CRA Financial Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, CRA Financial Services, LLC held in its portfolio 278 assets valued at $764,164,016 (i.e. $764.16M).
The most valuable assets in the portfolio included: APPLE INC ($54.87M), SCHWAB STRATEGIC TR ($32.97M), and SCHWAB STRATEGIC TR ($32.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 278 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CRA Financial Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 201819 | 54866572 | COM |
| SCHWAB STRATEGIC TR | 1010795 | 32972128 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 1175074 | 32232286 | US DIVIDEND EQ |
| AMAZON COM INC | 135250 | 31218405 | COM |
| INVESCO QQQ TR | 42735 | 26252234 | UNIT SER 1 |
| INNOVATOR ETFS TRUST | 590799 | 25987165 | US EQTY PWR BUF |
| NVIDIA CORPORATION | 131274 | 24482671 | COM |
| ALPHABET INC | 67949 | 21268020 | CAP STK CL A |
| ISHARES TR | 29163 | 19975194 | CORE S&P500 ETF |
| MICROSOFT CORP | 41257 | 19952840 | COM |
| VANGUARD SPECIALIZED FUNDS | 80169 | 17619552 | DIV APP ETF |
| WISDOMTREE TR | 193134 | 17272011 | US QTLY DIV GRT |
| VANGUARD INDEX FDS | 48576 | 16286150 | TOTAL STK MKT |
| SPDR SERIES TRUST | 107869 | 14325956 | STATE STREET SPD |
| INNOVATOR ETFS TRUST | 426872 | 14304476 | DEFINED WLT SHLD |
| SPDR S&P 500 ETF TR | 20918 | 14264294 | TR UNIT |
| VANGUARD INDEX FDS | 51887 | 13384179 | SMALL CP ETF |
| INNOVATOR ETFS TRUST | 396346 | 12909005 | U S EQ 10 BUFFER |
| META PLATFORMS INC | 15082 | 9955642 | CL A |
| VANGUARD INDEX FDS | 34015 | 9871954 | MID CAP ETF |
| ALPHABET INC | 27910 | 8758088 | CAP STK CL C |
| BROADCOM INC | 24686 | 8543862 | COM |
| SCHWAB STRATEGIC TR | 338257 | 8131709 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 11371 | 7131181 | S&P 500 ETF SHS |
| VANGUARD WHITEHALL FDS | 78804 | 7092384 | INTL HIGH ETF |
| J P MORGAN EXCHANGE TRADED F | 127955 | 6473231 | ULTRA SHRT ETF |
| FIDELITY MERRIMACK STR TR | 137289 | 6320791 | TOTAL BD ETF |
| VISA INC | 16316 | 5722130 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 11350 | 5705115 | CL B NEW |
| INVESCO EXCHANGE TRADED FD T | 29325 | 5617562 | S&P500 EQL WGT |
| BLACKROCK ETF TRUST II | 161434 | 5616290 | ISHARES LARG CAP |
| HOME DEPOT INC | 16024 | 5513961 | COM |
| JANUS DETROIT STR TR | 92403 | 4673766 | HENDRSON AAA CL |
| ISHARES TR | 69447 | 4583529 | CORE S&P MCP ETF |
| ISHARES TR | 9335 | 4418289 | RUS 1000 GRW ETF |
| ELI LILLY & CO | 3996 | 4294134 | COM |
| SCHWAB STRATEGIC TR | 163378 | 4285395 | US BRD MKT ETF |
| EXXON MOBIL CORP | 35493 | 4271279 | COM |
| VANGUARD SCOTTSDALE FDS | 49493 | 4145006 | INT-TERM CORP |
| INVESCO EXCH TRD SLF IDX FD | 208494 | 4081264 | BULSHS 2026 CB |
| MASTERCARD INCORPORATED | 6814 | 3889718 | CL A |
| AMERICAN CENTY ETF TR | 51333 | 3889487 | US LARGE CAP VLU |
| INVESCO EXCH TRD SLF IDX FD | 196453 | 3877990 | BULSHS 2027 CB |
| JPMORGAN CHASE & CO. | 11664 | 3758219 | COM |
| FIDELITY COVINGTON TRUST | 63864 | 3502284 | BLUE CHIP GRWTH |
| VANGUARD INSTL INDEX FD | 45432 | 3426939 | 0-3 MO TREAS BIL |
| ORACLE CORP | 15988 | 3116279 | COM |
| TESLA INC | 6786 | 3051854 | COM |
| ISHARES TR | 25038 | 3044810 | CORE HIGH DV ETF |
| INNOVATOR ETFS TRUST | 76814 | 3004964 | US EQT PWR BUF |
| CAPITAL GROUP NEW GEOGRAPHY | 91123 | 2909552 | SHS |
| SPDR GOLD TR | 7320 | 2900989 | GOLD SHS |
| INNOVATOR ETFS TRUST | 66810 | 2889533 | US EQTY PWR BF |
| T ROWE PRICE ETF INC | 57298 | 2856319 | ULTRA SHRT TRM |
| T ROWE PRICE ETF INC | 72934 | 2787537 | CAP APPRECIATION |
| WISDOMTREE TR | 31226 | 2750387 | US LARGECAP DIVD |
| CHEVRON CORP NEW | 17756 | 2706163 | COM |
| ISHARES TR | 21899 | 2631829 | CORE S&P SCP ETF |
| FIDELITY COMWLTH TR | 28448 | 2600165 | NASDAQ COMPSIT |
| INVESCO EXCH TRD SLF IDX FD | 124651 | 2567816 | INVSCO BLSH 28 |
| MARVELL TECHNOLOGY INC | 29572 | 2513029 | COM |
| NETFLIX INC | 26111 | 2448167 | COM |
| BANK AMERICA CORP | 44448 | 2444634 | COM |
| SCHWAB STRATEGIC TR | 79109 | 2378813 | US MID-CAP ETF |
| NEXTERA ENERGY INC | 29313 | 2353278 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 28505 | 2172900 | SHS |
| VANGUARD STAR FDS | 28694 | 2164713 | VG TL INTL STK F |
| VANGUARD WORLD FD | 2797 | 2108323 | INF TECH ETF |
| ABBVIE INC | 9173 | 2096044 | COM |
| CATERPILLAR INC | 3483 | 1995311 | COM |
| VANGUARD INDEX FDS | 4088 | 1994372 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 19199 | 1957951 | US SML CP VALU |
| VANGUARD MUN BD FDS | 24885 | 1880559 | CORE TAX EXEMPT |
| DISNEY WALT CO | 16474 | 1874294 | COM |
| VANGUARD ADMIRAL FDS INC | 16882 | 1873234 | SMLLCP 600 IDX |
| ISHARES TR | 8434 | 1788540 | S&P 500 VAL ETF |
| WALMART INC | 15916 | 1773189 | COM |
| JOHNSON & JOHNSON | 8348 | 1727676 | COM |
| VANGUARD WHITEHALL FDS | 11686 | 1677200 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 8739 | 1669050 | VALUE ETF |
| SCHWAB STRATEGIC TR | 57867 | 1648063 | US SML CAP ETF |
| INNOVATOR ETFS TRUST | 26072 | 1637569 | GRWT100 PWR BUF |
| INVESCO EXCH TRADED FD TR II | 6370 | 1611147 | NASDAQ 100 ETF |
| ISHARES TR | 11383 | 1606597 | SELECT DIVID ETF |
| PALO ALTO NETWORKS INC | 8321 | 1532728 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 22305 | 1524770 | SHS REP COM UT |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| CROWDSTRIKE HLDGS INC | 3112 | 1458781 | CL A |
| INTERNATIONAL BUSINESS MACHS | 4892 | 1449120 | COM |
| SPDR DOW JONES INDL AVERAGE | 2963 | 1424083 | UT SER 1 |
| ISHARES TR | 20421 | 1417634 | CORE DIV GRWTH |
| INVESCO EXCH TRD SLF IDX FD | 75223 | 1416825 | BULETSHS 2029 |
| COSTCO WHSL CORP NEW | 1607 | 1385780 | COM |
| PALANTIR TECHNOLOGIES INC | 7775 | 1382006 | CL A |
| VANGUARD MUN BD FDS | 17743 | 1356452 | SHORT TAX EXEMPT |
| PROCTER AND GAMBLE CO | 9437 | 1352377 | COM |
| DIMENSIONAL ETF TRUST | 17805 | 1320597 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 14727 | 1303224 | REAL ESTATE ETF |
| VANGUARD MALVERN FDS | 16445 | 1280983 | CORE BD ETF |
| QUALCOMM INC | 7406 | 1266796 | COM |
| PIMCO ETF TR | 46049 | 1228587 | MULTISECTOR BD |
| MCDONALDS CORP | 3975 | 1214831 | COM |
| SELECT SECTOR SPDR TR | 27070 | 1210293 | STATE STREET ENE |
| INNOVATOR ETFS TRUST | 29310 | 1170376 | US EQT ULTRA BF |
| ISHARES TR | 41236 | 1162633 | LARGE CAP MAX BU |
| CONSTELLATION ENERGY CORP | 3209 | 1133573 | COM |
| MERCK & CO INC | 10698 | 1126022 | COM |
| ISHARES TR | 5300 | 1114802 | RUS 1000 VAL ETF |
| LOCKHEED MARTIN CORP | 2299 | 1111957 | COM |
| J P MORGAN EXCHANGE TRADED F | 23094 | 1093514 | CORE PLUS BD ETF |
| FIDELITY GREENWOOD STREET TR | 34710 | 1072886 | HEDGED EQTY ETF |
| ISHARES TR | 8500 | 1047731 | S&P 500 GRWT ETF |
| RTX CORPORATION | 5567 | 1020986 | COM |
| SELECT SECTOR SPDR TR | 22957 | 980025 | STATE STREET UTI |
| INNOVATOR ETFS TRUST | 17729 | 960355 | GRWT100 PWR BF |
| DIMENSIONAL ETF TRUST | 24193 | 957801 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 16242 | 954083 | AVANTIS US SMALL |
| INNOVATOR ETFS TRUST | 34835 | 932881 | EQUITY DEFINED P |
| COCA COLA CO | 13293 | 929286 | COM |
| CISCO SYS INC | 11719 | 902715 | COM |
| DIMENSIONAL ETF TRUST | 19240 | 896392 | US MKTWIDE VALUE |
| PEPSICO INC | 6124 | 878896 | COM |
| TORONTO DOMINION BK ONT | 9320 | 877976 | COM NEW |
| ISHARES TR | 9578 | 856883 | CORE MSCI EAFE |
| INNOVATOR ETFS TRUST | 16939 | 847619 | US EQUT BUFR AUG |
| VANGUARD WORLD FD | 2932 | 843976 | HEALTH CAR ETF |
| BLACKROCK ETF TRUST II | 15845 | 836159 | ISHARES FLEXIBLE |
| INVESCO EXCH TRD SLF IDX FD | 49240 | 833141 | INVSCO 30 CORP |
| ISHARES TR | 3248 | 799504 | RUSSELL 2000 ETF |
| FIDELITY COVINGTON TRUST | 22871 | 792709 | ENHANCED LARGE |
| ISHARES TR | 3130 | 783470 | MSCI USA MMENTM |
| ISHARES TR | 3603 | 773490 | US AER DEF ETF |
| FIDELITY COVINGTON TRUST | 20873 | 763526 | ENHANCED INTL |
| UNITEDHEALTH GROUP INC | 2278 | 751977 | COM |
| J P MORGAN EXCHANGE TRADED F | 13099 | 749787 | EQUITY PREMIUM |
| GE AEROSPACE | 2430 | 748601 | COM NEW |
| BOEING CO | 3440 | 746832 | COM |
| GOLDMAN SACHS GROUP INC | 849 | 746089 | COM |
| VANGUARD TAX-MANAGED FDS | 11254 | 703040 | VAN FTSE DEV MKT |
| ISHARES TR | 13543 | 701119 | USD INV GRDE ETF |
| UBER TECHNOLOGIES INC | 8483 | 693146 | COM |
| INNOVATOR ETFS TRUST | 20040 | 672436 | US EQTY ACCELRT9 |
| AMGEN INC | 2012 | 658548 | COM |
| DIMENSIONAL ETF TRUST | 9437 | 657476 | US SMALL CAP ETF |
| HONEYWELL INTL INC | 3332 | 650049 | COM |
| INNOVATOR ETFS TRUST | 29914 | 647578 | EQUITY DUAL DIRE |
| MCKESSON CORP | 763 | 625881 | COM |
| FIDELITY COVINGTON TRUST | 8200 | 619838 | QLTY FCTOR ETF |
| SELECT SECTOR SPDR TR | 4209 | 605945 | STATE STREET TEC |
| ABBOTT LABS | 4836 | 605912 | COM |
| VANGUARD INTL EQUITY INDEX F | 8121 | 597381 | ALLWRLD EX US |
| BITWISE BITCOIN ETF TR | 11973 | 569436 | SHS BEN INT |
| J P MORGAN EXCHANGE TRADED F | 9708 | 564230 | NASDAQ EQT PREM |
| BROOKFIELD CORP | 12150 | 557564 | CL A LTD VT SH |
| ALTRIA GROUP INC | 9645 | 556156 | COM |
| VANGUARD WELLESLEY INCOME FD | 8842 | 553904 | WELLINGTON U S |
| DEERE & CO | 1188 | 552903 | COM |
| ISHARES GOLD TR | 6794 | 551469 | ISHARES NEW |
| PROSHARES TR | 9515 | 551089 | PSHS ULT S&P 500 |
| CONOCOPHILLIPS | 5702 | 533791 | COM |
| ISHARES TR | 5414 | 524508 | S&P MC 400GR ETF |
| VANGUARD ADMIRAL FDS INC | 4628 | 517410 | MIDCP 400 IDX |
| INNOVATOR ETFS TRUST | 10115 | 513467 | US EQTY BUFR JUL |
| VANGUARD SCOTTSDALE FDS | 4215 | 513176 | VNG RUS1000GRW |
| VANGUARD SCOTTSDALE FDS | 6595 | 512036 | TOTAL CORP BND |
| MICRON TECHNOLOGY INC | 1765 | 503770 | COM |
| ISHARES TR | 16269 | 503688 | PFD AND INCM SEC |
| PHILIP MORRIS INTL INC | 3114 | 499466 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1593 | 484097 | SPONSORED ADS |
| INVESCO EXCHANGE TRADED FD T | 10209 | 479006 | RAFI US 1000 ETF |
| HARBOR ETF TRUST | 15797 | 477859 | INTERNATNAL COMP |
| INNOVATOR ETFS TRUST | 9593 | 466843 | US EQTY BUFR FEB |
| ENTERPRISE PRODS PARTNERS L | 14542 | 466212 | COM |
| INNOVATOR ETFS TRUST | 8450 | 465202 | US EQTY BUFR JAN |
| INNOVATOR ETFS TRUST | 12535 | 462040 | QUITY MANAGD FLR |
| INVESCO EXCHANGE TRADED FD T | 14481 | 461217 | S&P500 EQL HLT |
| SPDR S&P MIDCAP 400 ETF TR | 753 | 454270 | UTSER1 S&PDCRP |
| VANGUARD MALVERN FDS | 8803 | 454078 | MULTI SECTOR |
| SELECT SECTOR SPDR TR | 2932 | 453830 | STATE STREET HEA |
| CAPITAL GROUP INTL FOCUS EQT | 15241 | 450359 | SHS CREATION UNI |
| ADVANCED MICRO DEVICES INC | 2099 | 449512 | COM |
| SCHWAB STRATEGIC TR | 16066 | 432336 | US LRG CAP ETF |
| AMERICAN INTL GROUP INC | 5033 | 430573 | COM NEW |
| WELLS FARGO CO NEW | 4600 | 428745 | COM |
| BLACKSTONE INC | 2770 | 426968 | COM |
| LOWES COS INC | 1757 | 423718 | COM |
| INVESCO EXCH TRD SLF IDX FD | 18151 | 423642 | INVSCO BLSH 26 |
| INNOVATOR ETFS TRUST | 8420 | 417295 | US EQTY BUF DEC |
| DIMENSIONAL ETF TRUST | 8082 | 403292 | INTERNATNAL VAL |
| PROSHARES TR | 5714 | 402323 | PSHS ULTRA QQQ |
| AMERICAN EXPRESS CO | 1084 | 401026 | COM |
| DUKE ENERGY CORP NEW | 3389 | 397225 | COM NEW |
| SCHWAB STRATEGIC TR | 14567 | 396368 | FUNDAMENTAL US L |
| VANGUARD INDEX FDS | 1886 | 394400 | EXTEND MKT ETF |
| BLACKROCK INC | 359 | 384252 | COM |
| VANGUARD SCOTTSDALE FDS | 4799 | 382624 | SHRT TRM CORP BD |
| VERTIV HOLDINGS CO | 2350 | 380724 | COM CL A |
| SELECT SECTOR SPDR TR | 2426 | 376390 | STATE STREET IND |
| GE VERNOVA INC | 569 | 371957 | COM |
| INNOVATOR ETFS TRUST | 8355 | 371493 | US EQTY BUF NOV |
| UNITED PARCEL SERVICE INC | 3744 | 371344 | CL B |
| PPL CORP | 10393 | 363963 | COM |
| ISHARES TR | 3778 | 363691 | RUS MID CAP ETF |
| ASML HOLDING N V | 338 | 361613 | N Y REGISTRY SHS |
| CUMMINS INC | 707 | 360888 | COM |
| PNC FINL SVCS GROUP INC | 1726 | 360305 | COM |
| ISHARES TR | 2697 | 354891 | S&P MC 400VL ETF |
| ISHARES TR | 2376 | 353224 | CORE S&P TTL STK |
| AMERICAN CENTY ETF TR | 4471 | 350303 | LARGE CAP EQUITY |
| SELECT SECTOR SPDR TR | 6386 | 349736 | STATE STREET FIN |
| INNOVATOR ETFS TRUST | 10120 | 340740 | US SML CP PWR B |
| MFS ACTIVE EXCHANGE TRADED F | 13500 | 338040 | INTERMEDITE MUNI |
| ISHARES TR | 2448 | 335229 | RUS MD CP GR ETF |
| BOSTON SCIENTIFIC CORP | 3406 | 324762 | COM |
| GENERAL DYNAMICS CORP | 962 | 323867 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 13054 | 318126 | SHS |
| PACER FDS TR | 5200 | 312884 | US CASH COWS 100 |
| LINDE PLC | 727 | 310197 | SHS |
| PUBLIC SVC ENTERPRISE GRP IN | 3856 | 309639 | COM |
| INVESCO EXCH TRADED FD TR II | 4305 | 307486 | S&P500 LOW VOL |
| SALESFORCE INC | 1137 | 301146 | COM |
| TRAVELERS COMPANIES INC | 1030 | 298762 | COM |
| INNOVATOR ETFS TRUST | 7695 | 297561 | US EQUITY ACCELE |
| ISHARES TR | 2100 | 296436 | S&P SML 600 GWT |
| SCHWAB CHARLES CORP | 2946 | 294335 | COM |
| SHOPIFY INC | 1828 | 294253 | CL A SUB VTG SHS |
| MARATHON PETE CORP | 1805 | 293517 | COM |
| CORNING INC | 3316 | 290314 | COM |
| FEDEX CORP | 979 | 282885 | COM |
| ISHARES TR | 2193 | 282516 | ESG MSCI KLD 400 |
| INNOVATOR ETFS TRUST | 6025 | 281609 | US EQTY BUFR JUN |
| VANGUARD WORLD FD | 2217 | 279118 | ENERGY ETF |
| FIDELITY ETHEREUM FD | 9415 | 278781 | SHS |
| NORFOLK SOUTHN CORP | 958 | 276594 | COM |
| VANGUARD BD INDEX FDS | 3530 | 274916 | INTERMED TERM |
| CAPITAL GROUP GROWTH ETF | 6155 | 273713 | SHS CREATION UNI |
| DIREXION SHS ETF TR | 1231 | 271571 | DRX S&P500BULL |
| AMERICAN CENTY ETF TR | 2410 | 269411 | US EQT ETF |
| EXELON CORP | 6180 | 269372 | COM |
| BP PLC | 7634 | 265129 | SPONSORED ADR |
| SHELL PLC | 3605 | 264895 | SPON ADS |
| CITIZENS FINL GROUP INC | 4477 | 261502 | COM |
| BANK NEW YORK MELLON CORP | 2207 | 256203 | COM |
| INNOVATOR ETFS TRUST | 8180 | 252271 | INTRNL DEV APRL |
| ISHARES TR | 2580 | 247740 | MSCI EAFE ETF |
| COINBASE GLOBAL INC | 1083 | 244910 | COM CL A |
| ISHARES TR | 2125 | 242080 | EAFE GRWTH ETF |
| MERCADOLIBRE INC | 120 | 241711 | COM |
| SELECT SECTOR SPDR TR | 2053 | 241679 | STATE STREET COM |
| FORD MTR CO | 18327 | 240455 | COM |
| ADOBE INC | 683 | 239043 | COM |
| PROSHARES TR | 4534 | 239034 | ULTRAPRO QQQ |
| SOUTHERN CO | 2733 | 238318 | COM |
| MORGAN STANLEY | 1316 | 233600 | COM NEW |
| ADAMS DIVERSIFIED EQUITY FD | 10000 | 233200 | COM |
| ISHARES TR | 600 | 232110 | RUSSELL 3000 ETF |
| FIDELITY COVINGTON TRUST | 9325 | 230980 | MSCI ENERGY IDX |
| VANGUARD INDEX FDS | 824 | 230131 | MCAP GR IDXVIP |
| CITIGROUP INC | 1958 | 228446 | COM NEW |
| REDDIT INC | 975 | 224123 | CL A |
| NORTHROP GRUMMAN CORP | 391 | 222952 | COM |
| MFS ACTIVE EXCHANGE TRADED F | 8400 | 222936 | VALUE ETF |
| COREWEAVE INC | 3061 | 219198 | COM CL A |
| FIDELITY COVINGTON TRUST | 5696 | 215210 | ENHANCED SMALL |
| JANUS DETROIT STR TR | 4503 | 214799 | B-BBB CLO ETF |
| SELECTIVE INS GROUP INC | 2558 | 214028 | COM |
| ISHARES INC | 3129 | 210331 | CORE MSCI EMKT |
| VANGUARD WORLD FD | 835 | 209727 | MEGA CAP INDEX |
| STARBUCKS CORP | 2481 | 208925 | COM |
| DNP SELECT INCOME FD INC | 20452 | 204313 | COM |
| SCHWAB STRATEGIC TR | 6231 | 204081 | EMRG MKTEQ ETF |
| PFIZER INC | 8127 | 202353 | COM |
| INNOVATOR ETFS TRUST | 9500 | 201305 | EQUITY DUAL DIRC |
| WASTE MGMT INC DEL | 913 | 200568 | COM |
| ACLARIS THERAPEUTICS INC | 17782 | 53524 | COM |
| ATAI BECKLEY NV | 12903 | 52773 | SHS |
| CABALETTA BIO INC | 15000 | 32850 | COM |
| WESTWATER RES INC | 15000 | 11250 | COM NEW |
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