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Institutional investment manager
CRA FINANCIAL SERVICES, LLC
CIK 0001765594
- Reported holdings value
- $904.1M
- Reported positions
- 329
- Report as of
- 2026-09-30
- Filed on
- 2026-10-16
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| AAPL APPLE INC 037833100 | COM Share · SH | 200,348 | $66.72M | 7.38% | -1,012 | -0.50% | Reduced |
| SCHD SCHWAB STRATEGIC TR 808524797 | US DIVIDEND EQ Share · SH | 1,250,804 | $40.69M | 4.50% | +29,993 | +2.46% | Increased |
| SCHG SCHWAB STRATEGIC TR 808524300 | US LCAP GR ETF Share · SH | 1,046,736 | $37.61M | 4.16% | +4,469 | +0.43% | Increased |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 135,723 | $33.82M | 3.74% | -1,137 | -0.83% | Reduced |
| QQQ INVESCO QQQ TR 46090E103 | UNIT SER 1 Share · SH | 43,431 | $32.13M | 3.55% | +188 | +0.43% | Increased |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 135,526 | $30.95M | 3.42% | +976 | +0.73% | Increased |
| VTI VANGUARD INDEX FDS 922908769 | MRNGSTR TTL STK Share · SH | 75,116 | $28.11M | 3.11% | — | — | Newly reported |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 32,830 | $25.14M | 2.78% | +1,442 | +4.59% | Increased |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 68,989 | $23.74M | 2.63% | +384 | +0.56% | Increased |
| DGRW WISDOMTREE TR 97717X669 | US QTLY DIV GRT Share · SH | 228,288 | $22.2M | 2.46% | +7,015 | +3.17% | Increased |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 42,836 | $21.97M | 2.43% | -264 | -0.61% | Reduced |
| VIG VANGUARD SPECIALIZED FUNDS 921908844 | DIV APP ETF Share · SH | 74,687 | $17.43M | 1.93% | -641 | -0.85% | Reduced |
| SPY STATE STR SPDR S&P 500 ETF T 78462F103 | TR UNIT Share · SH | 21,781 | $16.61M | 1.84% | -93 | -0.43% | Reduced |
| 45783Y855 INNOVATOR ETFS TRUST 45783Y855 | DEFINED WLT SHLD Share · SH | 474,487 | $16.58M | 1.83% | +18,770 | +4.12% | Increased |
| 45783Y442 INNOVATOR ETFS TRUST 45783Y442 | U S EQ 10 BUFFER Share · SH | 446,758 | $15.43M | 1.71% | +30,545 | +7.34% | Increased |
| VB VANGUARD INDEX FDS 922908751 | MRNGSTR SML CAP Share · SH | 47,308 | $13.46M | 1.49% | — | — | Newly reported |
| SDY SPDR SERIES TRUST 78464A763 | ST STR SP DIV Share · SH | 89,444 | $13.1M | 1.45% | -2,351 | -2.56% | Reduced |
| VYMI VANGUARD WHITEHALL FDS 921946794 | INTL HIGH ETF Share · SH | 118,157 | $11.95M | 1.32% | +7,721 | +6.99% | Increased |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 16,074 | $11.66M | 1.29% | +340 | +2.16% | Increased |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 29,512 | $10.06M | 1.11% | +83 | +0.28% | Increased |
| VO VANGUARD INDEX FDS 922908629 | MRNGSTR MID CAP Share · SH | 123,730 | $9.7M | 1.07% | — | — | Newly reported |
| SCHF SCHWAB STRATEGIC TR 808524805 | INTL EQTY ETF Share · SH | 341,198 | $9.37M | 1.04% | -9,811 | -2.80% | Reduced |
| VOO VANGUARD INDEX FDS 922908363 | S&P 500 ETF SHS Share · SH | 12,862 | $9.01M | 1.00% | -506 | -3.79% | Reduced |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 25,172 | $8.84M | 0.98% | +156 | +0.62% | Increased |
| JPST J P MORGAN EXCHANGE TRADED F 46641Q837 | ULTRA SHRT ETF Share · SH | 171,549 | $8.64M | 0.96% | +11,045 | +6.88% | Increased |
| MRVL MARVELL TECHNOLOGY INC 573874104 | COM Share · SH | 29,428 | $7.78M | 0.86% | +166 | +0.57% | Increased |
| RSP INVESCO EXCHANGE TRADED FD T 46137V357 | S&P500 EQL WGT Share · SH | 30,774 | $6.4M | 0.71% | +1,306 | +4.43% | Increased |
| FBCG FIDELITY COVINGTON TRUST 316092352 | BLUE CHIP GRWTH Share · SH | 98,800 | $6.25M | 0.69% | +7,777 | +8.54% | Increased |
| PDEC INNOVATOR ETFS TRUST 45782C540 | US EQTY PWR BUF Share · SH | 130,148 | $6.13M | 0.68% | -294 | -0.23% | Reduced |
| V VISA INC 92826C839 | COM CL A Share · SH | 16,186 | $5.82M | 0.64% | +25 | +0.15% | Increased |
| 092528702 BLACKROCK ETF TRUST II 092528702 | ISHARES LARG CAP Share · SH | 148,692 | $5.62M | 0.62% | -7,185 | -4.61% | Reduced |
| XOM EXXONMOBIL HOLDINGS CORP 30233Q108 | COM SHS Share · SH | 33,909 | $5.52M | 0.61% | — | — | Newly reported |
| AVLV AMERICAN CENTY ETF TR 025072349 | US LARGE CAP VLU Share · SH | 60,718 | $5.49M | 0.61% | +4,063 | +7.17% | Increased |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 10,525 | $5.24M | 0.58% | -52 | -0.49% | Reduced |
| CGNG CAPITAL GROUP NEW GEOGRAPHY 14021N105 | SHS Share · SH | 138,834 | $5.06M | 0.56% | +9,084 | +7.00% | Increased |
| IWF ISHARES TR 464287614 | RUS 1000 GRW ETF Share · SH | 39,961 | $5.01M | 0.55% | -569 | -1.40% | Reduced |
| SCHB SCHWAB STRATEGIC TR 808524102 | US BRD MKT ETF Share · SH | 164,062 | $4.81M | 0.53% | -1,116 | -0.68% | Reduced |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 4,102 | $4.75M | 0.52% | +3 | +0.07% | Increased |
| HD HOME DEPOT INC 437076102 | COM Share · SH | 15,547 | $4.42M | 0.49% | -229 | -1.45% | Reduced |
| BSCR INVESCO EXCH TRD SLF IDX FD 46138J783 | BULSHS 2027 CB Share · SH | 221,613 | $4.33M | 0.48% | +2,150 | +0.98% | Increased |
| 45782C573 INNOVATOR ETFS TRUST 45782C573 | US EQTY PWR BUF Share · SH | 94,783 | $4.32M | 0.48% | -3,481 | -3.54% | Reduced |
| IJH ISHARES TR 464287507 | CORE S&P MCP ETF Share · SH | 57,892 | $4.17M | 0.46% | -3,503 | -5.71% | Reduced |
| 45782C813 INNOVATOR ETFS TRUST 45782C813 | US EQTY PWR BUF Share · SH | 83,293 | $4.14M | 0.46% | +15,500 | +22.86% | Increased |
| BSCQ INVESCO EXCH TRD SLF IDX FD 46138J791 | BULSHS 2026 CB Share · SH | 211,310 | $4.12M | 0.46% | -11,045 | -4.97% | Reduced |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 12,024 | $3.98M | 0.44% | +61 | +0.51% | Increased |
| VXUS VANGUARD STAR FDS 921909768 | VG TL INTL STK F Share · SH | 46,518 | $3.95M | 0.44% | +1,745 | +3.90% | Increased |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 19,054 | $3.89M | 0.43% | +360 | +1.93% | Increased |
| PJAN INNOVATOR ETFS TRUST 45782C508 | US EQTY PWR BUF Share · SH | 75,537 | $3.83M | 0.42% | -75 | -0.10% | Reduced |
| VBIL VANGUARD INSTL INDEX FD 922040845 | 0 3 MO TR BI ETF Share · SH | 49,690 | $3.76M | 0.42% | +4,535 | +10.04% | Increased |
| 87283Q701 T ROWE PRICE EXCHANGE-TRADED 87283Q701 | ULTRA SHRT TRM Share · SH | 72,623 | $3.6M | 0.40% | -96 | -0.13% | Reduced |
1–50 of 343 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-16. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.