Arkolith/Funds/Red Crane Wealth Management, LLC

Red Crane Wealth Management, LLC

CIK 1686343Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Red Crane Wealth Management, LLC holds a diversified book of 79 stocks worth $136.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Invtr Eq D Di 10 B ETF - Jul and trimmed Allian US Equ 6 Mon Bu10-Usd. Their largest long position is Allian US Equ 6 Mon Bu10-Usd at 8% of the equity book. Cloning the disclosed picks since 2025 would be +18% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

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.

Build

Ask your agent what Red Crane Wealth Management, LLC owns

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1686343/holdings"
Ask your agent
Use Arkolith to show RED CRANE WEALTH MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
19
new positions
Added to
35
existing
Trimmed
25
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.2%
+12.0%/yr · since Feb '25
Their reported book
+19.3%
held from quarter-end
S&P 500
+24.4%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Red Crane Wealth Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Red Crane Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
7%
Health Care
1%
Consumer Discretionary
0%
Financials
0%
Industrials
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Red Crane Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Kestra Advisory Services, LLC77 / 79$6.4B
HARBOUR INVESTMENTS, INC.77 / 79$1.1B
Cetera Investment Advisers76 / 79$17.9B
COMMONWEALTH EQUITY SERVICES, LLC76 / 79$14.2B
IFP Advisors, Inc76 / 79$1.0B
OSAIC HOLDINGS, INC.74 / 79$14.5B
AE Wealth Management LLC73 / 79$4.0B
LPL Financial LLC71 / 79$72.9B

Ranked by how many of Red Crane Wealth Management, LLC's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

79 positions
#SecurityValueShares% PortLast moveHistory
1Aim ETF Products Trust
ALLIANZIM US EQ
$10.6M290.8K
7.8%
−12%
Reduced · −41K sh
2SPDR Series Trust
ST STR P500VAL
$7.8M127.6K
5.7%
−0.2%
Reduced · −235 sh
3Ishares TR
0-3 MTH TREASURY
$6.9M68.4K
5.1%
+12%
Added · +7K sh
4Innovator Etfs Trust
GRWT100 PWR BF
$6.3M107.0K
4.6%
−0.2%
Reduced · −230 sh
5SPDR Series Trust
ST STR P500GRW
$6.0M50.4K
4.4%
+1.2%
Added · +593 sh
6Vanguard Index FDS
S&P 500 ETF SHS
$5.6M8.2K
4.1%
+1.1%
Added · +90 sh
7Vanguard Index FDS
MID CAP ETF
$4.6M57.3K
3.4%
+299%
Added · +43K sh
8Innovator Etfs Trust
GRWT100 PWR BF
$4.3M72.4K
3.2%
+2.9%
Added · +2K sh
9Innovator Etfs Trust
US SML CP PWR ET
$4.1M104.2K
3.1%
−0.7%
Reduced · −750 sh
10Innovator Etfs Trust
INTRNL DEV JAN
$4.1M108.4K
3.0%
+1.2%
Added · +1K sh
11Invesco QQQ TR
UNIT SER 1
$3.8M5.2K
2.8%
−2.6%
Reduced · −141 sh
12Ishares TR
CORE MSCI EAFE
$3.6M37.3K
2.6%
+0.3%
Added · +131 sh
13Apple Inc
COM
$3.5M11.9K
2.5%
+1.4%
Added · +167 sh
14Ishares TR
CORE DIV GRWTH
$3.2M41.6K
2.3%
+2.2%
Added · +896 sh
15Vanguard Index FDS
SMALL CP ETF
$2.9M9.5K
2.1%
−2.8%
Reduced · −272 sh
16Innovator Etfs Trust
US SML CP PWR B
$2.7M78.2K
2.0%
−2.8%
Reduced · −2K sh
17Innovator Etfs Trust
US EQTY PWR BUF
$2.7M57.2K
2.0%
~0%
Reduced · −23 sh
18SPDR Series Trust
ST STR P500ETF
$2.4M27.0K
1.7%
+1.2%
Added · +319 sh
19Aim ETF Products Trust
ALLIANZIM US EQT
$2.3M65.5K
1.7%
+1.0%
Added · +645 sh
20First TR Exchng Traded FD VI
FT VEST NAS
$2.3M64.7K
1.7%
−12%
Reduced · −9K sh
21Select Sector SPDR TR
ST STR CARE ETF
$2.2M13.7K
1.6%
+3.5%
Added · +468 sh
22Innovator Etfs Trust
GRWT100 PWR BUF
$2.1M34.0K
1.6%
+8.5%
Added · +3K sh
23Innovator Etfs Trust
US EQTY PWR BUF
$1.9M38.1K
1.4%
Held
24Innovator Etfs Trust
INTERNATIONAL DV
$1.8M50.0K
1.4%
−25%
Reduced · −17K sh
25Ea Series Trust
ALPHA ARCH 1-3
$1.7M14.7K
1.3%
+0.9%
Added · +128 sh
26Innovator Etfs Trust
US SML CP PWR B
$1.6M35.4K
1.2%
+11%
Added · +3K sh
27Ishares U S ETF TR
SHOR DURA BD ETF
$1.6M31.4K
1.2%
−16%
Reduced · −6K sh
28Meta Platforms Inc
CL A
$1.5M2.7K
1.1%
+20%
Added · +455 sh
29Innovator Etfs Trust
US EQTY PWR BF
$1.5M33.1K
1.1%
Held
30Innovator Etfs Trust
US EQT PWR BUF
$1.4M32.9K
1.0%
+0.9%
Added · +290 sh
31Ishares TR
ESG OPTIMIZED
$1.3M8.6K
1.0%
+0.1%
Added · +11 sh
32SPDR Series Trust
ST STR AGGRE ETF
$1.3M51.3K
1.0%
+2.7%
Added · +1K sh
33NEOS ETF Trust
GOLD HIG INC ETF
$1.3M26.2K
0.9%
+8.9%
Added · +2K sh
34Innovator Etfs Trust
EQUITY DUAL DIRT
$1.2M56.6K
0.9%
New
New position
35J P Morgan Exchange Traded F
NASDAQ EQT PREM
$1.0M16.3K
0.7%
+1.6%
Added · +250 sh
36Innovator Etfs Trust
INTRNL DEV JULY
$997K27.7K
0.7%
New
New position
37Intel Corp
COM
$978K7.0K
0.7%
−16%
Reduced · −1K sh
38Innovator Etfs Trust
GROWTH 100 DUAL
$934K45.1K
0.7%
+20%
Added · +8K sh
39Innovator Etfs Trust
EQUI DU DI JANU
$897K45.4K
0.7%
−2.7%
Reduced · −1K sh
40Innovator Etfs Trust
NASD 100 10 BUFF
$884K28.7K
0.7%
+13%
Added · +3K sh
41Nvidia Corporation
COM
$848K4.2K
0.6%
+8.3%
Added · +325 sh
42Lineage Cell Therapeutics In
COM
$782K597.3K
0.6%
Held
43Invesco Exchange Traded FD T
S&P500 EQL WGT
$770K3.6K
0.6%
+0.3%
Added · +10 sh
44J P Morgan Exchange Traded F
EQUITY PREMIUM
$769K13.6K
0.6%
−1.8%
Reduced · −245 sh
45Vanguard Index FDS
TOTAL STK MKT
$724K2.0K
0.5%
Held
46Vanguard BD Index FDS
TOTAL BND MRKT
$711K9.7K
0.5%
Held
47Alphabet Inc
CAP STK CL A
$709K2.0K
0.5%
+10%
Added · +187 sh
48First TR Exchng Traded FD VI
FT VEST NAS
$687K20.3K
0.5%
New
New position
49Microsoft Corp
COM
$674K1.8K
0.5%
+17%
Added · +266 sh
50ALPS ETF TR
ALERIAN MLP
$648K12.5K
0.5%
+2.0%
Added · +246 sh
Showing 50 of 79 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202679$136.0M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202672$121.5M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202666$122.3M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202566$118.6M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202563$109.8M13F-HR
Q1 2025Mar 31, 2025May 12, 202564$104.5M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202564$105.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.