CRA Financial Services, LLC

Est. AUM

$770.1M

13F long equity, this entity only

Positions

296

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$50.9M	200502	6.61%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$36.5M	1188417	4.73%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$30.2M	1036437	3.92%	SOLE
4	AMAZON COM INC	COM	$28.4M	136170	3.68%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$24.8M	43016	3.22%	SOLE
6	NVIDIA CORPORATION	COM	$23.1M	132431	3.00%	SOLE
7	VANGUARD INDEX FDS	TOTAL STK MKT	$21.0M	65324	2.72%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$20.1M	30733	2.61%	SOLE
9	ALPHABET INC	CAP STK CL A	$19.6M	68185	2.55%	SOLE
10	WISDOMTREE TR	US QTLY DIV GRT	$19.1M	217078	2.48%	SOLE
11	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$16.4M	76285	2.13%	SOLE
12	MICROSOFT CORP	COM	$15.7M	42382	2.04%	SOLE
13	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$15.2M	453312	1.97%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.1M	21679	1.83%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$13.7M	93591	1.77%	SOLE
16	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$13.5M	415810	1.75%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$12.9M	49303	1.68%	SOLE
18	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$9.8M	104075	1.27%	SOLE
19	VANGUARD INDEX FDS	MID CAP ETF	$9.3M	32272	1.20%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$8.7M	352445	1.13%	SOLE
21	META PLATFORMS INC	CL A	$8.7M	15226	1.13%	SOLE
22	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$8.3M	182207	1.08%	SOLE
23	ALPHABET INC	CAP STK CL C	$8.1M	28192	1.05%	SOLE
24	BROADCOM INC	COM	$7.7M	24772	1.00%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.3M	12251	0.95%	SOLE
26	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.1M	139601	0.92%	SOLE
27	EXXON MOBIL CORP	COM	$6.0M	35390	0.78%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.6M	29430	0.73%	SOLE
29	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.6M	131792	0.73%	SOLE
30	JANUS DETROIT STR TR	HENDRSON AAA CL	$5.4M	107238	0.70%	SOLE
31	BLACKROCK ETF TRUST II	ISHARES LARG CAP	$5.4M	157704	0.70%	SOLE
32	HOME DEPOT INC	COM	$5.3M	15963	0.68%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	10747	0.67%	SOLE
34	VISA INC	COM CL A	$4.9M	16230	0.64%	SOLE
35	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$4.6M	237161	0.60%	SOLE
36	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$4.4M	224014	0.57%	SOLE
37	ISHARES TR	CORE S&P MCP ETF	$4.3M	64414	0.56%	SOLE
38	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.3M	53437	0.56%	SOLE
39	ISHARES TR	RUS 1000 GRW ETF	$4.2M	9940	0.55%	SOLE
40	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.0M	48920	0.53%	SOLE
41	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.0M	98964	0.53%	SOLE
42	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$4.0M	79152	0.52%	SOLE
43	CAPITAL GROUP NEW GEOGRAPHY	SHS	$3.9M	123648	0.51%	SOLE
44	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.9M	154250	0.50%	SOLE
45	CHEVRON CORPORATION	COM	$3.8M	18551	0.50%	SOLE
46	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.8M	82703	0.49%	SOLE
47	ELI LILLY & CO	COM	$3.7M	4000	0.48%	SOLE
48	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$3.5M	70491	0.46%	SOLE
49	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.5M	75612	0.45%	SOLE
50	JPMORGAN CHASE & CO	COM	$3.4M	11681	0.45%	SOLE

1–50 of 296

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.