Crane Advisory, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Crane Advisory, LLC reported 46 stock positions worth $603.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.9% of the portfolio, followed by Pgim Ultra Short Bond ETF (PULS, 15.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.4%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 5 and reduced 24. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +55%) and the biggest sale SS SPDR P St Term TSY ETF (SPTS, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $603.5M (Q2 2025)
- SEC Filing
- 0001085146-25-003907 ↗ filed Jul 17, 2025
Holdings Value
Holdings 46 stocks · $603.5M
| VOO Vanguard S&P 500 ETF | 16.91% | 178,008 | $102.0M | Reduce -5.7% |
| PULS Pgim Ultra Short Bond ETF | 15.88% | 1,930,818 | $95.8M | Add +6.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.40% | 169,430 | $74.8M | Reduce -9.3% |
| JPST JPMorgan Ultra-Short Income | 11.90% | 1,421,212 | $71.8M | Add +54.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.51% | 254,185 | $45.3M | Reduce -1.4% |
| SCHR Schwab Intermediate-Term US | 7.22% | 1,759,046 | $43.6M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 4.60% | 134,724 | $27.7M | Reduce -5.6% |
| SPTS SS SPDR P St Term TSY ETF | 4.43% | 917,431 | $26.7M | Reduce -28.9% |
| FBND Fidelity Total Bond ETF | 3.92% | 520,833 | $23.7M | Reduce -3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.99% | 74,542 | $18.1M | Reduce -5.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.99% | 63,995 | $18.1M | Reduce -7.9% |
| AAPL Apple Inc. | 2.78% | 79,397 | $16.8M | Reduce -16.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.46% | 116,089 | $8.8M | New |
| IEMG iShares Core MSCI Emerging | 0.72% | 72,091 | $4.3M | Reduce -7.8% |
| GOOG Alphabet Inc. Class C | 0.50% | 16,685 | $3.0M | No change |
| MSFT Microsoft Corp. | 0.34% | 4,049 | $2.0M | Reduce -0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 18,678 | $1.9M | New |
| NVDA Nvidia Corp. | 0.30% | 10,926 | $1.8M | Reduce -7.7% |
| META Meta Platforms Inc. Class A | 0.29% | 2,417 | $1.7M | No change |
| JNJ Johnson & Johnson | 0.26% | 9,994 | $1.6M | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.21% | 31,040 | $1.3M | No change |
| IQLT iShares MSCI International Q | 0.18% | 25,475 | $1.1M | Reduce -88.2% |
| AMZN Amazon.com Inc. | 0.18% | 4,734 | $1.1M | Reduce -30.4% |
| VONE Vanguard Russell 1000 | 0.16% | 3,471 | $984K | Reduce -0.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.16% | 7,126 | $941K | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 0.14% | 4,663 | $840K | Add +0.0% |
| GLD SPDR Gold Shares | 0.11% | 2,170 | $671K | No change |
| O Realty Income Corp. | 0.10% | 10,965 | $627K | Add +4.0% |
| AON Aon PLC Class A | 0.10% | 1,643 | $584K | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,674 | $514K | No change |
| BA The Boeing Co. | 0.07% | 1,916 | $435K | No change |
| CVX Chevron Corp. | 0.07% | 2,767 | $430K | Reduce -1.9% |
| EIX Edison International | 0.07% | 8,157 | $417K | Reduce -16.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,257 | $390K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 600 | $374K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 1,291 | $370K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,213 | $370K | Add +56.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.06% | 3,348 | $369K | New |
| CAT Caterpillar Inc. | 0.06% | 886 | $360K | Reduce -12.6% |
| XOM Exxon Mobil Corp. | 0.05% | 2,545 | $294K | Reduce -5.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 2,685 | $277K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 968 | $275K | No change |
| XLK SS Technology Select Sector | 0.04% | 1,031 | $264K | New |
| XVV iShares ESG Select Screened | 0.04% | 5,125 | $246K | Reduce -18.1% |
| HSY The Hershey Co. | 0.04% | 1,375 | $227K | Reduce -12.7% |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 13,705 | $197K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SPTS SS SPDR P St Term TSY ETF | Reduce -28.9% | 4.43% | −2.37 |
| IQLT iShares MSCI International Q | Reduce -88.2% | 0.18% | −1.33 |
| SCHR Schwab Intermediate-Term US | Reduce -0.7% | 7.22% | −0.65 |
| AAPL Apple Inc. | Reduce -16.9% | 2.78% | −0.64 |
| FBND Fidelity Total Bond ETF | Reduce -3.2% | 3.92% | −0.43 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.6% | 4.60% | −0.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.9% | 2.99% | −0.07 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -30.4% | 0.18% | −0.05 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.04 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 7.51% | −0.03 |
| EIX Edison International | Reduce -16.1% | 0.07% | −0.03 |
| AON Aon PLC Class A | Reduce -0.8% | 0.10% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -7.8% | 0.72% | −0.01 |
| HSY The Hershey Co. | Reduce -12.7% | 0.04% | −0.01 |
| XVV iShares ESG Select Screened | Reduce -18.1% | 0.04% | −0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -1.9% | 0.16% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -5.9% | 0.05% | −0.00 |
| CVX Chevron Corp. | Reduce -1.9% | 0.07% | +0.00 |
| CAT Caterpillar Inc. | Reduce -12.6% | 0.06% | +0.01 |
| VONE Vanguard Russell 1000 | Reduce -0.6% | 0.16% | +0.01 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.34% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.5% | 2.99% | +0.06 |
| NVDA Nvidia Corp. | Reduce -7.7% | 0.30% | +0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -5.7% | 16.91% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.3% | 12.40% | +0.23 |
Portfolio Buys Q1 2025 → Q2 2025
| JPST JPMorgan Ultra-Short Income | Add +54.8% | 11.90% | +3.54 |
| IDEV iShares Core MSCI Dev MKTS | New | 1.46% | +1.46 |
| SGOV iShares 0-3 Month Treasury B | New | 0.31% | +0.31 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.06% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.05% | +0.05 |
| XLK SS Technology Select Sector | New | 0.04% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +56.7% | 0.06% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.14% | +0.01 |
| O Realty Income Corp. | Add +4.0% | 0.10% | −0.00 |
| PULS Pgim Ultra Short Bond ETF | Add +6.8% | 15.88% | −0.26 |
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 |