13F Insight
DOSSIER · 13F-HR · Q3 2026

CRA Financial Services, LLC

$904M in tracked AUM across 329 positions as of Q3 2026.

CF
CIK 0001765594 · last filed Sep 30, 2026
Total AUM
$904M
as of Q3 2026
Holdings
329
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

CRA Financial Services, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$67M200K7.4%02
SCHD
SCHWAB STRATEGIC TR
$41M1.3M4.5%03
SCHG
SCHWAB STRATEGIC TR
$38M1.0M4.2%04
AMZN
AMAZON COM INC
$34M136K3.7%05
QQQ
INVESCO QQQ TR
$32M43K3.6%06
NVDA
NVIDIA CORPORATION
$31M136K3.4%07
VTI
VANGUARD INDEX FDS
$28M75K3.1%08
IVV
ISHARES TR
$25M33K2.8%09
GOOGL
ALPHABET INC
$24M69K2.6%10
DGRW
WISDOMTREE TR
$22M228K2.5%

Filing history

2026Q3Sep 30
$904M▲ 4.2%
329 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 32