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Red Crane Wealth Management, LLC
Red Crane Wealth Management LLC is an independent, SEC-registered investment adviser based in the San Francisco Bay Area, focused on providing personalized financial planning and portfolio management to individuals, families, and select institutional clients. The firm positions itself as a thoughtful, creative, and client-centric partner, emphasizing direct relationships, curiosity, and customized solutions to help clients navigate financial decisions and build enduring wealth.
Investment Strategy
The firm emphasizes holistic, research-driven financial planning and portfolio management with a focus on long-term partnerships and customized solutions. Their approach addresses both investment and life planning, aiming to build strong financial foundations for clients over their lifetime and beyond.
Latest 13F Filing Activity
Red Crane Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 61 equity positions with a total 13F market value of $110M. The fund increased holdings in Innovator Etfs Trust, Aim Etf Products Trust, Select Sector SPDR TR among other positions. Red Crane Wealth Management, LLC reduced exposure to Ishares Gold TR, Innovator Etfs Trust, Ishares U S Etf TR among others.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SIXJ | AIM ETF PRODUCTS TRUST | 9.15% | $10.0M | 313,832 | $30.63 | $32.01 | +$2.0M |
S SPYV | SPDR SERIES TRUST | 6.61% | $7.3M | 138,663 | $51.17 | $52.34 | +$378.7K |
N NAPR | INNOVATOR ETFS TRUST | 6.20% | $6.8M | 133,470 | $50.45 | $51.01 | +$1.7M |
S SGOV | ISHARES TR | 4.45% | $4.9M | 48,506 | $100.41 | $100.69 | +$844.9K |
S SPYG | SPDR SERIES TRUST | 4.37% | $4.8M | 50,297 | $88.25 | $95.32 | +$944.2K |
Industry Allocation
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