RED CRANE WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$122,274
Net value change ($000)
+3,702 (3.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BOXX 805 106.1%
SGOV 562 9.7%
IJAN 434 12.8%
SIXJ 314 2.9%
GOOGL 213 67.0%
NJAN 207 3.9%
IAUI 200 18.0%
AAPL 199 6.6%
SPYV 182 2.6%
NAPR 152 3.7%
Top Reduces (Value $000, Stocks/ETFs)
NEAR -265 -10.3%
ORCL -230 -30.7%
SPAB -202 -13.4%
XLV -104 -4.7%
INTC -103 -23.0%
VO -103 -2.3%
TBIL -59 -8.9%
MSFT -50 -6.5%
KNG -48 -18.5%
SUSA -40 -3.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type