CRA Financial Services, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
CRA Financial Services, LLC 13F Holdings
CIK 0001765594 · NORTHFIELD, NJ
As of Sep 30, 2025, CRA Financial Services, LLC reported
294 positions worth $705.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 202,585 | $51.6M | 7.31% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 1,044,100 | $33.3M | 4.72% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,209,473 | $33.0M | 4.68% |
| AMAZON.COM INC | AMZN | Equity | 135,547 | $29.8M | 4.22% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 42,250 | $25.4M | 3.60% |
| NVIDIA CORP | NVDA | Technology | 130,402 | $24.3M | 3.45% |
| MICROSOFT CORP | MSFT | Technology | 41,051 | $21.3M | 3.01% |
| ISHARES CORE S&P 500 ETF | IVV | — | 28,795 |
|
9.3M2.73% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 81,247 |
7.5M | 2.48% |
| ALPHABET INC | GOOGL | Equity | 67,346 |
6.4M | 2.32% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 182,872 |
6.3M | 2.31% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 63,264 |
6.1M | 2.28% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 100,719 |
4.1M | 2.00% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 46,297 |
3.6M | 1.93% |
| SPDR S&P 500 ETF TRUST | SPY | — | 20,226 |
3.5M | 1.91% |
| INNOVATOR DEFINED WEALTH SHIELD ETF | BALT | — | 389,414 |
2.8M | 1.81% |
| INNOVATOR US EQUITY 10 BUFFER ETF - QUARTERLY | ZALT | — | 379,951 |
2.1M | 1.72% |
| META PLATFORMS INC | META | Communication Services | 14,595 |
0.7M | 1.52% |
| VANGUARD 500 INDEX FUND | VOO | — | 17,332 |
0.6M | 1.50% |
| BROADCOM INC | AVGO | Technology | 24,275 | $8.0M | 1.14% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 334,385 | $7.8M | 1.10% |
| INNOVATOR US EQUITY POWER BUFFER ETF - DECEMBER | PDEC | — | 163,623 | $6.9M | 0.97% |
| ALPHABET INC | GOOG | Equity | 27,925 | $6.8M | 0.96% |
| HOME DEPOT INC | HD | Consumer Cyclical | 16,503 | $6.7M | 0.95% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 118,220 | $6.0M | 0.85% |