account_balance
Investment manager · 13F filer · SEC CIK 1765594
CRA Financial Services, LLC
Reported value$904Mas of Sep 30, 2026
Positions329 14 new, 6 sold out
Top 10 weight37.7%AAPL alone is 7%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.4%
SCHDSchwab Strategic Tr
4.5%Added +2%
SCHGSchwab Strategic Tr
4.2%
AMZNAmazon.com Inc
3.7%
QQQInvesco QQQ Tr
3.6%
NVDANVIDIA Corp
3.4%
VTIVanguard Index FDS
3.1%Added +11%
IVViShares Tr
2.8%Added +5%
GOOGLAlphabet Inc.
2.6%
DGRWWisdomtree Tr
2.5%Added +3%
MSFTMicrosoft Corp
2.4%
VIGVanguard Specialized Funds
1.9%
AAPLApple Inc.
7.4%
SCHDSchwab Strategic Tr
4.5%+2%
SCHGSchwab Strategic Tr
4.2%
AMZNAmazon.com Inc
3.7%
QQQInvesco QQQ Tr
3.6%
NVDANVIDIA Corp
3.4%
VTIVanguard Index FDS
3.1%
IVViShares Tr
2.8%
GOOGLAlphabet Inc.
2.6%
DGRW2.5%
MSFT2.4%VIG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.4% Held
SCHD Schwab Strategic Tr 4.5% Added +2%
SCHG Schwab Strategic Tr 4.2% Held
AMZN Amazon.com Inc 3.7% HeldQQQ Invesco QQQ Tr 3.6% Held
NVDA NVIDIA Corp 3.4% HeldVTI Vanguard Index FDS 3.1% Added +11%
IVV iShares Tr 2.8% Added +5%
GOOGL Alphabet Inc. 2.6% HeldDGRW Wisdomtree Tr 2.5% Added +3%
MSFT Microsoft Corp 2.4% HeldVIG Vanguard Specialized Funds 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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