CRA Financial Services, LLC
CIK: 1765594SEC EDGAR →
Portfolio Value
$336.3B
Holdings
296
As of
Q1 2026
New Positions
296
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,188,417 | $36.5B | 10.84% |
| 2 | SCHWAB STRATEGIC TR | 1,036,437 | $30.2B | 8.98% |
| 3 | WISDOMTREE TR | 217,078 | $19.1B | 5.67% |
| 4 | INNOVATOR ETFS TRUST | 453,312 | $15.2B | 4.51% |
| 5 | INNOVATOR ETFS TRUST | 415,810 | $13.5B | 4.01% |
| 6 | VANGUARD WHITEHALL FDS | 104,075 | $9.8B | 2.92% |
| 7 | SCHWAB STRATEGIC TR | 352,445 | $8.7B | 2.59% |
| 8 | FIDELITY MERRIMACK STR TR | 182,207 | $8.3B | 2.47% |
| 9 | J P MORGAN EXCHANGE TRADED F | 139,601 | $7.1B | 2.10% |
| 10 | INNOVATOR ETFS TRUST | 131,792 | $5.6B | 1.67% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 176 | $287.1B | 85.4% |
| Unknown | 28 | $29.4B | 8.7% |
| Technology | 27 | $7.3B | 2.2% |
| Communication Services | 7 | $4.8B | 1.4% |
| Utilities | 8 | $3.6B | 1.1% |
| Consumer Defensive | 6 | $1.6B | 0.5% |
| Energy | 8 | $1.2B | 0.4% |
| Consumer Cyclical | 7 | $502.4M | 0.1% |
| Healthcare | 12 | $398.6M | 0.1% |
| Industrials | 15 | $374.0M | 0.1% |
| Basic Materials | 2 | $10.2M | 0.0% |