AON Aon PLC Class A | 0.10% | 1,657 | $587K | Reduce -1.8% |
| O Realty Income Corp. | 0.10% | 10,544 | $562K | No change |
| GLD SPDR Gold Shares | 0.10% | 2,231 | $543K | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,674 | $491K | No change |
| BA The Boeing Co. | 0.07% | 2,272 | $386K | No change |
| CAT Caterpillar Inc. | 0.06% | 1,014 | $369K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,257 | $362K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 600 | $355K | No change |
| CVX Chevron Corp. | 0.06% | 2,254 | $333K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 1,291 | $314K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 2,745 | $296K | Add +10.9% |
| XVV iShares ESG Select Screened | 0.05% | 6,184 | $283K | Reduce -3.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.05% | 2,416 | $266K | Reduce -0.0% |
| MUB iShares National Muni Bond E | 0.04% | 2,380 | $254K | New |
| SGOV iShares 0-3 Month Treasury B | 0.04% | 2,453 | $246K | Add +6.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 1,412 | $229K | No change |
| PSO Pearson PLC-Sponsored ADR | 0.04% | 13,705 | $219K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 968 | $216K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.04% | 1,089 | $205K | New |
Portfolio Sells Q3 2024 → Q4 2024
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −4.58 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -16.1% | 7.34% | −1.75 |
| SCHR Schwab Intermediate-Term US | Reduce -5.1% | 7.91% | −0.92 |
| FBND Fidelity Total Bond ETF | Reduce -3.7% | 8.26% | −0.85 |
| IEMG iShares Core MSCI Emerging | Reduce -17.5% | 0.72% | −0.27 |
| JNJ Johnson & Johnson | Reduce -8.2% | 0.25% | −0.06 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.04 |
| AON Aon PLC Class A | Reduce -1.8% | 0.10% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.0% | 0.05% | −0.00 |
| XVV iShares ESG Select Screened | Reduce -3.0% | 0.05% | −0.00 |
| VONE Vanguard Russell 1000 | Reduce -0.3% | 0.16% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -11.0% | 0.15% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 12.54% | +0.56 |
Portfolio Buys Q3 2024 → Q4 2024
| JPST JPMorgan Ultra-Short Income | New | 3.81% | +3.81 |
| PULS Pgim Ultra Short Bond ETF | Add +28.0% | 15.67% | +3.03 |
| VOO Vanguard S&P 500 ETF | Add +2.0% | 17.03% | +0.36 |
| AAPL Apple Inc. | Add +2.7% | 3.44% | +0.23 |
| VIG Vanguard Dividend Apprec ETF | Add +6.5% | 4.77% | +0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.7% | 3.02% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.3% | 7.55% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.4% | 3.00% | +0.06 |
| NVDA Nvidia Corp. | Add +38.3% | 0.18% | +0.06 |
| MSFT Microsoft Corp. | Add +19.9% | 0.30% | +0.05 |
| MUB iShares National Muni Bond E | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +10.3% | 0.18% | +0.04 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.04% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | Add +6.5% | 0.04% | +0.00 |
| GLD SPDR Gold Shares | Add +2.8% | 0.10% | +0.00 |
| XOM Exxon Mobil Corp. | Add +10.9% | 0.05% | −0.00 |
| IQLT iShares MSCI International Q | Add +0.6% | 1.28% | −0.15 |
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 |