Krane Financial Solutions LLC

CIK 2136913 · View on SEC EDGAR ↗

Portfolio value
$162.4M
#7,134 of 9,443 by 13F value · top 75.5%
Positions
55
As of
June 30, 2026

Portfolio value QoQ: +10.4% 13F does not disclose cash

Top 10 holdings weight
66.57%
Top 25 holdings weight
92.32%
Positions above 1%
17
Effective number of positions
18.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.97% Est. buys $27,442,084 · sells $3,056,158

New positions
9
Increased
24
Decreased
19
Closed
2
On this page

Sector breakdown

Technology
6.8%
Communication Services
1.4%
Industrials
1.2%
Financials
1.0%
Financial Services
0.7%
Retail
0.7%
Consumer Discretionary
0.5%
Other/Unmapped
87.8%

Full portfolio 55 positions

Type Streak 8Q trend
IWF $15,624,937 9.62% 125,835 $1,676,770 Up ×1
IWR $14,365,826 8.84% 130,220 $1,465,513 Down ×1
IWD $13,382,867 8.24% 55,203 $1,124,025 Down ×1
VNQ $12,034,784 7.41% 124,803 $1,589,360 Up ×1
GLD $10,936,834 6.73% 29,689 $-2,135,806 Down ×1
VB $10,601,453 6.53% 34,974 $1,409,167 Down ×1
VUG $8,450,272 5.20% 98,099 $1,420,252 Up ×1
BSV $8,116,385 5.00% 104,176 $89,451 Up ×1
VTV $8,054,272 4.96% 36,958 $579,267 Down ×1
VO $6,556,736 4.04% 81,379 $760,857 Up ×1
AAPL Apple Inc. - Common Stock $6,265,168 3.86% 21,652 $734,161 Down ×1
VWO $6,000,081 3.69% 100,521 $508,614 Down ×1
EFA $5,867,616 3.61% 56,485 $322,951 Down ×1
IWM $5,516,363 3.40% 18,360 $898,954 Down ×1
VEA $4,835,413 2.98% 67,865 $418,720 Down ×1
IYR $1,911,220 1.18% 18,692 $-13,096 Down ×1
BND Vanguard Total Bond Market ETF $1,909,532 1.18% 26,012 $-142 Up ×1
AMAT Applied Materials, Inc. - Common Stock $1,539,802 0.95% 2,130 $826,603 Up ×1
JPM JP Morgan Chase & Co. Common Stock $1,334,791 0.82% 4,078 $163,172 Up ×1
ESLT Elbit Systems Ltd. - Ordinary Shares $1,289,824 0.79% 1,700 $-153,629
AVGO Broadcom Inc. - Common Stock $1,215,535 0.75% 3,218 $250,435 Up ×1
MS Morgan Stanley Common Stock $1,090,534 0.67% 5,217 $236,405 Up ×1
SPY SPY $1,060,375 0.65% 1,420 $220,682 Up ×1
VOO $1,050,273 0.65% 1,529 $228,262 Up ×1
VIG $948,172 0.58% 4,007 $134,526 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $914,268 0.56% 2,588 $71,850 Down ×1
TSLA Tesla, Inc. - Common Stock $810,917 0.50% 1,928 $57,008 Down ×1
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $767,999 0.47% 48,363 $56,111 Up ×1
QCOM QUALCOMM Incorporated - Common Stock $761,794 0.47% 4,122 $232,973 Up ×1
CAT Caterpillar, Inc. Common Stock $626,482 0.39% 588 $210,385 Up ×1
COST Costco Wholesale Corporation - Common Stock $617,163 0.38% 660 $-92,217 Down ×1
MSFT Microsoft Corporation - Common Stock $613,230 0.38% 1,644 $73,303 Up ×1
VTI $589,491 0.36% 1,593 $127,873 Up ×1
AMZN Amazon.com, Inc. - Common Stock $551,280 0.34% 2,313 $64,970 Down ×1
VXUS Vanguard Total International Stock ETF $470,340 0.29% 5,502 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $426,529 0.26% 1,194 $146,667 Up ×1
USRT $401,419 0.25% 6,041 $45,907 Up ×1
IJR $393,510 0.24% 2,653 $62,209 Down ×1
NVDA NVIDIA Corporation - Common Stock $373,922 0.23% 1,869 $74,847 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $358,252 0.22% 636 $-67,413 Down ×1
DIS Walt Disney Company (The) Common Stock $328,968 0.20% 3,418 $78,780 Up ×1
EEM $325,759 0.20% 4,762 $25,907 Down ×1
IJH $317,444 0.20% 4,117 $62,236 Up ×1
BMO Bank Of Montreal Common Stock $307,105 0.19% 1,738 $71,884
SHM $301,655 0.19% 6,289 $52,078 Up ×1
RSP $294,261 0.18% 1,383 $28,836
IVOO $227,809 0.14% 1,747 Up ×1
IVV $225,810 0.14% 302 Up ×1
Unknown issuer (CUSIP: 438516205) $217,224 0.13% 970 Up ×1
DLN $214,552 0.13% 2,227 Up ×1
Unknown issuer (CUSIP: 43849R105) $214,227 0.13% 969 Up ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $208,440 0.13% 216 Up ×1
NFLX Netflix, Inc. - Common Stock $207,845 0.13% 2,911 $-74,932 Down ×1
FBTC $203,383 0.13% 3,984 Up ×1
DVY iShares Select Dividend ETF $203,111 0.13% 1,299 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VXUS $470,340 5,502 0.29%
IVOO $227,809 1,747 0.14%
IVV $225,810 302 0.14%
Unknown issuer (CUSIP: 438516205) $217,224 970 0.13%
DLN $214,552 2,227 0.13%
Unknown issuer (CUSIP: 43849R105) $214,227 969 0.13%
STX $208,440 216 0.13%
FBTC $203,383 3,984 0.13%
DVY $203,111 1,299 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GLD Trimmed -692 -$2.1M
IWF Bought more +93K +$1.7M
VNQ Bought more +7K +$1.6M
IWR Trimmed -2K +$1.5M
VUG Bought more +82K +$1.4M
VB Trimmed -122 +$1.4M
IWD Trimmed -2K +$1.1M
IWM Trimmed -259 +$899K
AMAT Bought more +43 +$827K
VO Bought more +61K +$761K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
VVPR June 30, 2026 204,720 $470,856 No longer tracked
HON June 30, 2026 1,935 $437,399 -1.2%