Crane Advisory, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Crane Advisory, LLC reported 44 stock positions worth $553.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.7% of the portfolio, followed by Pgim Ultra Short Bond ETF (PULS, 16.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.2%). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 21 and reduced 7. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +113%) and the biggest sale Fidelity Total Bond ETF (FBND, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $553.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002148 ↗ filed Apr 17, 2025
Holdings Value
Holdings 44 stocks · $553.2M
| VOO Vanguard S&P 500 ETF | 16.74% | 188,782 | $92.6M | Add +5.8% |
| PULS Pgim Ultra Short Bond ETF | 16.15% | 1,807,641 | $89.3M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.16% | 186,826 | $67.3M | Add +8.8% |
| JPST JPMorgan Ultra-Short Income | 8.36% | 917,926 | $46.3M | Add +112.7% |
| SCHR Schwab Intermediate-Term US | 7.86% | 1,771,899 | $43.5M | Reduce -4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.54% | 257,809 | $41.7M | Add +2.0% |
| SPTS SS SPDR P St Term TSY ETF | 6.80% | 1,289,342 | $37.6M | Reduce -10.8% |
| VIG Vanguard Dividend Apprec ETF | 4.77% | 142,748 | $26.4M | Add +3.0% |
| FBND Fidelity Total Bond ETF | 4.35% | 538,227 | $24.0M | Reduce -48.7% |
| AAPL Apple Inc. | 3.42% | 95,536 | $18.9M | Add +18.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.06% | 69,492 | $16.9M | Add +8.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.94% | 78,887 | $16.2M | Add +11.4% |
| IQLT iShares MSCI International Q | 1.51% | 215,140 | $8.4M | Add +9.8% |
| IEMG iShares Core MSCI Emerging | 0.73% | 78,223 | $4.0M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.48% | 16,685 | $2.7M | No change |
| MSFT Microsoft Corp. | 0.29% | 4,063 | $1.6M | Add +0.1% |
| JNJ Johnson & Johnson | 0.27% | 9,994 | $1.5M | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.24% | 2,417 | $1.3M | Add +3.9% |
| NVDA Nvidia Corp. | 0.24% | 11,833 | $1.3M | Add +67.3% |
| AMZN Amazon.com Inc. | 0.23% | 6,799 | $1.3M | Add +52.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.18% | 31,040 | $991K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.16% | 7,261 | $878K | Reduce -1.6% |
| VONE Vanguard Russell 1000 | 0.15% | 3,491 | $845K | No change |
| GOOGL Alphabet Inc. Class A | 0.13% | 4,662 | $733K | Add +5.0% |
| GLD SPDR Gold Shares | 0.12% | 2,170 | $647K | Reduce -2.7% |
| AON Aon PLC Class A | 0.11% | 1,657 | $624K | No change |
| O Realty Income Corp. | 0.11% | 10,544 | $582K | No change |
| EIX Edison International | 0.10% | 9,723 | $545K | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,674 | $438K | No change |
| CVX Chevron Corp. | 0.07% | 2,821 | $383K | Add +25.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 600 | $320K | No change |
| WMT Walmart Inc. | 0.06% | 3,315 | $308K | New |
| JPM JPMorgan Chase & Co. | 0.06% | 1,291 | $305K | No change |
| BA The Boeing Co. | 0.05% | 1,916 | $301K | Reduce -15.7% |
| CAT Caterpillar Inc. | 0.05% | 1,014 | $298K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 2,705 | $279K | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,257 | $276K | No change |
| HSY The Hershey Co. | 0.05% | 1,575 | $261K | New |
| XVV iShares ESG Select Screened | 0.05% | 6,254 | $256K | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 968 | $228K | No change |
| PSO Pearson PLC-Sponsored ADR | 0.04% | 13,705 | $214K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 1,412 | $211K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,600 | $205K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.04% | 1,322 | $204K | Add +21.4% |
Portfolio Sells Q4 2024 → Q1 2025
| FBND Fidelity Total Bond ETF | Reduce -48.7% | 4.35% | −3.91 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -10.8% | 6.80% | −0.54 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.05 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.04 |
| SCHR Schwab Intermediate-Term US | Reduce -4.8% | 7.86% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -15.7% | 0.05% | −0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -1.6% | 0.16% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.05% | −0.00 |
| GLD SPDR Gold Shares | Reduce -2.7% | 0.12% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| JPST JPMorgan Ultra-Short Income | Add +112.7% | 8.36% | +4.55 |
| PULS Pgim Ultra Short Bond ETF | Add +0.3% | 16.15% | +0.48 |
| IQLT iShares MSCI International Q | Add +9.8% | 1.51% | +0.24 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.5% | 3.06% | +0.06 |
| NVDA Nvidia Corp. | Add +67.3% | 0.24% | +0.06 |
| WMT Walmart Inc. | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +52.5% | 0.23% | +0.05 |
| HSY The Hershey Co. | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +1.7% | 0.27% | +0.03 |
| CVX Chevron Corp. | Add +25.2% | 0.07% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +0.1% | 0.73% | +0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Add +21.4% | 0.04% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +3.0% | 4.77% | −0.00 |
| XVV iShares ESG Select Screened | Add +1.1% | 0.05% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.0% | 7.54% | −0.00 |
| META Meta Platforms Inc. Class A | Add +3.9% | 0.24% | −0.01 |
| AAPL Apple Inc. | Add +18.6% | 3.42% | −0.02 |
| MSFT Microsoft Corp. | Add +0.1% | 0.29% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +5.0% | 0.13% | −0.02 |
| EIX Edison International | Add +0.0% | 0.10% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.4% | 2.94% | −0.09 |
| VOO Vanguard S&P 500 ETF | Add +5.8% | 16.74% | −0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.8% | 12.16% | −0.38 |
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 |