Crane Advisory, LLC

Q4 2025 13F-HR Holdings

Location
Fullerton, CA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$661,427
Net value change ($000)
+25,263 (4.0%)
New positions
2
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/20/2026 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)
SCHR 24,477 54.0%
FBND 22,046 89.9%
IDEV 3,577 36.6%
VTV 3,473 7.2%
VUG 3,002 3.6%
VOO 1,737 1.6%
IEMG 1,658 34.4%
GOOGL 1,407 34.8%
VIG 1,278 4.3%
SPTS 797 2.9%
Top Reduces (Value $000, Stocks/ETFs)
PULS -23,253 -23.4%
JPST -15,417 -20.6%
VO -831 -4.5%
NVDA -264 -12.6%
VB -261 -1.4%
META -191 -10.7%
MSFT -166 -7.8%
AAPL -114 -0.9%
O -81 -13.1%
FBTC -46 -15.2%
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