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Red Crane Wealth Management, LLC Top Holdings and 13F Report (2025)

About Red Crane Wealth Management, LLC

Investment Activity

  • Red Crane Wealth Management, LLC has $109.76 million in total holdings as of June 30, 2025.
  • Red Crane Wealth Management, LLC owns shares of 63 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 16.93% of the portfolio was purchased this quarter.
  • About 18.01% of the portfolio was sold this quarter.
  • This quarter, Red Crane Wealth Management, LLC has purchased 64 new stocks and bought additional shares in 28 stocks.
  • Red Crane Wealth Management, LLC sold shares of 25 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

45783Y285 - INNOVATOR ETFS TRUST
$2,585,340 Holding
81369Y209 - Health Care Select Sector SPDR Fund
$2,014,122 Holding
45783Y293 - INNOVATOR ETFS TRUST
$295,673 Holding
95082P105 - WESCO International
$225,221 Holding

Largest Purchases this Quarter

INNOVATOR ETFS TRUST
93,199 shares (about $2.59M)
Health Care Select Sector SPDR Fund
14,943 shares (about $2.01M)

Largest Sales this Quarter

iShares Short Duration Bond Active ETF
42,002 shares (about $2.15M)
SPDR Portfolio Aggregate Bond ETF
29,993 shares (about $767.83K)
AIM ETF PRODUCTS TRUST
23,954 shares (about $734.95K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRed Crane Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SIXJ
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
$10,045,762$1,464,361 17.1%313,8329.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$7,257,614$207,685 2.9%138,6636.6%ETF
NAPR
Innovator Growth-100 Power Buffer ETF - April
$6,808,305$1,367,374 25.1%133,4706.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$4,884,110$844,091 20.9%48,5064.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$4,794,325$228,006 5.0%50,2974.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,533,808$287,978 6.8%7,9824.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,220,084$250,166 6.3%15,0813.8%ETF
NJAN
Innovator Growth-100 Power Buffer ETF - January
$4,059,239$460,201 12.8%79,9853.7%ETF
KAPR
Innovator U.S. Small Cap Power Buffer ETF - April
$3,357,998$2,628,707 360.4%103,6883.1%ETF
IJAN
Innovator MSCI EAFE Power Buffer ETF - January
$3,233,860$102,891 3.3%94,5412.9%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$3,117,867$2,146,303 -40.8%61,0152.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,027,352$161,452 5.6%36,2642.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,932,564$225,624 8.3%5,3162.7%Finance
INNOVATOR ETFS TRUST
$2,585,340$2,585,340 New Holding93,1992.4%INNOVATOR INTL D
Apple Inc. stock logo
AAPL
Apple
$2,515,283$36,108 1.5%12,2602.3%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$2,426,169$77,933 -3.1%58,7452.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,327,859$583,920 33.5%9,8232.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,313,889$545,223 30.8%36,1882.1%ETF
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$2,227,444$1,678,423 305.7%59,7332.0%ETF
NOCT
Innovator Growth-100 Power Buffer ETF - October
$2,143,033$671,145 -23.8%39,3232.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,014,122$2,014,122 New Holding14,9431.8%ETF
KJUL
Innovator U.S. Small Cap Power Buffer ETF - July
$1,973,786$1,973,786 New Holding67,6071.8%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,833,580$3,707 -0.2%25,2251.7%ETF
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
$1,800,257$246,471 -12.0%54,3721.6%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,761,983$767,826 -30.4%68,8271.6%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$1,694,912$3,249,260 -65.7%38,4771.5%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$1,495,118$385,462 -20.5%36,9531.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,274,954$552,209 -30.2%1,7271.2%Computer and Technology
KJAN
Innovator U.S. Small Cap Power Buffer ETF - January
$1,241,450$167,573 -11.9%33,1231.1%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,148,620$36,504 3.3%9,0621.0%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$906,112$296,125 -24.6%15,9390.8%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$851,351$170,053 -16.6%15,6500.8%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$797,170$164,134 -17.1%15,9450.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$731,718$27,856 4.0%1,4710.7%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$713,0330.0%9,6840.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$685,106$105,126 -13.3%25,8530.6%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$654,456$1,817 0.3%3,6010.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$592,765$2,128 -0.4%1,9500.5%ETF
Oracle Corporation stock logo
ORCL
Oracle
$582,496$13,557 2.4%2,6640.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$577,127$8,376 1.5%2,0670.5%Medical
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$567,156$94,560 -14.3%5,6320.5%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$502,879$6,663 1.3%11,5470.5%ETF
Lineage Cell Therapeutics, Inc. stock logo
LCTX
Lineage Cell Therapeutics
$450,069$2 0.0%495,9980.4%Medical
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$437,807$184,798 -29.7%8,9600.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$413,627$34,759 9.2%2,6180.4%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$371,935$720,317 -65.9%9,0960.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$367,4500.0%1,6220.3%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - May stock logo
PMAY
Innovator U.S. Equity Power Buffer ETF - May
$360,046$6,008 -1.6%9,5280.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$356,5090.0%1,6250.3%Retail/Wholesale
Workday, Inc. stock logo
WDAY
Workday
$336,0000.0%1,4000.3%Computer and Technology
NEOS ETF TRUST
$299,775$4,577 1.6%5,7640.3%NASDAQ 100 HIGH
Intel Corporation stock logo
INTC
Intel
$298,249$4,211 -1.4%13,3150.3%Computer and Technology
INNOVATOR ETFS TRUST
$295,673$295,673 New Holding10,4700.3%INTL DEVELOPED P
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$294,944$57,938 -16.4%6,0070.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$292,330$49,515 20.4%1,6590.3%Computer and Technology
INNOVATOR ETFS TRUST
$285,335$2,645 0.9%10,3570.3%NASDAQ-100 10 BU
BUFF
Innovator Laddered Allocation Power Buffer ETF
$282,940$12,643 -4.3%6,0200.3%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$256,922$30,369 -10.6%2,3350.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$235,282$1,600 0.7%1,7650.2%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$234,106$7,332 -3.0%7,6310.2%ETF
AIM ETF PRODUCTS TRUST
$228,609$734,948 -76.3%7,4510.2%ALLIANZIM US LRG
WESCO International, Inc. stock logo
WCC
WESCO International
$225,221$225,221 New Holding1,2160.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$224,193$224,193 New Holding1,2640.2%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$0$4,480,311 -100.0%00.0%Finance
KOCT
Innovator U.S. Small Cap Power Buffer ETF - October
$0$2,069,233 -100.0%00.0%ETF
NJUL
Innovator Growth-100 Power Buffer ETF - July
$0$931,554 -100.0%00.0%ETF
OCTW
AllianzIM U.S. Large Cap Buffer20 Oct ETF
$0$626,014 -100.0%00.0%ETF
AIM ETF PRODUCTS TRUST
$0$373,969 -100.0%00.0%ALLIANZIM U S LA
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$0$214,022 -100.0%00.0%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$0$213,235 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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