Crane Advisory, LLC
CIK: 0001951283SEC EDGAR →
Portfolio Value
$661.4M
Holdings
52
As of
Q4 2025
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 174,081 | $111.3M | 16.83% |
| 2 | VANGUARD INDEX FDS | 175,086 | $86.2M | 13.04% |
| 3 | PGIM ETF TR | 1,532,303 | $76.1M | 11.51% |
| 4 | SCHWAB STRATEGIC TR | 2,783,217 | $69.8M | 10.55% |
| 5 | J P MORGAN EXCHANGE TRADED F | 1,172,033 | $59.4M | 8.97% |
| 6 | VANGUARD INDEX FDS | 264,300 | $52.0M | 7.87% |
| 7 | FIDELITY MERRIMACK STR TR | 1,009,529 | $46.6M | 7.04% |
| 8 | VANGUARD SPECIALIZED FUNDS | 138,104 | $31.2M | 4.71% |
| 9 | SPDR SERIES TRUST | 978,112 | $28.6M | 4.33% |
| 10 | VANGUARD INDEX FDS | 65,994 | $18.0M | 2.72% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $627.8M | 94.9% |
| Technology | 4 | $16.3M | 2.5% |
| Communication Services | 5 | $9.2M | 1.4% |
| Healthcare | 2 | $2.2M | 0.3% |
| Consumer Cyclical | 3 | $1.8M | 0.3% |
| Unknown | 2 | $1.2M | 0.2% |
| Industrials | 2 | $871K | 0.1% |
| Energy | 2 | $768K | 0.1% |
| Real Estate | 1 | $538K | 0.1% |
| Utilities | 1 | $455K | 0.1% |
| Consumer Defensive | 1 | $265K | 0.0% |