Crane Advisory, LLC — 13F Holdings

2026 Q2  ·  56 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Crane Advisory, LLC maintained a portfolio of 56 distinct positions. The most significant new addition was WALMART INC, now representing 0.04% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 506.0%.
Position History hover any row below to update
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Crane Advisory, LLC Nashville, TN RIA AUM $696M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
56
Quarter
2026 Q2
Top Holding
VOO (17.0%)
Top 10 Concentration
86.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 56
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 17.02% 16.66% #1
Prev: #1
6.5
—
-860 -0.5%
P
S
171,763 $118,540,620
$364.07 +96.5%
$686.81 +4.1%
2022 Q3 13F Filing 2026-06-30 2026-07-20
VUG
VANGUARD INDEX ...
Warrant 13.84% 13.38% #2
Prev: #2
8.5
—
929,914 506.0%
P
S
1,113,696 $96,401,485 2022 Q3 13F Filing 2026-06-30 2026-07-20
PULS
PGIM ETF TR
ETF 10.89% 11.42% #3
Prev: #3
5.5
—
-8,902 -0.6%
P
S
1,528,318 $75,835,140 2022 Q3 13F Filing 2026-06-30 2026-07-20
SCHR
SCHWAB STRATEGI...
Bond/Debt 10.02% 10.41% #4
Prev: #4
5.0
—
53,023 1.9%
P
S
2,844,705 $69,780,605 2023 Q4 13F Filing 2026-06-30 2026-07-20
JPST
J P MORGAN EXCH...
ETF 8.69% 9.04% #5
Prev: #5
4.5
—
4,051 0.3%
P
S
1,198,932 $60,522,104 2024 Q4 13F Filing 2026-06-30 2026-07-20
VTV
VANGUARD INDEX ...
ETF 7.78% 7.59% #6
Prev: #6
3.6
—
-2,984 -1.2%
P
S
247,476 $54,162,527 2022 Q3 13F Filing 2026-06-30 2026-07-20
FBND
FIDELITY MERRIM...
ETF 6.67% 6.94% #7
Prev: #7
3.2
—
15,462 1.5%
P
S
1,026,233 $46,447,327 2024 Q3 13F Filing 2026-06-30 2026-07-20
VIG
VANGUARD SPECIA...
ETF 4.68% 4.63% #8
Prev: #8
2.4
—
-1,453 -1.1%
P
S
136,218 $32,573,760 2022 Q3 13F Filing 2026-06-30 2026-07-20
SPTS
SPDR SERIES TRU...
ETF 4.14% 4.31% #9
Prev: #9
2.2
—
7,015 0.7%
P
S
995,137 $28,819,162 2023 Q1 13F Filing 2026-06-30 2026-07-20
VB
VANGUARD INDEX ...
ETF 2.76% 2.67% #10
Prev: #10
1.6
—
796 1.2%
P
S
64,565 $19,235,883 2022 Q3 13F Filing 2026-06-30 2026-07-20
VO
VANGUARD INDEX ...
ETF 2.72% 2.63% #11
Prev: #11
4.1
—
176,644 304.0%
P
S
234,747 $18,922,964 2022 Q3 13F Filing 2026-06-30 2026-07-20
IDEV
ISHARES TR
Bond/Debt 2.48% 2.37% #12
Prev: #12
3.0
—
14,508 8.1%
P
S
193,146 $17,261,480 2025 Q2 13F Filing 2026-06-30 2026-07-20
AAPL
APPLE INC
Technology 2.06% 1.85% #13
Prev: #13
1.3
—
-3,856 -8.2%
P
S
43,105 $14,365,074 2022 Q3 13F Filing 2026-06-30 2026-07-20
IEMG
ISHARES INC
ETF 1.17% 1.17% #14
Prev: #14
1.0
—
1,809 1.8%
P
S
104,012 $8,124,387 2022 Q3 13F Filing 2026-06-30 2026-07-20
GOOG
ALPHABET INC
Communication Services 0.83% 0.82% #15
Prev: #15
1.3
—
no change no change
P
S
16,373 $5,792,760 2024 Q1 13F Filing 2026-06-30 2026-07-20
SGOV
ISHARES TR
ETF 0.35% 0.30% #16 1
Prev: #17
2.6
—
4,730 24.1%
P
S
24,384 $2,451,811 2022 Q3 13F Filing 2026-06-30 2026-07-20
JNJ
JOHNSON & JOHNS...
Healthcare 0.34% 0.33% #17 1
Prev: #16
1.1
—
no change no change
P
S
9,346 $2,336,220 2022 Q3 13F Filing 2026-06-30 2026-07-20
NVDA
NVIDIA CORPORAT...
Technology 0.28% 0.28% #18
Prev: #18
1.1
—
no change no change
P
S
9,538 $1,978,257 2023 Q2 13F Filing 2026-06-30 2026-07-20
RSPT
INVESCO EXCHANG...
Unknown 0.27% 0.24% #19 3
Prev: #22
1.1
—
no change no change
P
S
31,040 $1,855,571 2024 Q1 13F Filing 2026-06-30 2026-07-20
GOOGL
ALPHABET INC
Communication Services 0.24% 0.24% #20
Prev: #20
0.6
—
-14 -0.3%
P
S
4,798 $1,700,561 2024 Q1 13F Filing 2026-06-30 2026-07-20
META
META PLATFORMS ...
Communication Services 0.24% 0.25% #21 2
Prev: #19
0.6
—
1 0.0%
P
S
2,467 $1,639,159 2023 Q1 13F Filing 2026-06-30 2026-07-20
MSFT
MICROSOFT CORP
Technology 0.22% 0.24% #22 1
Prev: #21
0.6
—
-20 -0.5%
P
S
3,782 $1,517,025 2022 Q3 13F Filing 2026-06-30 2026-07-20
AMZN
AMAZON COM INC
Consumer Cyclical 0.20% 0.21% #23
Prev: #23
0.6
—
-64 -1.1%
P
S
5,572 $1,392,387 2022 Q3 13F Filing 2026-06-30 2026-07-20
IQLT
ISHARES TR
Bond/Debt 0.18% 0.19% #24
Prev: #24
0.6
—
29 0.1%
P
S
25,501 $1,263,052 2022 Q3 13F Filing 2026-06-30 2026-07-20
VONE
VANGUARD SCOTTS...
ETF 0.17% 0.16% #25
Prev: #25
1.1
—
no change no change
P
S
3,468 $1,178,322 2022 Q3 13F Filing 2026-06-30 2026-07-20
MGV
VANGUARD WORLD ...
ETF 0.17% 0.16% #26
Prev: #26
1.1
—
no change no change
P
S
7,126 $1,159,400 2022 Q3 13F Filing 2026-06-30 2026-07-20
JMUB
J P MORGAN EXCH...
ETF 0.12% 0.06% #27 10
Prev: #37
3.0
—
7,936 95.1%
P
S
16,281 $817,306 2025 Q3 13F Filing 2026-06-30 2026-07-20
GLD
SPDR GOLD TR
ETF 0.11% 0.14% #28 1
Prev: #27
1.0
—
no change no change
P
S
2,108 $769,336 2023 Q1 13F Filing 2026-06-30 2026-07-20
CAT
CATERPILLAR INC
Industrials 0.09% 0.09% #29 1
Prev: #30
0.5
—
1 0.1%
P
S
737 $646,241 2023 Q2 13F Filing 2026-06-30 2026-07-20
VTI
VANGUARD INDEX ...
ETF 0.09% 0.09% #30 2
Prev: #28
1.0
—
no change no change
P
S
1,722 $638,139 2022 Q3 13F Filing 2026-06-30 2026-07-20
AON
AON PLC
Financial Services 0.09% 0.08% #31 1
Prev: #32
1.0
—
no change no change
P
S
1,631 $601,236 2022 Q3 13F Filing 2026-06-30 2026-07-20
EIX
EDISON INTL
Utilities 0.09% 0.08% #32 1
Prev: #31
0.5
—
4 0.1%
P
S
7,660 $597,890 2022 Q3 13F Filing 2026-06-30 2026-07-20
O
REALTY INCOME C...
Real Estate 0.08% 0.09% #33 4
Prev: #29
0.5
—
-335 -3.7%
P
S
8,802 $578,732 2022 Q3 13F Filing 2026-06-30 2026-07-20
JPM
JPMORGAN CHASE ...
Financial Services 0.07% 0.07% #34
Prev: #34
1.0
—
no change no change
P
S
1,416 $485,900 2023 Q4 13F Filing 2026-06-30 2026-07-20
CVX
CHEVRON CORPORA...
Energy 0.07% 0.07% #35 2
Prev: #33
1.0
—
no change no change
P
S
2,588 $475,830 2023 Q3 13F Filing 2026-06-30 2026-07-20
SPY
STATE STR SPDR ...
ETF 0.06% 0.06% #36
Prev: #36
1.0
—
no change no change
P
S
600 $450,432 2024 Q1 13F Filing 2026-06-30 2026-07-20
VOE
VANGUARD INDEX ...
ETF 0.06% 0.06% #37 2
Prev: #35
1.0
—
no change no change
P
S
2,213 $450,146 2023 Q4 13F Filing 2026-06-30 2026-07-20
SHV
ISHARES TR
ETF 0.06% 0.04% #38 10
Prev: #48
3.0
—
1,395 65.1%
P
S
3,539 $390,033 2022 Q3 13F Filing 2026-06-30 2026-07-20
XOM
EXXON MOBIL COR...
Energy 0.05% 0.06% #39 1
Prev: #38
2.0
—
128 5.2%
P
S
2,605 $380,233 2024 Q2 13F Filing 2026-06-30 2026-07-20
XLK
SELECT SECTOR S...
ETF 0.05% 0.05% #40 3
Prev: #43
0.5
—
2 0.1%
P
S
2,071 $367,669 2025 Q2 13F Filing 2026-06-30 2026-07-20
BA
BOEING CO
Industrials 0.05% 0.06% #41 2
Prev: #39
0.5
—
-1 -0.1%
P
S
1,701 $364,592 2022 Q3 13F Filing 2026-06-30 2026-07-20
XVV
ISHARES TR
ETF 0.05% 0.05% #42 2
Prev: #40
0.5
—
-481 -7.7%
P
S
5,763 $331,488 2023 Q4 13F Filing 2026-06-30 2026-07-20
FUTY
FIDELITY COVING...
ETF 0.05% 0.05% #43 1
Prev: #42
0.5
—
27 0.5%
P
S
5,411 $317,424 2025 Q4 13F Filing 2026-06-30 2026-07-20
DIS
DISNEY WALT CO
Communication Services 0.04% 0.05% #44 3
Prev: #41
0.5
—
-168 -5.4%
P
S
2,964 $295,540 2023 Q2 13F Filing 2026-06-30 2026-07-20
WMT
WALMART INC
Consumer Defensive 0.04% — #45
Prev: #—
3.5
—
2,424 —
NEW
 2,424 $278,639 2025 Q1 13F Filing 2026-06-30 2026-07-20
NULG
NUSHARES ETF TR
ETF 0.04% 0.04% #46 1
Prev: #47
0.5
—
39 1.6%
P
S
2,413 $273,514 2026 Q1 13F Filing 2026-06-30 2026-07-20
HSY
HERSHEY CO
Consumer Defensive 0.03% 0.04% #47 2
Prev: #45
1.0
—
no change no change
P
S
1,375 $240,240 2025 Q1 13F Filing 2026-06-30 2026-07-20
MRK
MERCK & CO INC
Healthcare 0.03% 0.03% #48 2
Prev: #50
1.0
—
no change no change
P
S
1,868 $238,413 2023 Q4 13F Filing 2026-06-30 2026-07-20
PSO
PEARSON PLC
Communication Services 0.03% 0.03% #49 2
Prev: #51
1.0
—
no change no change
P
S
13,705 $231,477 2023 Q4 13F Filing 2026-06-30 2026-07-20
NULV
NUSHARES ETF TR
ETF 0.03% — #50
Prev: #—
3.5
—
4,364 —
NEW
 4,364 $224,702 2026 Q2 13F Filing 2026-06-30 2026-07-20
Showing 1-50 of 56 holdings

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