Crane Advisory, LLC
RIA/Wealth
Crane Advisory, LLC is a RIA/Wealth based in Fullerton, CA led by Todd Michael Crane, reporting $809.4M in AUM as of Q3 2025 with 75% ETF concentration, 88% concentrated in top 10 holdings, and 17% allocation to VOO.
CEOTodd Michael Crane
- Portfolio Value
- $636.2M
- Positions
- 50
- Top Holding
- VOO at 17.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Crane Advisory, LLC's portfolio (88.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $109.6M | 17.22% | -$288.2K Sold | — 177.5K shares | |
Unknown Unknown | $99.4M | 15.62% | +$3.4M Bought | — 2.0M shares | |
ETF ETF | $83.2M | 13.08% | +$803.2K Bought | — 171.1K shares | |
ETF ETF | $74.8M | 11.75% | +$2.9M Bought | — 1.5M shares | |
ETF ETF | $48.6M | 7.63% | +$1.3M Bought | — 261.0K shares | |
ETF ETF | $45.3M | 7.12% | +$1.2M Bought | — 1.8M shares | |
Unknown Unknown | $29.9M | 4.70% | +$667.8K Bought | — 137.8K shares | |
ETF ETF | $27.8M | 4.37% | +$978.3K Bought | — 950.9K shares | |
ETF ETF | $24.5M | 3.85% | +$424.6K Bought | — 530.0K shares | |
ETF ETF | $18.3M | 2.87% | -$470.1K Sold | — 62.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Crane Advisory, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+10.65% | |
+6.89% | |
+6.44% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-38.77% | |
-11.17% | |
-6.77% | |
-4.38% | |
-3.83% |
Analytics
Portfolio insights and performance metrics for Crane Advisory, LLC
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