Crane Advisory, LLC

Q3 2026 13F-HR Holdings

Location
Fullerton, CA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$707,227
Net value change ($000)
+10,640 (1.5%)
New positions
2
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VUG 7,355 7.6%
VOO 3,538 3.0%
JPST 2,898 4.8%
PULS 2,134 2.8%
IEMG 671 8.3%
MSFT 469 30.9%
EXXONMOBIL HOLDINGS CORP 427 NEW
NVDA 309 15.6%
RSPT 276 14.9%
SPACE EXPLORATION TECHN CORP 231 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHR -3,278 -4.7%
FBND -2,056 -4.4%
VTV -1,437 -2.7%
XOM -380 -100.0%
SGOV -324 -13.2%
VB -240 -1.2%
VIG -202 -0.6%
EIX -182 -30.4%
GOOGL -164 -2.8%
AON -157 -26.1%
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