Institutional Fund
Red Crane Wealth Management, LLC
San Francisco, CACIK 16863435 filings on record
Portfolio Value
$121.53M
Q1 2026
Holdings
72
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-0.6%
from $122.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Aim ETF Products Trust9.2%
- Spdr Series Trust5.9%
- Ishares Tr5.1%
- Innovator Etfs Trust4.7%
- Spdr Series Trust4.0%
- Vanguard Index Fds4.0%
- Other67.1%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Aim ETF Products Trust | 332.2K | $11.18M | 9.2% | +11.4K | Added |
| 2 | Spdr Series Trust | 127.8K | $7.23M | 5.9% | −950 | Reduced |
| 3 | Ishares Tr | 61.3K | $6.17M | 5.1% | −2.1K | Reduced |
| 4 | Innovator Etfs Trust | 107.2K | $5.72M | 4.7% | +6.8K | Added |
| 5 | Spdr Series Trust | 49.8K | $4.88M | 4.0% | −1.2K | Reduced |
| 6 | Vanguard Index Fds | 8.1K | $4.82M | 4.0% | −121 | Reduced |
| 7 | Vanguard Index Fds | 14.3K | $4.12M | 3.4% | −443 | Reduced |
| 8 | Innovator Etfs Trust | 107.1K | $3.89M | 3.2% | +1.3K | Added |
| 9 | Innovator Etfs Trust | 70.3K | $3.84M | 3.2% | −8.7K | Reduced |
| 10 | Innovator Etfs Trust | 105.0K | $3.81M | 3.1% | −1.1K | Reduced |
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