CRA Financial Services, LLC 13F Holdings · Q2 2026
CRA Financial Services, LLC reported 321 securities worth $867.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (6.72%), SCHD (4.46%), SCHG (4.07%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $58.3M | 6.72% | 201,360 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $38.7M | 4.46% | 1.2M | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $35.3M | 4.07% | 1.0M | Added |
| 4 | AMZN | AMAZON COM INC | $32.6M | 3.76% | 136,860 | Added |
| 5 | QQQ | INVESCO QQQ TR | $31.8M | 3.67% | 43,243 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $26.9M | 3.10% | 134,550 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $25.1M | 2.89% | 67,876 | Added |
| 8 | GOOGL | ALPHABET INC | $24.5M | 2.83% | 68,605 | Added |
| 9 | IVV | ISHARES TR | $23.5M | 2.71% | 31,388 | Added |
| 10 | DGRW | WISDOMTREE TR | $21.2M | 2.44% | 221,273 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $17.8M | 2.05% | 75,328 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $16.3M | 1.88% | 21,874 | Added |
| 13 | MSFT | MICROSOFT CORP | $16.1M | 1.85% | 43,100 | Added |
| 14 | BALT | INNOVATOR ETFS TRUST | $15.6M | 1.80% | 455,717 | Added |
| 15 | VB | VANGUARD INDEX FDS | $14.6M | 1.69% | 48,302 | Trimmed |
| 16 | ZALT | INNOVATOR ETFS TRUST | $14.1M | 1.62% | 416,213 | Added |
| 17 | SDY | SPDR SERIES TRUST | $14.0M | 1.61% | 91,795 | Trimmed |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $10.8M | 1.25% | 110,436 | Added |
| 19 | GOOG | ALPHABET INC | $10.4M | 1.20% | 29,429 | Added |
| 20 | VO | VANGUARD INDEX FDS | $10.3M | 1.19% | 128,063 | Added |
| 21 | SCHF | SCHWAB STRATEGIC TR | $9.7M | 1.12% | 351,009 | Trimmed |
| 22 | AVGO | BROADCOM INC | $9.4M | 1.09% | 25,016 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $9.2M | 1.06% | 13,368 | Added |
| 24 | META | META PLATFORMS INC | $8.9M | 1.02% | 15,734 | Added |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $8.7M | 1.00% | 29,262 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR