Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $119M | 17.0% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $96.4M | 13.8% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $75.8M | 10.9% |
| Schwab Strategic TRINT-TRM U.S TRES | INT-TRM U.S TRES | $69.8M | 10.0% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $60.5M | 8.7% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $54.2M | 7.8% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $46.4M | 6.7% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $32.6M | 4.7% |
| SPDR Series TrustST SHO TREAS ETF | ST SHO TREAS ETF | $28.8M | 4.1% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $19.2M | 2.8% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $18.9M | 2.7% |
| iShares TRCORE MSCI INTL | CORE MSCI INTL | $17.3M | 2.5% |
| Apple Inc.COM | COM | $14.4M | 2.1% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $8.12M | 1.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.79M | 0.8% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $2.45M | 0.4% |
| Johnson & JohnsonCOM | COM | $2.34M | 0.3% |
| Nvidia CorporationCOM | COM | $1.98M | 0.3% |
| Invesco Exchange Traded FD TS&P500 EQL TEC | S&P500 EQL TEC | $1.86M | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.7M | 0.2% |
| Meta Platforms Inc.CL A | CL A | $1.64M | 0.2% |
| Microsoft Corp.COM | COM | $1.52M | 0.2% |
| Amazon Com Inc.COM | COM | $1.39M | 0.2% |
| iShares TRMSCI INTL QUALTY | MSCI INTL QUALTY | $1.26M | 0.2% |
| Vanguard Scottsdale FdsVNG RUS1000IDX | VNG RUS1000IDX | $1.18M | 0.2% |
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $1.16M | 0.2% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $817K | 0.1% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $769K | 0.1% |
| Caterpillar Inc.COM | COM | $646K | 0.1% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $638K | 0.1% |
| Aon PLCSHS CL A | SHS CL A | $601K | 0.1% |
| Edison IntlCOM | COM | $598K | 0.1% |
| Realty Income Corp.COM | COM | $579K | 0.1% |
| JPMORGAN Chase & COCOM | COM | $486K | 0.1% |
| Chevron CorporationCOM | COM | $476K | 0.1% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $450K | 0.1% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $450K | 0.1% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $390K | 0.1% |
| Exxon Mobil Corp.COM | COM | $380K | 0.1% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $368K | 0.1% |
| Boeing COCOM | COM | $365K | 0.1% |
| iShares TRESG SELECT SCRE | ESG SELECT SCRE | $331K | 0.0% |
| Fidelity Covington TrustMSCI UTILS INDEX | MSCI UTILS INDEX | $317K | 0.0% |
| Disney Walt COCOM | COM | $296K | 0.0% |
| Walmart Inc.COM | COM | $279K | 0.0% |
| Nushares ETF TRNUVEEN ESG LRGCP | NUVEEN ESG LRGCP | $274K | 0.0% |
| Hershey COCOM | COM | $240K | 0.0% |
| Merck & CO Inc.COM | COM | $238K | 0.0% |
| Pearson PLCSPONSORED ADR | SPONSORED ADR | $231K | 0.0% |
| Nushares ETF TRNUVEEN ESG LRGVL | NUVEEN ESG LRGVL | $225K | 0.0% |
Vanguard Index FdsS&P 500 ETF SHS$119M
- Class
- S&P 500 ETF SHS
- Share
- 17.0%
Vanguard Index FdsGROWTH ETF$96.4M
- Class
- GROWTH ETF
- Share
- 13.8%
Pgim ETF TRPGIM ULTRA SH BD$75.8M
- Class
- PGIM ULTRA SH BD
- Share
- 10.9%
Schwab Strategic TRINT-TRM U.S TRES$69.8M
- Class
- INT-TRM U.S TRES
- Share
- 10.0%
J P Morgan Exchange Traded FULTRA SHRT ETF$60.5M
- Class
- ULTRA SHRT ETF
- Share
- 8.7%
Vanguard Index FdsVALUE ETF$54.2M
- Class
- VALUE ETF
- Share
- 7.8%
Fidelity Merrimack Str TRTOTAL BD ETF$46.4M
- Class
- TOTAL BD ETF
- Share
- 6.7%
Vanguard Specialized FundsDIV APP ETF$32.6M
- Class
- DIV APP ETF
- Share
- 4.7%
SPDR Series TrustST SHO TREAS ETF$28.8M
- Class
- ST SHO TREAS ETF
- Share
- 4.1%
Vanguard Index FdsSMALL CP ETF$19.2M
- Class
- SMALL CP ETF
- Share
- 2.8%
Vanguard Index FdsMID CAP ETF$18.9M
- Class
- MID CAP ETF
- Share
- 2.7%
iShares TRCORE MSCI INTL$17.3M
- Class
- CORE MSCI INTL
- Share
- 2.5%
Apple Inc.COM$14.4M
- Class
- COM
- Share
- 2.1%
iShares Inc.CORE MSCI EMKT$8.12M
- Class
- CORE MSCI EMKT
- Share
- 1.2%
Alphabet Inc.CAP STK CL C$5.79M
- Class
- CAP STK CL C
- Share
- 0.8%
iShares TR0-3 MTH TREASURY$2.45M
- Class
- 0-3 MTH TREASURY
- Share
- 0.4%
Johnson & JohnsonCOM$2.34M
- Class
- COM
- Share
- 0.3%
Nvidia CorporationCOM$1.98M
- Class
- COM
- Share
- 0.3%
Invesco Exchange Traded FD TS&P500 EQL TEC$1.86M
- Class
- S&P500 EQL TEC
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$1.7M
- Class
- CAP STK CL A
- Share
- 0.2%
Meta Platforms Inc.CL A$1.64M
- Class
- CL A
- Share
- 0.2%
Microsoft Corp.COM$1.52M
- Class
- COM
- Share
- 0.2%
Amazon Com Inc.COM$1.39M
- Class
- COM
- Share
- 0.2%
iShares TRMSCI INTL QUALTY$1.26M
- Class
- MSCI INTL QUALTY
- Share
- 0.2%
Vanguard Scottsdale FdsVNG RUS1000IDX$1.18M
- Class
- VNG RUS1000IDX
- Share
- 0.2%
Vanguard World FDMEGA CAP VAL ETF$1.16M
- Class
- MEGA CAP VAL ETF
- Share
- 0.2%
J P Morgan Exchange Traded FMUNICIPAL ETF$817K
- Class
- MUNICIPAL ETF
- Share
- 0.1%
SPDR Gold TRGOLD SHS$769K
- Class
- GOLD SHS
- Share
- 0.1%
Caterpillar Inc.COM$646K
- Class
- COM
- Share
- 0.1%
Vanguard Index FdsTOTAL STK MKT$638K
- Class
- TOTAL STK MKT
- Share
- 0.1%
Aon PLCSHS CL A$601K
- Class
- SHS CL A
- Share
- 0.1%
Edison IntlCOM$598K
- Class
- COM
- Share
- 0.1%
Realty Income Corp.COM$579K
- Class
- COM
- Share
- 0.1%
JPMORGAN Chase & COCOM$486K
- Class
- COM
- Share
- 0.1%
Chevron CorporationCOM$476K
- Class
- COM
- Share
- 0.1%
State Str SPDR S&P 500 ETF TTR UNIT$450K
- Class
- TR UNIT
- Share
- 0.1%
Vanguard Index FdsMCAP VL IDXVIP$450K
- Class
- MCAP VL IDXVIP
- Share
- 0.1%
iShares TRTRUST ISHARE 0-1$390K
- Class
- TRUST ISHARE 0-1
- Share
- 0.1%
Exxon Mobil Corp.COM$380K
- Class
- COM
- Share
- 0.1%
Select Sector SPDR TRST STR TECHN ETF$368K
- Class
- ST STR TECHN ETF
- Share
- 0.1%
Boeing COCOM$365K
- Class
- COM
- Share
- 0.1%
iShares TRESG SELECT SCRE$331K
- Class
- ESG SELECT SCRE
- Share
- 0.0%
Fidelity Covington TrustMSCI UTILS INDEX$317K
- Class
- MSCI UTILS INDEX
- Share
- 0.0%
Disney Walt COCOM$296K
- Class
- COM
- Share
- 0.0%
Walmart Inc.COM$279K
- Class
- COM
- Share
- 0.0%
Nushares ETF TRNUVEEN ESG LRGCP$274K
- Class
- NUVEEN ESG LRGCP
- Share
- 0.0%
Hershey COCOM$240K
- Class
- COM
- Share
- 0.0%
Merck & CO Inc.COM$238K
- Class
- COM
- Share
- 0.0%
Pearson PLCSPONSORED ADR$231K
- Class
- SPONSORED ADR
- Share
- 0.0%
Nushares ETF TRNUVEEN ESG LRGVL$225K
- Class
- NUVEEN ESG LRGVL
- Share
- 0.0%
The share class is shown on a wider screen.
The 50 largest of 55 positions by value, with holdings of the same security combined. The 55 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1951283
- File number
- 028-22665
- Options
- 0 call, 0 put
- In the 25 largest
- 98.2%
- Prior quarter
- $668M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 1
Common questions
What are Crane Advisory’s 13F holdings worth?
$697 million across 55 positions for the quarter ended 30 June 2026.
What is Crane Advisory’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $119 million, or 17.0% of reported 13F value, as of 30 June 2026.
How concentrated is Crane Advisory’s 13F portfolio?
The ten largest positions accounted for 86.5% of reported value and the twenty-five largest for 98.2%, across 55 positions as of 30 June 2026.
Does Form 13F show everything Crane Advisory manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Crane Advisory file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.