Q3 2026 13F · SEC CIK 1951283

Crane Advisory, LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $707.2M
Reported positions: 55
Top holdings a year, 3 yrs: +10.9%
Assets under management: $934.6M

Crane Advisory, LLC is a wealth manager that reported 55 positions worth $707.2M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Index Fds (VOO, 17.3%), Vanguard Index Fds (VUG, 14.7%), Pgim ETF Tr (PULS, 11.0%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 22.3% for the S&P 500.

Crane Advisory, LLC holdings largest 50 of 55 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crane Advisory, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	17.3%	17.0%	171,383	-0.2%	$122.1M
VUGVanguard Index Fds	14.7%	13.8%	1,127,048	+1.2%	$103.8M
PULSPgim ETF Tr	11.0%	10.9%	1,576,089	+3.1%	$78.0M
SCHRSchwab Strategic Tr	9.4%	10.0%	2,813,141	-1.1%	$66.5M
JPSTJ P Morgan Exchange Traded F	9.0%	8.7%	1,262,339	+5.3%	$63.4M
VTVVanguard Index Fds	7.5%	7.8%	241,940	-2.2%	$52.7M
FBNDFidelity Merrimack Str Tr	6.3%	6.7%	1,026,155	-0.0%	$44.4M
VIGVanguard Specialized Funds	4.6%	4.7%	137,082	+0.6%	$32.4M
SPTSSpdr Series Trust	4.1%	4.1%	1,014,126	+1.9%	$29.0M
VBVanguard Index Fds	2.7%	2.8%	65,290	+1.1%	$19.0M
VOVanguard Index Fds	2.7%	2.7%	235,862	+0.5%	$18.9M
IDEVIshares Tr	2.5%	2.5%	194,159	+0.5%	$17.4M
AAPLApple Inc	2.0%	2.1%	43,105	+0.0%	$14.3M
IEMGIshares Inc	1.2%	1.2%	105,234	+1.2%	$8.8M
GOOGAlphabet Inc	0.8%	0.8%	16,373	+0.0%	$5.6M
JNJJohnson & Johnson	0.3%	0.3%	9,346	+0.0%	$2.4M
NVDANvidia Corporation	0.3%	0.3%	9,575	+0.4%	$2.3M
RYTInvesco Exchange Traded Fd T	0.3%	0.3%	31,040	+0.0%	$2.1M
SGOVIshares Tr	0.3%	0.4%	21,188	-13.1%	$2.1M
MSFTMicrosoft Corp	0.3%	0.2%	3,782	+0.0%	$2.0M
METAMeta Platforms Inc	0.3%	0.2%	2,394	-3.0%	$1.8M
GOOGLAlphabet Inc	0.2%	0.2%	4,798	+0.0%	$1.7M
AMZNAmazon Com Inc	0.2%	0.2%	5,572	+0.0%	$1.4M
IQLTIshares Tr	0.2%	0.2%	25,175	-1.3%	$1.3M
VONEVanguard Scottsdale Fds	0.2%	0.2%	3,468	+0.0%	$1.2M
MGVVanguard World Fd	0.2%	0.2%	7,126	+0.0%	$1.2M
JMUBJ P Morgan Exchange Traded F	0.1%	0.1%	20,026	+23.0%	$954K
VTIVanguard Index Fds	0.1%	0.1%	1,722	+0.0%	$655K
GLDSpdr Gold Tr	0.1%	0.1%	1,687	-20.0%	$640K
CATCaterpillar Inc	0.1%	0.1%	738	+0.1%	$626K
CVXChevron Corporation	0.1%	0.1%	2,588	+0.0%	$534K
ORealty Income Corp.	0.1%	0.1%	8,802	+0.0%	$473K
JPMJpmorgan Chase & Co	0.1%	0.1%	1,416	+0.0%	$471K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	600	+0.0%	$465K
XVVIshares Tr	0.1%	0.0%	7,733	+34.2%	$457K
AONAon PLC	0.1%	0.1%	1,631	+0.0%	$444K
VOEVanguard Index Fds	0.1%	0.1%	2,213	+0.0%	$442K
XOMExxonmobil Holdings Corp	0.1%	—	2,606	—	$427K
XLKSelect Sector Spdr Tr	0.1%	0.1%	2,073	+0.1%	$417K
EIXEdison Intl	0.1%	0.1%	7,664	+0.1%	$416K
SHVIshares Tr	0.1%	0.1%	3,636	+2.7%	$400K
NULGNuveen Esg	0.1%	0.0%	3,418	+41.6%	$397K
BABoeing Co	0.0%	0.1%	1,701	+0.0%	$328K
DISDisney Walt Co	0.0%	0.0%	2,964	+0.0%	$307K
FUTYFidelity Covington Trust	0.0%	0.0%	5,441	+0.6%	$281K
MUMicron Technology Inc	0.0%	—	245	—	$261K
MRKMerck & Co Inc	0.0%	0.0%	1,868	+0.0%	$261K
WMTWalmart Inc	0.0%	0.0%	2,424	+0.0%	$255K
NULVNushares ETF Tr	0.0%	0.0%	4,738	+8.6%	$253K
PSLVSprott Physical	0.0%	—	11,950	—	$236K

What Crane Advisory, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

NULG Nuveen Esg+41.6% shares
XVV Ishares Tr+34.2% shares
JMUB J P Morgan Exchange Traded F+23.0% shares
NULV Nushares ETF Tr+8.6% shares
JPST J P Morgan Exchange Traded F+5.3% shares

Reduced

GLD Spdr Gold Tr-20.0% shares
SGOV Ishares Tr-13.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.4% /yr; S&P 500 +11.7%
3 years: +10.9% /yr; S&P 500 +22.3%
5 years: +8.8% /yr; S&P 500 +18.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$707.2M	55
Q2 2026	$696.6M	55
Q1 2026	$668.1M	52
Q4 2025	$661.4M	52
Q3 2025	$636.2M	50
Q2 2025	$603.5M	46
Q1 2025	$553.2M	44
Q4 2024	$570.5M	44
Q3 2024	$553.1M	43
Q2 2024	$518.6M	41
Q1 2024	$495.8M	41
Q4 2023	$444.3M	38

Questions about Crane Advisory, LLC's portfolio

What stocks does Crane Advisory, LLC own?

Crane Advisory, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 55 positions worth $707.2M. The largest are Vanguard Index Fds (VOO) at 17.3%, Vanguard Index Fds (VUG) at 14.7%, Pgim ETF Tr (PULS) at 11.0%, Schwab Strategic Tr (SCHR) at 9.4% and J P Morgan Exchange Traded F (JPST) at 9.0%.

What did Crane Advisory, LLC buy last quarter?

In Q3 2026, Crane Advisory, LLC added Nuveen Esg (NULG) (+41.6% shares), Ishares Tr (XVV) (+34.2% shares) and J P Morgan Exchange Traded F (JMUB) (+23.0% shares), compared with its Q2 2026 filing.

What did Crane Advisory, LLC sell last quarter?

In Q3 2026, Crane Advisory, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Hershey Co (HSY), cut from its top 50 Pearson PLC (PSO), Spdr Gold Tr (GLD) (-20.0% shares) and Ishares Tr (SGOV) (-13.1% shares), compared with its Q2 2026 filing.

How has Crane Advisory, LLC's portfolio performed?

A portfolio copying Crane Advisory, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.4% against +11.7%. Over 5 years: +8.8% a year against +18.4%.

When is Crane Advisory, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Crane Advisory, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Crane Advisory, LLC manage?

Crane Advisory, LLC reported $934.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $707.2M.