CRA Financial Services, LLC

CIK 0001765594 · NORTHFIELD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

CRA Financial Services, LLC reported 321 positions worth $867.6M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AAPL (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$867.6M
2026 Q2
Positions
321
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.6%
Est. Net Flow (Q)
2026 Q2
10 / 321 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$58.3M6.72%201,360
2SCHDSCHWAB STRATEGIC TRSH$38.7M4.46%1,220,811
3SCHGSCHWAB STRATEGIC TRSH$35.3M4.07%1,042,267
4AMZNAMAZON COM INCSH$32.6M3.76%136,860
5QQQINVESCO QQQ TRSH$31.8M3.67%43,243
6NVDANVIDIA CORPORATIONSH$26.9M3.10%134,550
7VTIVANGUARD INDEX FDSSH$25.1M2.89%67,876
8GOOGLALPHABET INCSH$24.5M2.83%68,605
9IVVISHARES TRSH$23.5M2.71%31,388
10DGRWWISDOMTREE TRSH$21.2M2.44%221,273

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CRA Financial Services, LLC hold as of Q2 2026?

CRA Financial Services, LLC reported 321 positions worth $867.6M in its Q2 2026 13F filing. Largest positions: AAPL (6.7%), SCHD (4.5%), SCHG (4.1%), AMZN (3.8%) and QQQ (3.7%).

What did CRA Financial Services, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CRA Financial Services, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.