Red Crane Wealth Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Red Crane Wealth Management, LLC reported 64 stock positions worth $104.5 million. Its top holding was Allian US Equ 6 Mon BU10-Usd (SIXJ) at 7.7% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 6.6%) and iShares SH Dba ETF Usd (NEAR, 5.0%). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 30 and reduced 23. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +11%) and the biggest sale an exit from SS SPDR S&P 500 Foss FL ETF (SPYX).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001686343
Portfolio Value
$104.5M (Q1 2025)
SEC Filing
0001754960-25-000289 ↗ filed May 12, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $105.6M Q4 2024 Q1 2025: $104.5M $104.5M Q1 2025 Q2 2025: $109.8M Q2 2025 Q3 2025: $118.6M Q3 2025 Q4 2025: $122.3M Q4 2025 Q1 2026: $121.5M Q1 2026 Q2 2026: $136.0M Q2 2026

Holdings 64 stocks · $104.5M

SIXJ Allian US Equ 6 Mon BU10-Usd 7.68% 268,085 $8.0M Reduce -0.3%
SPYV SS SPDR P S&P 500 Value ETF 6.58% 134,695 $6.9M Reduce -0.6%
NEAR iShares SH Dba ETF Usd Inc. 5.02% 103,017 $5.2M Reduce -7.4%
NAPR Innovator Growth 100 Power B 4.87% 106,664 $5.1M Add +3.2%
PJAN Innovator U.S. Equity Power 4.46% 112,240 $4.7M Reduce -1.3%
IAU iShares Gold Trust 4.29% 75,989 $4.5M Reduce -3.7%
SGOV iShares 0-3 Month Treasury B 3.87% 40,123 $4.0M Add +11.5%
SPYG SS SPDR P S&P 500 Growth ETF 3.69% 47,905 $3.9M Add +0.1%
VOO Vanguard S&P 500 ETF 3.68% 7,475 $3.8M Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.51% 14,187 $3.7M Add +0.6%
NJAN Innovator Growth 100 Power B 3.15% 70,917 $3.3M Reduce -0.3%
IJAN Innovator International Deve 2.80% 91,533 $2.9M Add +0.7%
AAPL Apple Inc. 2.57% 12,084 $2.7M Add +0.0%
IEFA iShares Core MSCI Eafe ETF 2.49% 34,330 $2.6M Reduce -1.1%
NOCT Innovator Growth-100 Power B 2.46% 51,638 $2.6M Reduce -0.8%
SPAB SS SPDR P Agg Bond ETF 2.42% 98,820 $2.5M Reduce -2.6%
POCT Innovator U.S. Equity Power 2.25% 60,632 $2.4M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 2.20% 4,907 $2.3M Add +1.0%
KOCT Innovator U.S. Small Cap Pow 1.98% 70,700 $2.1M Reduce -0.9%
SIXO Allian US Equ 6 Mon BU10-Usd 1.87% 61,816 $2.0M Reduce -11.2%
PAUG Innovator U.S. Equity Power 1.68% 46,480 $1.8M Reduce -0.6%
DGRO iShares Core Dividend Growth 1.64% 27,661 $1.7M Add +4.8%
SPYM Ste STR SPDR PT S&P 500 ETF 1.59% 25,276 $1.7M Add +37.0%
VB Vanguard Most SM-Cap ETF-Usd 1.56% 7,359 $1.6M Add +4.6%
META Meta Platforms Inc. Class A 1.37% 2,475 $1.4M Add +40.1%
KJAN Innovator U.S. Small Cap Pow 1.29% 37,594 $1.3M Add +3.4%
JEPI JPMorgan Equity Premium Inco 1.16% 21,148 $1.2M Add +1.9%
PSEP Innovator U.S. Equity Power 0.98% 26,712 $1.0M Reduce -0.9%
SUSA iShares ESG Optimized MSCI U 0.96% 8,774 $1.0M Add +0.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.93% 18,776 $972K Add +9.2%
TBIL F/M US Treasury 3 Month Bill 0.92% 19,228 $962K Add +1.4%
NJUL Innovator Growth 100 Power B 0.89% 15,519 $932K Reduce -9.5%
AUGW Alianzim US Eq BFR20 Aug-Usd 0.87% 31,405 $905K No change
SCHD Schwab US DVD Equity ETF 0.80% 29,820 $834K Add +1.8%
BND Vanguard Total Bond Market 0.68% 9,684 $711K No change
KAPR Innovator U.S. Small Cap Pow 0.66% 22,519 $695K Reduce -14.8%
NOBL Proshares S&P 500 Dividend A 0.64% 6,571 $671K Add +2.1%
AMLP Alerian MLP ETF 0.63% 12,742 $662K Add +0.7%
AMGN Amgen Inc. 0.61% 2,037 $635K Add +3.1%
OCTW Alianzim US Eq BFR20 Oct-Usd 0.60% 17,825 $626K Reduce -7.7%
RSP Invesco S&P 500 Equal Weight 0.60% 3,591 $622K Add +0.4%
VTI VG Morningstar TS MKT ETF-US 0.51% 1,957 $538K Add +0.3%
MSFT Microsoft Corp. 0.51% 1,415 $531K No change
PAPR Innovator U.S. Equity Power 0.50% 14,723 $525K No change
EUSB Ishr ESG Advn Universal BD-$ 0.47% 11,394 $494K Add +0.3%
SIXD Allian US Equ 6 Mon BU10-Usd 0.36% 14,260 $374K New
ORCL Oracle Corp. 0.35% 2,602 $364K Add +2.4%
KNG FT Vest S&P 500 DVD Arst TRG 0.35% 7,187 $363K Reduce -0.9%
PMAY Innovator U.S. Equity Power 0.33% 9,687 $347K No change
WDAY Workday Inc. Class A 0.31% 1,400 $327K No change
AMZN Amazon.com Inc. 0.30% 1,625 $309K Add +5.9%
INTC Intel Corp. 0.29% 13,503 $307K Add +4.2%
TIP iShares Tips Bond ETF 0.28% 2,611 $290K Reduce -5.9%
BUFF Innovator Laddered Allocatio 0.27% 6,289 $277K No change
QBUF Innv Nasdaq -100 10 B - QRT 0.26% 10,261 $271K New
TSM Taiwan Semiconductor-SP ADR 0.26% 1,622 $269K No change
QQQI Neos Nasdaq-100 High Inc. ETF 0.26% 5,676 $269K Add +35.6%
NVDA Nvidia Corp. 0.25% 2,398 $260K Add +9.1%
PFF iShares Preferred & Income S 0.23% 7,870 $242K Reduce -13.4%
VYM Vanguard High DVD Yield ETF 0.22% 1,753 $226K Reduce -2.3%
LCTX Lineage Cell Therapeutics Inc. 0.21% 495,996 $224K Add +45.8%
VDE Vanguard Energy ETF 0.20% 1,650 $214K New
TOTL SS Doubleline TR Tact ETF 0.20% 5,292 $213K Reduce -7.0%
GOOGL Alphabet Inc. Class A 0.20% 1,378 $213K Add +4.6%

Portfolio Sells Q4 2024 → Q1 2025

SPYX SS SPDR S&P 500 Foss FL ETF Sold out 0.00% −0.40
NEAR iShares SH Dba ETF Usd Inc. Reduce -7.4% 5.02% −0.31
SIXO Allian US Equ 6 Mon BU10-Usd Reduce -11.2% 1.87% −0.27
GOOG Alphabet Inc. Class C Sold out 0.00% −0.23
WCC Wesco International Inc. Sold out 0.00% −0.21
KAPR Innovator U.S. Small Cap Pow Reduce -14.8% 0.66% −0.15
VOO Vanguard S&P 500 ETF Reduce -0.3% 3.68% −0.15
NJUL Innovator Growth 100 Power B Reduce -9.5% 0.89% −0.13
PJAN Innovator U.S. Equity Power Reduce -1.3% 4.46% −0.09
NJAN Innovator Growth 100 Power B Reduce -0.3% 3.15% −0.09
KOCT Innovator U.S. Small Cap Pow Reduce -0.9% 1.98% −0.09
NOCT Innovator Growth-100 Power B Reduce -0.8% 2.46% −0.07
SIXJ Allian US Equ 6 Mon BU10-Usd Reduce -0.3% 7.68% −0.06
OCTW Alianzim US Eq BFR20 Oct-Usd Reduce -7.7% 0.60% −0.05
PFF iShares Preferred & Income S Reduce -13.4% 0.23% −0.04
POCT Innovator U.S. Equity Power Reduce -0.7% 2.25% −0.03
PAUG Innovator U.S. Equity Power Reduce -0.6% 1.68% −0.02
PSEP Innovator U.S. Equity Power Reduce -0.9% 0.98% −0.02
TOTL SS Doubleline TR Tact ETF Reduce -7.0% 0.20% −0.01
TIP iShares Tips Bond ETF Reduce -5.9% 0.28% −0.00
VYM Vanguard High DVD Yield ETF Reduce -2.3% 0.22% −0.00
KNG FT Vest S&P 500 DVD Arst TRG Reduce -0.9% 0.35% +0.00
SPAB SS SPDR P Agg Bond ETF Reduce -2.6% 2.42% +0.01
SPYV SS SPDR P S&P 500 Value ETF Reduce -0.6% 6.58% +0.02
IEFA iShares Core MSCI Eafe ETF Reduce -1.1% 2.49% +0.17
IAU iShares Gold Trust Reduce -3.7% 4.29% +0.59

Portfolio Buys Q4 2024 → Q1 2025

SGOV iShares 0-3 Month Treasury B Add +11.5% 3.87% +0.45
SPYM Ste STR SPDR PT S&P 500 ETF Add +37.0% 1.59% +0.39
META Meta Platforms Inc. Class A Add +40.1% 1.37% +0.39
SIXD Allian US Equ 6 Mon BU10-Usd New 0.36% +0.36
QBUF Innv Nasdaq -100 10 B - QRT New 0.26% +0.26
VDE Vanguard Energy ETF New 0.20% +0.20
IJAN Innovator International Deve Add +0.7% 2.80% +0.20
AMGN Amgen Inc. Add +3.1% 0.61% +0.12
DGRO iShares Core Dividend Growth Add +4.8% 1.64% +0.10
AMLP Alerian MLP ETF Add +0.7% 0.63% +0.06
LCTX Lineage Cell Therapeutics Inc. Add +45.8% 0.21% +0.05
QQQI Neos Nasdaq-100 High Inc. ETF Add +35.6% 0.26% +0.05
INTC Intel Corp. Add +4.2% 0.29% +0.05
SCHD Schwab US DVD Equity ETF Add +1.8% 0.80% +0.04
NOBL Proshares S&P 500 Dividend A Add +2.1% 0.64% +0.04
JEPI JPMorgan Equity Premium Inco Add +1.9% 1.16% +0.03
TBIL F/M US Treasury 3 Month Bill Add +1.4% 0.92% +0.02
EUSB Ishr ESG Advn Universal BD-$ Add +0.3% 0.47% +0.02
JEPQ JPM Nasdaq Equity Premium Add +9.2% 0.93% +0.01
RSP Invesco S&P 500 Equal Weight Add +0.4% 0.60% +0.00
KJAN Innovator U.S. Small Cap Pow Add +3.4% 1.29% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.6% 3.51% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.3% 0.51% −0.02
AMZN Amazon.com Inc. Add +5.9% 0.30% −0.02
NVDA Nvidia Corp. Add +9.1% 0.25% −0.03
GOOGL Alphabet Inc. Class A Add +4.6% 0.20% −0.03
VB Vanguard Most SM-Cap ETF-Usd Add +4.6% 1.56% −0.04
SUSA iShares ESG Optimized MSCI U Add +0.1% 0.96% −0.04
ORCL Oracle Corp. Add +2.4% 0.35% −0.05
NAPR Innovator Growth 100 Power B Add +3.2% 4.87% −0.06
QQQ Invesco QQQ Trust Series 1 Add +1.0% 2.20% −0.15
AAPL Apple Inc. Add +0.0% 2.57% −0.30
SPYG SS SPDR P S&P 500 Growth ETF Add +0.1% 3.69% −0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 79$136.0MSIXJ, SPYV, SGOV, NJAN, SPYG
Q1 2026 72$121.5MSIXJ, SPYV, SGOV, NJAN, SPYG
Q4 2025 66$122.3MSIXJ, SPYV, SGOV, NJAN, SPYG
Q3 2025 66$118.6MSIXJ, SPYV, SGOV, SPYG, NJAN
Q2 2025 63$109.8MSIXJ, SPYV, NAPR, SGOV, SPYG
Q1 2025 64$104.5MSIXJ, SPYV, NEAR, NAPR, PJAN
Q4 2024 64$105.6MSIXJ, SPYV, NEAR, NAPR, PJAN