CRA Financial Services, LLC
CIK: 0001765594Latest portfolio: $764.2M · Q4 2025
Holdings
292
Total Value
$764.2M
New Positions
289
Closed Positions
0
Top Holdings
View All 292 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 201,819 | $54.9M | 7.18% | NEW | |
| 2 | SCHGSCHWAB STRATEGIC TR | 1,010,795 | $33.0M | 4.31% | NEW | |
| 3 | SCHDSCHWAB STRATEGIC TR | 1,175,074 | $32.2M | 4.22% | NEW | |
| 4 | AMZNAMAZON COM INC | 135,250 | $31.2M | 4.09% | NEW | |
| 5 | NDQINVESCO QQQ TR | 42,735 | $26.3M | 3.44% | NEW | |
| 6 | NVDANVIDIA CORPORATION | 131,274 | $24.5M | 3.20% | NEW | |
| 7 | GOOGLALPHABET INC | 67,949 | $21.3M | 2.78% | NEW | |
| 8 | IVVISHARES TR | 29,163 | $20.0M | 2.61% | NEW | |
| 9 | MSFTMICROSOFT CORP | 41,257 | $20.0M | 2.61% | NEW | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 80,169 | $17.6M | 2.31% | NEW | |
| 11 | DGRWWISDOMTREE TR | 193,134 | $17.3M | 2.26% | NEW | |
| 12 | VTIVANGUARD INDEX FDS | 48,576 | $16.3M | 2.13% | NEW | |
| 13 | DDTOINNOVATOR ETFS TRUST | 426,872 | $14.3M | 1.87% | NEW | |
| 14 | SPYSPDR S&P 500 ETF TR | 20,918 | $14.3M | 1.87% | NEW | |
| 15 | SDYSPDR SERIES TRUST | 99,184 | $13.8M | 1.81% | NEW | |
| 16 | VBVANGUARD INDEX FDS | 51,887 | $13.4M | 1.75% | NEW | |
| 17 | ZALTINNOVATOR ETFS TRUST | 396,346 | $12.9M | 1.69% | NEW | |
| 18 | METAMETA PLATFORMS INC | 15,082 | $10.0M | 1.30% | NEW | |
| 19 | VOVANGUARD INDEX FDS | 34,015 | $9.9M | 1.29% | NEW | |
| 20 | GOOGALPHABET INC | 27,910 | $8.8M | 1.15% | NEW | |
| 21 | AVGOBROADCOM INC | 24,686 | $8.5M | 1.12% | NEW | |
| 22 | SCHFSCHWAB STRATEGIC TR | 338,257 | $8.1M | 1.06% | NEW | |
| 23 | VOOVANGUARD INDEX FDS | 11,371 | $7.1M | 0.93% | NEW | |
| 24 | VYMIVANGUARD WHITEHALL FDS | 78,804 | $7.1M | 0.93% | NEW | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 127,955 | $6.5M | 0.85% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($2.625214304570529e+87T)
Technology0.0% ($5.486624482199528e+86T)
Industrials0.0% ($1.995111110207487e+38T)
Healthcare0.0% ($4.294209617271126e+30T)
Consumer Cyclical0.0% ($31218551330511212.0T)
Communication Services0.0% ($212689955875824.5T)
Energy0.0% ($42712706533466.3T)
Utilities0.0% ($23531133397371.4T)
Consumer Defensive0.0% ($177313851352.9T)
Basic Materials0.0% ($31.0M)
Filing History
Fund Information
CRA Financial Services, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $764.2M across 292 holdings. The largest position is APPLE INC (AAPL), representing 7.2% of the portfolio. Compared to the previous quarter, the fund opened 292 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.