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Crane Advisory, LLC Top Holdings and 13F Report (2026)

About Crane Advisory, LLC

Investment Activity

  • Crane Advisory, LLC has $668.06 million in total holdings as of March 31, 2026.
  • Crane Advisory, LLC owns shares of 52 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 1.42% of the portfolio was purchased this quarter.
  • About 0.86% of the portfolio was sold this quarter.
  • This quarter, Crane Advisory, LLC has purchased 52 new stocks and bought additional shares in 17 stocks.
  • Crane Advisory, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

67092P201 - Nuveen ESG Large-Cap Growth ETF
$239,513 Holding
G5211G200 - ATLAS CRITICAL MINERALS CORP
$54,678 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
8,696 shares (about $4.23M)
JPMorgan Ultra-Short Income ETF
22,848 shares (about $1.15M)
iShares Core MSCI Emerging Markets ETF
10,866 shares (about $832.77K)
SPDR Portfolio Short Term Treasury ETF
10,010 shares (about $291.79K)

Largest Sales this Quarter

Vanguard Value ETF
13,840 shares (about $2.80M)
Vanguard S&P 500 ETF
1,458 shares (about $940.21K)
Vanguard Small-Cap ETF
2,225 shares (about $622.04K)
iShares 0-3 Month Treasury Bond ETF
2,859 shares (about $287.42K)
Microsoft
305 shares (about $128.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrane Advisory, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$111,317,586$940,205 â–¼-0.8%172,62316.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$89,410,007$4,230,607 â–²5.0%183,78213.4%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$76,292,236$244,031 â–²0.3%1,537,22011.4%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$69,540,795$210,863 â–²0.3%2,791,68210.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$60,365,405$1,154,281 â–²1.9%1,194,8819.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$50,738,211$2,803,709 â–¼-5.2%250,4607.6%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$46,374,164$56,983 â–²0.1%1,010,7716.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$30,959,457$97,373 â–¼-0.3%137,6714.6%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$28,803,770$291,792 â–²1.0%988,1224.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,827,925$622,044 â–¼-3.4%63,7692.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$17,591,361$72,057 â–¼-0.4%58,1032.6%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$15,855,918$1,994,083 â–²14.4%178,6382.4%ETF
Apple Inc. stock logo
AAPL
Apple
$12,369,614$14,224 â–¼-0.1%46,9611.9%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,832,864$832,773 â–²11.9%102,2031.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$5,448,2820.0%16,3730.8%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,192,0110.0%9,3460.3%Medical
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,975,817$287,415 â–¼-12.7%19,6540.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,891,874$73,787 â–¼-3.8%9,5380.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,668,830$6,767 â–¼-0.4%2,4660.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,617,059$24,531 â–¼-1.5%4,8120.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,597,893$128,184 â–¼-7.4%3,8020.2%Computer and Technology
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$1,571,2450.0%31,0400.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,407,309$26,218 â–²1.9%5,6360.2%Retail/Wholesale
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,248,368$6,469 â–²0.5%25,4720.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,101,922$953 â–¼-0.1%3,4680.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$1,064,6960.0%7,1260.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$927,689$9,242 â–¼-1.0%2,1080.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$595,8640.0%1,7220.1%ETF
Realty Income Corporation stock logo
O
Realty Income
$590,6160.0%9,1370.1%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$568,6780.0%7360.1%Industrials
Edison International stock logo
EIX
Edison International
$548,166$4,940 â–²0.9%7,6560.1%Utilities
Aon plc stock logo
AON
AON
$546,9400.0%1,6310.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$486,932$38,759 â–¼-7.4%2,5880.1%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$438,889$12,398 â–²2.9%1,4160.1%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$422,0190.0%2,2130.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$420,9960.0%6000.1%Finance
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$420,505$8,617 â–²2.1%8,3450.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$376,385$10,485 â–¼-2.7%2,4770.1%Energy
The Boeing Company stock logo
BA
Boeing
$372,5340.0%1,7020.1%Aerospace
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$334,491$84,533 â–²33.8%6,2440.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$325,415$2,494 â–¼-0.8%3,1320.0%Consumer Discretionary
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$322,2320.0%5,3840.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$314,465$456 â–²0.1%2,0690.0%ETF
SPROTT ASSET MANAGEMENT LP
$295,168$14,581 â–²5.2%11,5390.0%PHYSICAL SILVER
Hershey Company (The) stock logo
HSY
Hershey
$263,1200.0%1,3750.0%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$249,2430.0%9930.0%Computer and Technology
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$239,513$239,513 â–²New Holding2,3740.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$236,375$106,501 â–¼-31.1%2,1440.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$232,330$20,805 â–²9.8%3,5400.0%SHS
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$215,6790.0%1,8680.0%Medical
Pearson, PLC stock logo
PSO
Pearson
$200,0930.0%13,7050.0%Consumer Discretionary
ATLAS CRITICAL MINERALS CORP
$54,678$54,678 â–²New Holding10,8060.0%ORD SHS NEW
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$0$251,360 â–¼-100.0%00.0%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$0$223,133 â–¼-100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data