CRA Financial Services, LLC
CIK 1765594
13F filing for Q2 2026・No. 2,813
- Holdings
- US$867.6M
- Quarter change
- +US$97.5M
- Entries
- 321
- Net bought (estimate)
- +US$8.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 4
- Cut 85
- Added 149
- Corporate actions 2
- Unchanged 58
Largest holdings
321 stocks worth US$867.6M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 201,360 | US$58.27M | 6.72% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 1,220,811 | US$38.71M | 4.46% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 1,042,267 | US$35.27M | 4.07% |
| AMZNAmazonCOM | Added | 136,860 | US$32.62M | 3.76% |
| QQQInvesco QQQUNIT SER 1 | Added | 43,243 | US$31.84M | 3.67% |
| NVDANvidiaCOM | Added | 134,550 | US$26.92M | 3.10% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 67,876 | US$25.12M | 2.89% |
| GOOGLAlphabetCAP STK CL A | Added | 68,605 | US$24.52M | 2.83% |
| IVVISHARES TRCORE S&P500 ETF | Added | 31,388 | US$23.51M | 2.71% |
| WISDOMTREE TRUS QTLY DIV GRT | Added | 221,273 | US$21.16M | 2.44% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.