RED CRANE WEALTH MANAGEMENT, LLC

CIK

1686343

Location

SAN FRANCISCO, CA

Portfolio Value

Small $125,698,996

Diversification

Diversified

Filing Date

Global Rank

#7,606 / 8,807 ▼ 51 · as of Jun 2026

Top Industry

Internet Content & Information 40.8%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 84.3% of the book (60%+)

Turnover

Low turnover

16.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 87.6%; sector active share 82.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

78 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.8%

+2.6 pts

Top 5

70.3%

+3.9 pts

Top 10

84.5%

+0.2 pts

HHI

1,256

Diversified+133

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.1%	$109,543,653	64
Technology	6.2%	$7,833,166	6
Communication Services	5.2%	$6,598,383	3
Healthcare	0.9%	$1,144,529	2
Consumer Cyclical	0.3%	$344,076	1
Financial Services	0.2%	$235,189	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DDTL		+213,641	270,232	$6,066,384
IJUL		+119,843	147,565	$5,331,420
PBQQ	PGIM Laddered Nasdaq-100 Buffer 12 ETF	+41,589	60,506	$1,960,636
GOOG	Alphabet Inc.	+9,651	10,866	$3,702,480
SGOV	iShares 0-3 Month Treasury Bond ETF	+6,026	74,428	$0
KJUL		+4,137	82,301	$2,707,702
IAUI	NEOS Gold High Income ETF	+3,608	29,759	$1,437,954
ZALT		+2,833	9,972	$344,432
DDFL		+2,823	22,487	$486,506
QSPT	FT Vest Nasdaq-100 Buffer ETF - September	+2,558	67,241	$2,457,658
IBUF		+2,382	10,016	$314,450
QBUF		+1,853	30,589	$944,282
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+1,600	129,158	$7,895,428
NJAN		+1,287	108,301	$6,571,704
VO	VANGUARD MID-CAP INDEX FUND	+1,201	58,473	$4,585,452
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+1,190	14,857	$2,502,215
NVDA	Nvidia Corp	+901	5,141	$1,174,101
KJAN		+661	36,048	$1,641,813
SCHD	Schwab U.S. Dividend Equity ETF	+645	19,916	$647,867
QQQI	NEOS Nasdaq-100(R) High Income ETF	+635	9,731	$540,557
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+481	27,460	$2,464,809
DGRO	iShares Core Dividend Growth ETF	+353	41,916	$0
AAPL	Apple Inc.	+331	12,276	$4,088,153
META	Meta Platforms, Inc.	+324	3,052	$2,213,249
IEFA	iShares Core MSCI EAFE ETF	+284	37,547	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SIXJ	AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF	−145,258	145,590	$5,430,507
LCTX	Lineage Cell Therapeutics, Inc.	−90,803	506,460	$484,023
IJAN		−54,276	54,126	$2,078,979
DDFJ		−9,186	36,193	$728,923
NEAR	iShares Short Duration Bond Active ETF	−6,750	24,628	$1,227,952
SIXO	AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF	−3,847	61,618	$2,257,067
IAUG		−3,206	17,232	$521,143
DDNQ		−2,377	42,726	$890,409
DDFZ		−2,291	18,019	$356,021
PAPR		−1,740	31,131	$1,344,236
TBIL	F/m US Treasury 3 Month Bill Fund	−1,128	7,506	$374,174
KAPR		−1,076	103,150	$4,067,936
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−775	49,614	$6,106,491
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−693	50,635	$1,233,468
NOCT		−542	33,424	$2,155,179
POCT		−300	56,864	$2,723,216
NAPR		−282	72,085	$4,387,093
AMZN	Amazon Com Inc	−251	1,381	$344,076
VB	Vanguard Index Funds	−250	9,271	$2,637,506
QQQ	Invesco Qqq Trust, Series 1	−216	4,973	$3,678,876
PSEP		−206	7,911	$370,709
PAUG		−204	32,888	$1,534,225
INTC	Intel Corp	−91	6,913	$831,149
BUFF		−90	5,578	$300,542
MSFT	Microsoft Corp	−85	1,723	$883,726
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DDSQ		15,423	$331,286
MUC	Blackrock Muniholdings California Quality Fund, Inc.	24,122	$235,189
IDEV	iShares Core MSCI International Developed Markets ETF	2,246	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IOCT		49,999	$1,849,463
IMAY		14,022	$444,847
IAPR		6,610	$219,518
SNDK	Sandisk Corp	90	$204,635
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $125,698,996 total · filing declares 78 positions · $143,359,555 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	129,158	+1,600	$7,895,428	+1.8%	6.28%
NJAN		Added	108,301	+1,287	$6,571,704	+4.0%	5.23%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	49,614	-775	$6,106,491	+1.8%	4.86%
DDTL		Added	270,232	+213,641	$6,066,384	+387.3%	4.83%
VOO	VANGUARD 500 INDEX FUND	Added	8,209	+57	$5,753,359	+2.8%	4.58%
SIXJ	AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF	Reduced	145,590	-145,258	$5,430,507	−48.8%	4.32%
IJUL		Added	147,565	+119,843	$5,331,420	+434.7%	4.24%
VO	VANGUARD MID-CAP INDEX FUND	Added	58,473	+1,201	$4,585,452	−0.6%	3.65%
NAPR		Reduced	72,085	-282	$4,387,093	+2.4%	3.49%
AAPL	Apple Inc. Technology	Added	12,276	+331	$4,088,153	+18.3%	3.25%
KAPR		Reduced	103,150	-1,076	$4,067,936	−1.9%	3.24%
GOOG	Alphabet Inc. Communication Services	Added	10,866	+9,651	$3,702,480	+762.5%	2.95%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,973	-216	$3,678,876	−3.7%	2.93%
POCT		Reduced	56,864	-300	$2,723,216	+2.6%	2.17%
KJUL		Added	82,301	+4,137	$2,707,702	+2.0%	2.15%
VB	Vanguard Index Funds	Reduced	9,271	-250	$2,637,506	−8.6%	2.10%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	14,857	+1,190	$2,502,215	+15.4%	1.99%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	27,460	+481	$2,464,809	+4.0%	1.96%
QSPT	FT Vest Nasdaq-100 Buffer ETF - September	Added	67,241	+2,558	$2,457,658	+9.1%	1.96%
SIXO	AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF	Reduced	61,618	-3,847	$2,257,067	−3.9%	1.80%
META	Meta Platforms, Inc. Communication Services	Added	3,052	+324	$2,213,249	+44.0%	1.76%
NOCT		Reduced	33,424	-542	$2,155,179	+1.5%	1.71%
IJAN		Reduced	54,126	-54,276	$2,078,979	−49.6%	1.65%
PBQQ	PGIM Laddered Nasdaq-100 Buffer 12 ETF	Added	60,506	+41,589	$1,960,636	+229.1%	1.56%
PJAN		Reduced	38,090	-20	$1,931,924	+2.4%	1.54%
BOXX	Alpha Architect 1-3 Month Box ETF	Held	14,663	0	$1,735,952	+1.1%	1.38%
KJAN		Added	36,048	+661	$1,641,813	+1.7%	1.31%
PAUG		Reduced	32,888	-204	$1,534,225	+1.6%	1.22%
IAUI	NEOS Gold High Income ETF	Added	29,759	+3,608	$1,437,954	+13.5%	1.14%
PAPR		Reduced	31,131	-1,740	$1,344,236	−3.1%	1.07%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	50,635	-693	$1,233,468	−5.8%	0.98%
NEAR	iShares Short Duration Bond Active ETF	Reduced	24,628	-6,750	$1,227,952	−22.8%	0.98%
NVDA	Nvidia Corp Technology	Added	5,141	+901	$1,174,101	+38.4%	0.93%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	16,308	+14	$999,028	−0.2%	0.79%
QBUF		Added	30,589	+1,853	$944,282	+6.8%	0.75%
DDNQ		Reduced	42,726	-2,377	$890,409	−4.6%	0.71%
MSFT	Microsoft Corp Technology	Reduced	1,723	-85	$883,726	+31.0%	0.70%
INTC	Intel Corp Technology	Reduced	6,913	-91	$831,149	−15.0%	0.66%
JEPI	JPMorgan Equity Premium Income ETF	Added	13,708	+94	$770,663	+0.2%	0.61%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	1,957	0	$732,387	+1.1%	0.58%
DDFJ		Reduced	36,193	-9,186	$728,923	−18.8%	0.58%
QJUN	FT Vest Nasdaq-100 Buffer ETF - June	Added	20,563	+216	$705,066	+2.6%	0.56%
GOOGL	Alphabet Inc. Communication Services	Added	1,984	+1	$682,654	−3.7%	0.54%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Held	9,684	0	$679,332	−4.4%	0.54%
AMGN	Amgen Inc Healthcare	Held	1,567	0	$660,506	+16.4%	0.53%
AMLP	Alerian MLP ETF	Added	12,706	+212	$659,060	+1.7%	0.52%
SCHD	Schwab U.S. Dividend Equity ETF	Added	19,916	+645	$647,867	+6.0%	0.52%
QQQI	NEOS Nasdaq-100(R) High Income ETF	Added	9,731	+635	$540,557	+4.6%	0.43%
IAUG		Reduced	17,232	-3,206	$521,143	−15.5%	0.41%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,072	0	$489,035	−4.5%	0.39%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.