Data as of Q4 2025 (Dec 31, 2025)

Crane Advisory, LLC

โ€ขCIK: 1951283โ€ขFiling: Q4 2025

Crane Advisory, LLC manages $661M across a diversified portfolio of 52 positions. The fund exhibits a notable concentration in broad market and sector-specific ETFs, with VOO representing the largest holding at $111.3M. Significant allocations are also directed toward growth and technology themes, evidenced by substantial positions in VUG ($86.2M) and PULS ($76.1M). This structure suggests a systematic, large-cap equity exposure across core market indices and targeted growth sectors.

Total AUM
$661.4M
QoQ Performance
+4.0%
Positions
40
Top 10 Concentration
87.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VUG
PULS
SCHR
JPST
VTV
FBND
VOO16.8%
VUG13.0%
PULS11.5%
SCHR10.5%
JPST9.0%
VTV7.9%
FBND7.0%
VIG4.7%

๐Ÿ“ˆ Biggest Buys

SCHR
SCHWAB STRATEGIC TR
+54.0%
10.5% of portfolio
FBND
FIDELITY MERRIMACK STR TR
+90.5%
7.0% of portfolio
IDEV
ISHARES TR
+28.9%
2.0% of portfolio
VUG
VANGUARD INDEX FDS
+2.3%
13.0% of portfolio
IEMG
ISHARES INC
+26.1%
1.0% of portfolio

๐Ÿ“‰ Biggest Sells

PULS
PGIM ETF TR
-23.4%
11.5% of portfolio
JPST
J P MORGAN EXCHANGE TRADED F
-20.7%
9.0% of portfolio
VOO
VANGUARD INDEX FDS
-1.9%
16.8% of portfolio
VB
VANGUARD INDEX FDS
-7.4%
2.7% of portfolio
VO
VANGUARD INDEX FDS
-6.5%
2.6% of portfolio

Sector Breakdown

Other78.3%
ETF16.9%
Technology3.8%
Healthcare0.3%
Consumer0.2%
Financial0.2%
Industrial0.1%
Real Estate0.1%

Changes from Q3 2025

NEW2 new positions
โ†‘22 increased
โ†“16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023