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Red Crane Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0001686343
San Francisco 529 Commercial Street, Suite 300
Zip Code: 94104
Latest Portfolio Value
$143.36 M
+5.44%
Total Holdings
78
-1
Latest Report Date
Q3 2026
Top 10 Concentration
41.59%

Red Crane Wealth Management, LLC — Portfolio Overview & Company Profile

Red Crane Wealth Management, LLC (CIK: 0001686343) is a financial institution headquartered at 529 Commercial Street, Suite 300, , San Francisco, California 94104. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $143.36 M, comprising 78 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 41.6%. Quarterly turnover: 8.5%. ▲ 3 new, +39 added, −27 reduced, ×4 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
+5.44%
$143.36 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
129,158 $7.9 M 5.51% ▲ 1,600 Add 1.3%
74,428 $7.49 M 5.23% ▲ 6,026 Add 8.8%
108,301 $6.57 M 4.58% ▲ 1,287 Add 1.2%
49,614 $6.11 M 4.26% ▼ 775 Reduce -1.5%
270,232 $6.07 M 4.23% ▲ 213,641 Add 377.5%
8,209 $5.75 M 4.01% ▲ 57 Add 0.7%
Allianzim Us 6M Bf10 Jan-Jul
N/A
145,590 $5.43 M 3.79% ▼ 145,258 Reduce -49.9%
147,565 $5.33 M 3.72% ▲ 119,843 Add 432.3%
58,473 $4.59 M 3.20% ▲ 1,201 Add 2.1%
72,085 $4.39 M 3.06% ▼ 282 Reduce -0.4%

Historical Portfolio Charts