Crane Advisory, LLC

CIK 0001951283 • 6 13F filings • Apr 17, 2025 – Jul 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $636.2M50 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.1M	0.2%Prev: 0.2%	4,712 SH	Decreased-86 SH
ALPHABET INC	CAP STK CL C	$4.0M	0.6%Prev: 0.8%	16,685 SH	Decreased+312 SH
AMAZON COM INC	COM	$1.2M	0.2%Prev: 0.2%	5,238 SH	Decreased-334 SH
AON PLC	SHS CL A	$588K	0.1%Prev: 0.1%	1,631 SH	Decreased
APPLE INC	COM	$12.4M	1.9%Prev: 2.1%	48,614 SH	Decreased+5,509 SH
BOEING CO	COM	$368K	0.1%Prev: 0.1%	1,702 SH	Increased+1 SH
CATERPILLAR INC	COM	$413K	0.1%Prev: 0.1%	826 SH	Decreased+89 SH
CHEVRON CORP NEW	COM	$420K	0.1%	2,767 SH	New
DISNEY WALT CO	COM	$361K	0.1%Prev: 0.0%	3,257 SH	Increased+293 SH
EDISON INTL	COM	$435K	0.1%Prev: 0.1%	8,198 SH	Decreased+538 SH
EXXON MOBIL CORP	COM	$287K	0.0%Prev: 0.1%	2,545 SH	Decreased-60 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$24.5M	3.9%Prev: 6.7%	530,010 SH	Decreased-496,223 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$303K	0.0%	2,870 SH	New
HERSHEY CO	COM	$265K	0.0%Prev: 0.0%	1,375 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$286K	0.0%Prev: 0.0%	993 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$1.4M	0.2%Prev: 0.3%	31,040 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$4.8M	0.8%Prev: 1.2%	72,420 SH	Decreased-31,592 SH
ISHARES TR	0-3 MNTH TREASRY	$2.0M	0.3%	19,881 SH	New
ISHARES TR	CORE MSCI INTL	$9.8M	1.5%Prev: 2.5%	121,186 SH	Decreased-71,960 SH
ISHARES TR	ESG SELECT SCRE	$256K	0.0%Prev: 0.0%	4,934 SH	Decreased-829 SH
ISHARES TR	MSCI INTL QUALTY	$1.1M	0.2%Prev: 0.2%	25,187 SH	Decreased-314 SH
ISHARES TR	SHORT TREAS BD	$363K	0.1%	3,296 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$225K	0.0%Prev: 0.1%	4,462 SH	Decreased-11,819 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$74.8M	11.8%Prev: 8.7%	1,477,574 SH	Increased+278,642 SH
JOHNSON & JOHNSON	COM	$1.9M	0.3%Prev: 0.3%	9,994 SH	Decreased+648 SH
JPMORGAN CHASE & CO.	COM	$394K	0.1%	1,291 SH	New
META PLATFORMS INC	CL A	$1.8M	0.3%Prev: 0.2%	2,428 SH	Increased-39 SH
MICROSOFT CORP	COM	$2.1M	0.3%Prev: 0.2%	4,070 SH	Increased+288 SH
NVIDIA CORPORATION	COM	$2.1M	0.3%Prev: 0.3%	10,891 SH	Increased+1,353 SH
PEARSON PLC	SPONSORED ADR	$190K	0.0%Prev: 0.0%	13,705 SH	Decreased
PGIM ETF TR	PGIM ULTRA SH BD	$99.4M	15.6%Prev: 10.9%	1,999,630 SH	Increased+471,312 SH
REALTY INCOME CORP	COM	$619K	0.1%Prev: 0.1%	10,545 SH	Increased+1,743 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$45.3M	7.1%Prev: 10.0%	1,806,857 SH	Decreased-1,037,848 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$299K	0.0%	1,032 SH	New
SPDR GOLD TR	GOLD SHS	$793K	0.1%Prev: 0.1%	2,170 SH	Increased+62 SH
SPDR S&P 500 ETF TR	TR UNIT	$403K	0.1%	600 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$27.8M	4.4%	950,856 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$171K	0.0%Prev: 0.0%	10,431 SH	Decreased-1,519 SH
TESLA INC	COM	$212K	0.0%	486 SH	New
TJX COS INC NEW	COM	$222K	0.0%	1,600 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$83.2M	13.1%Prev: 13.8%	171,081 SH	Decreased-942,615 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$383K	0.1%Prev: 0.1%	2,213 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$18.3M	2.9%Prev: 2.7%	62,391 SH	Decreased-172,356 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$109.6M	17.2%Prev: 17.0%	177,541 SH	Decreased+5,778 SH
VANGUARD INDEX FDS	SMALL CP ETF	$18.2M	2.9%Prev: 2.8%	71,279 SH	Decreased+6,714 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$569K	0.1%Prev: 0.1%	1,722 SH	Decreased
VANGUARD INDEX FDS	VALUE ETF	$48.6M	7.6%Prev: 7.8%	261,047 SH	Decreased+13,571 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.1M	0.2%Prev: 0.2%	3,471 SH	Decreased+3 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$29.9M	4.7%Prev: 4.7%	137,804 SH	Decreased+1,586 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$980K	0.2%Prev: 0.2%	7,126 SH	Decreased

Sold (vs prior filing)

ATLAS CRITICAL MINERALS CORP — $33K
CHEVRON CORPORATION — $476K
FIDELITY COVINGTON TRUST — $317K
ISHARES TR — $2.5M
ISHARES TR — $390K
JPMORGAN CHASE & CO — $486K
MERCK & CO INC — $238K
MICRON TECHNOLOGY INC — $209K
NUSHARES ETF TR — $274K
NUSHARES ETF TR — $225K
SELECT SECTOR SPDR TR — $368K
SPDR SERIES TRUST — $28.8M
STATE STR SPDR S&P 500 ETF T — $450K
VANGUARD WORLD FD — $212K
WALMART INC — $279K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001951283-26-000006	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001951283-26-000001	$661.4M	View
Oct 15, 2025	Q3 2025