13F Insight
DOSSIER · 13F-HR · Q2 2026

CRA Financial Services, LLC

$868M in tracked AUM across 321 positions as of Q2 2026.

CF
CIK 0001765594 · last filed Jun 30, 2026
Total AUM
$868M
as of Q2 2026
Holdings
321
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CRA Financial Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$58M201K6.7%02
SCHD
SCHWAB STRATEGIC TR
$39M1.2M4.5%03
SCHG
SCHWAB STRATEGIC TR
$35M1.0M4.1%04
AMZN
AMAZON COM INC
$33M137K3.8%05
QQQ
INVESCO QQQ TR
$32M43K3.7%06
NVDA
NVIDIA CORPORATION
$27M135K3.1%07
VTI
VANGUARD INDEX FDS
$25M68K2.9%08
GOOGL
ALPHABET INC
$25M69K2.8%09
IVV
ISHARES TR
$24M31K2.7%10
DGRW
WISDOMTREE TR
$21M221K2.4%

Filing history

2026Q2Jun 30
$868M▲ 12.7%
321 positionsView →2026Q1Mar 31
$770M▲ 0.8%
296 positionsView →2025Q4Dec 31
$764M▲ 4.5%
292 positionsView →2025Q3Sep 30
$731M▲ 11.7%
294 positionsView →2025Q2Jun 30
$654M▲ 11.9%
278 positionsLocked2025Q1Mar 31
$584M▲ 0.3%
271 positionsLocked2024Q4Dec 31
$583M▲ 6.9%
267 positionsLocked2024Q3Sep 30
$545M▲ 10.0%
267 positionsLocked2024Q2Jun 30
$496M▲ 7.6%
251 positionsLocked2024Q1Mar 31
$460M▲ 12.6%
244 positionsLocked2023Q4Dec 31
$409M▲ 12.5%
217 positionsLocked2023Q3Sep 30
$363M▼ 1.8%
203 positionsLocked
Showing 12 of 31