Crane Advisory, LLC
CIK 1951283 · Holdings on Sep 30, 2025 · First reported Oct 15, 2025
Top ten holdings
Q3 2025- VOO17.22%
- PULS15.62%
- VUG13.08%
- JPST11.75%
- VTV7.63%
- SCHR7.12%
- VIG4.70%
- SPTS4.37%
- FBND3.85%
- VO2.87%
Share classes counted separately88.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -0.84 pp2.78% → 1.94%Shares -30.78K (-38.77%)
- VUGWeight increased · +0.68 pp12.40% → 13.08%Shares +1.65K (+0.97%)
- VOOWeight increased · +0.31 pp16.91% → 17.22%Shares -467 (-0.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $109.56M | 17.22% | 177.54K shares | 16.91% → 17.22%+0.31 pp -467 (-0.26%) | Reduced | ↗▾ |
| 02 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $99.36M | 15.62% | 2.00M shares | 15.88% → 15.62%-0.26 pp +68.81K (+3.56%) | Added | ↗▾ |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $83.23M | 13.08% | 171.08K shares | 12.40% → 13.08%+0.68 pp +1.65K (+0.97%) | Added | ↗▾ |
| 04 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $74.78M | 11.75% | 1.48M shares | 11.90% → 11.75%-0.15 pp +56.36K (+3.97%) | Added | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $48.57M | 7.63% | 261.05K shares | 7.51% → 7.63%+0.12 pp +6.86K (+2.70%) | Added | ↗▾ |
| 06 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $45.30M | 7.12% | 1.81M shares | 7.22% → 7.12%-0.10 pp +47.81K (+2.72%) | Added | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $29.88M | 4.70% | 137.80K shares | 4.60% → 4.70%+0.10 pp +3.08K (+2.29%) | Added | ↗▾ |
| 08 | SPTSSS SPDR P ST TERM TSY ETFPORTFOLIO SH TSR View history and evidence | $27.83M | 4.37% | 950.86K shares | 4.43% → 4.37%-0.06 pp +33.42K (+3.64%) | Added | ↗▾ |
| 09 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $24.52M | 3.85% | 530.01K shares | 3.92% → 3.85%-0.07 pp +9.18K (+1.76%) | Added | ↗▾ |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $18.29M | 2.87% | 62.39K shares | 2.99% → 2.87%-0.12 pp -1.60K (-2.51%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1951283 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Oct 15, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 636164183
}Research all 50 reported holdings.
This page includes 30 of 50 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 50 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1951283","quarter":"2025Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1951283","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.