Crane Advisory, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Crane Advisory, LLC reported 52 stock positions worth $661.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.0%) and Pgim Ultra Short Bond ETF (PULS, 11.5%). Compared with Q3 2025, it opened 2 new positions, added to 21 and reduced 16. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +54%) and the biggest sale Pgim Ultra Short Bond ETF (PULS, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $661.4M (Q4 2025)
- SEC Filing
- 0001951283-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 52 stocks · $661.4M
| VOO Vanguard S&P 500 ETF | 16.83% | 174,081 | $111.3M | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.04% | 175,086 | $86.2M | Add +2.3% |
| PULS Pgim Ultra Short Bond ETF | 11.51% | 1,532,303 | $76.1M | Reduce -23.4% |
| SCHR Schwab Intermediate-Term US | 10.55% | 2,783,217 | $69.8M | Add +54.0% |
| JPST JPMorgan Ultra-Short Income | 8.98% | 1,172,033 | $59.4M | Reduce -20.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.87% | 264,300 | $52.0M | Add +1.3% |
| FBND Fidelity Total Bond ETF | 7.04% | 1,009,529 | $46.6M | Add +90.5% |
| VIG Vanguard Dividend Apprec ETF | 4.71% | 138,104 | $31.2M | Add +0.2% |
| SPTS SS SPDR P St Term TSY ETF | 4.33% | 978,112 | $28.6M | Add +2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.72% | 65,994 | $18.0M | Reduce -7.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.64% | 58,341 | $17.5M | Reduce -6.5% |
| IDEV iShares Core MSCI Dev MKTS | 2.02% | 156,172 | $13.3M | Add +28.9% |
| AAPL Apple Inc. | 1.85% | 47,015 | $12.2M | Reduce -3.3% |
| IEMG iShares Core MSCI Emerging | 0.98% | 91,337 | $6.5M | Add +26.1% |
| GOOG Alphabet Inc. Class C | 0.82% | 16,373 | $5.4M | Reduce -1.9% |
| SGOV iShares 0-3 Month Treasury B | 0.34% | 22,513 | $2.3M | Add +13.2% |
| JNJ Johnson & Johnson | 0.30% | 9,346 | $2.0M | Reduce -6.5% |
| MSFT Microsoft Corp. | 0.30% | 4,107 | $2.0M | Add +0.9% |
| NVDA Nvidia Corp. | 0.28% | 9,910 | $1.8M | Reduce -9.0% |
| GOOGL Alphabet Inc. Class A | 0.25% | 4,885 | $1.6M | Add +3.7% |
| META Meta Platforms Inc. Class A | 0.24% | 2,476 | $1.6M | Add +2.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.22% | 31,040 | $1.5M | No change |
| AMZN Amazon.com Inc. | 0.21% | 5,531 | $1.4M | Add +5.6% |
| IQLT iShares MSCI International Q | 0.18% | 25,340 | $1.2M | Add +0.6% |
| VONE Vanguard Russell 1000 | 0.17% | 3,471 | $1.1M | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.16% | 7,126 | $1.0M | No change |
| GLD SPDR Gold Shares | 0.14% | 2,129 | $899K | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,722 | $591K | No change |
| AON Aon PLC Class A | 0.09% | 1,631 | $572K | No change |
| O Realty Income Corp. | 0.08% | 9,137 | $538K | Reduce -13.3% |
| CAT Caterpillar Inc. | 0.07% | 736 | $464K | Reduce -10.9% |
| EIX Edison International | 0.07% | 7,587 | $455K | Reduce -7.5% |
| CVX Chevron Corp. | 0.07% | 2,794 | $454K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,376 | $446K | Add +6.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 600 | $417K | No change |
| JMUB JPMorgan Municipal ETF | 0.06% | 8,174 | $415K | Add +83.2% |
| BA The Boeing Co. | 0.06% | 1,702 | $408K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,213 | $406K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,156 | $356K | Reduce -3.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.05% | 3,110 | $343K | Reduce -5.6% |
| XOM Exxon Mobil Corp. | 0.05% | 2,546 | $316K | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 993 | $310K | No change |
| PSLV Sprott Physical Silver Trust | 0.05% | 10,969 | $309K | Add +5.2% |
| XLK SS Technology Select Sector | 0.05% | 2,066 | $303K | No change |
| FUTY Fidelity MSCI US Utilities | 0.04% | 5,384 | $298K | New |
| HSY The Hershey Co. | 0.04% | 1,375 | $266K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.04% | 3,223 | $257K | Add +12.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,600 | $251K | No change |
| XVV iShares ESG Select Screened | 0.04% | 4,666 | $250K | Reduce -5.4% |
| TSLA Tesla Inc. | 0.03% | 497 | $223K | Add +2.3% |
| MRK Merck & Co. Inc. | 0.03% | 1,868 | $204K | New |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 13,705 | $197K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| PULS Pgim Ultra Short Bond ETF | Reduce -23.4% | 11.51% | −4.11 |
| JPST JPMorgan Ultra-Short Income | Reduce -20.7% | 8.98% | −2.78 |
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 16.83% | −0.40 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.5% | 2.64% | −0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.4% | 2.72% | −0.15 |
| AAPL Apple Inc. | Reduce -3.3% | 1.85% | −0.09 |
| NVDA Nvidia Corp. | Reduce -9.0% | 0.28% | −0.05 |
| O Realty Income Corp. | Reduce -13.3% | 0.08% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.6% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.30% | −0.00 |
| DIS The Walt Disney Co. | Reduce -3.1% | 0.05% | −0.00 |
| XVV iShares ESG Select Screened | Reduce -5.4% | 0.04% | −0.00 |
| EIX Edison International | Reduce -7.5% | 0.07% | +0.00 |
| CAT Caterpillar Inc. | Reduce -10.9% | 0.07% | +0.01 |
| GLD SPDR Gold Shares | Reduce -1.9% | 0.14% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 0.82% | +0.19 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHR Schwab Intermediate-Term US | Add +54.0% | 10.55% | +3.43 |
| FBND Fidelity Total Bond ETF | Add +90.5% | 7.04% | +3.19 |
| IDEV iShares Core MSCI Dev MKTS | Add +28.9% | 2.02% | +0.48 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.3% | 7.87% | +0.23 |
| IEMG iShares Core MSCI Emerging | Add +26.1% | 0.98% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +3.7% | 0.25% | +0.07 |
| FUTY Fidelity MSCI US Utilities | New | 0.04% | +0.04 |
| MRK Merck & Co. Inc. | New | 0.03% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +13.2% | 0.34% | +0.03 |
| JMUB JPMorgan Municipal ETF | Add +83.2% | 0.06% | +0.03 |
| PSLV Sprott Physical Silver Trust | Add +5.2% | 0.05% | +0.02 |
| AMZN Amazon.com Inc. | Add +5.6% | 0.21% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.2% | 4.71% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +6.6% | 0.07% | +0.01 |
| IQLT iShares MSCI International Q | Add +0.6% | 0.18% | +0.00 |
| CVX Chevron Corp. | Add +1.0% | 0.07% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.05% | +0.00 |
| TSLA Tesla Inc. | Add +2.3% | 0.03% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +12.3% | 0.04% | −0.01 |
| MSFT Microsoft Corp. | Add +0.9% | 0.30% | −0.04 |
| META Meta Platforms Inc. Class A | Add +2.0% | 0.24% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.3% | 13.04% | −0.05 |
| SPTS SS SPDR P St Term TSY ETF | Add +2.9% | 4.33% | −0.05 |
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 |