Crane Advisory, LLC
Holdings as of 2026-06-30, filed 2026-07-20
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 20 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
55
Value reported by manager
$696.6M
Sum of our stored positions
$696.6M
should match the line above
Disclosure lag
20 d
quarter end to filing
Top 5 concentration
60.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
55 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $118.5M | 171,763 | — | 922908363 |
| VANGUARD INDEX FDS | GROWTH ETF | $96.4M | 1,113,696 | — | 922908736 |
| PGIM ETF TR | PGIM ULTRA SH BD | $75.8M | 1,528,318 | — | 69344A107 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $69.8M | 2,844,705 | — | 808524854 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $60.5M | 1,198,932 | — | 46641Q837 |
| VANGUARD INDEX FDS | VALUE ETF | $54.2M | 247,476 | — | 922908744 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $46.4M | 1,026,233 | — | 316188309 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $32.6M | 136,218 | — | 921908844 |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $28.8M | 995,137 | — | 78468R101 |
| VANGUARD INDEX FDS | SMALL CP ETF | $19.2M | 64,565 | — | 922908751 |
| VANGUARD INDEX FDS | MID CAP ETF | $18.9M | 234,747 | — | 922908629 |
| ISHARES TR | CORE MSCI INTL | $17.3M | 193,146 | — | 46435G326 |
| APPLE INC | COM | $14.4M | 43,105 | — | 037833100 |
| ISHARES INC | CORE MSCI EMKT | $8.1M | 104,012 | — | 46434G103 |
| ALPHABET INC | CAP STK CL C | $5.8M | 16,373 | — | 02079K107 |
| ISHARES TR | 0-3 MTH TREASURY | $2.5M | 24,384 | — | 46436E718 |
| JOHNSON & JOHNSON | COM | $2.3M | 9,346 | — | 478160104 |
| NVIDIA CORPORATION | COM | $2M | 9,538 | — | 67066G104 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $1.9M | 31,040 | — | 46137V282 |
| ALPHABET INC | CAP STK CL A | $1.7M | 4,798 | — | 02079K305 |
| META PLATFORMS INC | CL A | $1.6M | 2,467 | — | 30303M102 |
| MICROSOFT CORP | COM | $1.5M | 3,782 | — | 594918104 |
| AMAZON COM INC | COM | $1.4M | 5,572 | — | 023135106 |
| ISHARES TR | MSCI INTL QUALTY | $1.3M | 25,501 | — | 46434V456 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.2M | 3,468 | — | 92206C730 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.2M | 7,126 | — | 921910840 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $817.3K | 16,281 | — | 46641Q647 |
| SPDR GOLD TR | GOLD SHS | $769.3K | 2,108 | — | 78463V107 |
| CATERPILLAR INC | COM | $646.2K | 737 | — | 149123101 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $638.1K | 1,722 | — | 922908769 |
| AON PLC | SHS CL A | $601.2K | 1,631 | — | G0403H108 |
| EDISON INTL | COM | $597.9K | 7,660 | — | 281020107 |
| REALTY INCOME CORP | COM | $578.7K | 8,802 | — | 756109104 |
| JPMORGAN CHASE & CO | COM | $485.9K | 1,416 | — | 46625H100 |
| CHEVRON CORPORATION | COM | $475.8K | 2,588 | — | 166764100 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $450.4K | 600 | — | 78462F103 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $450.1K | 2,213 | — | 922908512 |
| ISHARES TR | TRUST ISHARE 0-1 | $390K | 3,539 | — | 464288679 |
| EXXON MOBIL CORP | COM | $380.2K | 2,605 | — | 30231G102 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $367.7K | 2,071 | — | 81369Y803 |
| BOEING CO | COM | $364.6K | 1,701 | — | 097023105 |
| ISHARES TR | ESG SELECT SCRE | $331.5K | 5,763 | — | 46436E569 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $317.4K | 5,411 | — | 316092865 |
| DISNEY WALT CO | COM | $295.5K | 2,964 | — | 254687106 |
| WALMART INC | COM | $278.6K | 2,424 | — | 931142103 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $273.5K | 2,413 | — | 67092P201 |
| HERSHEY CO | COM | $240.2K | 1,375 | — | 427866108 |
| MERCK & CO INC | COM | $238.4K | 1,868 | — | 58933Y105 |
| PEARSON PLC | SPONSORED ADR | $231.5K | 13,705 | — | 705015105 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $224.7K | 4,364 | — | 67092P300 |
| INTERNATIONAL BUSINESS MACHS | COM | $217.5K | 993 | — | 459200101 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $213.7K | 11,950 | — | 85207K107 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $211.6K | 2,400 | — | 921910816 |
| MICRON TECHNOLOGY INC | COM | $209K | 245 | — | 595112103 |
| ATLAS CRITICAL MINERALS CORP | ORD SHS NEW | $33.3K | 10,806 | — | G5211G200 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-20