Krane Financial Solutions LLC

Registered adviser

CIK

2136913

Location

CALABASAS, CA

Portfolio Value

Small $158,427,349

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,164 / 8,827 ▼ 94 · as of Jun 2026

Top Industry

Consumer Electronics 36.6%

Period ended 38 days ago

Filed Oct 30, 2026 · 8d

3 quarters · since Mar 2026

Regulatory profile

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

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 153594

Roster of Nov 1, 2026

Regulatory AUM

$294,971,249

Main clients

Individuals and high net worth (85% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$294,971,249	Individuals and high net worth (85%)
Apr 2025 to Mar 2026	$256,865,225	Individuals and high net worth (82%)
Apr 2024 to Mar 2025	$220,604,779	Individuals and high net worth (83%)
May 2023 to Mar 2024	$171,744,965	Individuals and high net worth (82%)
Apr 2023	$171,744,965	Individuals and high net worth (82%)
Apr 2022 to Mar 2023	$181,403,671	Individuals and high net worth (80%)

3 earlier changes not shown.

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 90.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 81.8%; sector active share 74.6% against the combined 13F book's sector weights.

Over time 2 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.

View clone backtest

Portfolio Concentration

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

Top Position

35.2%

−0.7 pts

Top 5

78.3%

−0.2 pts

Top 10

91.4%

+0.6 pts

HHI

1,922

Moderately concentrated−25

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.4%	$138,534,339	32
Technology	7.3%	$11,517,011	6
Financial Services	1.7%	$2,634,697	3
Communication Services	1.4%	$2,222,355	5
Industrials	1.0%	$1,636,972	2
Consumer Cyclical	0.8%	$1,280,241	2
Consumer Defensive	0.4%	$601,734	1

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
VNQ	VANGUARD REAL ESTATE INDEX FUND	+4,772	129,575	$11,613,807
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	+4,728	53,091	$1,024,656
VO	VANGUARD MID-CAP INDEX FUND	+1,345	82,724	$6,487,216
VUG	VANGUARD GROWTH INDEX FUND	+533	98,632	$8,887,729
VEA	Vanguard FTSE Developed Markets ETF	+371	68,236	$4,818,143
—		+273	6,562	$0
AAPL	Apple Inc.	+237	21,889	$7,289,474
VOO	VANGUARD 500 INDEX FUND	+164	1,693	$1,186,555
SPY	Spdr S&P 500 ETF Trust	+99	1,519	$1,158,434
USRT	iShares Core U.S. REIT ETF	+45	6,086	$374,775
TSLA	Tesla, Inc.	+42	1,970	$698,975
EFA	iShares MSCI EAFE ETF	+39	56,524	$5,872,278
NVDA	Nvidia Corp	+38	1,907	$435,520
MS	Morgan Stanley	+27	5,244	$986,291
JPM	Jpmorgan Chase & Co	+26	4,104	$1,357,726
NFLX	Netflix Inc	+23	2,934	$204,147
QCOM	Qualcomm Inc	+20	4,142	$762,293
AMZN	Amazon Com Inc	+20	2,333	$581,266
GOOGL	Alphabet Inc.	+19	1,213	$417,369
AVGO	Broadcom Inc.	+16	3,234	$1,135,748
GOOG	Alphabet Inc.	+6	2,594	$883,879
IJR	iShares Core S&P Small-Cap ETF	+3	2,656	$361,322
AMAT	Applied Materials Inc	+2	2,132	$1,090,262
CAT	Caterpillar Inc	+1	589	$477,555
COST	Costco Wholesale Corp	+1	661	$601,734
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
IWR	iShares Russell Mid-Cap ETF	−4,452	125,768	$13,420,703
IWF	iShares Russell 1000 Growth ETF	−3,061	122,774	$15,378,671
IWD	iShares Russell 1000 Value ETF	−2,652	52,551	$13,028,969
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−1,147	103,029	$7,871,415
DIS	Walt Disney Co	−980	2,438	$255,746
IYR	iShares U.S. Real Estate ETF	−834	17,858	$1,697,224
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−438	100,083	$5,935,922
VIG	Vanguard Specialized Funds	−374	3,633	$847,615
VB	Vanguard Index Funds	−364	34,610	$9,846,198
IJH	iShares Core S&P Mid-Cap ETF	−253	3,864	$278,014
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−198	25,814	$1,810,852
GLD	Spdr Gold Trust	−193	29,496	$11,233,256
IWM	iShares Russell 2000 ETF	−178	18,182	$5,052,595
VTV	VANGUARD VALUE INDEX FUND	−174	36,784	$7,948,286
MSFT	Microsoft Corp	−77	1,567	$803,714
DLN	WisdomTree U.S. LargeCap Dividend Fund	−46	2,181	$211,993
RSP	Victory Portfolios II	−29	1,354	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	3,671	$361,960
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	970	$217,183
HONA	Honeywell Aerospace Inc.	969	$214,226
STX	Seagate Technology Holdings plc	216	$208,440
FBTC	Fidelity Wise Origin Bitcoin Fund	3,984	$203,383
DVY	iShares Select Dividend ETF	1,299	$203,033
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $158,427,349 total · filing declares 51 positions · $159,015,210 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IWF	iShares Russell 1000 Growth ETF	Reduced	122,774	-3,061	$15,378,671	−1.6%	9.71%
IWR	iShares Russell Mid-Cap ETF	Reduced	125,768	-4,452	$13,420,703	−6.6%	8.47%
IWD	iShares Russell 1000 Value ETF	Reduced	52,551	-2,652	$13,028,969	−2.6%	8.22%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	129,575	+4,772	$11,613,807	−3.5%	7.33%
GLD	Spdr Gold Trust	Reduced	29,496	-193	$11,233,256	+2.7%	7.09%
VB	Vanguard Index Funds	Reduced	34,610	-364	$9,846,198	−7.1%	6.21%
VUG	VANGUARD GROWTH INDEX FUND	Added	98,632	+533	$8,887,729	+5.2%	5.61%
VTV	VANGUARD VALUE INDEX FUND	Reduced	36,784	-174	$7,948,286	−1.3%	5.02%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	103,029	-1,147	$7,871,415	−3.0%	4.97%
AAPL	Apple Inc. Technology	Added	21,889	+237	$7,289,474	+16.3%	4.60%
VO	VANGUARD MID-CAP INDEX FUND	Added	82,724	+1,345	$6,487,216	−1.1%	4.09%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	100,083	-438	$5,935,922	−1.1%	3.75%
EFA	iShares MSCI EAFE ETF	Added	56,524	+39	$5,872,278	+0.1%	3.71%
IWM	iShares Russell 2000 ETF	Reduced	18,182	-178	$5,052,595	−8.4%	3.19%
VEA	Vanguard FTSE Developed Markets ETF	Added	68,236	+371	$4,818,143	−0.4%	3.04%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	25,814	-198	$1,810,852	−5.2%	1.14%
IYR	iShares U.S. Real Estate ETF	Reduced	17,858	-834	$1,697,224	−11.2%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,104	+26	$1,357,726	+1.7%	0.86%
VOO	VANGUARD 500 INDEX FUND	Added	1,693	+164	$1,186,555	+13.0%	0.75%
ESLT	Elbit Systems Ltd Industrials	Held	1,700	0	$1,159,417	−10.1%	0.73%
SPY	Spdr S&P 500 ETF Trust	Added	1,519	+99	$1,158,434	+9.2%	0.73%
AVGO	Broadcom Inc. Technology	Added	3,234	+16	$1,135,748	−6.6%	0.72%
AMAT	Applied Materials Inc Technology	Added	2,132	+2	$1,090,262	−29.2%	0.69%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Added	53,091	+4,728	$1,024,656	+33.4%	0.65%
MS	Morgan Stanley Financial Services	Added	5,244	+27	$986,291	−9.6%	0.62%
GOOG	Alphabet Inc. Communication Services	Added	2,594	+6	$883,879	−3.3%	0.56%
VIG	Vanguard Specialized Funds	Reduced	3,633	-374	$847,615	−10.6%	0.54%
MSFT	Microsoft Corp Technology	Reduced	1,567	-77	$803,714	+31.1%	0.51%
QCOM	Qualcomm Inc Technology	Added	4,142	+20	$762,293	+0.1%	0.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,970	+42	$698,975	−13.8%	0.44%
COST	Costco Wholesale Corp Consumer Defensive	Added	661	+1	$601,734	−2.5%	0.38%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	1,593	0	$596,164	+1.1%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,333	+20	$581,266	+5.4%	0.37%
CAT	Caterpillar Inc Industrials	Added	589	+1	$477,555	−23.7%	0.30%
VXUS	Vanguard Total International Stock ETF	Added	5,503	+1	$467,534	−0.6%	0.30%
META	Meta Platforms, Inc. Communication Services	Held	636	0	$461,214	+28.7%	0.29%
NVDA	Nvidia Corp Technology	Added	1,907	+38	$435,520	+16.5%	0.27%
GOOGL	Alphabet Inc. Communication Services	Added	1,213	+19	$417,369	−2.2%	0.26%
USRT	iShares Core U.S. REIT ETF	Added	6,086	+45	$374,775	−6.6%	0.24%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	NEW	3,671	NEW	$361,960	NEW	0.23%
IJR	iShares Core S&P Small-Cap ETF	Added	2,656	+3	$361,322	−8.2%	0.23%
EEM	iShares MSCI Emerging Markets ETF	Held	4,762	0	$318,053	−2.4%	0.20%
BMO	Bank Of Montreal Financial Services	Held	1,738	0	$290,680	−5.3%	0.18%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	3,864	-253	$278,014	−12.4%	0.18%
DIS	Walt Disney Co Communication Services	Reduced	2,438	-980	$255,746	−22.3%	0.16%
IVV	iShares Core S&P 500 ETF	Held	302	0	$231,286	+2.3%	0.15%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Held	1,747	0	$212,714	−6.6%	0.13%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Reduced	2,181	-46	$211,993	−1.2%	0.13%
NFLX	Netflix Inc Communication Services	Added	2,934	+23	$204,147	−1.8%	0.13%
RSP	Victory Portfolios II	Reduced	1,354	-29	$0	−100.0%	0.00%

Showing the top 50 of 51 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.