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 |
|---|---|---|---|---|---|
| 101 | DFUSDIMENSIONAL ETF TRUST | 17,805 | $1.3M | 0.17% | |
| 102 | VNQVANGUARD INDEX FDS | 14,727 | $1.3M | 0.17% | |
| 103 | VCRBVANGUARD MALVERN FDS | 16,445 | $1.3M | 0.17% | |
| 104 | QCOMQUALCOMM INC | 7,406 | $1.3M | 0.17% | |
| 105 | PYLDPIMCO ETF TR | 46,049 | $1.2M | 0.16% | |
| 106 | MCDMCDONALDS CORP | 3,975 | $1.2M | 0.16% | |
| 107 | XLESELECT SECTOR SPDR TR | 27,070 | $1.2M | 0.16% | |
| 108 | MAXJISHARES TR | 41,236 | $1.2M | 0.15% | |
| 109 | DDTOINNOVATOR ETFS TRUST | 28,045 | $1.1M | 0.15% | |
| 110 | CEGCONSTELLATION ENERGY CORP | 3,209 | $1.1M | 0.15% | |
| 111 | MRKMERCK & CO INC | 10,698 | $1.1M | 0.15% | |
| 112 | IWDISHARES TR | 5,300 | $1.1M | 0.15% | |
| 113 | LMTLOCKHEED MARTIN CORP | 2,299 | $1.1M | 0.15% | |
| 114 | JCPBJ P MORGAN EXCHANGE TRADED F | 23,094 | $1.1M | 0.14% | |
| 115 | FHEQFIDELITY GREENWOOD STREET TR | 34,710 | $1.1M | 0.14% | |
| 116 | IVWISHARES TR | 8,500 | $1.0M | 0.14% | |
| 117 | RTXRTX CORPORATION | 5,567 | $1.0M | 0.13% | |
| 118 | NOCTINNOVATOR ETFS TRUST | 17,400 | $1.0M | 0.13% | |
| 119 | XLUSELECT SECTOR SPDR TR | 22,957 | $980K | 0.13% | |
| 120 | PJUNINNOVATOR ETFS TRUST | 23,270 | $974K | 0.13% | |
| 121 | DFACDIMENSIONAL ETF TRUST | 24,193 | $957K | 0.13% | |
| 122 | AVSCAMERICAN CENTY ETF TR | 16,242 | $954K | 0.12% | |
| 123 | ZSEPINNOVATOR ETFS TRUST | 34,835 | $932K | 0.12% | |
| 124 | KOCOCA COLA CO | 13,293 | $929K | 0.12% | |
| 125 | CSCOCISCO SYS INC | 11,719 | $902K | 0.12% | |
| 126 | DFUVDIMENSIONAL ETF TRUST | 19,240 | $896K | 0.12% | |
| 127 | PEPPEPSICO INC | 6,124 | $878K | 0.11% | |
| 128 | TDTORONTO DOMINION BK ONT | 9,320 | $877K | 0.11% | |
| 129 | AQLTISHARES TR | 9,578 | $856K | 0.11% | |
| 130 | BAUGINNOVATOR ETFS TRUST | 16,939 | $847K | 0.11% | |
| 131 | VHTVANGUARD WORLD FD | 2,932 | $843K | 0.11% | |
| 132 | BINCBLACKROCK ETF TRUST II | 15,845 | $836K | 0.11% | |
| 133 | BSCUINVESCO EXCH TRD SLF IDX FD | 49,240 | $833K | 0.11% | |
| 134 | IWMISHARES TR | 3,248 | $799K | 0.10% | |
| 135 | FEMRFIDELITY COVINGTON TRUST | 22,871 | $792K | 0.10% | |
| 136 | MTUMISHARES TR | 3,130 | $783K | 0.10% | |
| 137 | ITA*ISHARES TR | 3,603 | $773K | 0.10% | |
| 138 | FENIFIDELITY COVINGTON TRUST | 20,873 | $763K | 0.10% | |
| 139 | UNHUNITEDHEALTH GROUP INC | 2,278 | $751K | 0.10% | |
| 140 | JEPIJ P MORGAN EXCHANGE TRADED F | 13,099 | $749K | 0.10% | |
| 141 | GEGE AEROSPACE | 2,430 | $748K | 0.10% | |
| 142 | GSGOLDMAN SACHS GROUP INC | 849 | $746K | 0.10% | |
| 143 | BABOEING CO | 3,440 | $746K | 0.10% | |
| 144 | UAUGINNOVATOR ETFS TRUST | 18,555 | $740K | 0.10% | |
| 145 | PSEPINNOVATOR ETFS TRUST | 16,605 | $725K | 0.09% | |
| 146 | VEAVANGUARD TAX-MANAGED FDS | 11,254 | $703K | 0.09% | |
| 147 | USIGISHARES TR | 13,543 | $701K | 0.09% | |
| 148 | UBERUBER TECHNOLOGIES INC | 8,483 | $693K | 0.09% | |
| 149 | XBOCINNOVATOR ETFS TRUST | 20,040 | $672K | 0.09% | |
| 150 | AMGNAMGEN INC | 2,012 | $658K | 0.09% | |
| 151 | DFASDIMENSIONAL ETF TRUST | 9,437 | $657K | 0.09% | |
| 152 | HONHONEYWELL INTL INC | 3,332 | $650K | 0.09% | |
| 153 | DDTOINNOVATOR ETFS TRUST | 29,914 | $647K | 0.08% | |
| 154 | NJULINNOVATOR ETFS TRUST | 8,672 | $629K | 0.08% | |
| 155 | MCKMCKESSON CORP | 763 | $625K | 0.08% | |
| 156 | FQALFIDELITY COVINGTON TRUST | 8,200 | $619K | 0.08% | |
| 157 | XLKSELECT SECTOR SPDR TR | 4,209 | $605K | 0.08% | |
| 158 | ABTABBOTT LABS | 4,836 | $605K | 0.08% | |
| 159 | VEUVANGUARD INTL EQUITY INDEX F | 8,121 | $597K | 0.08% | |
| 160 | NAPRINNOVATOR ETFS TRUST | 10,919 | $586K | 0.08% | |
| 161 | BITBBITWISE BITCOIN ETF TR | 11,973 | $569K | 0.07% | |
| 162 | JEPQJ P MORGAN EXCHANGE TRADED F | 9,708 | $564K | 0.07% | |
| 163 | BNBROOKFIELD CORP | 12,150 | $557K | 0.07% | |
| 164 | MOALTRIA GROUP INC | 9,645 | $556K | 0.07% | |
| 165 | VUSVVANGUARD WELLESLEY INCOME FD | 8,842 | $553K | 0.07% | |
| 166 | DEDEERE & CO | 1,188 | $552K | 0.07% | |
| 167 | IAU*ISHARES GOLD TR | 6,794 | $551K | 0.07% | |
| 168 | SSOPROSHARES TR | 9,515 | $551K | 0.07% | |
| 169 | COPCONOCOPHILLIPS | 5,702 | $533K | 0.07% | |
| 170 | IJKISHARES TR | 5,414 | $524K | 0.07% | |
| 171 | IVOOVANGUARD ADMIRAL FDS INC | 4,628 | $517K | 0.07% | |
| 172 | BJULINNOVATOR ETFS TRUST | 10,115 | $513K | 0.07% | |
| 173 | VONGVANGUARD SCOTTSDALE FDS | 4,215 | $513K | 0.07% | |
| 174 | VTCVANGUARD SCOTTSDALE FDS | 6,595 | $512K | 0.07% | |
| 175 | PFFISHARES TR | 16,269 | $503K | 0.07% | |
| 176 | MUMICRON TECHNOLOGY INC | 1,765 | $503K | 0.07% | |
| 177 | 4I1PHILIP MORRIS INTL INC | 3,114 | $499K | 0.07% | |
| 178 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,593 | $484K | 0.06% | |
| 179 | PRFINVESCO EXCHANGE TRADED FD T | 10,209 | $479K | 0.06% | |
| 180 | OSEAHARBOR ETF TRUST | 15,797 | $477K | 0.06% | |
| 181 | EPDENTERPRISE PRODS PARTNERS L | 14,542 | $466K | 0.06% | |
| 182 | BFEBINNOVATOR ETFS TRUST | 9,593 | $466K | 0.06% | |
| 183 | BJANINNOVATOR ETFS TRUST | 8,450 | $465K | 0.06% | |
| 184 | SFLRINNOVATOR ETFS TRUST | 12,535 | $462K | 0.06% | |
| 185 | RSPHINVESCO EXCHANGE TRADED FD T | 14,481 | $461K | 0.06% | |
| 186 | MDYSPDR S&P MIDCAP 400 ETF TR | 753 | $454K | 0.06% | |
| 187 | VGMSVANGUARD MALVERN FDS | 8,803 | $454K | 0.06% | |
| 188 | XLVSELECT SECTOR SPDR TR | 2,932 | $453K | 0.06% | |
| 189 | CGXUCAPITAL GROUP INTL FOCUS EQT | 15,241 | $450K | 0.06% | |
| 190 | AMDADVANCED MICRO DEVICES INC | 2,099 | $449K | 0.06% | |
| 191 | SCHXSCHWAB STRATEGIC TR | 16,066 | $432K | 0.06% | |
| 192 | AIGAMERICAN INTL GROUP INC | 5,033 | $430K | 0.06% | |
| 193 | UMARINNOVATOR ETFS TRUST | 10,755 | $429K | 0.06% | |
| 194 | WFCWELLS FARGO CO NEW | 4,600 | $428K | 0.06% | |
| 195 | BXBLACKSTONE INC | 2,770 | $426K | 0.06% | |
| 196 | LOWLOWES COS INC | 1,757 | $423K | 0.06% | |
| 197 | BSJQINVESCO EXCH TRD SLF IDX FD | 18,151 | $423K | 0.06% | |
| 198 | BDECINNOVATOR ETFS TRUST | 8,420 | $417K | 0.05% | |
| 199 | DFIVDIMENSIONAL ETF TRUST | 8,082 | $403K | 0.05% | |
| 200 | QLDPROSHARES TR | 5,714 | $402K | 0.05% |