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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 22.17% of CRA Financial Services's stock portfolio.
Added to shares of these 10 stocks: VTI (+$5.4M), VYMI, DGRW, FBND, FENI, FMDE, VUSV, VXUS, CGNG, IVV.
Started 14 new stock positions in BNDX, BSJR, CMCSA, PSX, AEP, TT, T, LQDW, ATAI, FMDE. JBND, VZ, JSCP, AMAT.
Reduced shares in these 10 stocks: VIG, SDY, VB, VO, SCHM, VUG, VTV, IJH, AAPL, BSX.
Sold out of its positions in ADBE, BSX, COIN, FETH, JBBB, RDDT, SIGI, MGC, WM, Atai Life Sciences Nv.
CRA Financial Services was a net buyer of stock by $29M.
CRA Financial Services has $770M in assets under management (AUM), dropping by 0.78%.
Central Index Key (CIK): 0001765594

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Portfolio Holdings for CRA Financial Services

CRA Financial Services holds 296 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.6	$51M		201k	253.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.7	$37M		1.2M	30.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.9	$30M	+2%	1.0M	29.13	View chart
Amazon (AMZN)	3.7	$28M		136k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$25M		43k	577.17	View chart
NVIDIA Corporation (NVDA)	3.0	$23M		132k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$21M	+34%	65k	320.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$20M	+5%	31k	653.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$20M		68k	287.56	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.5	$19M	+12%	217k	87.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$16M	-4%	76k	215.06	View chart
Microsoft Corporation (MSFT)	2.0	$16M	+2%	42k	370.17	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	2.0	$15M	+6%	453k	33.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$14M	+3%	22k	650.33	View chart
Spdr Series Trust State Street Spd (SDY)	1.8	$14M	-5%	94k	145.94	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.8	$14M	+4%	416k	32.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$13M	-4%	49k	261.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.3	$9.8M	+32%	104k	94.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$9.3M	-5%	32k	287.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$8.7M	+4%	352k	24.75	View chart
Meta Platforms Cl A (META)	1.1	$8.7M		15k	572.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$8.3M	+32%	182k	45.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$8.1M		28k	286.86	View chart
Broadcom (AVGO)	1.0	$7.7M		25k	309.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$7.3M	+7%	12k	597.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$7.1M	+9%	140k	50.61	View chart
Exxon Mobil Corporation (XOM)	0.8	$6.0M		35k	169.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$5.6M		29k	191.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.7	$5.6M	-2%	132k	42.50	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$5.4M	+16%	107k	50.37	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.7	$5.4M	-2%	158k	34.11	View chart
Home Depot (HD)	0.7	$5.3M		16k	328.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$5.1M	-5%	11k	479.18	View chart
Visa Com Cl A (V)	0.6	$4.9M		16k	302.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.6	$4.6M	+13%	237k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$4.4M	+14%	224k	19.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$4.3M	-7%	64k	67.53	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$4.3M	+4%	53k	80.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$4.2M	+6%	9.9k	426.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$4.0M		49k	82.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.5	$4.0M		99k	40.86	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$4.0M	+23%	79k	50.12	View chart
Capital Group New Geography SHS (CGNG)	0.5	$3.9M	+35%	124k	31.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$3.9M	-5%	154k	25.10	View chart
Chevron Corporation (CVX)	0.5	$3.8M	+4%	19k	206.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$3.8M	-2%	83k	45.97	View chart
Eli Lilly & Co. (LLY)	0.5	$3.7M		4.0k	919.73	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.5	$3.5M	+23%	71k	49.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$3.5M	+5%	76k	46.13	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.4M		12k	294.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$3.4M	+52%	44k	77.11	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.3M	-2%	6.6k	499.66	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$3.3M	-3%	24k	135.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$3.2M	+25%	157k	20.42	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.4	$3.2M	-7%	42k	75.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$3.1M		72k	43.11	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$3.1M		78k	39.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.0M	-4%	7.0k	430.32	View chart
Marvell Technology (MRVL)	0.4	$2.9M		30k	99.05	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$2.8M		31k	89.33	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$2.8M	+6%	77k	35.59	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$2.7M	-4%	64k	42.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$2.7M	+15%	61k	44.62	View chart
Netflix (NFLX)	0.3	$2.7M	+6%	28k	96.15	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$2.7M	+241%	71k	37.20	View chart
Nextera Energy (NEE)	0.3	$2.6M	-3%	28k	92.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.6M	-5%	21k	124.31	View chart
Oracle Corporation (ORCL)	0.3	$2.5M	+6%	17k	147.11	View chart
Caterpillar (CAT)	0.3	$2.5M		3.5k	708.46	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$2.4M		28k	84.91	View chart
Tesla Motors (TSLA)	0.3	$2.4M	-6%	6.4k	371.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$2.3M	+61%	121k	18.66	View chart
Bank of America Corporation (BAC)	0.3	$2.2M		45k	48.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.1M	-15%	67k	30.96	View chart
Johnson & Johnson (JNJ)	0.3	$2.0M		8.4k	244.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.0M	-4%	18k	110.47	View chart
Wal-Mart Stores (WMT)	0.3	$2.0M		16k	124.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.0M	+13%	13k	148.10	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$2.0M		17k	114.83	View chart
Abbvie (ABBV)	0.3	$1.9M	-3%	8.9k	217.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.9M	-2%	2.7k	697.72	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$1.9M		25k	75.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.9M	+4%	8.8k	211.15	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$1.8M	+9%	31k	59.03	View chart
Vanguard Wellesley Income Wellington U S (VUSV)	0.2	$1.8M	+229%	29k	62.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.8M	+2%	12k	151.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.7M		27k	61.26	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M	+2%	1.7k	996.25	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.6M	+7%	6.9k	237.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.5M	-8%	53k	29.08	View chart
Walt Disney Company (DIS)	0.2	$1.5M	-3%	16k	96.38	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$1.5M	+35%	31k	47.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.4M		2.00	718140.00	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$1.4M	+12%	19k	77.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.4M		20k	70.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.4M		2.3k	604.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.4M	-20%	3.2k	436.79	View chart
Palo Alto Networks (PANW)	0.2	$1.4M	+5%	8.8k	160.31	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$1.4M	+3%	18k	76.29	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.2	$1.4M	NEW	39k	35.96	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.4M	+14%	53k	26.20	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.4M		3.0k	463.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.3M	-21%	6.9k	196.20	View chart
Procter & Gamble Company (PG)	0.2	$1.3M		9.3k	144.44	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$1.3M	+53%	76k	16.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.3M	+3%	3.2k	390.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.3M		18k	70.91	View chart
Merck & Co (MRK)	0.2	$1.2M	-3%	10k	120.29	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.2M	+5%	8.2k	146.28	View chart
International Business Machines (IBM)	0.2	$1.2M		4.9k	242.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.2M	+3%	5.5k	213.67	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$1.2M		22k	52.76	View chart
McDonald's Corporation (MCD)	0.1	$1.2M	-6%	3.7k	310.76	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$1.1M	-2%	40k	28.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.1M	-2%	27k	40.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M		5.6k	192.89	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.1M		23k	45.89	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$1.1M	+3%	17k	62.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M	-21%	12k	88.70	View chart
Coca-Cola Company (KO)	0.1	$1.0M		13k	76.05	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$1.0M		34k	29.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$980k		8.7k	113.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$973k		23k	41.83	View chart
Qualcomm (QCOM)	0.1	$962k		7.5k	128.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$940k		24k	38.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$932k		19k	48.46	View chart
Cisco Systems (CSCO)	0.1	$932k	+2%	12k	77.59	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$931k		35k	26.72	View chart
Pepsi (PEP)	0.1	$923k	-2%	5.9k	155.30	View chart
Honeywell International (HON)	0.1	$908k	+20%	4.0k	226.02	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.1	$871k	+94%	17k	51.00	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$861k	-12%	15k	56.37	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$846k	-2%	9.1k	93.31	View chart
Constellation Energy (CEG)	0.1	$834k	-6%	3.0k	279.23	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$832k		16k	51.93	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$827k		17k	48.85	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$822k	+279%	22k	38.00	View chart
Boeing Company (BA)	0.1	$819k	+19%	4.1k	199.02	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$799k		3.7k	218.74	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$799k		23k	34.91	View chart
Vanguard World Health Car Etf (VHT)	0.1	$797k		2.9k	272.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$773k	-4%	3.1k	248.01	View chart
ConocoPhillips (COP)	0.1	$762k		5.8k	132.01	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$749k		3.1k	239.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$743k		13k	56.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$730k		19k	39.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$726k	-16%	8.0k	90.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$721k		11k	64.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$715k		17k	43.06	View chart
Amgen (AMGN)	0.1	$712k		2.0k	351.85	View chart
Uber Technologies (UBER)	0.1	$708k	+16%	9.8k	71.93	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$699k		14k	51.23	View chart
Goldman Sachs (GS)	0.1	$696k	-3%	822.00	846.24	View chart
Ge Aerospace Com New (GE)	0.1	$680k		2.4k	283.81	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$680k	+13%	12k	54.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$671k		9.4k	71.13	View chart
Deere & Company (DE)	0.1	$667k		1.2k	563.11	View chart
McKesson Corporation (MCK)	0.1	$659k		761.00	865.36	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$634k	NEW	13k	47.30	View chart
Altria (MO)	0.1	$628k		9.5k	65.99	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$619k		8.7k	71.41	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$602k	-8%	18k	32.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$596k		6.8k	88.16	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$592k		8.2k	72.60	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$583k		2.3k	250.58	View chart
Micron Technology (MU)	0.1	$583k	-2%	1.7k	337.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$576k	+16%	19k	30.32	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$562k	+13%	11k	51.88	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$559k		4.2k	132.91	View chart
UnitedHealth (UNH)	0.1	$550k	-10%	2.0k	270.60	View chart
Enterprise Products Partners (EPD)	0.1	$548k		15k	37.84	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$544k		5.4k	100.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$541k		9.8k	55.52	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$538k		1.6k	337.95	View chart
Philip Morris International (PM)	0.1	$537k	+4%	3.3k	165.36	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$529k		4.6k	114.32	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$526k	+3%	6.8k	76.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$524k	-14%	7.0k	75.10	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$516k	+42%	9.7k	53.37	View chart
Ge Vernova (GEV)	0.1	$504k		577.00	873.14	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$503k		10k	49.69	View chart
Corning Incorporated (GLW)	0.1	$500k	+10%	3.7k	135.96	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$493k	+11%	13k	36.81	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$492k		12k	40.47	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$485k		10k	47.53	View chart
Innovator Etfs Trust Equity Dual Dire (DDTO)	0.1	$485k	-23%	23k	21.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$482k	+16%	19k	25.64	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$476k	+13%	21k	23.17	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$462k		4.2k	109.69	View chart
Duke Energy Corp Com New (DUK)	0.1	$452k		3.4k	130.94	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$448k		339.00	1320.83	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$447k	+4%	11k	39.74	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$447k	-2%	9.4k	47.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$445k	-4%	722.00	616.76	View chart
Marathon Petroleum Corp (MPC)	0.1	$442k		1.8k	244.16	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$438k	-2%	15k	29.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$437k		15k	30.19	View chart
Advanced Micro Devices (AMD)	0.1	$431k		2.1k	203.42	View chart
Cummins (CMI)	0.1	$431k	+13%	800.00	538.08	View chart
Abbott Laboratories (ABT)	0.1	$430k	-13%	4.2k	102.66	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$427k		8.1k	52.78	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$422k	-7%	15k	28.95	View chart
Lowe's Companies (LOW)	0.1	$417k		1.8k	236.28	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$417k	-6%	12k	35.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$408k	+28%	3.5k	114.99	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$407k		15k	27.85	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$405k	NEW	7.5k	53.77	View chart
PPL Corporation (PPL)	0.1	$400k		11k	38.20	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$399k	-7%	2.7k	146.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$397k	+2%	1.9k	205.80	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$393k		2.4k	161.73	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$391k	-3%	8.1k	48.00	View chart
American Intl Group Com New (AIG)	0.0	$384k		5.1k	75.25	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$384k	+10%	6.3k	61.00	View chart
Vanguard World Energy Etf (VDE)	0.0	$382k		2.2k	173.01	View chart
Linde SHS (LIN)	0.0	$368k		741.00	495.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$367k		3.8k	97.24	View chart
United Parcel Svcs CL B (UPS)	0.0	$364k		3.7k	98.37	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$360k		8.4k	43.02	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$357k		2.7k	132.50	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$355k	-21%	6.7k	53.33	View chart
PNC Financial Services (PNC)	0.0	$350k	-2%	1.7k	208.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$348k	+10%	2.7k	128.12	View chart
BP Sponsored Adr (BP)	0.0	$347k	-3%	7.4k	47.00	View chart
FedEx Corporation (FDX)	0.0	$341k	-2%	958.00	356.30	View chart
At&t (T)	0.0	$337k	NEW	12k	28.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$337k		2.4k	142.40	View chart
Shell Spon Ads (SHEL)	0.0	$335k		3.6k	93.00	View chart
American Centy Etf Tr Large Cap Equity (ACLC)	0.0	$330k		4.5k	73.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$328k	NEW	6.8k	48.05	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$325k		5.2k	62.56	View chart
General Dynamics Corporation (GD)	0.0	$323k	-2%	941.00	343.22	View chart
American Express Company (AXP)	0.0	$322k		1.1k	302.48	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$320k	+29%	8.0k	40.19	View chart
Public Service Enterprise (PEG)	0.0	$319k	+2%	3.9k	80.95	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$318k	NEW	14k	22.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$316k		6.4k	49.37	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$315k		4.3k	73.15	View chart
Travelers Companies (TRV)	0.0	$312k	+3%	1.1k	291.68	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.0	$311k	-7%	13k	24.86	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$304k		2.1k	144.71	View chart
Exelon Corporation (EXC)	0.0	$302k		6.2k	49.02	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$300k	-5%	8.8k	34.02	View chart
Blackrock (BLK)	0.0	$296k	-14%	308.00	961.71	View chart
Phillips 66 (PSX)	0.0	$287k	NEW	1.6k	182.18	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$279k		6.0k	46.25	View chart
Bank of New York Mellon Corporation (BK)	0.0	$278k	+6%	2.3k	118.63	View chart
Northrop Grumman Corporation (NOC)	0.0	$275k	+3%	403.00	682.24	View chart
Norfolk Southern (NSC)	0.0	$274k		954.00	287.00	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$273k	+25%	3.9k	69.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$272k		3.5k	77.18	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$272k		3.4k	79.06	View chart
Verizon Communications (VZ)	0.0	$271k	NEW	5.4k	50.20	View chart
Charles Schwab Corporation (SCHW)	0.0	$268k	-3%	2.9k	93.98	View chart
Citizens Financial (CFG)	0.0	$268k		4.5k	59.97	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$266k		2.2k	121.19	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$266k	-11%	6.8k	39.14	View chart
Southern Company (SO)	0.0	$261k		2.7k	96.52	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$259k		8.2k	31.67	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$259k	-24%	7.6k	33.93	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.0	$253k	+10%	1.4k	184.89	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$246k	-8%	2.2k	111.19	View chart
Applied Materials (AMAT)	0.0	$242k	NEW	708.00	341.79	View chart
Ford Motor Company (F)	0.0	$238k	+12%	21k	11.54	View chart
Coreweave Com Cl A (CRWV)	0.0	$238k		3.1k	77.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$237k		2.1k	111.37	View chart
Pfizer (PFE)	0.0	$235k	+2%	8.4k	28.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$233k		5.8k	39.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$232k	-38%	2.9k	79.27	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$228k	-4%	5.0k	45.34	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$228k		2.1k	110.86	View chart
Starbucks Corporation (SBUX)	0.0	$227k		2.5k	89.59	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$226k	+4%	1.9k	118.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$226k	-9%	2.3k	97.12	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.0	$225k		8.4k	26.73	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.0	$223k	NEW	9.2k	24.18	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$222k		600.00	370.68	View chart
American Electric Power Company (AEP)	0.0	$220k	NEW	1.7k	131.08	View chart
Adams Express Company (ADX)	0.0	$219k		10k	21.89	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$218k	+15%	5.2k	41.68	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$214k		833.00	257.43	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$214k	-3%	13k	17.07	View chart
Citigroup Com New (C)	0.0	$214k	-3%	1.9k	113.39	View chart
MercadoLibre (MELI)	0.0	$213k	+2%	123.00	1729.02	View chart
DNP Select Income Fund (DNP)	0.0	$211k		21k	10.30	View chart
salesforce (CRM)	0.0	$208k		1.1k	186.68	View chart
Morgan Stanley Com New (MS)	0.0	$207k	-4%	1.3k	164.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$205k		6.2k	32.95	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$201k		9.5k	21.12	View chart
Comcast Corp Cl A (CMCSA)	0.0	$200k	NEW	7.0k	28.71	View chart
Wells Fargo & Company (WFC)	0.0	$195k	-46%	2.4k	79.62	View chart
Trane Technologies SHS (TT)	0.0	$195k	NEW	467.00	416.74	View chart
Aclaris Therapeutics (ACRS)	0.0	$67k		18k	3.75	View chart
Ataibeckley Com Shs (ATAI)	0.0	$46k	NEW	13k	3.54	View chart
Cabaletta Bio (CABA)	0.0	$40k		15k	2.69	View chart
Westwater Res Com New (WWR)	0.0	$9.8k		15k	0.65	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 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
CRA Financial Services 2022 Q2 filed July 21, 2022

View all past filings

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