Red Crane Wealth Management, LLC holds a diversified book of 79 reported positions worth $136.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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 reported non-option book.
Red Crane Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
+2 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Red Crane Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 79 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 7 / 79 | $4.4B |
| Hoffman, Alan N Investment Management | 7 / 79 | $153.6M |
| Ketron Financial | 12 / 79 | $255.8M |
| Strategic Advisory Partners, LLC | 13 / 79 | $108.4M |
| Fortune 45 LLC | 13 / 79 | $178.9M |
| Yarbrough Capital, LLC | 11 / 79 | $2.1B |
| JBF Capital, Inc. | 8 / 79 | $553.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Red Crane Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aim ETF Products Trust ALLIANZIM US EQ | $10.6M | 290.8K | 7.8% | ▼−12% Reduced · −41K sh | |
| 2 | SPDR Series Trust ST STR P500VAL | $7.8M | 127.6K | 5.7% | ▼−0.2% Reduced · −235 sh | |
| 3 | Ishares TR 0-3 MTH TREASURY | $6.9M | 68.4K | 5.1% | ▲+12% Added · +7K sh | |
| 4 | Innovator Etfs Trust GRWT100 PWR BF | $6.3M | 107.0K | 4.6% | ▼−0.2% Reduced · −230 sh | |
| 5 | SPDR Series Trust ST STR P500GRW | $6.0M | 50.4K | 4.4% | ▲+1.2% Added · +593 sh | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $5.6M | 8.2K | 4.1% | ▲+1.1% Added · +90 sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $4.6M | 57.3K | 3.4% | ▲+299% Added · +43K sh | |
| 8 | Innovator Etfs Trust GRWT100 PWR BF | $4.3M | 72.4K | 3.2% | ▲+2.9% Added · +2K sh | |
| 9 | Innovator Etfs Trust US SML CP PWR ET | $4.1M | 104.2K | 3.1% | ▼−0.7% Reduced · −750 sh | |
| 10 | Innovator Etfs Trust INTRNL DEV JAN | $4.1M | 108.4K | 3.0% | ▲+1.2% Added · +1K sh | |
| 11 | Invesco QQQ TR UNIT SER 1 | $3.8M | 5.2K | 2.8% | ▼−2.6% Reduced · −141 sh | |
| 12 | Ishares TR CORE MSCI EAFE | $3.6M | 37.3K | 2.6% | ▲+0.3% Added · +131 sh | |
| 13 | Apple Inc COM | $3.5M | 11.9K | 2.5% | ▲+1.4% Added · +167 sh | |
| 14 | Ishares TR CORE DIV GRWTH | $3.2M | 41.6K | 2.3% | ▲+2.2% Added · +896 sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $2.9M | 9.5K | 2.1% | ▼−2.8% Reduced · −272 sh | |
| 16 | Innovator Etfs Trust US SML CP PWR B | $2.7M | 78.2K | 2.0% | ▼−2.8% Reduced · −2K sh | |
| 17 | Innovator Etfs Trust US EQTY PWR BUF | $2.7M | 57.2K | 2.0% | ▼~0% Reduced · −23 sh | |
| 18 | SPDR Series Trust ST STR P500ETF | $2.4M | 27.0K | 1.7% | ▲+1.2% Added · +319 sh | |
| 19 | Aim ETF Products Trust ALLIANZIM US EQT | $2.3M | 65.5K | 1.7% | ▲+1.0% Added · +645 sh | |
| 20 | First TR Exchng Traded FD VI FT VEST NAS | $2.3M | 64.7K | 1.7% | ▼−12% Reduced · −9K sh | |
| 21 | Select Sector SPDR TR ST STR CARE ETF | $2.2M | 13.7K | 1.6% | ▲+3.5% Added · +468 sh | |
| 22 | Innovator Etfs Trust GRWT100 PWR BUF | $2.1M | 34.0K | 1.6% | ▲+8.5% Added · +3K sh | |
| 23 | Innovator Etfs Trust US EQTY PWR BUF | $1.9M | 38.1K | 1.4% | —Held | |
| 24 | Innovator Etfs Trust INTERNATIONAL DV | $1.8M | 50.0K | 1.4% | ▼−25% Reduced · −17K sh | |
| 25 | Ea Series Trust ALPHA ARCH 1-3 | $1.7M | 14.7K | 1.3% | ▲+0.9% Added · +128 sh | |
| 26 | Innovator Etfs Trust US SML CP PWR B | $1.6M | 35.4K | 1.2% | ▲+11% Added · +3K sh | |
| 27 | Ishares U S ETF TR SHOR DURA BD ETF | $1.6M | 31.4K | 1.2% | ▼−16% Reduced · −6K sh | |
| 28 | Meta Platforms Inc CL A | $1.5M | 2.7K | 1.1% | ▲+20% Added · +455 sh | |
| 29 | Innovator Etfs Trust US EQTY PWR BF | $1.5M | 33.1K | 1.1% | —Held | |
| 30 | Innovator Etfs Trust US EQT PWR BUF | $1.4M | 32.9K | 1.0% | ▲+0.9% Added · +290 sh | |
| 31 | Ishares TR ESG OPTIMIZED | $1.3M | 8.6K | 1.0% | ▲+0.1% Added · +11 sh | |
| 32 | SPDR Series Trust ST STR AGGRE ETF | $1.3M | 51.3K | 1.0% | ▲+2.7% Added · +1K sh | |
| 33 | NEOS ETF Trust GOLD HIG INC ETF | $1.3M | 26.2K | 0.9% | ▲+8.9% Added · +2K sh | |
| 34 | Innovator Etfs Trust EQUITY DUAL DIRT | $1.2M | 56.6K | 0.9% | ▲New New position | |
| 35 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.0M | 16.3K | 0.7% | ▲+1.6% Added · +250 sh | |
| 36 | Innovator Etfs Trust INTRNL DEV JULY | $997K | 27.7K | 0.7% | ▲New New position | |
| 37 | Intel Corp COM | $978K | 7.0K | 0.7% | ▼−16% Reduced · −1K sh | |
| 38 | Innovator Etfs Trust GROWTH 100 DUAL | $934K | 45.1K | 0.7% | ▲+20% Added · +8K sh | |
| 39 | Innovator Etfs Trust EQUI DU DI JANU | $897K | 45.4K | 0.7% | ▼−2.7% Reduced · −1K sh | |
| 40 | Innovator Etfs Trust NASD 100 10 BUFF | $884K | 28.7K | 0.7% | ▲+13% Added · +3K sh | |
| 41 | Nvidia Corporation COM | $848K | 4.2K | 0.6% | ▲+8.3% Added · +325 sh | |
| 42 | Lineage Cell Therapeutics In COM | $782K | 597.3K | 0.6% | —Held | |
| 43 | Invesco Exchange Traded FD T S&P500 EQL WGT | $770K | 3.6K | 0.6% | ▲+0.3% Added · +10 sh | |
| 44 | J P Morgan Exchange Traded F EQUITY PREMIUM | $769K | 13.6K | 0.6% | ▼−1.8% Reduced · −245 sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $724K | 2.0K | 0.5% | —Held | |
| 46 | Vanguard BD Index FDS TOTAL BND MRKT | $711K | 9.7K | 0.5% | —Held | |
| 47 | Alphabet Inc CAP STK CL A | $709K | 2.0K | 0.5% | ▲+10% Added · +187 sh | |
| 48 | First TR Exchng Traded FD VI FT VEST NAS | $687K | 20.3K | 0.5% | ▲New New position | |
| 49 | Microsoft Corp COM | $674K | 1.8K | 0.5% | ▲+17% Added · +266 sh | |
| 50 | ALPS ETF TR ALERIAN MLP | $648K | 12.5K | 0.5% | ▲+2.0% Added · +246 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 79 | $136.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 72 | $121.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 34d | 66 | $122.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 66 | $118.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 63 | $109.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 64 | $104.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 64 | $105.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.