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RCWM
Red Crane Wealth Management Portfolio holdings
AUM
$136M
1-Year Est. Return
18.56%
This Fund
S&P 500
This Quarter
Est. Return
+10.86%
1 Year Est. Return
+18.56%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$136M
AUM Growth
+$14.4M
(+12%)
Cap. Flow
+$3.21M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
44.38%
Holding
80
New
8
Increased
33
Reduced
27
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DDTL
Innovator Equity Dual Directional 10 Buffer ETF - July
DDTL
|
+$1.23M |
| 2 |
Innovator International Developed Power Buffer ETF July
IJUL
|
+$973K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$718K |
| 4 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
+$677K |
| 5 |
DDFZ
Innovator Equity Dual Directional 15 Buffer ETF - June
DDFZ
|
+$392K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
|
+$1.48M |
| 2 |
Innovator International Developed Power Buffer ETF October
IOCT
|
+$612K |
| 3 |
IJUN
Innovator International Developed Power Buffer ETF - June
IJUN
|
+$344K |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
+$298K |
| 5 |
FT Vest Nasdaq-100 Buffer ETF September
QSPT
|
+$297K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.57% |
| 2 | Technology | 5.19% |
| 3 | Communication Services | 1.97% |
| 4 | Healthcare | 0.99% |
| 5 | Consumer Discretionary | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Innovator International Developed Power Buffer ETF April
IAPR
$203M
| $220K | 0.16% |
6,610
| – | – |
|
77
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
| $213K | 0.16% |
+3,159
| New | +$203K |
|
78
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.4B
| $213K | 0.16% |
4,220
-63
| -1% | -$3.1K |
|
|
SNDK
79
Sandisk
SNDK
$255B
| $205K | 0.15% |
+90
| New | +$128K |
|
80
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
| – | – |
-3,563
| Closed | -$218K |
|
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Red Crane Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Red Crane Wealth Management held 80 positions worth $136M, up 12% from $122M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Red Crane Wealth Management's Q2 2026 filing shows 8 new, 33 increased, 27 reduced and 1 closed positions. Its largest new stake was Innovator Equity Dual Directional 10 Buffer ETF - July: 56,591 shares worth $1.25M. The largest sale was AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF, an estimated $1.48M.
By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, down from 92% a quarter earlier, followed by Technology and Communication Services.
- Red Crane Wealth Management's largest Q2 2026 buy was Innovator Equity Dual Directional 10 Buffer ETF - July: 56,591 shares worth $1.25M.
- Red Crane Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $718K increase.
- Red Crane Wealth Management's biggest Q2 2026 reduction was AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF, cutting an estimated $1.48M.
- Red Crane Wealth Management fully exited State Street Energy Select Sector SPDR ETF in Q2 2026, selling an estimated $218K.
- Red Crane Wealth Management's ten largest holdings make up 44% of its $136M portfolio in Q2 2026.
- Red Crane Wealth Management opened 8 new positions and closed 1 in Q2 2026.
- Red Crane Wealth Management's portfolio value rose 12% quarter-over-quarter to $136M.
Based on Red Crane Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.