Crane Advisory, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Crane Advisory, LLC reported 52 stock positions worth $668.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.7% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.4%) and Pgim Ultra Short Bond ETF (PULS, 11.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 17 and reduced 17. The biggest buy was iShares Core MSCI Dev MKTS (IDEV, shares +14%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $668.1M (Q1 2026)
- SEC Filing
- 0001951283-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 52 stocks · $668.1M
| VOO Vanguard S&P 500 ETF | 16.66% | 172,623 | $111.3M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.38% | 183,782 | $89.4M | Add +5.0% |
| PULS Pgim Ultra Short Bond ETF | 11.42% | 1,537,220 | $76.3M | Add +0.3% |
| SCHR Schwab Intermediate-Term US | 10.41% | 2,791,682 | $69.5M | Add +0.3% |
| JPST JPMorgan Ultra-Short Income | 9.04% | 1,194,881 | $60.4M | Add +1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.59% | 250,460 | $50.7M | Reduce -5.2% |
| FBND Fidelity Total Bond ETF | 6.94% | 1,010,771 | $46.4M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 4.63% | 137,671 | $31.0M | Reduce -0.3% |
| SPTS SS SPDR P St Term TSY ETF | 4.31% | 988,122 | $28.8M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.67% | 63,769 | $17.8M | Reduce -3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.63% | 58,103 | $17.6M | Reduce -0.4% |
| IDEV iShares Core MSCI Dev MKTS | 2.37% | 178,638 | $15.9M | Add +14.4% |
| AAPL Apple Inc. | 1.85% | 46,961 | $12.4M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 1.17% | 102,203 | $7.8M | Add +11.9% |
| GOOG Alphabet Inc. Class C | 0.82% | 16,373 | $5.4M | No change |
| JNJ Johnson & Johnson | 0.33% | 9,346 | $2.2M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 19,654 | $2.0M | Reduce -12.7% |
| NVDA Nvidia Corp. | 0.28% | 9,538 | $1.9M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.25% | 2,466 | $1.7M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.24% | 4,812 | $1.6M | Reduce -1.5% |
| MSFT Microsoft Corp. | 0.24% | 3,802 | $1.6M | Reduce -7.4% |
| RSPT Invesco S&P 500 Equal Weight | 0.24% | 31,040 | $1.6M | No change |
| AMZN Amazon.com Inc. | 0.21% | 5,636 | $1.4M | Add +1.9% |
| IQLT iShares MSCI International Q | 0.19% | 25,472 | $1.2M | Add +0.5% |
| VONE Vanguard Russell 1000 | 0.16% | 3,468 | $1.1M | Reduce -0.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.16% | 7,126 | $1.1M | No change |
| GLD SPDR Gold Shares | 0.14% | 2,108 | $928K | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,722 | $596K | No change |
| O Realty Income Corp. | 0.09% | 9,137 | $591K | No change |
| CAT Caterpillar Inc. | 0.09% | 736 | $569K | No change |
| EIX Edison International | 0.08% | 7,656 | $548K | Add +0.9% |
| AON Aon PLC Class A | 0.08% | 1,631 | $547K | No change |
| CVX Chevron Corp. | 0.07% | 2,588 | $487K | Reduce -7.4% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,416 | $439K | Add +2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,213 | $422K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 600 | $421K | No change |
| JMUB JPMorgan Municipal ETF | 0.06% | 8,345 | $421K | Add +2.1% |
| XOM Exxon Mobil Corp. | 0.06% | 2,477 | $376K | Reduce -2.7% |
| BA The Boeing Co. | 0.06% | 1,702 | $373K | No change |
| XVV iShares ESG Select Screened | 0.05% | 6,244 | $334K | Add +33.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,132 | $325K | Reduce -0.8% |
| FUTY Fidelity MSCI US Utilities | 0.05% | 5,384 | $322K | No change |
| XLK SS Technology Select Sector | 0.05% | 2,069 | $314K | Add +0.1% |
| PSLV Sprott Physical Silver Trust | 0.04% | 11,539 | $295K | Add +5.2% |
| HSY The Hershey Co. | 0.04% | 1,375 | $263K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 993 | $249K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.04% | 2,374 | $240K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.04% | 2,144 | $236K | Reduce -31.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 3,540 | $232K | Add +9.8% |
| MRK Merck & Co. Inc. | 0.03% | 1,868 | $216K | No change |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 13,705 | $200K | No change |
| ATCX Atlas Critical Minerals Corp. | 0.01% | 10,806 | $55K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.2% | 7.59% | −0.27 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 16.66% | −0.16 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 4.63% | −0.08 |
| MSFT Microsoft Corp. | Reduce -7.4% | 0.24% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.4% | 2.67% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -12.7% | 0.30% | −0.05 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.04 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -31.1% | 0.04% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 2.63% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.8% | 0.05% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 0.24% | −0.00 |
| VONE Vanguard Russell 1000 | Reduce -0.1% | 0.16% | −0.00 |
| AAPL Apple Inc. | Reduce -0.1% | 1.85% | +0.00 |
| GLD SPDR Gold Shares | Reduce -1.0% | 0.14% | +0.00 |
| CVX Chevron Corp. | Reduce -7.4% | 0.07% | +0.00 |
| NVDA Nvidia Corp. | Reduce -3.8% | 0.28% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 0.06% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.25% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IDEV iShares Core MSCI Dev MKTS | Add +14.4% | 2.37% | +0.36 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.0% | 13.38% | +0.35 |
| IEMG iShares Core MSCI Emerging | Add +11.9% | 1.17% | +0.19 |
| JPST JPMorgan Ultra-Short Income | Add +1.9% | 9.04% | +0.06 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 0.04% | +0.04 |
| EIX Edison International | Add +0.9% | 0.08% | +0.01 |
| XVV iShares ESG Select Screened | Add +33.8% | 0.05% | +0.01 |
| ATCX Atlas Critical Minerals Corp. | New | 0.01% | +0.01 |
| IQLT iShares MSCI International Q | Add +0.5% | 0.19% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.9% | 0.21% | +0.00 |
| XLK SS Technology Select Sector | Add +0.1% | 0.05% | +0.00 |
| JMUB JPMorgan Municipal ETF | Add +2.1% | 0.06% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 0.07% | −0.00 |
| PSLV Sprott Physical Silver Trust | Add +5.2% | 0.04% | −0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +9.8% | 0.03% | −0.00 |
| SPTS SS SPDR P St Term TSY ETF | Add +1.0% | 4.31% | −0.02 |
| PULS Pgim Ultra Short Bond ETF | Add +0.3% | 11.42% | −0.09 |
| FBND Fidelity Total Bond ETF | Add +0.1% | 6.94% | −0.10 |
| SCHR Schwab Intermediate-Term US | Add +0.3% | 10.41% | −0.14 |
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 |