RED CRANE WEALTH MANAGEMENT, LLC
Long book
$121.5M
Q1 2026
Positions
72
Top-10 weight
46%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsRED CRANE WEALTH MANAGEMENT, LLC is a wealth-management firm allocating client money, specialised in technology (80% of the long book), running a $121.5M US long book across 72 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ALLIAN US EQU 6 MON BU10-USD, SS SPDR P S&P 500 VALUE ETF, ISHARES 0-3 MONTH TREASURY B, INNOVATOR GROWTH 100 POWER B, SS SPDR P S&P 500 GROWTH ETF.
Over the last 6 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.4%
Q1 2025
+7.1%
Q2 2025
+6.1%
Q3 2025
+2.4%
Q4 2025
-1.6%
Q1 2026
+9.5%
Sector allocation
Technology 80%
Healthcare 17%
Consumer discretionary 4%
Long book by quarter
What does RED CRANE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 11.8K | $3.0M | 2.5% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 2.3K | $1.3M | 1.1% | +6.2% |
| LCTX LINEAGE CELL THERAPEUTICS IN | Healthcare | 597.3K | $944K | 0.8% | Held |
| NVDA NVIDIA CORP | Technology | 3.9K | $683K | 0.6% | +1.8% |
| MSFT MICROSOFT CORP | Technology | 1.5K | $571K | 0.5% | +3.6% |
| AMGN AMGEN INC | Healthcare | 1.6K | $554K | 0.5% | -10.9% |
| GOOGL ALPHABET INC-CL A | Technology | 1.8K | $517K | 0.4% | +6.0% |
| ORCL ORACLE CORP | Technology | 2.5K | $374K | 0.3% | -4.5% |
| INTC INTEL CORP | Technology | 8.3K | $367K | 0.3% | -10.7% |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $358K | 0.3% | -1.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.7K | $346K | 0.3% | +2.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 72 | $121.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 66 | $122.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 66 | $118.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 63 | $109.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 64 | $104.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 64 | $105.6M | canonical | SEC ↗ |