Institutions / CRA Financial Services, LLC
CRA Financial Services, LLC
CIK 1765594 · Institution · as of Dec 31, 2025
Portfolio value
$764.16M
Positions
292
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 292 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $54.87M | 7.2% |
| Schwab Strategic Tr | $32.97M | 4.3% |
| Schwab Strategic Tr | $32.23M | 4.2% |
| Amazon.com Inc | $31.22M | 4.1% |
| Invesco Qqq Tr | $26.25M | 3.4% |
| NVIDIA Corp | $24.48M | 3.2% |
| Alphabet Inc. | $21.27M | 2.8% |
| iShares Tr | $19.98M | 2.6% |
| Microsoft Corp | $19.95M | 2.6% |
| Vanguard Specialized Funds | $17.62M | 2.3% |
| WisdomTree Tr | $17.27M | 2.3% |
| Vanguard Index Fds | $16.29M | 2.1% |
| Innovator Etfs Trust | $14.30M | 1.9% |
| SPDR S&P 500 ETF Tr | $14.26M | 1.9% |
| SPDR Series Trust | $13.80M | 1.8% |
| Vanguard Index Fds | $13.38M | 1.8% |
| Innovator Etfs Trust | $12.91M | 1.7% |
| Meta Platforms Inc | $9.96M | 1.3% |
| Vanguard Index Fds | $9.87M | 1.3% |
| Alphabet Inc. | $8.76M | 1.1% |
| Broadcom Inc. | $8.54M | 1.1% |
| Schwab Strategic Tr | $8.13M | 1.1% |
| Vanguard Index Fds | $7.13M | 0.9% |
| Vanguard Whitehall Fds | $7.09M | 0.9% |
| J P Morgan Exchange Traded F | $6.47M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.