DOSSIER · 13F-HR · Q2 2026

Crane Advisory, LLC

$697M in tracked AUM across 55 positions as of Q2 2026.

CA
CIK 0001951283 · last filed Jun 30, 2026
Total AUM
$697M
as of Q2 2026
Holdings
55
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Crane Advisory, LLC
1. Portfolio Overview

Crane Advisory, LLC has reported a significant expansion in its investment management operations for the quarter ending December 31, 2025. The total portfolio value surged by 184.4%, growing from $232.58M to $661.43M. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or a major restructuring event during the quarter.

The portfolio currently consists o...

2. Key Holdings

The portfolio is characterized by high concentration in its top positions, with the top five holdings comprising approximately 60.9% of the total assets.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$119M172K17.0%
02
VUG
VANGUARD INDEX FDS
$96M1.1M13.8%
03
PULS
PGIM ETF TR
$76M1.5M10.9%
04
SCHR
SCHWAB STRATEGIC TR
$70M2.8M10.0%
05
JPST
J P MORGAN EXCHANGE TRADED F
$61M1.2M8.7%
06
VTV
VANGUARD INDEX FDS
$54M247K7.8%
07
FBND
FIDELITY MERRIMACK STR TR
$46M1.0M6.7%
08
VIG
VANGUARD SPECIALIZED FUNDS
$33M136K4.7%
09
SPTS
SPDR SERIES TRUST
$29M995K4.1%
10
VB
VANGUARD INDEX FDS
$19M65K2.8%

Filing history

2026Q2Jun 30
$697M 4.3%
55 positionsView →
2026Q1Mar 31
$668M 1.0%
52 positionsView →
2025Q4Dec 31
$661M 184.4%
52 positionsView →
2025Q3Sep 30
$233M 5.3%
21 positionsView →
2025Q2Jun 30
$221M 12.9%
18 positionsLocked
2025Q1Mar 31
$196M 65.7%
16 positionsLocked
2024Q4Dec 31
$570M 3.1%
44 positionsLocked
2024Q3Sep 30
$553M 6.7%
43 positionsLocked
2024Q2Jun 30
$519M 4.6%
41 positionsLocked
2024Q1Mar 31
$496M 11.6%
41 positionsLocked
2023Q4Dec 31
$444M 11.4%
38 positionsLocked
2023Q3Sep 30
$399M 14.5%
28 positionsLocked
Showing 12 of 16