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CIK: 0001765594
Total reported value
$867.6M
$867.6M
292 檔
20.5%
The Q4 2025 SEC filing reveals that CRA Financial Services, LLC held a total portfolio value of $867.6M, covering 292 public equity positions.
In Q4 2025, CRA Financial Services, LLC displayed an active expansion posture, initiating 7 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.18% | +0.11% | -0.38% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.31% | +0.15% | -3.19% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.22% | -0.27% | -2.84% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.09% | +0.08% | -0.22% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.44% | +0.45% | +1.15% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | +0.10% | +0.67% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.78% | +0.28% | +0.90% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.61% | +0.10% | +1.28% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.19% | +0.50% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.31% | -0.08% | -1.33% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.26% | -0.04% | +5.61% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | +0.18% | +679.96% | |
| 13 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.87% | -0.17% | +9.62% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | +0.05% | +3.42% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.81% | -0.16% | -1.52% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.75% | +0.01% | -17.98% | |
| 17 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.69% | -0.13% | +4.32% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.11% | +3.34% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.01% | -26.53% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.15% | -0.05% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.09% | +1.69% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | -0.01% | +1.16% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.11% | -34.39% | |
| 24 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.93% | -0.02% | +56.84% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.85% | +0.02% | +8.23% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.83% | -0.81% | +13.98% | |
| 27 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.77% | -0.04% | -17.36% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | +0.65% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.06% | +0.47% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | -0.01% | +1.72% | |
| 31 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.73% | -0.04% | +0.93% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.04% | -2.90% | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.61% | -0.45% | +4.34% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.01% | -2.94% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.03% | +2.81% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.09% | +0.35% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | +0.05% | +3.24% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.22% | +0.42% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | -0.08% | +5.08% | |
| 40 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.03% | +116.34% | |
| 41 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.53% | -0.10% | +5.08% | |
| 42 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.11% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.05% | +0.15% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.51% | +0.04% | +22.67% | |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.51% | -0.07% | -0.00% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | +0.34% | |
| 47 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.46% | +0.13% | +6.85% | |
| 48 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.45% | -0.02% | +0.52% | |
| 49 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.02% | -2.71% | |
| 50 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.02% | +97.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.9% | +679.96% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.90% | Add |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.4% | +56.84% | Add |
| 4 | PNOV | Innovator U.s. Equity Power | +0.3% | +116.34% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -0.05% | Trim |
| 6 | POCT | Innovator U.s. Equity Power | +0.2% | +97.47% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +0.35% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -0.38% | Trim |
| 9 | BALT | Inn Defined Wealth Shield | +0.1% | +9.62% | Add |
| 10 | ORCL | Oracle CORP | +0.1% | +103.98% | Add |
| 11 | AVLV | Avantis US Large Cap Value | +0.1% | +22.67% | Add |
| 12 | TBUX | T Rowe Price Ultra Short-ter | +0.1% | +40.80% | Add |
| 13 | FBND | Fidelity Total Bond ETF | +0.1% | +13.98% | Add |
| 14 | VXUS | Vanguard Total Intl Stock | +0.1% | +34.11% | Add |
| 15 | VCRB | Vanguard Core Bond ETF | +0.1% | +67.29% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +8.77% | Add |
| 17 | PYLD | Pimco Multisector Bond Actv | +0.1% | +55.67% | Add |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +104.45% | Add |
| 19 | NOCT | Innovator Growth-100 Power B | +0.1% | +64.46% | Add |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +5.61% | Add |
| 21 | ZALT | Innovator US Eq 10 Buffer | 0% | +4.32% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.42% | Add |
| 23 | JPST | Jpmorgan Ultra-short Income | 0% | +8.23% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +0.29% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | -0.22% | Trim |
| 26 | AVGO | Broadcom Inc | 0% | +1.69% | Add |
| 27 | SCHF | Schwab Intl Equity ETF | — | +1.16% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.15% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +1.28% | Add |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -6.49% | Trim |
| 31 | NFLX | Netflix Inc | -0.1% | +908.54% | Add |
| 32 | PDEC | Innovator U.s. Equity Power | -0.2% | -17.36% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.2% | +3.34% | Add |
| 34 | HD | Home Depot Inc | -0.2% | -2.90% | Trim |
| 35 | SCHG | Schwab US Large-cap Growth | -0.3% | -3.19% | Trim |
| 36 | MSFT | Microsoft CORP | -0.3% | +0.50% | Add |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -2.84% | Trim |
| 38 | VB | Vanguard Small-cap ETF | -0.5% | -17.98% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | -0.5% | -34.39% | Trim |
| 40 | VO | Vanguard Mid-cap ETF | -0.6% | -26.53% | Trim |
| 41 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 42 | BSJP | Invesco Bulletshares 2025 Hy | — | EXIT | Sold out |
| 43 | FENI | Fidelity Enhanced Intl ETF | — | NEW | New buy |
| 44 | DDTO | Innovator Edd 10 Buff Oct | — | NEW | New buy |
| 45 | FQAL | Fidelity Quality Factor ETF | — | NEW | New buy |
| 46 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 47 | VUSV | Vanguard Wellingt US Va ETF | — | NEW | New buy |
| 48 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 50 | FISV | Fiserv Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 292 disclosed positions in Q4 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 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
FENI
市值: $763.5K
Top Position Liquidated / Trimmed
BSCP
前期市值: $2.6M
During Q4 2025, CRA Financial Services, LLC's top holdings by market value included AAPL (7.2%)、SCHG (4.3%)、SCHD (4.2%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q4 2025, CRA Financial Services, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 29 positions, trimming 11 holdings, and fully liquidating 3 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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