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CIK: 0001765594
Total reported value
$867.6M
$867.6M
296 檔
19.7%
In Q1 2026, CRA Financial Services, LLC's U.S. equity holdings reached a combined market value of $867.6M, distributed across 296 disclosed stock positions.
CRA Financial Services, LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 10 holdings and trimming 74 positions.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.61% | +0.11% | -0.65% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.73% | -0.27% | +1.14% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.92% | +0.15% | +2.54% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | +0.08% | +0.68% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.22% | +0.45% | +0.66% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | +0.10% | +0.88% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.72% | +0.18% | +34.48% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.61% | +0.10% | +5.38% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +0.28% | +0.35% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.48% | -0.04% | +12.40% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.13% | -0.08% | -4.84% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.19% | +2.73% | |
| 13 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.97% | -0.17% | +6.19% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | +0.05% | +3.64% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.77% | -0.16% | -5.64% | |
| 16 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.75% | -0.13% | +4.91% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.68% | +0.01% | -4.98% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.27% | -0.02% | +32.07% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.20% | -0.01% | -5.12% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.13% | -0.01% | +4.19% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.11% | +0.95% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.08% | -0.81% | +32.72% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.15% | +1.01% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.09% | +0.35% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.11% | +7.74% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | +0.02% | +9.10% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.22% | -0.29% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | -0.01% | +0.36% | |
| 29 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.73% | -0.04% | -2.53% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.70% | -0.45% | +16.05% | |
| 31 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.70% | -0.04% | -2.31% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.04% | -0.38% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.06% | -5.31% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | -0.53% | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.60% | -0.10% | +13.75% | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.57% | -0.07% | +14.03% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | -0.01% | -7.25% | |
| 38 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.56% | +0.04% | +4.10% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.03% | +6.48% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | -0.08% | -1.16% | |
| 41 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.03% | -0.24% | |
| 42 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.52% | +0.13% | +23.94% | |
| 43 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.51% | +0.05% | +35.69% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | +0.05% | -5.59% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.14% | +4.48% | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.11% | -2.99% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.09% | +0.10% | |
| 48 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.46% | -0.04% | +23.03% | |
| 49 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.02% | +5.16% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | +0.15% |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 296 disclosed positions in Q1 2026.
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 19.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
FMDE
市值: $1.4M
Top Position Liquidated / Trimmed
BSX
前期市值: $324.8K
During Q1 2026, CRA Financial Services, LLC's top holdings by market value included AAPL (6.6%)、SCHD (4.7%)、SCHG (3.9%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q1 2026, CRA Financial Services, LLC made 191 total portfolio adjustments, initiating 14 new buys, adding to 93 positions, trimming 74 holdings, and fully liquidating 10 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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