Crane Advisory, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Crane Advisory, LLC reported 50 stock positions worth $636.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.2% of the portfolio, followed by Pgim Ultra Short Bond ETF (PULS, 15.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 13.1%). Compared with Q2 2025, it opened 4 new positions, added to 20 and reduced 12. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale Apple (AAPL, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $636.2M (Q3 2025)
- SEC Filing
- 0001951283-25-000004 ↗ filed Oct 15, 2025
Holdings Value
Holdings 50 stocks · $636.2M
| VOO Vanguard S&P 500 ETF | 17.22% | 177,541 | $109.6M | Reduce -0.3% |
| PULS Pgim Ultra Short Bond ETF | 15.62% | 1,999,630 | $99.4M | Add +3.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.08% | 171,081 | $83.2M | Add +1.0% |
| JPST JPMorgan Ultra-Short Income | 11.75% | 1,477,574 | $74.8M | Add +4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.63% | 261,047 | $48.6M | Add +2.7% |
| SCHR Schwab Intermediate-Term US | 7.12% | 1,806,857 | $45.3M | Add +2.7% |
| VIG Vanguard Dividend Apprec ETF | 4.70% | 137,804 | $29.9M | Add +2.3% |
| SPTS SS SPDR P St Term TSY ETF | 4.37% | 950,856 | $27.8M | Add +3.6% |
| FBND Fidelity Total Bond ETF | 3.85% | 530,010 | $24.5M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.87% | 62,391 | $18.3M | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.86% | 71,279 | $18.2M | Reduce -4.4% |
| AAPL Apple Inc. | 1.94% | 48,614 | $12.4M | Reduce -38.8% |
| IDEV iShares Core MSCI Dev MKTS | 1.53% | 121,186 | $9.8M | Add +4.4% |
| IEMG iShares Core MSCI Emerging | 0.76% | 72,420 | $4.8M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.64% | 16,685 | $4.0M | No change |
| MSFT Microsoft Corp. | 0.33% | 4,070 | $2.1M | Add +0.5% |
| NVDA Nvidia Corp. | 0.33% | 10,891 | $2.1M | Reduce -0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 19,881 | $2.0M | Add +6.4% |
| JNJ Johnson & Johnson | 0.30% | 9,994 | $1.9M | No change |
| META Meta Platforms Inc. Class A | 0.28% | 2,428 | $1.8M | Add +0.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.22% | 31,040 | $1.4M | No change |
| AMZN Amazon.com Inc. | 0.19% | 5,238 | $1.2M | Add +10.7% |
| GOOGL Alphabet Inc. Class A | 0.18% | 4,712 | $1.1M | Add +1.1% |
| IQLT iShares MSCI International Q | 0.18% | 25,187 | $1.1M | Reduce -1.1% |
| VONE Vanguard Russell 1000 | 0.17% | 3,471 | $1.1M | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.15% | 7,126 | $980K | No change |
| GLD SPDR Gold Shares | 0.12% | 2,170 | $793K | No change |
| O Realty Income Corp. | 0.10% | 10,545 | $619K | Reduce -3.8% |
| AON Aon PLC Class A | 0.09% | 1,631 | $588K | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,722 | $569K | Add +2.9% |
| EIX Edison International | 0.07% | 8,198 | $435K | Add +0.5% |
| CVX Chevron Corp. | 0.07% | 2,767 | $420K | No change |
| CAT Caterpillar Inc. | 0.07% | 826 | $413K | Reduce -6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 600 | $403K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 1,291 | $394K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,213 | $383K | No change |
| BA The Boeing Co. | 0.06% | 1,702 | $368K | Reduce -11.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.06% | 3,296 | $363K | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,257 | $361K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 2,870 | $303K | Add +6.9% |
| XLK SS Technology Select Sector | 0.05% | 1,032 | $299K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.05% | 2,545 | $287K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 993 | $286K | Add +2.6% |
| HSY The Hershey Co. | 0.04% | 1,375 | $265K | No change |
| XVV iShares ESG Select Screened | 0.04% | 4,934 | $256K | Reduce -3.7% |
| JMUB JPMorgan Municipal ETF | 0.04% | 4,462 | $225K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,600 | $222K | New |
| TSLA Tesla Inc. | 0.03% | 486 | $212K | New |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 13,705 | $190K | No change |
| PSLV Sprott Physical Silver Trust | 0.03% | 10,431 | $171K | New |
Portfolio Sells Q2 2025 → Q3 2025
| AAPL Apple Inc. | Reduce -38.8% | 1.94% | −0.84 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.4% | 2.86% | −0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.5% | 2.87% | −0.12 |
| BA The Boeing Co. | Reduce -11.2% | 0.06% | −0.01 |
| O Realty Income Corp. | Reduce -3.8% | 0.10% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -1.1% | 0.18% | −0.01 |
| AON Aon PLC Class A | Reduce -0.7% | 0.09% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.6% | 0.06% | −0.00 |
| XVV iShares ESG Select Screened | Reduce -3.7% | 0.04% | −0.00 |
| CAT Caterpillar Inc. | Reduce -6.8% | 0.07% | +0.01 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.33% | +0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 17.22% | +0.31 |
Portfolio Buys Q2 2025 → Q3 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 13.08% | +0.68 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.7% | 7.63% | +0.13 |
| VIG Vanguard Dividend Apprec ETF | Add +2.3% | 4.70% | +0.10 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.4% | 1.53% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +0.5% | 0.76% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.18% | +0.04 |
| JMUB JPMorgan Municipal ETF | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | New | 0.03% | +0.03 |
| PSLV Sprott Physical Silver Trust | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +10.7% | 0.19% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.9% | 0.09% | +0.00 |
| XLK SS Technology Select Sector | Add +0.1% | 0.05% | +0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +6.4% | 0.31% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +6.9% | 0.05% | +0.00 |
| IBM Intl Business Machines Corp. | Add +2.6% | 0.04% | −0.00 |
| EIX Edison International | Add +0.5% | 0.07% | −0.00 |
| MSFT Microsoft Corp. | Add +0.5% | 0.33% | −0.00 |
| META Meta Platforms Inc. Class A | Add +0.5% | 0.28% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Add +3.6% | 4.37% | −0.06 |
| FBND Fidelity Total Bond ETF | Add +1.8% | 3.85% | −0.07 |
| SCHR Schwab Intermediate-Term US | Add +2.7% | 7.12% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Add +4.0% | 11.75% | −0.15 |
| PULS Pgim Ultra Short Bond ETF | Add +3.6% | 15.62% | −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 |