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

About Crane Advisory, LLC

Investment Activity

  • Crane Advisory, LLC has $696.59 million in total holdings as of June 30, 2026.
  • Crane Advisory, LLC owns shares of 55 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 14.47% of the portfolio was purchased this quarter.
  • About 0.52% of the portfolio was sold this quarter.
  • This quarter, Crane Advisory, LLC has purchased 52 new stocks and bought additional shares in 21 stocks.
  • Crane Advisory, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

931142103 - WALMART INC
$278,639 Holding
67092P300 - Nuveen ESG Large-Cap Value ETF
$224,702 Holding
921910816 - Vanguard Mega Cap Growth ETF
$211,632 Holding
595112103 - Micron Technology
$209,034 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
929,914 shares (about $80.49M)
Vanguard Mid-Cap ETF
176,644 shares (about $14.24M)
Schwab Intermediate-Term U.S. Treasury ETF
53,023 shares (about $1.30M)
Fidelity Total Bond ETF
15,462 shares (about $699.81K)

Largest Sales this Quarter

Apple
3,856 shares (about $1.29M)
Vanguard Value ETF
2,984 shares (about $653.08K)
Vanguard S&P 500 ETF
860 shares (about $593.52K)
PGIM Ultra Short Bond ETF
8,902 shares (about $441.72K)
Vanguard Dividend Appreciation ETF
1,453 shares (about $347.46K)

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
$118,540,620$593,521 â–¼-0.5%171,76317.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$96,401,485$80,493,322 â–²506.0%1,113,69613.8%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$75,835,140$441,717 â–¼-0.6%1,528,31810.9%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$69,780,605$1,300,654 â–²1.9%2,844,70510.0%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$60,522,104$204,495 â–²0.3%1,198,9328.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$54,162,527$653,077 â–¼-1.2%247,4767.8%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$46,447,327$699,810 â–²1.5%1,026,2336.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$32,573,760$347,455 â–¼-1.1%136,2184.7%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$28,819,162$203,154 â–²0.7%995,1374.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$19,235,883$237,153 â–²1.2%64,5652.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$18,922,964$14,239,279 â–²304.0%234,7472.7%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$17,261,480$1,296,582 â–²8.1%193,1462.5%ETF
Apple Inc. stock logo
AAPL
Apple
$14,365,074$1,285,042 â–¼-8.2%43,1052.1%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$8,124,387$141,301 â–²1.8%104,0121.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$5,792,7600.0%16,3730.8%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,451,811$475,601 â–²24.1%24,3840.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,336,2200.0%9,3460.3%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,978,2570.0%9,5380.3%Computer and Technology
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$1,855,5710.0%31,0400.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,700,561$4,962 â–¼-0.3%4,7980.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,639,159$664 â–²0.0%2,4670.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,517,025$8,022 â–¼-0.5%3,7820.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,392,387$15,993 â–¼-1.1%5,5720.2%Retail/Wholesale
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,263,052$1,436 â–²0.1%25,5010.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,178,3220.0%3,4680.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$1,159,4000.0%7,1260.2%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$817,306$398,387 â–²95.1%16,2810.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$769,3360.0%2,1080.1%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$646,241$877 â–²0.1%7370.1%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$638,1390.0%1,7220.1%ETF
Aon plc stock logo
AON
AON
$601,2360.0%1,6310.1%Finance
Edison International stock logo
EIX
Edison International
$597,890$312 â–²0.1%7,6600.1%Utilities
Realty Income Corporation stock logo
O
Realty Income
$578,732$22,026 â–¼-3.7%8,8020.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$485,9000.0%1,4160.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$475,8300.0%2,5880.1%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$450,4320.0%6000.1%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$450,1460.0%2,2130.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$390,033$153,743 â–²65.1%3,5390.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$380,233$18,683 â–²5.2%2,6050.1%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$367,669$355 â–²0.1%2,0710.1%ETF
The Boeing Company stock logo
BA
Boeing
$364,592$214 â–¼-0.1%1,7010.1%Aerospace
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$331,488$27,667 â–¼-7.7%5,7630.0%ETF
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$317,424$1,584 â–²0.5%5,4110.0%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$295,540$16,751 â–¼-5.4%2,9640.0%Consumer Discretionary
WALMART INC
$278,639$278,639 â–²New Holding2,4240.0%COM
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$273,514$4,421 â–²1.6%2,4130.0%ETF
Hershey Company (The) stock logo
HSY
Hershey
$240,2400.0%1,3750.0%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$238,4130.0%1,8680.0%Medical
Pearson, PLC stock logo
PSO
Pearson
$231,4770.0%13,7050.0%Consumer Discretionary
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$224,702$224,702 â–²New Holding4,3640.0%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$217,5170.0%9930.0%Computer and Technology
SPROTT ASSET MANAGEMENT LP
$213,666$7,349 â–²3.6%11,9500.0%PHYSICAL SILVER
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$211,632$211,632 â–²New Holding2,4000.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$209,034$209,034 â–²New Holding2450.0%Computer and Technology
ATLAS CRITICAL MINERALS CORP
$33,2820.0%10,8060.0%ORD SHS NEW
FIDELITY WISE ORIGIN BITCOIN
$0$232,330 â–¼-100.0%00.0%SHS

Showing largest 100 holdings. View all holdings.
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