RED CRANE WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$121,526
Net value change ($000)
-748 (-0.6%)
New positions
7
Sold out positions
1
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
INNOVATOR ED D15 BUFF JAN 875 NEW
DDNQ 727 NEW
IAUG 368 NEW
QBUF 358 93.0%
ZALT 232 NEW
XLE 218 NEW
NJAN 209 3.8%
IAPR 209 NEW
KJUL 204 8.6%
PBQQ 201 NEW
Top Reduces (Value $000, Stocks/ETFs)
PAPR -597 -31.5%
SPYG -568 -10.4%
NEAR -421 -18.2%
NAPR -403 -9.5%
VOO -314 -6.1%
WDAY -301 -100.0%
AAPL -213 -6.7%
QQQ -205 -6.2%
SGOV -199 -3.1%
XLV -175 -8.3%
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