Crane Advisory, LLC Portfolio Holdings

Crane Advisory, LLC

  • $627 Million
  • Q3 2025

Crane Advisory, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $627 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $109M, Pgim ETF Tr with a value of $99.6M, Vanguard Growth ETF with a value of $82.1M, Jp Morgan ETF Tr Ultra Short I with a value of $75M, and Vanguard Value ETF with a value of $48.7M.

Examining the 13F form we can see an increase of $30.9M in the current position value, from $596M to 627M.

Crane Advisory, LLC is based out at Fullerton, CA

Below you can find more details about Crane Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $627 Million
ETFs: $595 Million
Technology: $16.8 Million
Communication Services: $7.56 Million
Healthcare: $1.85 Million
Consumer Cyclical: $1.6 Million
Financial Services: $1.15 Million
Industrials: $761,000
Energy: $715,000
Other: $1.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Million 17.34% of portfolio
177,541
Q3 2025 Reduced 0.26%
$0
$99.6 Million 15.89% of portfolio
1,999,630
Q3 2025 Added 3.56%
$0
$82.1 Million 13.08% of portfolio
171,081
Q3 2025 Added 0.97%
$0
$75 Million 11.95% of portfolio
1,477,574
Q3 2025 Added 3.97%
$0
$48.7 Million 7.76% of portfolio
261,047
Q3 2025 Added 2.7%
$0
$45.4 Million 7.24% of portfolio
1,806,857
Q3 2025 Added 2.72%
$0
$27.9 Million 4.45% of portfolio
950,856
Q3 2025 Added 3.64%
$0
$25.1 Million 4.0% of portfolio
137,804
Q3 2025 Added 2.29%
$0
$24.5 Million 3.91% of portfolio
530,010
Q3 2025 Added 1.76%
$0
$18.3 Million 2.92% of portfolio
62,391
Q3 2025 Reduced 2.51%
$0
$18.1 Million 2.89% of portfolio
71,279
Q3 2025 Reduced 4.38%
$4.3T
$12.4 Million 1.97% of portfolio
48,614
Q3 2025 Reduced 38.77%
$0
$9.72 Million 1.55% of portfolio
121,186
Q3 2025 Added 4.39%
$1.74T
$4.06 Million 0.65% of portfolio
16,685
Q2 2024 Added 3.92%
$0
$3.88 Million 0.62% of portfolio
72,420
Q3 2025 Added 0.46%
$3.78T
$2.11 Million 0.34% of portfolio
4,070
Q3 2025 Added 0.52%
$465B
$2.03 Million 0.32% of portfolio
10,891
Q3 2025 Reduced 0.32%
$522B
$1.85 Million 0.3% of portfolio
9,994
Q1 2025 Added 1.72%
$1.37T
$1.78 Million 0.28% of portfolio
2,428
Q3 2025 Added 0.46%
$0
$1.11 Million 0.18% of portfolio
25,187
Q3 2025 Reduced 1.13%
$2.39T
$1.15 Million 0.18% of portfolio
5,238
Q3 2025 Added 10.65%
$1.65T
$1.15 Million 0.18% of portfolio
4,712
Q3 2025 Added 1.05%
$0
$1.05 Million 0.17% of portfolio
3,471
Q2 2025 Reduced 0.57%
$0
$981,000 0.16% of portfolio
7,126
Q2 2025 Reduced 1.86%
$130B
$771,000 0.12% of portfolio
2,170
Q1 2025 Reduced 2.73%
$35.1B
$641,000 0.1% of portfolio
10,545
Q3 2025 Reduced 3.83%
$0
$565,000 0.09% of portfolio
1,722
Q3 2025 Added 2.87%
$72.4B
$581,000 0.09% of portfolio
1,631
Q3 2025 Reduced 0.73%
$22.4B
$453,000 0.07% of portfolio
8,198
Q3 2025 Added 0.5%
$303B
$429,000 0.07% of portfolio
2,767
Q2 2025 Reduced 1.91%
$291B
$394,000 0.06% of portfolio
826
Q3 2025 Reduced 6.77%
$0
$399,000 0.06% of portfolio
600
Q2 2024 Reduced 15.01%
$0
$386,000 0.06% of portfolio
2,213
Q2 2025 Added 56.73%
$114B
$367,000 0.06% of portfolio
1,702
Q3 2025 Reduced 11.17%
$881B
$407,000 0.06% of portfolio
1,291
Q2 2024 Added 4.11%
$193B
$372,000 0.06% of portfolio
3,257
Q3 2024 Reduced 23.49%
$0
$364,000 0.06% of portfolio
3,296
Q3 2025 Reduced 1.55%
$0
$290,000 0.05% of portfolio
1,032
Q3 2025 Added 0.1%
$490B
$286,000 0.05% of portfolio
2,545
Q2 2025 Reduced 5.91%
$266B
$280,000 0.04% of portfolio
993
Q3 2025 Added 2.58%
$0
$225,000 0.04% of portfolio
4,462
Q3 2025 New
$170B
$231,000 0.04% of portfolio
1,600
Q3 2025 New
$0
$254,000 0.04% of portfolio
4,934
Q3 2025 Reduced 3.73%
$26.3B
$257,000 0.04% of portfolio
1,375
Q2 2025 Reduced 12.7%
$0
$163,000 0.03% of portfolio
10,431
Q3 2025 New
$1.29T
$216,000 0.03% of portfolio
486
Q3 2025 New
$9.52B
$194,000 0.03% of portfolio
13,705
Q4 2023 New
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.89%
$0
$0 0.0% of portfolio
31,040
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $627 Million
  • Prior Value $596 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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