RED CRANE WEALTH MANAGEMENT, LLC

CIK 0001686343 · Q1 2026

13F Equity AUM

$121.5M

-0.6% QoQ

Positions

+6 QoQ

AUM Rank

#9,319

Top 75%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 28.9%Top 10: 45.8%Top 20: 67.7%

SIXJ9.2%

SPYV6.0%

SGOV5.1%

NJAN4.7%

SPYG4.0%

VOO4.0%

VO3.4%

IJAN3.2%

NAPR3.2%

KAPR3.1%

Others (62)54.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services90.5%

Technology4.4%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 72Median: 0.68%Avg: 1.39%

0–0.5%

27(8.3%)

0.5–1%

13(8.3%)

1–3%

22(37.6%)

3–5%

7(25.6%)

5%+

3(20.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 43Unique: 29vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.8%

JPMORGAN CHASE & CO

0.8%

BANK OF AMERICA CORP /DE/

0.8%

BlackRock, Inc.

0.9%

FMR LLC

1.2%

STATE STREET CORP

0.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New7Increased24Decreased34Exited1

New Positions

INNOVATOR ETFS TRUST0.7%

+47K

INNOVATOR ETFS TRUST0.6%

+37K

IAUG0.3%

+13K

ZALT0.2%

+7K

XLE0.2%

+4K

IAPR0.2%

+7K

PBQQ0.2%

+7K

Increased

QBUF0.6%

+12K(+94%)

SIXJ9.2%

+11K(+4%)

NJAN4.7%

+7K(+7%)

KJUL2.1%

+6K(+7%)

IMAY0.3%

+4K(+44%)

SIXO1.8%

+2K(+3%)

QQQI0.4%

+2K(+30%)

DGRO2.4%

+1K(+3%)

IJAN3.2%

+1K(+1%)

BOXX1.4%

+946(+7%)

Decreased

PAPR1.1%

-15,826(-33%)

NAPR3.2%

-8,711(-11%)

NEAR1.6%

-8,037(-18%)

SCHD0.5%

-5,196(-21%)

TBIL0.4%

-2,659(-22%)

PAUG1.2%

-2,278(-6%)

SGOV5.1%

-2,149(-3%)

IEFA2.8%

-1,780(-5%)

POCT2.0%

-1,558(-3%)

NOBL0.4%

-1,288(-24%)

Exited

WDAY

-1,400

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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