CRA Financial Services, LLC
Sector Allocation
- Other55.9%$505.4M
- Technology23.3%$210.7M
- Financials9.9%$89.6M
- Consumer Discretionary4.7%$42.5M
- Healthcare1.5%$13.4M
- Energy1.4%$12.4M
- Industrials1.2%$11.0M
- Consumer Staples0.9%$8.6M
- Utilities0.6%$5.1M
- Communication Services0.5%$4.1M
AUM History
13fpro.ai/research/fund/cra-financial-services-llc-1765594
Conviction and streaks
Concentrating · top 10 = 37.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$66.7M- SCHWAB$40.7M
- SCHWAB$37.6M
AMZN
$33.8MQQQ
$32.1MNVDA
$31.0M- VANGUARD$28.1M
- ISHARES$25.1M
GOOGL
$23.7MWT
$22.2MMSFT
$22.0M- VANGUARD$17.4M
SPY
$16.6M- INNOVATOR$16.6M
- INNOVATOR$15.4M
- VANGUARD$13.5M
- SPDR$13.1M
- VANGUARD$11.9M
META
$11.7MGOOG
$10.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cra-financial-services-llc-1765594
CRA Financial Services, LLC 13F holdings — Q3 2026
$904.1M portfolio (+4.2% QoQ) · 329 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
$66.7M
7.4% of stocks
-0.5%This quarter+1.1%Since filed11+ qtrsHeld- 2
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$40.7M
4.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - US LCAP GR ETF
$37.6M
4.2% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $33.8M
3.7% of stocks
-0.8%This quarter+1.2%Since filed11+ qtrsHeld$32.1M
3.5% of stocks
+0.4%This quarter+1.6%Since filed11+ qtrsHeld$31.0M
3.4% of stocks
+0.7%This quarter+1.8%Since filed11+ qtrsHeld- 7
VANGUARD INDEX FDS - MRNGSTR TTL STK
$28.1M
3.1% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P500 ETF
$25.1M
2.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $23.7M
2.6% of stocks
+0.6%This quarter-6.0%Since filed11+ qtrsHeld$22.2M
2.5% of stocks
+3%This quarter-0.8%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 10 qtrs in a row
All holdings — CRA Financial Services, LLC (Q3 2026)
329 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $22.0M | 2.4% | 43K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $17.4M | 1.9% | 75K | -0.9% | — | — | 13F |
| 13 | SPDR S&P 500 ETF TRUSTetf/fund | — | $16.6M | 1.8% | 22K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $16.6M | 1.8% | 474K | +4% | — | — | 13F |
| 15 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | — | $15.4M | 1.7% | 447K | +7% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $13.5M | 1.5% | 47K | -2% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $13.1M | 1.4% | 89K | -3% | — | — | 13F |
| 18 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $11.9M | 1.3% | 118K | +7% | — | — | 13F |
| 19 | Meta Platforms, Inc. | Technology | $11.7M | 1.3% | 16K | +2% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $10.1M | 1.1% | 30K | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $9.7M | 1.1% | 124K | -3% | — | — | 13F |
| 22 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $9.4M | 1.0% | 341K | -3% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $9.0M | 1.0% | 13K | -4% | — | — | 13F |
| 24 | Broadcom Inc. | Technology | $8.8M | 1.0% | 25K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $8.6M | 1.0% | 172K | +7% | — | — | 13F |
| 26 | $MRVL | Marvell Technology, Inc. | Technology | $7.8M | 0.9% | 29K | +0.6% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $6.4M | 0.7% | 31K | +4% | |||
| 28 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $6.2M | 0.7% | 99K | +9% | |||
| 29 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $6.1M | 0.7% | 130K | -0.2% | |||
| 30 | $V | VISA INC. | Financials | $5.8M | 0.6% | 16K | +0.2% | |||
| 31 | — | BLACKROCK ETF TRUST II - ISHARES LARG CAP | — | $5.6M | 0.6% | 149K | -5% | |||
| 32 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.5M | 0.6% | 34K | -5% | |||
| 33 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $5.5M | 0.6% | 61K | +7% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 0.6% | 11K | -0.5% | |||
| 35 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $5.1M | 0.6% | 139K | +7% | |||
| 36 | — | ISHARES TR - RUS 1000 GRW ETF | — | $5.0M | 0.6% | 40K | -1% | |||
| 37 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $4.8M | 0.5% | 164K | -0.7% | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $4.7M | 0.5% | 4,102 | +0.1% | |||
| 39 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.4M | 0.5% | 16K | -1% | |||
| 40 | $IVZ | Invesco Ltd. | Financials | $4.3M | 0.5% | 222K | +1.0% | |||
| 41 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $4.3M | 0.5% | 95K | -4% | |||
| 42 | — | ISHARES TR - CORE S&P MCP ETF | — | $4.2M | 0.5% | 58K | -6% | |||
| 43 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $4.1M | 0.5% | 83K | +23% | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $4.1M | 0.5% | 211K | -5% | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $4.0M | 0.4% | 12K | +0.5% | |||
| 46 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $4.0M | 0.4% | 47K | +4% | |||
| 47 | $CVX | CHEVRON CORP | Energy | $3.9M | 0.4% | 19K | +2% | |||
| 48 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $3.8M | 0.4% | 76K | -0.1% | |||
| 49 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $3.8M | 0.4% | 50K | +10% | |||
| 50 | — | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | — | $3.6M | 0.4% | 73K | -0.1% | |||
| 51 | $MA | Mastercard Inc | Financials | $3.6M | 0.4% | 6,520 | +0.4% | |||
| 52 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $3.5M | 0.4% | 89K | +14% | |||
| 53 | $IVZ | Invesco Ltd. | Financials | $3.5M | 0.4% | 172K | +3% | |||
| 54 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $3.4M | 0.4% | 72K | -0.3% | |||
| 55 | $PANW | Palo Alto Networks Inc | Technology | $3.4M | 0.4% | 8,541 | +0.6% | |||
| 56 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.4M | 0.4% | 13K | +300% | |||
| 57 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | — | $3.3M | 0.4% | 76K | -0.8% | |||
| 58 | — | ISHARES TR - CORE HIGH DV ETF | — | $3.3M | 0.4% | 118K | -2% | |||
| 59 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $3.3M | 0.4% | 42K | -11% | |||
| 60 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $3.2M | 0.4% | 76K | -0.2% | |||
| 61 | $ORCL | ORACLE CORP | Technology | $3.0M | 0.3% | 22K | +23% | |||
| 62 | $WT | WisdomTree, Inc. | Financials | $3.0M | 0.3% | 31K | +0.1% | |||
| 63 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $3.0M | 0.3% | 28K | -0.1% | |||
| 64 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $2.9M | 0.3% | 60K | -0.9% | |||
| 65 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.9M | 0.3% | 23K | -1% | |||
| 66 | $CAT | CATERPILLAR INC | Industrials | $2.9M | 0.3% | 3,516 | -0.3% | |||
| 67 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $2.8M | 0.3% | 38K | +14% | |||
| 68 | $GLD | SPDR GOLD TRUST | Financials | $2.7M | 0.3% | 7,115 | +0.4% | |||
| 69 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.6M | 0.3% | 19K | -3% | |||
| 70 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | — | $2.5M | 0.3% | 54K | -10% | |||
| 71 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.3% | 45K | +0.3% | |||
| 72 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.4M | 0.3% | 6,813 | +3% | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.3% | 127K | +3% | |||
| 74 | $ABBV | AbbVie Inc. | Healthcare | $2.3M | 0.3% | 8,788 | -3% | |||
| 75 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.3M | 0.3% | 8,653 | +3% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.3% | 7,492 | +9% | |||
| 77 | — | VANGUARD WELLESLEY INCOME FD - WELLINGTON U S | — | $2.2M | 0.3% | 32K | +6% | |||
| 78 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $2.2M | 0.2% | 19K | -0.8% | |||
| 79 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.2M | 0.2% | 9,469 | +6% | |||
| 80 | $NEE | NEXTERA ENERGY INC | Utilities | $2.1M | 0.2% | 28K | -0.2% | |||
| 81 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $2.1M | 0.2% | 48K | -6% | |||
| 82 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $2.1M | 0.2% | 42K | -3% | |||
| 83 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.1M | 0.2% | 13K | -1% | |||
| 84 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $2.1M | 0.2% | 16K | -4% | |||
| 85 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $2.0M | 0.2% | 60K | -7% | |||
| 86 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $2.0M | 0.2% | 50K | +19% | |||
| 87 | $NFLX | NETFLIX INC | Communication Services | $1.9M | 0.2% | 27K | -5% | |||
| 88 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.8M | 0.2% | 20K | +4% | |||
| 89 | $MU | MICRON TECHNOLOGY INC | Technology | $1.8M | 0.2% | 1,692 | +12% | |||
| 90 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.8M | 0.2% | 71K | +29% | |||
| 91 | — | ISHARES TR - SELECT DIVID ETF | — | $1.8M | 0.2% | 12K | -1% | |||
| 92 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $1.8M | 0.2% | 25K | — | |||
| 93 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.8M | 0.2% | 29K | +4% | |||
| 94 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.7M | 0.2% | 36K | +120% | |||
| 95 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.2% | 16K | +0.7% | |||
| 96 | $DIS | Walt Disney Co | Communication Services | $1.7M | 0.2% | 16K | -0.1% | |||
| 97 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.7M | 0.2% | 51K | -3% | |||
| 98 | $PLTR | Palantir Technologies Inc. | Technology | $1.6M | 0.2% | 8,690 | +5% | |||
| 99 | $MRK | Merck & Co., Inc. | Healthcare | $1.6M | 0.2% | 11K | +2% | |||
| 100 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 0.2% | 2,542 | +9% | |||
| 101 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.5M | 0.2% | 7,077 | +2% | |||
| 102 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.5M | 0.2% | 2,998 | +2% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.2% | 1,654 | -1% | |||
| 104 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 105 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.2% | 92K | +17% | |||
| 106 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.5M | 0.2% | 18K | — | |||
| 107 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.5M | 0.2% | 33K | +46% | |||
| 108 | — | VANGUARD MALVERN FDS - CORE BD ETF | — | $1.4M | 0.2% | 20K | +5% | |||
| 109 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $1.4M | 0.2% | 31K | +38% | |||
| 110 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $1.4M | 0.1% | 21K | -3% | |||
| 111 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.4M | 0.1% | 5,571 | +1% | |||
| 112 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $1.4M | 0.1% | 20K | +16% | |||
| 113 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $1.3M | 0.1% | 18K | — | |||
| 114 | $QCOM | QUALCOMM INC/DE | Technology | $1.3M | 0.1% | 7,245 | -1% | |||
| 115 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.3M | 0.1% | 8,986 | -4% | |||
| 116 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.1% | 12K | -3% | |||
| 117 | — | ISHARES TR - CORE DIV GRWTH | — | $1.3M | 0.1% | 17K | -9% | |||
| 118 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.2M | 0.1% | 8,540 | -0.1% | |||
| 119 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $1.2M | 0.1% | 27K | -14% | |||
| 120 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.2M | 0.1% | 2,339 | -0.1% | |||
| 121 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.2M | 0.1% | 27K | — | |||
| 122 | $KO | COCA COLA CO | Consumer Staples | $1.2M | 0.1% | 14K | +2% | |||
| 123 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.2M | 0.1% | 7,624 | +53% | |||
| 124 | — | FIDELITY GREENWOOD STREET TR - HEDGED EQTY ETF | — | $1.1M | 0.1% | 33K | +2% | |||
| 125 | — | ISHARES TR - LARG CAP JUN ETF | — | $1.1M | 0.1% | 37K | -3% | |||
| 126 | $RTX | RTX Corp | Industrials | $1.1M | 0.1% | 5,771 | +2% | |||
| 127 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.1M | 0.1% | 12K | +0.9% | |||
| 128 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.1M | 0.1% | 24K | — | |||
| 129 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $1.1M | 0.1% | 19K | — | |||
| 130 | $TD | TORONTO DOMINION BANK | Financials | $1.0M | 0.1% | 8,862 | +0.5% | |||
| 131 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.0M | 0.1% | 4,693 | +0.1% | |||
| 132 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $983K | 0.1% | 24K | +4% | |||
| 133 | — | ISHARES TR - MSCI USA MMENTM | — | $982K | 0.1% | 3,095 | -0.8% | |||
| 134 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $958K | 0.1% | 28K | +43% | |||
| 135 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $944K | 0.1% | 4,823 | -2% | |||
| 136 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $925K | 0.1% | 2,928 | -0.3% | |||
| 137 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $905K | 0.1% | 23K | — | |||
| 138 | — | INNOVATOR ETFS TRUST - EQUI DEFI SEPT | — | $904K | 0.1% | 32K | -7% | |||
| 139 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | — | $904K | 0.1% | 14K | -8% | |||
| 140 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | — | $898K | 0.1% | 11K | +36% | |||
| 141 | — | VANGUARD MALVERN FDS - MULTI SECTOR | — | $891K | 0.1% | 18K | +3% | |||
| 142 | — | INNOVATOR ETFS TRUST - US EQUT BUFR AUG | — | $889K | 0.1% | 16K | -0.8% | |||
| 143 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $886K | 0.1% | 13K | +0.0% | |||
| 144 | $MCD | MCDONALDS CORP | Consumer Discretionary | $836K | 0.1% | 3,619 | -3% | |||
| 145 | — | ISHARES TR - RUSSELL 2000 ETF | — | $830K | 0.1% | 2,988 | -4% | |||
| 146 | $DE | DEERE & CO | Industrials | $822K | 0.1% | 1,224 | +1% | |||
| 147 | — | ISHARES TR - US AER DEF ETF | — | $815K | 0.1% | 3,933 | -0.6% | |||
| 148 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $811K | 0.1% | 18K | — | |||
| 149 | $AMGN | AMGEN INC | Healthcare | $810K | 0.1% | 1,922 | -7% | |||
| 150 | $BA | BOEING CO | Industrials | $785K | 0.1% | 4,222 | +2% |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 137 added to, 114 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$FETHFidelity Ethereum Fund$273K
first bought this quarter
- DOUBLELINE ETF TRUST - ULTRA INCOM ETF$245K
first bought this quarter
$CRMSalesforce, Inc.$240K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF$232K
first bought this quarter
- FIDELITY MERRIMACK STR TR - SYSTEMATIC MUN$230K
first bought this quarter
- VANGUARD MUN BD FDS - INTERMEDIATE TRM$224K
first bought this quarter
+7 more in the Excel export
Added to (137)
- VANGUARD INDEX FDS - MRNGSTR TTL STK+11%
now $28.1M
$CRWDCrowdStrike Holdings, Inc.+300%
now $3.4M · held 11+ qtrs
- ISHARES TR - CORE S&P500 ETF+5%
now $25.1M
- INNOVATOR ETFS TRUST - U S EQ 10 BUFFER+7%
now $15.4M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+2%
now $40.7M
- VANGUARD WHITEHALL FDS - INTL HIGH ETF+7%
now $11.9M
+131 more in the Excel export
Trimmed (114)
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-11%
now $3.3M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-4%
now $9.0M
- SPDR SERIES TRUST - ST STR SP DIV-3%
now $13.1M
- VANGUARD INDEX FDS - MRNGSTR MID CAP-3%
now $9.7M
now $66.7M · held 11+ qtrs
now $33.8M · held 11+ qtrs
+108 more in the Excel export
Sold out (6)
- BARON ETF TR - FIRST PRINC ETFwas $428K
- ISHARES TR - INVT GRD CORP BDwas $222K
$NOCNORTHROP GRUMMAN CORP /DE/was $211K
held 4 qtrs
$SOSOUTHERN COwas $206K
held 10+ qtrs
$ENBENBRIDGE INCwas $201K
$ATAI.R1840904Atai Beckley N.V.was $68K
Holdings by quarter
Every 13F CRA Financial Services, LLC has filed, 31 earlier quarters. Pick one to see what it held then.
Is it too late to follow CRA Financial Services?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of CRA Financial Services's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CRA Financial Services, LLC disclosed 329 positions worth $904.1M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 7.4% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 6 — including a new stake in $FETH. The portfolio is most concentrated in Other (55.9% of disclosed assets). All figures are sourced directly from CRA Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 1765594.
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AI-Powered Hedge Fund Analysis: CRA Financial Services, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For CRA Financial Services, LLC (SEC CIK: 1765594), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CRA Financial Services, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.