Crane Advisory, LLC holds a concentrated book of 55 stocks worth $696.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Walmart Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 17% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Crane Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 61 / 55 | $488.7B |
| JPMORGAN CHASE & CO | 60 / 55 | $458.5B |
| BANK OF AMERICA CORP /DE/ | 60 / 55 | $390.0B |
| WELLS FARGO & COMPANY/MN | 60 / 55 | $135.1B |
| ROYAL BANK OF CANADA | 60 / 55 | $128.4B |
| ENVESTNET ASSET MANAGEMENT INC | 60 / 55 | $68.1B |
| Mariner, LLC | 60 / 55 | $27.5B |
| HighTower Advisors, LLC | 60 / 55 | $26.6B |
Ranked by how many of Crane Advisory, LLC's top 55 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $118.5M | 171.8K | 17.0% | ▼−0.5% Reduced · −860 sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $96.4M | 1.11M | 13.8% | ▲+506% Added · +930K sh | |
| 3 | Pgim ETF TR PGIM ULTRA SH BD | $75.8M | 1.53M | 10.9% | ▼−0.6% Reduced · −9K sh | |
| 4 | Schwab Strategic TR INT-TRM U.S TRES | $69.8M | 2.84M | 10.0% | ▲+1.9% Added · +53K sh | |
| 5 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $60.5M | 1.20M | 8.7% | ▲+0.3% Added · +4K sh | |
| 6 | Vanguard Index FDS VALUE ETF | $54.2M | 247.5K | 7.8% | ▼−1.2% Reduced · −3K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $46.4M | 1.03M | 6.7% | ▲+1.5% Added · +15K sh | |
| 8 | Vanguard Specialized Funds DIV APP ETF | $32.6M | 136.2K | 4.7% | ▼−1.1% Reduced · −1K sh | |
| 9 | SPDR Series Trust ST SHO TREAS ETF | $28.8M | 995.1K | 4.1% | ▲+0.7% Added · +7K sh | |
| 10 | Vanguard Index FDS SMALL CP ETF | $19.2M | 64.6K | 2.8% | ▲+1.2% Added · +796 sh | |
| 11 | Vanguard Index FDS MID CAP ETF | $18.9M | 234.7K | 2.7% | ▲+304% Added · +177K sh | |
| 12 | Ishares TR CORE MSCI INTL | $17.3M | 193.1K | 2.5% | ▲+8.1% Added · +15K sh | |
| 13 | Apple Inc COM | $14.4M | 43.1K | 2.1% | ▼−8.2% Reduced · −4K sh | |
| 14 | Ishares Inc CORE MSCI EMKT | $8.1M | 104.0K | 1.2% | ▲+1.8% Added · +2K sh | |
| 15 | Alphabet Inc CAP STK CL C | $5.8M | 16.4K | 0.8% | —Held | |
| 16 | Ishares TR 0-3 MTH TREASURY | $2.5M | 24.4K | 0.4% | ▲+24% Added · +5K sh | |
| 17 | Johnson & Johnson COM | $2.3M | 9.3K | 0.3% | —Held | |
| 18 | Nvidia Corporation COM | $2.0M | 9.5K | 0.3% | —Held | |
| 19 | Invesco Exchange Traded FD T S&P500 EQL TEC | $1.9M | 31.0K | 0.3% | —Held | |
| 20 | Alphabet Inc CAP STK CL A | $1.7M | 4.8K | 0.2% | ▼−0.3% Reduced · −14 sh | |
| 21 | Meta Platforms Inc CL A | $1.6M | 2.5K | 0.2% | ▲~0% Added · +1 sh | |
| 22 | Microsoft Corp COM | $1.5M | 3.8K | 0.2% | ▼−0.5% Reduced · −20 sh | |
| 23 | Amazon Com Inc COM | $1.4M | 5.6K | 0.2% | ▼−1.1% Reduced · −64 sh | |
| 24 | Ishares TR MSCI INTL QUALTY | $1.3M | 25.5K | 0.2% | ▲+0.1% Added · +29 sh | |
| 25 | Vanguard Scottsdale FDS VNG RUS1000IDX | $1.2M | 3.5K | 0.2% | —Held | |
| 26 | Vanguard World FD MEGA CAP VAL ETF | $1.2M | 7.1K | 0.2% | —Held | |
| 27 | J P Morgan Exchange Traded F MUNICIPAL ETF | $817K | 16.3K | 0.1% | ▲+95% Added · +8K sh | |
| 28 | SPDR Gold TR GOLD SHS | $769K | 2.1K | 0.1% | —Held | |
| 29 | Caterpillar Inc COM | $646K | 737 | 0.1% | ▲+0.1% Added · +1 sh | |
| 30 | Vanguard Index FDS TOTAL STK MKT | $638K | 1.7K | 0.1% | —Held | |
| 31 | Aon PLC SHS CL A | $601K | 1.6K | 0.1% | —Held | |
| 32 | Edison Intl COM | $598K | 7.7K | 0.1% | ▲+0.1% Added · +4 sh | |
| 33 | Realty Income Corp COM | $579K | 8.8K | 0.1% | ▼−3.7% Reduced · −335 sh | |
| 34 | JPMorgan Chase & Co COM | $486K | 1.4K | 0.1% | —Held | |
| 35 | Chevron Corporation COM | $476K | 2.6K | 0.1% | —Held | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $450K | 600 | 0.1% | —Held | |
| 37 | Vanguard Index FDS MCAP VL IDXVIP | $450K | 2.2K | 0.1% | —Held | |
| 38 | Ishares TR TRUST ISHARE 0-1 | $390K | 3.5K | 0.1% | ▲+65% Added · +1K sh | |
| 39 | Exxon Mobil Corp COM | $380K | 2.6K | 0.1% | ▲+5.2% Added · +128 sh | |
| 40 | Select Sector SPDR TR ST STR TECHN ETF | $368K | 2.1K | 0.1% | ▲+0.1% Added · +2 sh | |
| 41 | Boeing Co COM | $365K | 1.7K | 0.1% | ▼−0.1% Reduced · −1 sh | |
| 42 | Ishares TR ESG SELECT SCRE | $331K | 5.8K | 0.0% | ▼−7.7% Reduced · −481 sh | |
| 43 | Fidelity Covington Trust MSCI UTILS INDEX | $317K | 5.4K | 0.0% | ▲+0.5% Added · +27 sh | |
| 44 | Disney Walt Co COM | $296K | 3.0K | 0.0% | ▼−5.4% Reduced · −168 sh | |
| 45 | Walmart Inc COM | $279K | 2.4K | 0.0% | ▲New New position | |
| 46 | Nushares ETF TR NUVEEN ESG LRGCP | $274K | 2.4K | 0.0% | ▲+1.6% Added · +39 sh | |
| 47 | Hershey Co COM | $240K | 1.4K | 0.0% | —Held | |
| 48 | Merck & Co Inc COM | $238K | 1.9K | 0.0% | —Held | |
| 49 | Pearson PLC SPONSORED ADR | $231K | 13.7K | 0.0% | —Held | |
| 50 | Nushares ETF TR NUVEEN ESG LRGVL | $225K | 4.4K | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1951283/holdings"
Use Arkolith to show Crane Advisory, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 55 | $696.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 52 | $668.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 52 | $661.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 50 | $636.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 46 | $603.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 44 | $553.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 44 | $570.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 43 | $553.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.