CRA Financial Services, LLC

Institutional manager (13F) · CIK 1765594

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $557M

#	Issuer	Value	Shares
1	APPLE INC	$51M	200,502
2	SCHWAB STRATEGIC TR	$36M	1,188,417
3	SCHWAB STRATEGIC TR	$30M	1,036,437
4	AMAZON COM INC	$28M	136,170
5	INVESCO QQQ TR	$25M	43,016
6	NVIDIA CORPORATION	$23M	132,431
7	VANGUARD INDEX FDS	$21M	65,324
8	ISHARES TR	$20M	30,733
9	ALPHABET INC	$20M	68,185
10	WISDOMTREE TR	$19M	217,078
11	VANGUARD SPECIALIZED FUNDS	$16M	76,285
12	MICROSOFT CORP	$16M	42,382
13	INNOVATOR ETFS TRUST	$15M	453,312
14	STATE STR SPDR S&P 500 ETF T	$14M	21,679
15	SPDR SERIES TRUST	$14M	93,591
16	INNOVATOR ETFS TRUST	$13M	415,810
17	VANGUARD INDEX FDS	$13M	49,303
18	VANGUARD WHITEHALL FDS	$10M	104,075
19	VANGUARD INDEX FDS	$9M	32,272
20	SCHWAB STRATEGIC TR	$9M	352,445
21	META PLATFORMS INC	$9M	15,226
22	FIDELITY MERRIMACK STR TR	$8M	182,207
23	ALPHABET INC	$8M	28,192
24	BROADCOM INC	$8M	24,772
25	VANGUARD INDEX FDS	$7M	12,251
26	J P MORGAN EXCHANGE TRADED F	$7M	139,601
27	EXXON MOBIL CORP	$6M	35,390
28	INVESCO EXCHANGE TRADED FD T	$6M	29,430
29	INNOVATOR ETFS TRUST	$6M	131,792
30	JANUS DETROIT STR TR	$5M	107,238
31	BLACKROCK ETF TRUST II	$5M	157,704
32	HOME DEPOT INC	$5M	15,963
33	BERKSHIRE HATHAWAY INC DEL	$5M	10,747
34	VISA INC	$5M	16,230
35	INVESCO EXCH TRD SLF IDX FD	$5M	237,161
36	INVESCO EXCH TRD SLF IDX FD	$4M	224,014
37	ISHARES TR	$4M	64,414
38	AMERICAN CENTY ETF TR	$4M	53,437
39	ISHARES TR	$4M	9,940
40	VANGUARD SCOTTSDALE FDS	$4M	48,920
41	INNOVATOR ETFS TRUST	$4M	98,964
42	FIDELITY COVINGTON TRUST	$4M	79,152
43	CAPITAL GROUP NEW GEOGRAPHY	$4M	123,648
44	SCHWAB STRATEGIC TR	$4M	154,250
45	CHEVRON CORPORATION	$4M	18,551
46	INNOVATOR ETFS TRUST	$4M	82,703
47	ELI LILLY & CO	$4M	4,000
48	T ROWE PRICE ETF INC	$4M	70,491
49	INNOVATOR ETFS TRUST	$3M	75,612
50	JPMORGAN CHASE & CO	$3M	11,681

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.