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CIK: 0001765594
Total reported value
$867.6M
$867.6M
294 檔
19.9%
During the Q3 2025 filing period, CRA Financial Services, LLC (CIK: 0001765594) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $867.6M across 294 reported positions.
In Q3 2025, CRA Financial Services, LLC displayed an active expansion posture, initiating 3 new positions and adding to 41 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.06% | +0.11% | -0.29% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.56% | +0.15% | +2.19% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.52% | -0.27% | +0.88% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.07% | +0.08% | +0.04% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.47% | +0.45% | +2.05% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.33% | +0.10% | +3.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.19% | -0.87% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.10% | +3.28% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.40% | -0.08% | -1.45% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.28% | +1.08% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.23% | -0.04% | +8.30% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.20% | +0.01% | +2.02% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.93% | -0.16% | -1.48% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.86% | -0.01% | +4.44% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | +0.05% | +0.63% | |
| 16 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.75% | -0.17% | +21.08% | |
| 17 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.66% | -0.13% | +21.16% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.11% | +1.31% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.11% | +11.22% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.09% | +1.04% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | -0.01% | +14.29% | |
| 22 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.94% | -0.04% | -2.83% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.15% | +0.50% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.04% | +0.71% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.82% | +0.02% | +10.16% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.06% | +2.15% | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.76% | -0.81% | +13.26% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | — | -0.82% | |
| 29 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.75% | -0.04% | +1.25% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | -0.01% | -2.85% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | -0.01% | -1.13% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.62% | -0.45% | +9.31% | |
| 33 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.58% | -0.02% | +9.79% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.03% | -0.41% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | +0.05% | -4.65% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.22% | +0.16% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | -0.08% | +7.83% | |
| 38 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.11% | +38.35% | |
| 39 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.53% | -0.10% | +25.83% | |
| 40 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.53% | -0.07% | +49.83% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.05% | -0.42% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +2.87% | |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.47% | -0.02% | +48.07% | |
| 44 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.46% | -0.02% | -15.40% | |
| 45 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.44% | +0.13% | +12.99% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.12% | +1.81% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-Other | 0.42% | -0.05% | -2.32% | |
| 48 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.03% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.09% | -0.33% | |
| 50 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.41% | +0.04% | +9.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +3.17% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.08% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | +1.04% | Add |
| 4 | ZALT | Innovator US Eq 10 Buffer | +0.4% | +21.16% | Add |
| 5 | SCHG | Schwab US Large-cap Growth | +0.4% | +2.19% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.05% | Add |
| 7 | BALT | Inn Defined Wealth Shield | +0.3% | +21.08% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | +239.90% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | -0.87% | Trim |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +11.22% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.63% | Add |
| 12 | SCHF | Schwab Intl Equity ETF | +0.2% | +14.29% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +0.50% | Add |
| 14 | MRVL | Marvell Technology Inc | +0.2% | +22.84% | Add |
| 15 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +12.99% | Add |
| 16 | VXUS | Vanguard Total Intl Stock | +0.1% | +191.30% | Add |
| 17 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +49.83% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.28% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.41% | Add |
| 20 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +9.79% | Add |
| 21 | PJUL | Innovator U.s. Equity Power | +0.1% | +38.35% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | -6.63% | Trim |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +1.31% | Add |
| 24 | TBUX | T Rowe Price Ultra Short-ter | +0.1% | +11.93% | Add |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +3.57% | Add |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +25.83% | Add |
| 27 | CGNG | Cap Group New Geography Eq | +0.1% | +10.52% | Add |
| 28 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +9.46% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +15.72% | Add |
| 30 | JPST | Jpmorgan Ultra-short Income | 0% | +10.16% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +2.87% | Add |
| 32 | NFLX | Netflix Inc | 0% | +1.81% | Add |
| 33 | TCAF | T Rowe Prc Cap Appreciation | 0% | +6.13% | Add |
| 34 | GLD | Spdr Gold Shares | 0% | +4.08% | Add |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | -0.41% | Add |
| 36 | AVLV | Avantis US Large Cap Value | 0% | +9.21% | Add |
| 37 | FBND | Fidelity Total Bond ETF | 0% | +13.26% | Add |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +8.30% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +4.44% | Add |
| 40 | VB | Vanguard Small-cap ETF | -0.1% | +2.02% | Add |
| 41 | HD | Home Depot Inc | -0.1% | +0.71% | Add |
| 42 | UNH | Unitedhealth Group Inc | -0.1% | -14.46% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.3% | +0.04% | Add |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | -0.3% | -37.52% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -1.45% | Trim |
| 46 | AAPL | Apple Inc | -0.7% | -0.29% | Trim |
| 47 | SCHD | Schwab US Dvd Equity ETF | -0.9% | +0.88% | Add |
| 48 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 49 | FHEQ | Fidelity Hedged Equity ETF | — | NEW | New buy |
| 50 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 294 disclosed positions in Q3 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, SCHG, SCHD) accounted for 19.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VBIL
市值: $3.4M
Top Position Liquidated / Trimmed
AAPL
前期市值: $45.0M
During Q3 2025, CRA Financial Services, LLC's top holdings by market value included AAPL (7.1%)、SCHG (4.6%)、SCHD (4.5%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q3 2025, CRA Financial Services, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 41 positions, trimming 6 holdings, and fully liquidating 0 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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