Data as of Q4 2025 (Dec 31, 2025)

RED CRANE WEALTH MANAGEMENT, LLC

โ€ขCIK: 1686343โ€ขFiling: Q4 2025

**RED CRANE WEALTH MANAGEMENT, LLC** manages $122M across a diversified portfolio of 66 positions. The fund exhibits a notable allocation to fixed income and broad market exposure, with top holdings including SIXJ at $11.0M and SPYV at $7.3M. Significant weightings are also observed in short-duration Treasuries (SGOV at $6.4M) and core equity indices (SPYG at $5.4M, VOO at $5.1M). This structure suggests a tactical approach balancing yield generation with established market beta exposure.

Total AUM
$122.3M
QoQ Performance
+3.1%
Positions
33
Top 10 Concentration
46.5%
Latest Filing
Q4 2025

Top Holdings Allocation

SIXJ
SPYV
SGOV
SIXJ9.0%
SPYV6.0%
SGOV5.2%
NJAN4.5%
SPYG4.5%
VOO4.2%
VO3.5%
NAPR3.5%

๐Ÿ“ˆ Biggest Buys

BOXX
EA SERIES TRUST
+103.8%
1.3% of portfolio
SGOV
ISHARES TR
+10.0%
5.2% of portfolio
IJAN
INNOVATOR ETFS TRUST
+9.8%
3.1% of portfolio
META
META PLATFORMS INC
+24.0%
1.2% of portfolio
LCTX
LINEAGE CELL THERAPEUTICS IN
+16.8%
0.8% of portfolio

๐Ÿ“‰ Biggest Sells

XLV
SELECT SECTOR SPDR TR
-14.3%
1.7% of portfolio
NEAR
ISHARES U S ETF TR
-10.0%
1.9% of portfolio
SPAB
SPDR SERIES TRUST
-13.1%
1.1% of portfolio
INTC
INTEL CORP
-30.0%
0.3% of portfolio
AMGN
AMGEN INC
-14.5%
0.5% of portfolio

Sector Breakdown

Other88.6%
Technology6.4%
ETF4.2%
Healthcare0.5%
Consumer0.3%

Changes from Q3 2025

โ†‘27 increased
โ†“24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024