Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CRA Financial Services, LLC (CIK 1765594) reported $770.1M across 293 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($50.9M, 6.61%), SCHD ($36.5M, 4.73%), SCHG ($30.2M, 3.92%), AMZN ($28.4M, 3.68%), QQQ ($24.8M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $50.9M | 6.61% | 200,502 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $36.5M | 4.73% | 1.2M | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $30.2M | 3.92% | 1.0M | Added |
| 4 | AMZN | AMAZON COM INC | $28.4M | 3.68% | 136,170 | Added |
| 5 | QQQ | INVESCO QQQ TR | $24.8M | 3.22% | 43,016 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $23.1M | 3.00% | 132,431 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $21.0M | 2.72% | 65,324 | Added |
| 8 | IVV | ISHARES TR | $20.1M | 2.61% | 30,733 | Added |
| 9 | GOOGL | ALPHABET INC | $19.6M | 2.55% | 68,185 | Added |
| 10 | DGRW | WISDOMTREE TR | $19.1M | 2.48% | 217,078 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $16.4M | 2.13% | 76,285 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $15.7M | 2.04% | 42,382 | Added |
| 13 | BALT | INNOVATOR ETFS TRUST | $15.2M | 1.97% | 453,312 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $14.1M | 1.83% | 21,679 | Added |
| 15 | SDY | SPDR SERIES TRUST | $13.7M | 1.77% | 93,591 | Trimmed |
| 16 | ZALT | INNOVATOR ETFS TRUST | $13.5M | 1.75% | 415,810 | Added |
| 17 | VB | VANGUARD INDEX FDS | $12.9M | 1.68% | 49,303 | Trimmed |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $9.8M | 1.27% | 104,075 | Added |
| 19 | VO | VANGUARD INDEX FDS | $9.3M | 1.20% | 32,272 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $8.7M | 1.13% | 352,445 | Added |
| 21 | META | META PLATFORMS INC | $8.7M | 1.13% | 15,226 | Added |
| 22 | FBND | FIDELITY MERRIMACK STR TR | $8.3M | 1.08% | 182,207 | Added |
| 23 | GOOG | ALPHABET INC | $8.1M | 1.05% | 28,192 | Added |
| 24 | AVGO | BROADCOM INC | $7.7M | 1.00% | 24,772 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $7.3M | 0.95% | 12,251 | Added |
Source: SEC Form 13F filings · as of 2026-03-31