RED CRANE WEALTH MANAGEMENT, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, RED CRANE WEALTH MANAGEMENT, LLC maintained a portfolio of 73 distinct positions. The most significant new addition to the portfolio was INNOVATOR ETFS TRUST, which now represents 0.72% of the total fund value. They heavily accumulated shares in AIM ETF PRODUCTS TRU, increasing their position by 3.6%. The fund also reduced its exposure to INNOVATOR ETFS TRUST by 32.7%.
PCA Score Concentration Risk
Risk ENB
Total Positions
73
Quarter
2026 Q1
Top Holding
SIXJ (9.2%)
Top 10 Concentration
45.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 73
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
SIXJ
AIM ETF PRODUCT...
ETF 9.20% 8.99% #1
Prev: #1
6.2 11,400 3.6%
P
S
332,223 $11,175,982 2024 Q4 13F Filing 2026-03-31 2026-04-29
SPYV
SPDR SERIES TRU...
Unknown 5.95% 5.98% #2
Prev: #2
4.4 -950 -0.7%
P
S
127,793 $7,230,540 2024 Q4 13F Filing 2026-03-31 2026-04-29
SGOV
ISHARES TR
Bond/Debt 5.07% 5.21% #3
Prev: #3
3.5 -2,149 -3.4%
P
S
61,257 $6,166,102 2024 Q4 13F Filing 2026-03-31 2026-04-29
NJAN
INNOVATOR ETFS ...
Warrant 4.71% 4.51% #4
Prev: #4
4.4 6,817 6.8%
P
S
107,244 $5,723,612 2024 Q4 13F Filing 2026-03-31 2026-04-29
SPYG
SPDR SERIES TRU...
Unknown 4.01% 4.45% #5
Prev: #5
2.6 -1,221 -2.4%
P
S
49,796 $4,875,550 2024 Q4 13F Filing 2026-03-31 2026-04-29
VOO
VANGUARD INDEX ...
ETF 3.96% 4.20% #6
Prev: #6
2.1 -121 -1.5%
P
S
8,062 $4,817,737 2024 Q4 13F Filing 2026-03-31 2026-04-29
VO
VANGUARD INDEX ...
ETF 3.39% 3.51% #7
Prev: #7
1.9 -443 -3.0%
P
S
14,342 $4,118,712 2024 Q4 13F Filing 2026-03-31 2026-04-29
IJAN
INNOVATOR ETFS ...
Bond/Debt 3.20% 3.13% #8 1
Prev: #9
1.8 1,341 1.3%
P
S
107,137 $3,886,930 2024 Q4 13F Filing 2026-03-31 2026-04-29
NAPR
INNOVATOR ETFS ...
Warrant 3.16% 3.47% #9 1
Prev: #8
1.8 -8,711 -11.0%
P
S
70,324 $3,841,097 2024 Q4 13F Filing 2026-03-31 2026-04-29
KAPR
INNOVATOR ETFS ...
ETF 3.13% 3.05% #10
Prev: #10
1.8 -1,117 -1.1%
P
S
104,976 $3,805,380 2024 Q4 13F Filing 2026-03-31 2026-04-29
IEFA
ISHARES TR
ETF 2.77% 2.85% #11
Prev: #11
1.6 -1,780 -4.6%
P
S
37,132 $3,361,604 2024 Q4 13F Filing 2026-03-31 2026-04-29
QQQ
INVESCO QQQ TR
ETF 2.53% 2.68% #12
Prev: #12
1.5 -12 -0.2%
P
S
5,330 $3,076,155 2024 Q4 13F Filing 2026-03-31 2026-04-29
AAPL
APPLE INC
Technology 2.46% 2.62% #13
Prev: #13
1.5 -1 -0.0%
P
S
11,778 $2,989,247 2024 Q4 13F Filing 2026-03-31 2026-04-29
DGRO
ISHARES TR
Warrant 2.35% 2.23% #14
Prev: #14
1.4 1,347 3.4%
P
S
40,667 $2,854,010 2024 Q4 13F Filing 2026-03-31 2026-04-29
KJUL
INNOVATOR ETFS ...
ETF 2.12% 1.94% #15 2
Prev: #17
2.8 5,584 7.5%
P
S
80,443 $2,576,573 2025 Q2 13F Filing 2026-03-31 2026-04-29
VB
VANGUARD INDEX ...
ETF 2.11% 2.10% #16
Prev: #16
1.3 -161 -1.6%
P
S
9,793 $2,564,884 2024 Q4 13F Filing 2026-03-31 2026-04-29
POCT
INNOVATOR ETFS ...
ETF 2.03% 2.11% #17 2
Prev: #15
1.3 -1,558 -2.7%
P
S
57,187 $2,465,332 2024 Q4 13F Filing 2026-03-31 2026-04-29
IOCT
INNOVATOR ETFS ...
Bond/Debt 1.93% 1.92% #18
Prev: #18
1.3 -601 -0.9%
P
S
66,816 $2,341,901 2025 Q3 13F Filing 2026-03-31 2026-04-29
QSPT
FIRST TR EXCHNG...
Unknown 1.85% 1.92% #19
Prev: #19
1.2 -662 -0.9%
P
S
73,486 $2,249,796 2025 Q3 13F Filing 2026-03-31 2026-04-29
SIXO
AIM ETF PRODUCT...
ETF 1.80% 1.78% #20 1
Prev: #21
1.2 2,059 3.3%
P
S
64,820 $2,189,620 2024 Q4 13F Filing 2026-03-31 2026-04-29
SPLG
SPDR SERIES TRU...
ETF 1.68% 1.71% #21 2
Prev: #23
1.2 603 2.3%
P
S
26,660 $2,040,575 2024 Q4 13F Filing 2026-03-31 2026-04-29
XLV
SELECT SECTOR S...
Unknown 1.59% 1.73% #22
Prev: #22
1.1 -431 -3.2%
P
S
13,199 $1,935,135 2025 Q2 13F Filing 2026-03-31 2026-04-29
NEAR
ISHARES U S ETF...
ETF 1.56% 1.89% #23 3
Prev: #20
1.1 -8,037 -17.7%
P
S
37,257 $1,893,946 2024 Q4 13F Filing 2026-03-31 2026-04-29
NOCT
INNOVATOR ETFS ...
Warrant 1.45% 1.49% #24 1
Prev: #25
1.1 -221 -0.7%
P
S
31,295 $1,763,943 2024 Q4 13F Filing 2026-03-31 2026-04-29
PJAN
INNOVATOR ETFS ...
ETF 1.45% 1.44% #25 1
Prev: #26
1.1 778 2.1%
P
S
38,110 $1,758,014 2024 Q4 13F Filing 2026-03-31 2026-04-29
BOXX
EA SERIES TRUST
Unknown 1.39% 1.28% #26 1
Prev: #27
2.6 946 7.0%
P
S
14,535 $1,690,275 2025 Q3 13F Filing 2026-03-31 2026-04-29
PAUG
INNOVATOR ETFS ...
ETF 1.16% 1.25% #27 1
Prev: #28
1.0 -2,278 -6.4%
P
S
33,092 $1,413,690 2024 Q4 13F Filing 2026-03-31 2026-04-29
IAUI
NEOS ETF TRUST
ETF 1.12% 1.07% #28 3
Prev: #31
0.9 575 2.5%
P
S
24,008 $1,365,363 2025 Q3 13F Filing 2026-03-31 2026-04-29
KJAN
INNOVATOR ETFS ...
ETF 1.10% 1.10% #29 1
Prev: #30
0.9 -606 -1.9%
P
S
31,965 $1,333,644 2024 Q4 13F Filing 2026-03-31 2026-04-29
META
META PLATFORMS ...
Communication Services 1.07% 1.16% #30 1
Prev: #29
2.4 132 6.2%
P
S
2,273 $1,300,451 2024 Q4 13F Filing 2026-03-31 2026-04-29
PAPR
INNOVATOR ETFS ...
ETF 1.07% 1.55% #31 7
Prev: #24
0.4 -15,826 -32.7%
P
S
32,581 $1,296,724 2024 Q4 13F Filing 2026-03-31 2026-04-29
SPAB
SPDR SERIES TRU...
ETF 1.05% 1.07% #32
Prev: #32
0.9 -752 -1.5%
P
S
49,962 $1,280,035 2024 Q4 13F Filing 2026-03-31 2026-04-29
SUSA
ISHARES TR
ETF 0.93% 0.97% #33
Prev: #33
0.9 13 0.2%
P
S
8,568 $1,131,865 2024 Q4 13F Filing 2026-03-31 2026-04-29
LCTX
LINEAGE CELL TH...
Healthcare 0.78% 0.82% #34
Prev: #34
1.3 no change no change
P
S
597,263 $943,676 2024 Q4 13F Filing 2026-03-31 2026-04-29
JEPQ
J P MORGAN EXCH...
Unknown 0.73% 0.73% #35
Prev: #35
0.8 581 3.8%
P
S
16,044 $890,783 2024 Q4 13F Filing 2026-03-31 2026-04-29
N/A
INNOVATOR ETFS ...
ETF 0.72% #36
Prev: #—
3.8 46,629 no change
NEW
46,629 $874,760 13F Filing 2026-03-31 2026-04-29
JEPI
J P MORGAN EXCH...
ETF 0.65% 0.64% #37 1
Prev: #36
0.8 279 2.1%
P
S
13,859 $785,551 2024 Q4 13F Filing 2026-03-31 2026-04-29
QBUF
INNOVATOR ETFS ...
ETF 0.61% 0.31% #38 16
Prev: #54
3.2 12,302 93.7%
P
S
25,427 $742,723 2025 Q1 13F Filing 2026-03-31 2026-04-29
N/A
INNOVATOR ETFS ...
Warrant 0.60% #39
Prev: #—
3.7 37,437 no change
NEW
37,437 $727,401 13F Filing 2026-03-31 2026-04-29
BND
VANGUARD BD IND...
ETF 0.59% 0.59% #40 2
Prev: #38
1.2 no change no change
P
S
9,684 $713,130 2024 Q4 13F Filing 2026-03-31 2026-04-29
RSP
INVESCO EXCHANG...
Unknown 0.57% 0.57% #41 1
Prev: #40
0.7 -14 -0.4%
P
S
3,609 $692,597 2024 Q4 13F Filing 2026-03-31 2026-04-29
NVDA
NVIDIA CORPORAT...
Technology 0.56% 0.59% #42 3
Prev: #39
0.7 70 1.8%
P
S
3,915 $682,818 2024 Q4 13F Filing 2026-03-31 2026-04-29
AMLP
ALPS ETF TR
ETF 0.53% 0.47% #43 3
Prev: #46
0.7 95 0.8%
P
S
12,248 $644,758 2024 Q4 13F Filing 2026-03-31 2026-04-29
VTI
VANGUARD INDEX ...
ETF 0.52% 0.54% #44 2
Prev: #42
0.7 1 0.1%
P
S
1,957 $627,701 2024 Q4 13F Filing 2026-03-31 2026-04-29
IJUN
INNOVATOR ETFS ...
Bond/Debt 0.51% 0.50% #45 2
Prev: #43
1.2 no change no change
P
S
21,086 $620,390 2025 Q2 13F Filing 2026-03-31 2026-04-29
SCHD
SCHWAB STRATEGI...
ETF 0.49% 0.56% #46 5
Prev: #41
0.2 -5,196 -21.0%
P
S
19,559 $600,082 2024 Q4 13F Filing 2026-03-31 2026-04-29
MSFT
MICROSOFT CORP
Technology 0.47% 0.59% #47 10
Prev: #37
0.7 53 3.6%
P
S
1,542 $570,820 2024 Q4 13F Filing 2026-03-31 2026-04-29
AMGN
AMGEN INC
Healthcare 0.46% 0.47% #48 3
Prev: #45
0.7 -193 -10.9%
P
S
1,574 $553,812 2024 Q4 13F Filing 2026-03-31 2026-04-29
DDFL
INNOVATOR ETFS ...
ETF 0.44% 0.45% #49 1
Prev: #48
0.7 -649 -2.4%
P
S
26,104 $536,273 2025 Q3 13F Filing 2026-03-31 2026-04-29
GOOGL
ALPHABET INC
Communication Services 0.43% 0.43% #50 1
Prev: #49
2.2 101 6.0%
P
S
1,796 $516,536 2024 Q4 13F Filing 2026-03-31 2026-04-29
Showing 1-50 of 73 holdings

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