RED CRANE WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$135,963
Net value change ($000)
+14,437 (11.9%)
New positions
8
Sold out positions
1
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DDTL 1,245 NEW
SPYG 1,120 23.0%
IJUL 997 NEW
VOO 781 16.2%
QQQ 745 24.2%
SGOV 720 11.7%
QJUN 687 NEW
INTC 611 166.5%
NJAN 592 10.3%
SPYV 523 7.2%
Top Reduces (Value $000, Stocks/ETFs)
SIXJ -566 -5.1%
IOCT -493 -21.1%
IJUN -312 -50.3%
NEAR -304 -16.1%
XLE -218 -100.0%
LCTX -162 -17.2%
DDFL -119 -22.2%
IAUI -98 -7.2%
TBIL -40 -8.5%
VDE -38 -13.3%
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