CRA Financial Services, LLC
CIK 0001765594 · NORTHFIELD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
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
Top Holdings
AAPL
APPLE INC
6.7%
SCHD
SCHWAB STRATEGIC TR
4.5%
SCHG
SCHWAB STRATEGIC TR
4.1%
AMZN
AMAZON COM INC
3.8%
QQQ
INVESCO QQQ TR
3.7%
NVDA
NVIDIA CORPORATION
3.1%
VTI
VANGUARD INDEX FDS
2.9%
GOOGL
ALPHABET INC
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.