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CRA Financial Services

Latest statistics and disclosures from CRA Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SCHD, SCHG, AMZN, QQQ, and represent 22.67% of CRA Financial Services's stock portfolio.
Added to shares of these 10 stocks: VO (+$7.7M), IWF, HDV, VGT, VUG, JPST, SCHD, VTI, SPCX, VOO.
Started 29 new stock positions in SPCX, RONB, RSPT, AWK, WDC, HON, TXN, MET, XBJA, BND.
Reduced shares in these 10 stocks: FBND (-$6.0M), JAAA, Honeywell International, PJUL, VB, BSCQ, SDY, MU, PFE, IJH.
Sold out of its positions in CMCSA, Honeywell International, PFE, CRM.
CRA Financial Services was a net buyer of stock by $26M.
CRA Financial Services has $868M in assets under management (AUM), dropping by 12.66%.
Central Index Key (CIK): 0001765594

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Portfolio Holdings for CRA Financial Services

CRA Financial Services holds 321 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.7	$58M		201k	289.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.5	$39M	+2%	1.2M	31.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.1	$35M		1.0M	33.84	View chart
Amazon (AMZN)	3.8	$33M		137k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$32M		43k	736.40	View chart
NVIDIA Corporation (NVDA)	3.1	$27M		135k	200.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$25M	+3%	68k	370.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$25M		69k	357.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$24M	+2%	31k	748.90	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.4	$21M		221k	95.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$18M		75k	236.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$16M		22k	746.78	View chart
Microsoft Corporation (MSFT)	1.9	$16M		43k	373.02	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.8	$16M		456k	34.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$15M	-2%	48k	303.12	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.6	$14M		416k	33.87	View chart
Spdr Series Trust St Str Sp Div (SDY)	1.6	$14M		92k	152.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$11M	+6%	110k	98.20	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$10M	+4%	29k	353.33	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$10M	+296%	128k	80.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$9.7M		351k	27.70	View chart
Broadcom (AVGO)	1.1	$9.4M		25k	377.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$9.2M	+9%	13k	686.79	View chart
Meta Platforms Cl A (META)	1.0	$8.9M	+3%	16k	563.28	View chart
Marvell Technology (MRVL)	1.0	$8.7M		29k	297.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$8.1M	+14%	161k	50.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$6.3M		30k	212.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.7	$6.0M		130k	45.89	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.7	$5.8M		156k	36.95	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.7	$5.7M	+14%	91k	62.11	View chart
Home Depot (HD)	0.6	$5.6M		16k	352.68	View chart
Visa Com Cl A (V)	0.6	$5.5M		16k	343.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$5.3M		11k	500.37	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$5.2M	+6%	57k	91.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$5.0M	+307%	41k	124.17	View chart
Eli Lilly & Co. (LLY)	0.6	$4.9M	+2%	4.1k	1199.30	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.9M		36k	136.72	View chart
Capital Group New Geography SHS (CGNG)	0.6	$4.9M	+4%	130k	37.46	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$4.8M	+7%	165k	28.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$4.7M	-4%	61k	77.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.5	$4.4M		98k	44.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$4.3M	-6%	222k	19.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.5	$4.3M	-2%	220k	19.61	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.9M	+2%	12k	327.32	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$3.9M	-3%	47k	82.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$3.8M	+2%	45k	85.49	View chart
Caterpillar (CAT)	0.4	$3.8M		3.5k	1064.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$3.7M		76k	49.49	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.4	$3.6M	+3%	73k	49.77	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.4	$3.4M	+7%	45k	75.68	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$3.4M	+6%	167k	20.36	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.3M	-2%	6.5k	513.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$3.3M		72k	46.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$3.3M	-18%	68k	48.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$3.3M	+400%	121k	27.41	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$3.2M		77k	42.20	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.4	$3.1M		76k	41.10	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$3.1M	+9%	78k	40.13	View chart
Chevron Corporation (CVX)	0.4	$3.1M		19k	165.76	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$3.0M		31k	96.32	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$2.9M		28k	103.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.9M	-4%	20k	148.31	View chart
Palo Alto Networks (PANW)	0.3	$2.9M	-2%	8.5k	341.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$2.9M		60k	47.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.8M	+758%	24k	119.52	View chart
Tesla Motors (TSLA)	0.3	$2.8M	+3%	6.6k	420.60	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$2.7M	-5%	60k	45.64	View chart
Oracle Corporation (ORCL)	0.3	$2.6M	+5%	18k	146.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.6M		7.1k	368.35	View chart
Bank of America Corporation (BAC)	0.3	$2.6M		45k	56.98	View chart
Nextera Energy (NEE)	0.3	$2.5M		28k	87.77	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$2.4M		3.2k	763.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.4M	-3%	65k	36.87	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.3M	+2%	19k	124.76	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$2.3M		17k	137.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$2.3M	-71%	51k	45.49	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$2.3M		123k	18.57	View chart
Abbvie (ABBV)	0.3	$2.3M	+2%	9.1k	251.63	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.2M	-60%	43k	50.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.1M	+2%	14k	158.03	View chart
Johnson & Johnson (JNJ)	0.2	$2.1M		8.4k	253.97	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.1M		6.9k	302.95	View chart
Vanguard Wellesley Income Wellington U S (VUSV)	0.2	$2.1M	+4%	31k	68.32	View chart
Netflix (NFLX)	0.2	$2.0M		28k	71.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.0M		8.9k	227.06	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$1.9M		25k	76.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.9M		52k	36.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.9M	+2%	12k	156.30	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M	+2%	16k	113.26	View chart
Micron Technology (MU)	0.2	$1.7M	-12%	1.5k	1154.31	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.2	$1.7M	+8%	42k	40.58	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$1.7M	+6%	33k	51.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.7M	+509%	20k	86.14	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M		1.7k	935.32	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.5M		2.9k	522.45	View chart
Walt Disney Company (DIS)	0.2	$1.5M		16k	96.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.5M		6.9k	217.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	748850.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$1.5M		31k	46.94	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$1.5M		28k	53.11	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$1.5M		18k	81.94	View chart
Cisco Systems (CSCO)	0.2	$1.5M	+3%	12k	117.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.4M	+3%	55k	26.52	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$1.4M		19k	77.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.4M	-8%	19k	75.79	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$1.4M		18k	76.63	View chart
Procter & Gamble Company (PG)	0.2	$1.4M		9.4k	146.64	View chart
Qualcomm (QCOM)	0.2	$1.4M		7.3k	184.79	View chart
Advanced Micro Devices (AMD)	0.2	$1.4M	+9%	2.3k	580.89	View chart
Merck & Co (MRK)	0.2	$1.3M		11k	128.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.3M		5.5k	242.43	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$1.3M	+4%	79k	16.64	View chart
International Business Machines (IBM)	0.2	$1.3M	-3%	4.7k	281.21	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$1.3M	+2%	17k	73.34	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		2.3k	509.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.2M		8.5k	137.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.2M		27k	43.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		12k	96.43	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	0.1	$1.1M	-6%	38k	29.13	View chart
Coca-Cola Company (KO)	0.1	$1.1M		14k	81.27	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$1.1M	+5%	23k	48.29	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$1.1M	-4%	33k	32.93	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.1M	-2%	8.8k	121.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M		5.6k	189.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M		3.1k	342.83	View chart
Public Service Enterprise (PEG)	0.1	$1.1M	+234%	13k	81.16	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.1M		19k	55.01	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$1.1M		24k	44.36	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$1.0M		23k	45.34	View chart
McDonald's Corporation (MCD)	0.1	$1.0M		3.7k	270.34	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.0M		22k	45.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$989k		23k	43.23	View chart
Palantir Technologies Cl A (PLTR)	0.1	$965k		8.3k	116.67	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$960k		35k	27.56	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$959k	+8%	4.0k	242.40	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$955k		15k	62.52	View chart
Corning Incorporated (GLW)	0.1	$949k		3.7k	255.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$936k	+16%	4.9k	190.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$934k		3.1k	300.46	View chart
Ge Aerospace Com New (GE)	0.1	$919k	+2%	2.5k	373.66	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$918k		23k	40.09	View chart
UnitedHealth (UNH)	0.1	$917k	+8%	2.2k	415.64	View chart
Boeing Company (BA)	0.1	$899k		4.2k	216.46	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.1	$897k	+2%	18k	51.29	View chart
Vanguard World Health Car Etf (VHT)	0.1	$878k		2.9k	299.01	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$869k	-4%	16k	53.61	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$869k	+3%	17k	52.34	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$853k	NEW	5.0k	170.86	View chart
Goldman Sachs (GS)	0.1	$844k		834.00	1011.85	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$831k	+31%	18k	47.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$829k	+3%	12k	71.25	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$785k		2.3k	334.82	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$781k		19k	42.08	View chart
Pepsi (PEP)	0.1	$779k	-3%	5.8k	135.40	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$777k		9.4k	82.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$770k		8.0k	96.58	View chart
Deere & Company (DE)	0.1	$765k		1.2k	634.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$765k		17k	46.05	View chart
Amgen (AMGN)	0.1	$747k		2.1k	362.12	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$746k	-2%	1.6k	477.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$745k		13k	56.48	View chart
Uber Technologies (UBER)	0.1	$745k	+4%	10k	72.16	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$737k		12k	59.20	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$730k		11k	67.38	View chart
Constellation Energy (CEG)	0.1	$725k	-2%	2.9k	248.36	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$700k		14k	51.29	View chart
Ge Vernova (GEV)	0.1	$697k	+2%	593.00	1175.23	View chart
Altria (MO)	0.1	$689k		9.6k	71.95	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$684k		344.00	1989.46	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$676k	+31%	20k	34.62	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$663k		8.2k	81.36	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$651k		18k	35.52	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$648k	-3%	8.4k	77.43	View chart
Sandisk Corp (SNDK)	0.1	$641k	NEW	282.00	2273.73	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$635k		5.4k	117.50	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$624k	+2%	6.5k	96.76	View chart
Philip Morris International (PM)	0.1	$610k	+3%	3.4k	180.91	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$604k		4.6k	130.40	View chart
McKesson Corporation (MCK)	0.1	$602k	+4%	797.00	755.60	View chart
ConocoPhillips (COP)	0.1	$600k		5.8k	103.97	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$590k		9.6k	61.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$584k		7.0k	83.75	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$571k		9.7k	59.02	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$569k		19k	30.49	View chart
Applied Materials (AMAT)	0.1	$558k	+9%	772.00	723.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$553k		19k	29.43	View chart
Cummins (CMI)	0.1	$551k	-3%	773.00	713.21	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$539k		4.2k	127.81	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$539k		9.9k	54.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$538k	-2%	10k	54.03	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$533k		6.9k	76.80	View chart
Enterprise Products Partners (EPD)	0.1	$533k		15k	36.76	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$518k		12k	42.59	View chart
Innovator Etfs Trust Equi Dual 10 Oct (DDTO)	0.1	$516k		23k	22.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$511k		6.8k	75.51	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$493k		9.4k	52.64	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$483k	-4%	686.00	703.34	View chart
Intel Corporation (INTC)	0.1	$482k	NEW	3.5k	139.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$480k		1.9k	246.21	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$476k		11k	42.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$473k		14k	33.19	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$471k		21k	22.95	View chart
Marathon Petroleum Corp (MPC)	0.1	$466k		1.8k	255.64	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$454k		12k	38.58	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$454k		15k	31.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$452k	+8%	4.1k	110.32	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$450k		2.4k	185.25	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$445k		15k	30.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$442k		3.5k	126.58	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$437k		8.1k	54.02	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$434k	+4%	3.7k	117.67	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.0	$433k		8.1k	53.20	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$432k		2.7k	158.67	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$431k		14k	31.86	View chart
Baron Etf Tr First Princ Etf (RONB)	0.0	$429k	NEW	18k	24.40	View chart
Honeywell International (HON)	0.0	$422k	NEW	1.9k	223.90	View chart
Honeywell Aerospace (HONA)	0.0	$417k	NEW	1.9k	221.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$415k	+25%	8.6k	48.43	View chart
Western Digital (WDC)	0.0	$414k	NEW	648.00	638.72	View chart
Linde SHS (LIN)	0.0	$413k	+7%	796.00	518.89	View chart
United Parcel Svcs CL B (UPS)	0.0	$406k	+2%	3.8k	107.49	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$403k		7.5k	53.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$400k	+2%	2.4k	164.24	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$400k		8.4k	47.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$397k		2.7k	146.41	View chart
PNC Financial Services (PNC)	0.0	$397k	-4%	1.6k	246.29	View chart
Lowe's Companies (LOW)	0.0	$395k		1.8k	220.49	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$395k		2.7k	147.74	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$392k		6.7k	58.87	View chart
PPL Corporation (PPL)	0.0	$384k		11k	36.35	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$384k	NEW	12k	33.29	View chart
Abbott Laboratories (ABT)	0.0	$379k		4.2k	90.74	View chart
American Intl Group Com New (AIG)	0.0	$377k		5.1k	74.53	View chart
American Centy Etf Tr Larg Ca Equi Etf (ACLC)	0.0	$376k		4.5k	84.11	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$375k		2.1k	178.60	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$371k		7.9k	47.20	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.0	$370k		1.4k	270.67	View chart
American Express Company (AXP)	0.0	$354k		1.0k	338.25	View chart
Travelers Companies (TRV)	0.0	$352k		1.1k	330.12	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$347k	-18%	4.3k	81.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$346k	NEW	3.4k	100.36	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$344k		2.4k	144.61	View chart
Coreweave Com Cl A (CRWV)	0.0	$340k	+10%	3.4k	99.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$337k	+40%	8.2k	41.30	View chart
General Dynamics Corporation (GD)	0.0	$332k		938.00	354.24	View chart
Vanguard World Energy Etf (VDE)	0.0	$332k		2.2k	150.10	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$330k	-3%	6.2k	53.61	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$329k		5.3k	62.20	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$325k		3.9k	82.84	View chart
Citizens Financial (CFG)	0.0	$316k		4.5k	70.07	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.0	$315k		13k	25.19	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$312k		14k	22.35	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$312k		2.2k	142.39	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$312k		3.4k	90.79	View chart
Norfolk Southern (NSC)	0.0	$303k		964.00	314.59	View chart
FedEx Corporation (FDX)	0.0	$303k		967.00	313.23	View chart
Blackrock (BLK)	0.0	$299k		311.00	961.56	View chart
Exelon Corporation (EXC)	0.0	$294k	+2%	6.3k	46.62	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$293k		6.0k	48.68	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$292k	-9%	3.9k	74.91	View chart
Citigroup Com New (C)	0.0	$288k	+8%	2.1k	139.93	View chart
Morgan Stanley Com New (MS)	0.0	$287k	+8%	1.4k	209.11	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$285k		7.6k	37.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$283k		2.2k	128.09	View chart
Shell Spon Ads (SHEL)	0.0	$280k		3.6k	77.54	View chart
Ford Motor Company (F)	0.0	$276k	-3%	20k	13.90	View chart
Definium Therapeutics Com Shs (DFTX)	0.0	$275k	NEW	5.8k	47.04	View chart
Phillips 66 (PSX)	0.0	$274k	+2%	1.6k	169.05	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$273k		3.6k	76.70	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$272k		8.2k	33.21	View chart
Charles Schwab Corporation (SCHW)	0.0	$270k	+2%	2.9k	92.27	View chart
American Electric Power Company (AEP)	0.0	$267k	+16%	2.0k	136.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$264k		2.1k	124.42	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$262k	NEW	957.00	273.63	View chart
Texas Instruments Incorporated (TXN)	0.0	$260k	NEW	873.00	297.99	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$260k	NEW	1.8k	144.48	View chart
Starbucks Corporation (SBUX)	0.0	$259k		2.5k	102.19	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$257k		8.7k	29.56	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$256k		600.00	426.40	View chart
Adams Express Company (ADX)	0.0	$256k		10k	25.55	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$255k		833.00	306.39	View chart
BP Sponsored Adr (BP)	0.0	$251k	-8%	6.8k	36.95	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.0	$251k	NEW	7.9k	31.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$249k	+3%	2.4k	103.88	View chart
At&t (T)	0.0	$249k	+3%	12k	20.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$244k	+5%	3.1k	79.03	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.0	$240k		8.4k	28.57	View chart
Lam Research Corp Com New (LRCX)	0.0	$235k	NEW	543.00	433.33	View chart
Trane Technologies SHS (TT)	0.0	$233k		474.00	491.16	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.0	$230k		5.0k	45.80	View chart
Verizon Communications (VZ)	0.0	$230k		5.4k	42.34	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$229k	+5%	2.0k	114.18	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$226k		6.2k	36.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$225k	NEW	351.00	640.76	View chart
Emerson Electric (EMR)	0.0	$223k	NEW	1.6k	143.18	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$222k	NEW	14k	16.39	View chart
DNP Select Income Fund (DNP)	0.0	$222k		21k	10.79	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.0	$222k		9.2k	24.02	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.0	$220k	NEW	7.0k	31.45	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$220k		2.1k	107.13	View chart
MetLife (MET)	0.0	$214k	NEW	2.5k	84.61	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$214k	NEW	707.00	302.70	View chart
Northrop Grumman Corporation (NOC)	0.0	$211k	+2%	415.00	509.31	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.0	$211k	NEW	6.2k	33.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$209k	NEW	3.2k	64.50	View chart
MercadoLibre (MELI)	0.0	$209k		123.00	1697.39	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$209k		9.5k	21.97	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$207k	-27%	4.9k	41.95	View chart
Southern Company (SO)	0.0	$206k	-20%	2.1k	95.71	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.0	$204k	NEW	2.7k	76.35	View chart
American Water Works (AWK)	0.0	$204k	NEW	1.5k	131.58	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$202k	NEW	5.0k	40.16	View chart
Enbridge (ENB)	0.0	$201k	NEW	3.7k	54.21	View chart
Eaton Corp SHS (ETN)	0.0	$195k	NEW	457.00	426.12	View chart
Wells Fargo & Company (WFC)	0.0	$192k	-5%	2.3k	82.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$180k	NEW	2.4k	73.41	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$157k		12k	12.76	View chart
Aclaris Therapeutics (ACRS)	0.0	$94k		18k	5.29	View chart
Ataibeckley Com Shs (ATAI)	0.0	$68k		13k	5.27	View chart
Cabaletta Bio (CABA)	0.0	$47k		15k	3.11	View chart
Westwater Res Com New (WWR)	0.0	$7.6k		15k	0.51	View chart

Past Filings by CRA Financial Services

SEC 13F filings are viewable for CRA Financial Services going back to 2018

CRA Financial Services 2026 Q2 filed July 24, 2026
CRA Financial Services 2026 Q1 filed April 9, 2026
CRA Financial Services 2025 Q4 filed Jan. 16, 2026
CRA Financial Services 2025 Q3 filed Oct. 16, 2025
CRA Financial Services 2025 Q2 filed July 14, 2025
CRA Financial Services 2025 Q1 filed April 16, 2025
CRA Financial Services 2024 Q4 filed Jan. 31, 2025
CRA Financial Services 2024 Q3 filed Oct. 10, 2024
CRA Financial Services 2024 Q2 filed July 12, 2024
CRA Financial Services 2024 Q1 filed April 17, 2024
CRA Financial Services 2023 Q4 filed Feb. 1, 2024
CRA Financial Services 2023 Q3 filed Oct. 13, 2023
CRA Financial Services 2023 Q2 filed July 11, 2023
CRA Financial Services 2023 Q1 filed April 6, 2023
CRA Financial Services 2022 Q4 filed Jan. 24, 2023
CRA Financial Services 2022 Q3 filed Oct. 24, 2022

View all past filings

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