CRA Financial Services, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$764.2M
Holdings
292
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (292 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 201,819 | $54.9M | 7.18% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 1,010,795 | $33.0M | 4.31% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 1,175,074 | $32.2M | 4.22% | |
| 4 | AMZNAMAZON COM INC | 135,250 | $31.2M | 4.09% | |
| 5 | NDQINVESCO QQQ TR | 42,735 | $26.3M | 3.44% | |
| 6 | NVDANVIDIA CORPORATION | 131,274 | $24.5M | 3.20% | |
| 7 | GOOGLALPHABET INC | 67,949 | $21.3M | 2.78% | |
| 8 | IVVISHARES TR | 29,163 | $20.0M | 2.61% | |
| 9 | MSFTMICROSOFT CORP | 41,257 | $20.0M | 2.61% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 80,169 | $17.6M | 2.31% | |
| 11 | DGRWWISDOMTREE TR | 193,134 | $17.3M | 2.26% | |
| 12 | VTIVANGUARD INDEX FDS | 48,576 | $16.3M | 2.13% | |
| 13 | DDTOINNOVATOR ETFS TRUST | 426,872 | $14.3M | 1.87% | |
| 14 | SPYSPDR S&P 500 ETF TR | 20,918 | $14.3M | 1.87% | |
| 15 | SDYSPDR SERIES TRUST | 99,184 | $13.8M | 1.81% | |
| 16 | VBVANGUARD INDEX FDS | 51,887 | $13.4M | 1.75% | |
| 17 | ZALTINNOVATOR ETFS TRUST | 396,346 | $12.9M | 1.69% | |
| 18 | METAMETA PLATFORMS INC | 15,082 | $10.0M | 1.30% | |
| 19 | VOVANGUARD INDEX FDS | 34,015 | $9.9M | 1.29% | |
| 20 | GOOGALPHABET INC | 27,910 | $8.8M | 1.15% | |
| 21 | AVGOBROADCOM INC | 24,686 | $8.5M | 1.12% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 338,257 | $8.1M | 1.06% | |
| 23 | VOOVANGUARD INDEX FDS | 11,371 | $7.1M | 0.93% | |
| 24 | VYMIVANGUARD WHITEHALL FDS | 78,804 | $7.1M | 0.93% | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 127,955 | $6.5M | 0.85% | |
| 26 | FBNDFIDELITY MERRIMACK STR TR | 137,289 | $6.3M | 0.83% | |
| 27 | PDECINNOVATOR ETFS TRUST | 135,214 | $5.9M | 0.77% | |
| 28 | VVISA INC | 16,316 | $5.7M | 0.75% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,350 | $5.7M | 0.75% | |
| 30 | RSPINVESCO EXCHANGE TRADED FD T | 29,325 | $5.6M | 0.74% | |
| 31 | IVVMBLACKROCK ETF TRUST II | 161,434 | $5.6M | 0.73% | |
| 32 | HDHOME DEPOT INC | 16,024 | $5.5M | 0.72% | |
| 33 | JAAAJANUS DETROIT STR TR | 92,403 | $4.7M | 0.61% | |
| 34 | IJHISHARES TR | 69,447 | $4.6M | 0.60% | |
| 35 | IWFISHARES TR | 9,335 | $4.4M | 0.58% | |
| 36 | LLYELI LILLY & CO | 3,996 | $4.3M | 0.56% | |
| 37 | SCHBSCHWAB STRATEGIC TR | 163,378 | $4.3M | 0.56% | |
| 38 | XOMEXXON MOBIL CORP | 35,493 | $4.3M | 0.56% | |
| 39 | VCITVANGUARD SCOTTSDALE FDS | 49,493 | $4.1M | 0.54% | |
| 40 | PNOVINNOVATOR ETFS TRUST | 99,207 | $4.1M | 0.54% | |
| 41 | BSCQINVESCO EXCH TRD SLF IDX FD | 208,494 | $4.1M | 0.53% | |
| 42 | PJULINNOVATOR ETFS TRUST | 85,253 | $4.0M | 0.52% | |
| 43 | MAMASTERCARD INCORPORATED | 6,814 | $3.9M | 0.51% | |
| 44 | AVLVAMERICAN CENTY ETF TR | 51,333 | $3.9M | 0.51% | |
| 45 | BSCRINVESCO EXCH TRD SLF IDX FD | 196,453 | $3.9M | 0.51% | |
| 46 | JPMJPMORGAN CHASE & CO. | 11,664 | $3.8M | 0.49% | |
| 47 | FBCGFIDELITY COVINGTON TRUST | 63,864 | $3.5M | 0.46% | |
| 48 | VBILVANGUARD INSTL INDEX FD | 45,432 | $3.4M | 0.45% | |
| 49 | PJANINNOVATOR ETFS TRUST | 71,903 | $3.4M | 0.44% | |
| 50 | POCTINNOVATOR ETFS TRUST | 73,085 | $3.2M | 0.42% | |
| 51 | ORCLORACLE CORP | 15,988 | $3.1M | 0.41% | |
| 52 | TSLATESLA INC | 6,786 | $3.1M | 0.40% | |
| 53 | HDVISHARES TR | 25,038 | $3.0M | 0.40% | |
| 54 | PAPRINNOVATOR ETFS TRUST | 76,814 | $3.0M | 0.39% | |
| 55 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 91,123 | $2.9M | 0.38% | |
| 56 | GQ9SPDR GOLD TR | 7,320 | $2.9M | 0.38% | |
| 57 | PAUGINNOVATOR ETFS TRUST | 66,810 | $2.9M | 0.38% | |
| 58 | TBUXT ROWE PRICE ETF INC | 57,298 | $2.9M | 0.37% | |
| 59 | TCAFT ROWE PRICE ETF INC | 72,934 | $2.8M | 0.36% | |
| 60 | DLNWISDOMTREE TR | 31,226 | $2.8M | 0.36% | |
| 61 | CVXCHEVRON CORP NEW | 17,756 | $2.7M | 0.35% | |
| 62 | IJRISHARES TR | 21,899 | $2.6M | 0.34% | |
| 63 | ONEQFIDELITY COMWLTH TR | 28,448 | $2.6M | 0.34% | |
| 64 | BSCSINVESCO EXCH TRD SLF IDX FD | 124,651 | $2.6M | 0.34% | |
| 65 | MRVLMARVELL TECHNOLOGY INC | 29,572 | $2.5M | 0.33% | |
| 66 | NFLXNETFLIX INC | 26,111 | $2.4M | 0.32% | |
| 67 | BACBANK AMERICA CORP | 44,448 | $2.4M | 0.32% | |
| 68 | SCHMSCHWAB STRATEGIC TR | 79,109 | $2.4M | 0.31% | |
| 69 | PMARINNOVATOR ETFS TRUST | 52,392 | $2.4M | 0.31% | |
| 70 | NEENEXTERA ENERGY INC | 29,313 | $2.4M | 0.31% | |
| 71 | FBTCFIDELITY WISE ORIGIN BITCOIN | 28,505 | $2.2M | 0.28% | |
| 72 | VXUSVANGUARD STAR FDS | 28,694 | $2.2M | 0.28% | |
| 73 | VGTVANGUARD WORLD FD | 2,797 | $2.1M | 0.28% | |
| 74 | ABBVABBVIE INC | 9,173 | $2.1M | 0.27% | |
| 75 | CATCATERPILLAR INC | 3,483 | $2.0M | 0.26% | |
| 76 | VUGVANGUARD INDEX FDS | 4,088 | $2.0M | 0.26% | |
| 77 | AVUVAMERICAN CENTY ETF TR | 19,199 | $2.0M | 0.26% | |
| 78 | VCRMVANGUARD MUN BD FDS | 24,885 | $1.9M | 0.25% | |
| 79 | DISDISNEY WALT CO | 16,474 | $1.9M | 0.25% | |
| 80 | VIOOVANGUARD ADMIRAL FDS INC | 16,882 | $1.9M | 0.25% | |
| 81 | IVEISHARES TR | 8,434 | $1.8M | 0.23% | |
| 82 | WMTWALMART INC | 15,916 | $1.8M | 0.23% | |
| 83 | JNJJOHNSON & JOHNSON | 8,348 | $1.7M | 0.23% | |
| 84 | VYMVANGUARD WHITEHALL FDS | 11,686 | $1.7M | 0.22% | |
| 85 | VTVVANGUARD INDEX FDS | 8,739 | $1.7M | 0.22% | |
| 86 | SCHASCHWAB STRATEGIC TR | 57,867 | $1.6M | 0.22% | |
| 87 | QQQMINVESCO EXCH TRADED FD TR II | 6,370 | $1.6M | 0.21% | |
| 88 | AQLTISHARES TR | 11,383 | $1.6M | 0.21% | |
| 89 | PANWPALO ALTO NETWORKS INC | 8,321 | $1.5M | 0.20% | |
| 90 | GBTCGRAYSCALE BITCOIN TRUST ETF | 22,305 | $1.5M | 0.20% | |
| 91 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.20% | |
| 92 | CRWDCROWDSTRIKE HLDGS INC | 3,112 | $1.5M | 0.19% | |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 4,892 | $1.4M | 0.19% | |
| 94 | DONSPDR DOW JONES INDL AVERAGE | 2,963 | $1.4M | 0.19% | |
| 95 | DGROISHARES TR | 20,421 | $1.4M | 0.19% | |
| 96 | BSCTINVESCO EXCH TRD SLF IDX FD | 75,223 | $1.4M | 0.19% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 1,607 | $1.4M | 0.18% | |
| 98 | PLTRPALANTIR TECHNOLOGIES INC | 7,775 | $1.4M | 0.18% | |
| 99 | VSDMVANGUARD MUN BD FDS | 17,743 | $1.4M | 0.18% | |
| 100 | PGPROCTER AND GAMBLE CO | 9,437 | $1.4M | 0.18% |
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