AI Portfolio Summary
In 2026 Q1, Crane Advisory, LLC maintained a portfolio of 54 distinct positions. The most significant new addition to the portfolio was NUSHARES ETF TR, which now represents 0.04% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 5.0%. The fund also reduced its exposure to ISHARES TR by 31.1%.
Total Positions
54
Quarter
2026 Q1
Top Holding
VOO (16.7%)
Top 10 Concentration
87.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 16.66% | 16.83% |
#1
Prev: #1
|
6.5 | -1,458 | -0.8% |
P
S
|
172,623 | $111,317,586 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 13.38% | 13.04% |
#2
Prev: #2
|
6.0 | 8,696 | 5.0% |
P
S
|
183,782 | $89,410,007 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PULS
PGIM ETF TR
|
ETF | 11.42% | 11.51% |
#3
Prev: #3
|
5.5 | 4,917 | 0.3% |
P
S
|
1,537,220 | $76,292,236 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 10.41% | 10.55% |
#4
Prev: #4
|
5.0 | 8,465 | 0.3% |
P
S
|
2,791,682 | $69,540,795 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 9.04% | 8.98% |
#5
Prev: #5
|
4.6 | 22,848 | 1.9% |
P
S
|
1,194,881 | $60,365,405 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 7.59% | 7.87% |
#6
Prev: #6
|
3.5 | -13,840 | -5.2% |
P
S
|
250,460 | $50,738,211 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 6.94% | 7.04% |
#7
Prev: #7
|
3.3 | 1,242 | 0.1% |
P
S
|
1,010,771 | $46,374,164 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.63% | 4.71% |
#8
Prev: #8
|
2.4 | -433 | -0.3% |
P
S
|
137,671 | $30,959,457 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 4.31% | 4.33% |
#9
Prev: #9
|
2.2 | 10,010 | 1.0% |
P
S
|
988,122 | $28,803,770 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.67% | 2.72% |
#10
Prev: #10
|
1.6 | -2,225 | -3.4% |
P
S
|
63,769 | $17,827,925 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.63% | 2.64% |
#11
Prev: #11
|
1.6 | -238 | -0.4% |
P
S
|
58,103 | $17,591,361 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 2.37% | 2.02% |
#12
Prev: #12
|
2.9 | 22,466 | 14.4% |
P
S
|
178,638 | $15,855,918 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 1.85% | 1.85% |
#13
Prev: #13
|
1.2 | -54 | -0.1% |
P
S
|
46,961 | $12,369,614 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEMG
ISHARES INC
|
ETF | 1.17% | 0.98% |
#14
Prev: #14
|
2.5 | 10,866 | 11.9% |
P
S
|
102,203 | $7,832,864 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.82% | 0.82% |
#15
Prev: #15
|
1.3 | no change | no change |
P
S
|
16,373 | $5,448,282 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.33% | 0.30% |
#16
1
Prev: #17
|
1.1 | no change | no change |
P
S
|
9,346 | $2,192,011 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.30% | 0.34% |
#17
1
Prev: #16
|
0.6 | -2,859 | -12.7% |
P
S
|
19,654 | $1,975,817 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.28% | 0.28% |
#18
1
Prev: #19
|
0.6 | -372 | -3.8% |
P
S
|
9,538 | $1,891,874 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.25% | 0.24% |
#19
2
Prev: #21
|
0.6 | -10 | -0.4% |
P
S
|
2,466 | $1,668,830 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.24% | 0.25% |
#20
Prev: #20
|
0.6 | -73 | -1.5% |
P
S
|
4,812 | $1,617,059 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.24% | 0.30% |
#21
3
Prev: #18
|
0.6 | -305 | -7.4% |
P
S
|
3,802 | $1,597,893 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 0.24% | 0.22% |
#22
Prev: #22
|
1.1 | no change | no change |
P
S
|
31,040 | $1,571,245 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.21% | 0.21% |
#23
Prev: #23
|
0.6 | 105 | 1.9% |
P
S
|
5,636 | $1,407,309 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 0.19% | 0.18% |
#24
Prev: #24
|
0.6 | 132 | 0.5% |
P
S
|
25,472 | $1,248,368 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 0.16% | 0.17% |
#25
Prev: #25
|
0.6 | -3 | -0.1% |
P
S
|
3,468 | $1,101,922 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 0.16% | 0.16% |
#26
Prev: #26
|
1.1 | no change | no change |
P
S
|
7,126 | $1,064,696 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.14% | 0.14% |
#27
Prev: #27
|
0.6 | -21 | -1.0% |
P
S
|
2,108 | $927,689 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.09% | 0.09% |
#28
Prev: #28
|
1.0 | no change | no change |
P
S
|
1,722 | $595,864 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
O
REALTY INCOME C...
|
Real Estate | 0.09% | 0.08% |
#29
1
Prev: #30
|
1.0 | no change | no change |
P
S
|
9,137 | $590,616 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.09% | 0.07% |
#30
1
Prev: #31
|
1.0 | no change | no change |
P
S
|
736 | $568,678 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EIX
EDISON INTL
|
Utilities | 0.08% | 0.07% |
#31
1
Prev: #32
|
0.5 | 69 | 0.9% |
P
S
|
7,656 | $548,166 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AON
AON PLC
|
Financial Services | 0.08% | 0.09% |
#32
3
Prev: #29
|
1.0 | no change | no change |
P
S
|
1,631 | $546,940 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.07% | 0.07% |
#33
Prev: #33
|
0.5 | -206 | -7.4% |
P
S
|
2,588 | $486,932 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.07% | 0.07% |
#34
Prev: #34
|
0.5 | 40 | 2.9% |
P
S
|
1,416 | $438,889 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.06% | 0.06% |
#35
3
Prev: #38
|
1.0 | no change | no change |
P
S
|
2,213 | $422,019 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.06% | 0.06% |
#36
1
Prev: #35
|
1.0 | no change | no change |
P
S
|
600 | $420,996 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.06% | 0.06% |
#37
1
Prev: #36
|
0.5 | 171 | 2.1% |
P
S
|
8,345 | $420,505 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.06% | 0.05% |
#38
3
Prev: #41
|
0.5 | -69 | -2.7% |
P
S
|
2,477 | $376,385 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BA
BOEING CO
|
Industrials | 0.06% | 0.06% |
#39
2
Prev: #37
|
1.0 | no change | no change |
P
S
|
1,702 | $372,534 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XVV
ISHARES TR
|
ETF | 0.05% | 0.04% |
#40
9
Prev: #49
|
2.5 | 1,578 | 33.8% |
P
S
|
6,244 | $334,491 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.05% | 0.05% |
#41
2
Prev: #39
|
0.5 | -24 | -0.8% |
P
S
|
3,132 | $325,415 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FUTY
FIDELITY COVING...
|
ETF | 0.05% | 0.04% |
#42
3
Prev: #45
|
1.0 | no change | no change |
P
S
|
5,384 | $322,232 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.05% | 0.05% |
#43
1
Prev: #44
|
0.5 | 3 | 0.1% |
P
S
|
2,069 | $314,465 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PSLV
SPROTT ASSET MA...
|
Unknown | 0.04% | 0.05% |
#44
1
Prev: #43
|
2.0 | 570 | 5.2% |
P
S
|
11,539 | $295,168 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 0.04% | 0.04% |
#45
1
Prev: #46
|
1.0 | no change | no change |
P
S
|
1,375 | $263,120 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.04% | 0.05% |
#46
4
Prev: #42
|
1.0 | no change | no change |
P
S
|
993 | $249,243 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NULG
NUSHARES ETF TR
|
ETF | 0.04% | — |
#47
Prev: #—
|
3.5 | 2,374 | no change |
NEW
|
2,374 | $239,513 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SHV
ISHARES TR
|
ETF | 0.04% | 0.05% |
#48
8
Prev: #40
|
0.0 | -966 | -31.1% |
P
S
|
2,144 | $236,375 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.03% | 0.04% |
#49
2
Prev: #47
|
2.0 | 317 | 9.8% |
P
S
|
3,540 | $232,330 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.03% | 0.03% |
#50
1
Prev: #51
|
1.0 | no change | no change |
P
S
|
1,868 | $215,679 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 54 holdings