Institutional Manager · CIK 0001765594
CRA Financial Services, LLC
NORTHFIELD, NJ · File #028-19056
Latest AUM
$764.2M
Positions
292
Top-10 Concentration
50.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025292 pos · $764.2M
- 13F HOLDINGS REPORTQ/E Sep 2025294 pos · $731.0M
- 13F HOLDINGS REPORTQ/E Jun 2025278 pos · $654.1M
- 13F HOLDINGS REPORTQ/E Mar 2025271 pos · $584.4M
- 13F HOLDINGS REPORTQ/E Dec 2024267 pos · $582.8M
- 13F HOLDINGS REPORTQ/E Sep 2024267 pos · $545.0M
- 13F HOLDINGS REPORTQ/E Jun 2024251 pos · $495.6M
- 13F HOLDINGS REPORTQ/E Mar 2024244 pos · $460.4M
- 13F HOLDINGS REPORTQ/E Dec 2023203 pos · $363.3M
- 13F HOLDINGS REPORTQ/E Sep 2023208 pos · $370.0M
- 13F HOLDINGS REPORTQ/E Jun 2023204 pos · $336.8M
- 13F HOLDINGS REPORTQ/E Mar 2023204 pos · $305.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 201,819 | $54.9M | 9.78% |
| 2 | SCHWAB STRATEGIC TR | 808524300 | 1,010,795 | $33.0M | 5.88% |
| 3 | SCHWAB STRATEGIC TR | 808524797 | 1,175,074 | $32.2M | 5.74% |
| 4 | AMAZON COM INC | AMZN | 135,250 | $31.2M | 5.56% |
| 5 | INVESCO QQQ TR | IVZ | 42,735 | $26.3M | 4.68% |
| 6 | NVIDIA CORPORATION | NVDA | 131,274 | $24.5M | 4.36% |
| 7 | ALPHABET INC | GOOG | 67,949 | $21.3M | 3.79% |
| 8 | ISHARES TR | 464287200 | 29,163 | $20.0M | 3.56% |
| 9 | MICROSOFT CORP | MSFT | 41,257 | $20.0M | 3.56% |
| 10 | VANGUARD SPECIALIZED FUNDS | 921908844 | 80,169 | $17.6M | 3.14% |
| 11 | WISDOMTREE TR | WT | 193,134 | $17.3M | 3.08% |
| 12 | VANGUARD INDEX FDS | 922908769 | 48,576 | $16.3M | 2.90% |
| 13 | INNOVATOR ETFS TRUST | INHD | 426,872 | $14.3M | 2.55% |
| 14 | SPDR S&P 500 ETF TR | SPY | 20,918 | $14.3M | 2.54% |
| 15 | SPDR SERIES TRUST | 78464A763 | 99,184 | $13.8M | 2.46% |
| 16 | VANGUARD INDEX FDS | 922908751 | 51,887 | $13.4M | 2.39% |
| 17 | INNOVATOR ETFS TRUST | INHD | 396,346 | $12.9M | 2.30% |
| 18 | META PLATFORMS INC | META | 15,082 | $10.0M | 1.77% |
| 19 | VANGUARD INDEX FDS | 922908629 | 34,015 | $9.9M | 1.76% |
| 20 | ALPHABET INC | GOOG | 27,910 | $8.8M | 1.56% |