Crane Advisory, LLC

Q2 2026 13F-HR Holdings

Location
Fullerton, CA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$696,587
Net value change ($000)
+28,523 (4.3%)
New positions
4
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 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)
VOO 7,223 6.5%
VUG 6,991 7.8%
VTV 3,425 6.8%
AAPL 1,995 16.1%
VIG 1,615 5.2%
VB 1,408 7.9%
IDEV 1,405 8.9%
VO 1,332 7.6%
SGOV 476 24.1%
JMUB 396 94.1%
Top Reduces (Value $000, Stocks/ETFs)
PULS -457 -0.6%
FBTC -232 -100.0%
GLD -159 -17.1%
MSFT -81 -5.1%
PSLV -81 -27.5%
IBM -31 -12.4%
META -30 -1.8%
DIS -29 -8.9%
HSY -23 -8.7%
ATLAS CRITICAL MINERALS ORD -22 -40.0%
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