§ 13F · FUND PROFILE
CRA Financial Services, LLC.
AUM · $731M (13F)Positions · 294Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 201K | $58M | 6.7% | ±0% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.22M | $39M | 4.5% | +3% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.04M | $35M | 4.1% | +1% |
| 4 | AMZN | AMAZON COM INC | 137K | $33M | 3.8% | +1% |
| 5 | QQQ | INVESCO QQQ TR | 43K | $32M | 3.7% | +1% |
| 6 | NVDA | NVIDIA CORPORATION | 135K | $27M | 3.1% | +2% |
| 7 | VTI | VANGUARD INDEX FDS | 68K | $25M | 2.9% | +4% |
| 8 | GOOGL | ALPHABET INC | 69K | $25M | 2.8% | +1% |
| 9 | IVV | ISHARES TR | 31K | $24M | 2.7% | +2% |
| 10 | DGRW | WISDOMTREE TR | 221K | $21M | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRA SIGNAL
AC read
CRA Financial Services, LLC is a Other fund managing $731 million in assets. The fund runs a broad portfolio of 294 positions.
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