Crane Advisory, LLC

Q1 2026 13F-HR Holdings

Location
Fullerton, CA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$668,064
Net value change ($000)
+6,637 (1.0%)
New positions
2
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 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)
VUG 3,175 3.7%
IDEV 2,517 18.9%
IEMG 1,352 20.9%
JPST 1,002 1.7%
NULG 240 NEW
JNJ 232 11.8%
PULS 183 0.2%
SPTS 175 0.6%
VO 137 0.8%
AAPL 134 1.1%
Top Reduces (Value $000, Stocks/ETFs)
VTV -1,303 -2.5%
MSFT -362 -18.5%
SGOV -286 -12.6%
TJX -251 -100.0%
SCHR -234 -0.3%
TSLA -223 -100.0%
VIG -199 -0.6%
FBND -196 -0.4%
VB -136 -0.8%
SHV -107 -31.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type