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CIK: 0001765594
Total reported value
$904.1M
$904.1M
321 檔
21.8%
As reported in its official Q2 2026 Form 13F filing, CRA Financial Services, LLC's tracked investment portfolio stood at $904.1M with 321 total positions.
In Q2 2026, CRA Financial Services, LLC displayed an active expansion posture, initiating 29 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 321 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.72% | +0.66% | +0.43% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.46% | +0.04% | +2.73% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.07% | +0.09% | +0.56% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | -0.02% | +0.51% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.67% | -0.12% | +0.53% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.32% | +1.60% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.89% | +0.21% | +3.91% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | -0.20% | +0.62% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | +0.07% | +2.13% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.44% | +0.02% | +1.93% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.05% | -0.12% | -1.25% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.88% | -0.04% | +0.90% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | +0.58% | +1.69% | |
| 14 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.80% | +0.03% | +0.53% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.69% | -0.20% | -2.03% | |
| 16 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.62% | +0.09% | +0.10% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.61% | -0.16% | -1.92% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.25% | +0.07% | +6.11% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.09% | +4.39% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.12% | +296.82% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.12% | -0.08% | -0.41% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | -0.11% | +0.98% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.06% | +9.12% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | +0.27% | +3.34% | |
| 25 | MRVL | Marvell Technology Inc | Stock-Tech | 1.00% | -0.14% | -0.80% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.94% | +0.02% | +14.97% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | -0.01% | +0.13% | |
| 28 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.01% | -1.02% | |
| 29 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.66% | -0.04% | -1.16% | |
| 30 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.65% | +0.04% | +15.00% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.15% | -1.17% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | -0.43% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.03% | -1.58% | |
| 34 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.60% | +0.01% | +6.02% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | -0.03% | +307.75% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | -0.05% | +2.48% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.56% | EXIT | |
| 38 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.56% | — | +4.93% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.55% | -0.02% | +7.08% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | -0.09% | -4.69% | |
| 41 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.02% | -0.71% | |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.50% | -0.04% | -6.24% | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.50% | -0.02% | -2.03% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +2.41% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.45% | -0.09% | -3.27% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.44% | — | +2.15% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | -0.11% | +0.31% | |
| 48 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.01% | — | |
| 49 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.42% | -0.02% | +3.16% | |
| 50 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.39% | +0.03% | +7.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +0.6% | -0.80% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +0.53% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.62% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +3.91% | Add |
| 5 | SCHG | Schwab US Large-cap Growth | +0.2% | +0.56% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +4.39% | Add |
| 7 | PANW | Palo Alto Networks Inc | +0.2% | -2.98% | Trim |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +15.00% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | -12.24% | Trim |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.85% | Trim |
| 11 | AAPL | Apple Inc | +0.1% | +0.43% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.12% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | +0.31% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +1.60% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.13% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | +9.91% | Add |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.98% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +2.48% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +0.51% | Add |
| 21 | PEG | Public Service Enterprise Gp | +0.1% | +234.21% | Add |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +758.29% | Add |
| 23 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 24 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.90% | Add |
| 26 | CGNG | Cap Group New Geography Eq | +0.1% | +4.93% | Add |
| 27 | SCHB | Schwab US Broad Market ETF | +0.1% | +7.08% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +3.33% | Add |
| 29 | GLW | Corning Inc | +0.1% | +1.06% | Add |
| 30 | RONB | Baron First Principles ETF | +0.1% | NEW | New buy |
| 31 | ✓ | +0.1% | NEW | New buy | |
| 32 | ✓ | +0.1% | NEW | New buy | |
| 33 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 34 | AVLV | Avantis US Large Cap Value | 0% | +6.02% | Add |
| 35 | QCOM | Qualcomm Inc | 0% | -1.61% | Trim |
| 36 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | New buy |
| 37 | XLK | Ss Technology Select Sector | 0% | +16.73% | Add |
| 38 | UNH | Unitedhealth Group Inc | 0% | +8.51% | Add |
| 39 | TLH | Ishares 10-20 Year Treasury | 0% | NEW | New buy |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | +307.75% | Add |
| 41 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | -0.18% | Trim |
| 42 | QQQM | Invesco Nasdaq 100 ETF | 0% | +0.41% | Add |
| 43 | AMAT | Applied Materials Inc | 0% | +9.04% | Add |
| 44 | DFTX | Definium Therapeutics Inc | 0% | NEW | New buy |
| 45 | MGC | Vanguard Mega Cap ETF | 0% | NEW | New buy |
| 46 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 47 | IXN | Ishares Global Tech ETF | 0% | NEW | New buy |
| 48 | IMAY | Innov Intl Dev Pb ETF - May | 0% | NEW | New buy |
| 49 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 50 | SOXX | Ishares Semiconductor ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $904.1M across 321 disclosed positions in Q2 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 21.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $853.4K
Top Position Liquidated / Trimmed
HON
前期市值: $907.5K
During Q2 2026, CRA Financial Services, LLC's top holdings by market value included AAPL (6.7%)、SCHD (4.5%)、SCHG (4.1%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q2 2026, CRA Financial Services, LLC made 185 total portfolio adjustments, initiating 29 new buys, adding to 105 positions, trimming 47 holdings, and fully liquidating 4 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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