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CIK: 0001765594
Total reported value
$867.6M
$867.6M
278 檔
18.0%
At the close of Q2 2025, CRA Financial Services, LLC disclosed equity holdings valued at approximately $867.6M, spread across 278 reported holdings.
In Q2 2025, CRA Financial Services, LLC displayed an active expansion posture, initiating 2 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.37% | +0.11% | +0.20% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.86% | -0.27% | +6.21% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.56% | +0.15% | +4.10% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.54% | +0.08% | +0.18% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.49% | +0.45% | +4.15% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.19% | -0.59% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | +0.10% | +3.89% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | +0.10% | +5.60% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.58% | -0.08% | -0.60% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.25% | +0.01% | +2.86% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.16% | -0.04% | +2.62% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.12% | -0.16% | -1.13% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | +0.05% | +18.34% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.90% | -0.01% | +4.32% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +0.28% | +0.14% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.11% | +1.42% | |
| 17 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.58% | -0.17% | +17.49% | |
| 18 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.48% | -0.13% | +25.68% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.11% | +12.61% | |
| 20 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.03% | -0.04% | -0.03% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.09% | +1.33% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | -0.01% | +15.89% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.04% | -0.45% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | — | +0.18% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.83% | +0.02% | +18.24% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | -0.01% | +0.37% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.06% | +1.08% | |
| 28 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.78% | -0.04% | -8.38% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.15% | +1.51% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.74% | -0.81% | +7.23% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | -0.01% | -7.92% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.63% | -0.45% | +5.02% | |
| 33 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.62% | — | +0.89% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | +0.05% | +2.42% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | +0.03% | +0.42% | |
| 36 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.02% | -2.18% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.05% | -1.26% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.22% | +1.55% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.56% | -0.02% | +16.60% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.55% | -0.08% | -2.96% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.12% | +3.42% | |
| 42 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.03% | -3.98% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +1.72% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.09% | -1.77% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.47% | -0.10% | +8.78% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-Other | 0.46% | -0.05% | -0.75% | |
| 47 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.03% | +14.70% | |
| 48 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.41% | -0.11% | -4.66% | |
| 49 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.40% | -0.01% | +0.07% | |
| 50 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.40% | +0.04% | +6.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +3.89% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | -0.59% | Trim |
| 3 | SCHG | Schwab US Large-cap Growth | +0.4% | +4.10% | Add |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | +0.4% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.3% | +1.33% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +4.15% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +18.34% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +1.42% | Add |
| 9 | ZALT | Innovator US Eq 10 Buffer | +0.2% | +25.68% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.18% | Add |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | +15.89% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.61% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | +3.42% | Add |
| 14 | MRVL | Marvell Technology Inc | +0.1% | +48.44% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.60% | Add |
| 16 | BALT | Inn Defined Wealth Shield | +0.1% | +17.49% | Add |
| 17 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +19.91% | Add |
| 18 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +16.60% | Add |
| 19 | UMAR | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 20 | TBUX | T Rowe Price Ultra Short-ter | +0.1% | +37.79% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.75% | Add |
| 22 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +24.67% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.10% | Add |
| 24 | JPST | Jpmorgan Ultra-short Income | 0% | +18.24% | Add |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +3.03% | Add |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -2.13% | Trim |
| 27 | DIS | Walt Disney Co/the | 0% | +1.05% | Add |
| 28 | CEG | Constellation Energy | 0% | +0.26% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +0.14% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +0.42% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +1.72% | Add |
| 32 | PAPR | Innovator U.s. Equity Power | 0% | +14.70% | Add |
| 33 | CGNG | Cap Group New Geography Eq | 0% | +6.94% | Add |
| 34 | TCAF | T Rowe Prc Cap Appreciation | 0% | +9.96% | Add |
| 35 | PANW | Palo Alto Networks Inc | 0% | +7.64% | Add |
| 36 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 37 | VO | Vanguard Mid-cap ETF | 0% | +4.32% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +1.51% | Add |
| 39 | TSLA | Tesla Inc | 0% | -3.73% | Trim |
| 40 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | +0.00% | Add |
| 41 | SCHB | Schwab US Broad Market ETF | — | +2.42% | Add |
| 42 | FBND | Fidelity Total Bond ETF | 0% | +7.23% | Add |
| 43 | VB | Vanguard Small-cap ETF | 0% | +2.86% | Add |
| 44 | PDEC | Innovator U.s. Equity Power | -0.1% | -0.03% | Trim |
| 45 | WEC | Wec Energy Group Inc | -0.1% | EXIT | Sold out |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | +2.62% | Add |
| 47 | UNH | Unitedhealth Group Inc | -0.1% | -0.69% | Trim |
| 48 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -0.60% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.08% | Add |
| 50 | AAPL | Apple Inc | -1.3% | +0.20% | Add |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 278 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHD, SCHG) accounted for 18.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
VBIL
市值: $2.3M
Top Position Liquidated / Trimmed
WEC
前期市值: $332.5K
During Q2 2025, CRA Financial Services, LLC's top holdings by market value included AAPL (6.4%)、SCHD (4.9%)、SCHG (4.6%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q2 2025, CRA Financial Services, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 40 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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