Red Crane Wealth Management, LLC Portfolio Holdings

Red Crane Wealth Management, LLC

  • $104 Billion
  • Q1 2025

Red Crane Wealth Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aim ETF Prods Tr Allianzim U S with a value of $8.03B, Spdr Portfolio S&P 500 Value E with a value of $6.88B, Blackrock Short Maturity Bond with a value of $5.24B, Innovator Etfs Trust with a value of $5.09B, and Innovator U.S. Equity Power Bu with a value of $4.65B.

Examining the 13F form we can see an decrease of $1.09B in the current position value, from $106B to 104B.

Red Crane Wealth Management, LLC is based out at San Francisco, CA

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

Portfolio value $104 Billion
ETFs: $68.7 Billion
Technology: $4.74 Billion
Communication Services: $1.64 Billion
Healthcare: $859 Million
Consumer Cyclical: $309 Million
Consumer Defensive: $277 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.03 Billion 7.68% of portfolio
268,085
Q1 2025 Reduced 0.33%
$0
$6.88 Billion 6.58% of portfolio
134,695
Q1 2025 Reduced 0.57%
$0
$5.24 Billion 5.02% of portfolio
103,017
Q1 2025 Reduced 7.41%
Innovator Etfs Trust
-
$5.09 Billion 4.87% of portfolio
-
Q1 2025 Added 3.19%
$0
$4.65 Billion 4.46% of portfolio
112,240
Q1 2025 Reduced 1.26%
$54.1B
$4.48 Billion 4.29% of portfolio
75,989
Q1 2025 Reduced 3.68%
$0
$4.04 Billion 3.87% of portfolio
40,123
Q1 2025 Added 11.46%
$0
$3.85 Billion 3.69% of portfolio
47,905
Q1 2025 Added 0.07%
$0
$3.84 Billion 3.68% of portfolio
7,475
Q1 2025 Reduced 0.35%
$0
$3.67 Billion 3.51% of portfolio
14,187
Q1 2025 Added 0.6%
Innovator Etfs Trust
-
$3.29 Billion 3.15% of portfolio
-
Q1 2025 Reduced 0.28%
-
$2.93 Billion 2.8% of portfolio
-
Q1 2025 Added 0.7%
$3.14T
$2.68 Billion 2.57% of portfolio
12,084
Q1 2025 Added 0.02%
$0
$2.6 Billion 2.49% of portfolio
34,330
Q1 2025 Reduced 1.14%
$0
$2.57 Billion 2.46% of portfolio
51,638
Q1 2025 Reduced 0.82%
$0
$2.52 Billion 2.42% of portfolio
98,820
Q1 2025 Reduced 2.6%
$0
$2.3 Billion 2.2% of portfolio
4,907
Q1 2025 Added 0.99%
-
$2.07 Billion 1.98% of portfolio
-
Q1 2025 Reduced 0.91%
$0
$1.95 Billion 1.87% of portfolio
61,816
Q1 2025 Reduced 11.21%
$0
$1.76 Billion 1.68% of portfolio
46,480
Q1 2025 Reduced 0.56%
$0
$1.71 Billion 1.64% of portfolio
27,661
Q1 2025 Added 4.85%
$0
$1.66 Billion 1.59% of portfolio
25,276
Q1 2025 Added 37.0%
$0
$1.63 Billion 1.56% of portfolio
7,359
Q1 2025 Added 4.61%
$1.57T
$1.43 Billion 1.37% of portfolio
2,475
Q1 2025 Added 40.07%
Innovator Etfs Trust
-
$1.34 Billion 1.29% of portfolio
-
Q1 2025 Added 3.41%
$0
$1.21 Billion 1.16% of portfolio
21,148
Q1 2025 Added 1.95%
-
$1.03 Billion 0.98% of portfolio
-
Q1 2025 Reduced 0.93%
$0
$1.01 Billion 0.96% of portfolio
8,774
Q1 2025 Added 0.14%
$0
$972 Million 0.93% of portfolio
18,776
Q1 2025 Added 9.21%
-
$962 Million 0.92% of portfolio
-
Q1 2025 Added 1.36%
$0
$932 Million 0.89% of portfolio
15,519
Q1 2025 Reduced 9.46%
Aim ETF Products Trust
-
$905 Million 0.87% of portfolio
-
Q4 2024 New
$0
$834 Million 0.8% of portfolio
29,820
Q1 2025 Added 1.79%
$0
$711 Million 0.68% of portfolio
9,684
Q4 2024 New
$0
$695 Million 0.66% of portfolio
22,519
Q1 2025 Reduced 14.75%
$0
$671 Million 0.64% of portfolio
6,571
Q1 2025 Added 2.07%
$0
$662 Million 0.63% of portfolio
12,742
Q1 2025 Added 0.66%
$155B
$635 Million 0.61% of portfolio
2,037
Q1 2025 Added 3.14%
$0
$622 Million 0.6% of portfolio
3,591
Q1 2025 Added 0.36%
$0
$626 Million 0.6% of portfolio
17,825
Q1 2025 Reduced 7.69%
$0
$538 Million 0.51% of portfolio
1,957
Q1 2025 Added 0.31%
$3.56T
$531 Million 0.51% of portfolio
1,415
Q4 2024 New
$0
$525 Million 0.5% of portfolio
14,723
Q4 2024 New
$0
$494 Million 0.47% of portfolio
11,394
Q1 2025 Added 0.26%
Aim ETF Products Trust
-
$374 Million 0.36% of portfolio
-
Q1 2025 New
$561B
$364 Million 0.35% of portfolio
2,602
Q1 2025 Added 2.44%
$0
$363 Million 0.35% of portfolio
7,187
Q1 2025 Reduced 0.91%
$0
$347 Million 0.33% of portfolio
9,687
Q4 2024 New
$48.8B
$327 Million 0.31% of portfolio
1,400
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $104 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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