CRA Financial Services, LLC
CIK: 0001765594SEC EDGAR →
Portfolio Value
$666K
Holdings
292
As of
Q4 2025
New Positions
292
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 201,819 | $55K | 8.24% |
| 2 | SCHWAB STRATEGIC TR | 1,010,795 | $33K | 4.95% |
| 3 | SCHWAB STRATEGIC TR | 1,175,074 | $32K | 4.84% |
| 4 | AMAZON COM INC | 135,250 | $31K | 4.69% |
| 5 | NVIDIA CORPORATION | 131,274 | $24K | 3.68% |
| 6 | ALPHABET INC | 67,949 | $21K | 3.20% |
| 7 | MICROSOFT CORP | 41,257 | $20K | 3.00% |
| 8 | VANGUARD SPECIALIZED FUNDS | 80,169 | $18K | 2.65% |
| 9 | WISDOMTREE TR | 193,134 | $17K | 2.59% |
| 10 | VANGUARD INDEX FDS | 48,576 | $16K | 2.45% |
Quarterly Changes
New Positions (292)
$55K · 202K shares
$33K · 1.0M shares
$32K · 1.2M shares
$31K · 135K shares
$24K · 131K shares
$21K · 68K shares
$20K · 41K shares
$18K · 80K shares
$17K · 193K shares
$16K · 49K shares
$14K · 427K shares
$14K · 99K shares
$13K · 52K shares
$13K · 396K shares
$10K · 34K shares
$9K · 28K shares
$9K · 25K shares
$8K · 338K shares
$7K · 79K shares
$6K · 128K shares
$6K · 137K shares
$6K · 135K shares
$6K · 16K shares
$6K · 29K shares
$6K · 161K shares
$6K · 16K shares
$5K · 92K shares
$5K · 69K shares
$4K · 9K shares
$4K · 163K shares
$4K · 35K shares
$4K · 49K shares
$4K · 99K shares
$4K · 208K shares
$4K · 85K shares
$4K · 51K shares
$4K · 196K shares
$4K · 12K shares
$4K · 64K shares
$3K · 45K shares
$3K · 72K shares
$3K · 73K shares
$3K · 16K shares
$3K · 7K shares
$3K · 25K shares
$3K · 77K shares
$3K · 91K shares
$3K · 7K shares
$3K · 67K shares
$3K · 57K shares
$3K · 73K shares
$3K · 31K shares
$3K · 18K shares
$3K · 22K shares
$3K · 28K shares
$3K · 125K shares
$3K · 30K shares
$2K · 26K shares
$2K · 44K shares
$2K · 79K shares
$2K · 52K shares
$2K · 29K shares
$2K · 29K shares
$2K · 29K shares
$2K · 9K shares
$2K · 4K shares
$2K · 19K shares
$2K · 25K shares
$2K · 16K shares
$2K · 17K shares
$2K · 8K shares
$2K · 16K shares
$2K · 8K shares
$2K · 12K shares
$2K · 9K shares
$2K · 58K shares
$2K · 6K shares
$2K · 11K shares
$2K · 8K shares
$2K · 22K shares
$1K · 3K shares
$1K · 5K shares
$1K · 3K shares
$1K · 20K shares
$1K · 75K shares
$1K · 8K shares
$1K · 18K shares
$1K · 9K shares
$1K · 18K shares
$1K · 15K shares
$1K · 16K shares
$1K · 7K shares
$1K · 46K shares
$1K · 4K shares
$1K · 27K shares
$1K · 41K shares
$1K · 28K shares
$1K · 3K shares
$1K · 11K shares
$1K · 5K shares
$1K · 2K shares
$1K · 23K shares
$1K · 35K shares
$1K · 9K shares
$1K · 6K shares
$1K · 17K shares
$980 · 23K shares
$974 · 23K shares
$957 · 24K shares
$954 · 16K shares
$932 · 35K shares
$929 · 13K shares
$902 · 12K shares
$896 · 19K shares
$878 · 6K shares
$877 · 9K shares
$856 · 10K shares
$847 · 17K shares
$843 · 3K shares
$836 · 16K shares
$833 · 49K shares
$799 · 3K shares
$792 · 23K shares
$783 · 3K shares
$773 · 4K shares
$763 · 21K shares
$751 · 2K shares
$749 · 13K shares
$748 · 2K shares
$746 · 3K shares
$746 · 849 shares
$740 · 19K shares
$725 · 17K shares
$703 · 11K shares
$701 · 14K shares
$693 · 8K shares
$672 · 20K shares
$658 · 2K shares
$657 · 9K shares
$650 · 3K shares
$647 · 30K shares
$629 · 9K shares
$625 · 763 shares
$619 · 8K shares
$605 · 4K shares
$605 · 5K shares
$597 · 8K shares
$586 · 11K shares
$569 · 12K shares
$564 · 10K shares
$557 · 12K shares
$556 · 10K shares
$553 · 9K shares
$552 · 1K shares
$551 · 10K shares
$551 · 7K shares
$533 · 6K shares
$524 · 5K shares
$517 · 5K shares
$513 · 4K shares
$513 · 10K shares
$512 · 7K shares
$503 · 16K shares
$503 · 2K shares
$499 · 3K shares
$484 · 2K shares
$479 · 10K shares
$477 · 16K shares
$466 · 10K shares
$466 · 15K shares
$465 · 8K shares
$462 · 13K shares
$461 · 14K shares
$454 · 9K shares
$454 · 753 shares
$453 · 3K shares
$450 · 15K shares
$449 · 2K shares
$432 · 16K shares
$430 · 5K shares
$429 · 11K shares
$428 · 5K shares
$426 · 3K shares
$423 · 18K shares
$423 · 2K shares
$417 · 8K shares
$403 · 8K shares
$402 · 6K shares
$401 · 1K shares
$397 · 3K shares
$396 · 15K shares
$394 · 2K shares
$384 · 359 shares
$382 · 5K shares
$380 · 2K shares
$376 · 2K shares
$374 · 7K shares
$371 · 4K shares
$371 · 569 shares
$371 · 8K shares
$363 · 10K shares
$363 · 4K shares
$361 · 338 shares
$360 · 2K shares
$360 · 707 shares
$354 · 3K shares
$353 · 2K shares
$350 · 4K shares
$349 · 6K shares
$340 · 10K shares
$338 · 14K shares
$335 · 2K shares
$324 · 3K shares
$323 · 962 shares
$318 · 13K shares
$312 · 5K shares
$310 · 727 shares
$309 · 4K shares
$307 · 4K shares
$301 · 1K shares
$298 · 1K shares
$297 · 8K shares
$296 · 2K shares
$294 · 2K shares
$294 · 3K shares
$293 · 2K shares
$290 · 3K shares
$283 · 3K shares
$282 · 979 shares
$282 · 2K shares
$281 · 6K shares
$279 · 2K shares
$278 · 9K shares
$276 · 958 shares
$274 · 4K shares
$273 · 6K shares
$271 · 1K shares
$269 · 2K shares
$269 · 6K shares
$265 · 8K shares
$264 · 4K shares
$261 · 4K shares
$256 · 2K shares
$252 · 8K shares
$247 · 3K shares
$244 · 1K shares
$242 · 2K shares
$241 · 2K shares
$241 · 120 shares
$240 · 18K shares
$239 · 683 shares
$239 · 5K shares
$239 · 5K shares
$238 · 3K shares
$233 · 10K shares
$233 · 1K shares
$232 · 600 shares
$230 · 824 shares
$230 · 9K shares
$230 · 6K shares
$228 · 2K shares
$224 · 975 shares
$222 · 391 shares
$222 · 8K shares
$219 · 3K shares
$215 · 6K shares
$214 · 3K shares
$214 · 5K shares
$210 · 3K shares
$209 · 835 shares
$208 · 2K shares
$204 · 6K shares
$204 · 20K shares
$202 · 8K shares
$201 · 10K shares
$200 · 913 shares
$53 · 18K shares
$52 · 13K shares
$32 · 15K shares
$26 · 43K shares
$19 · 29K shares
$14 · 21K shares
$11 · 15K shares
$9 · 15K shares
$7 · 11K shares
$5 · 11K shares
$4 · 4K shares
$3 · 7K shares
$2 · 3K shares
$1 · 3K shares
$1 · 2 shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 174 | $392K | 58.9% |
| Technology | 27 | $128K | 19.3% |
| Consumer Cyclical | 7 | $42K | 6.3% |
| Communication Services | 6 | $35K | 5.2% |
| Unknown | 28 | $34K | 5.1% |
| Energy | 7 | $9K | 1.3% |
| Healthcare | 13 | $8K | 1.2% |
| Industrials | 15 | $7K | 1.1% |
| Consumer Defensive | 6 | $5K | 0.8% |
| Utilities | 7 | $5K | 0.8% |
| Basic Materials | 2 | $321 | 0.0% |