Institutional Investor · CIK 0001765594
CRA FINANCIAL SERVICES, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
292
Total Value
$956.68M
Total Shares
8.85M
Latest Filing
Jul 24, 2026
CIK
0001765594
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 201,360 | $58.27M | 0.0014% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 201,360 | $58.27M | 0.0014% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 1,220,811 | $38.71M | 0.0427% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,042,267 | $35.27M | 0.0603% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 136,860 | $32.62M | 0.0013% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 136,860 | $32.62M | 0.0013% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 43,243 | $31.84M | 0.0061% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 43,243 | $31.84M | 4.4386% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 134,550 | $26.92M | 0.0006% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 134,550 | $26.92M | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 67,876 | $25.12M | 0.0011% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 68,605 | $24.52M | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 31,388 | $23.51M | 0.0027% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 221,273 | $21.16M | 0.1285% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 75,328 | $17.82M | 0.0139% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 21,874 | $16.34M | 0.0021% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 43,100 | $16.08M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 48,302 | $14.64M | 0.0076% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 91,795 | $13.97M | 0.0665% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 110,436 | $10.84M | 0.0559% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 29,429 | $10.40M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 128,063 | $10.32M | 0.0046% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 351,009 | $9.72M | 0.0146% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 25,016 | $9.45M | 0.0005% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 13,368 | $9.18M | 0.0005% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 15,734 | $8.86M | 0.0006% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 15,734 | $8.86M | 0.0006% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 29,262 | $8.72M | 0.0033% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 160,504 | $8.12M | 0.0200% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 29,468 | $6.27M | 0.0065% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-24 | 15,776 | $5.56M | 0.0016% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-24 | 15,776 | $5.56M | 0.0016% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 16,161 | $5.54M | 0.0009% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 10,577 | $5.29M | 0.0005% | SH | — | View |
Avantis U.S. Large Cap…(AVLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 56,655 | $5.17M | 0.0400% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 40,530 | $5.03M | 0.0037% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 4,099 | $4.92M | 0.0005% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 35,555 | $4.86M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 129,750 | $4.86M | 0.1630% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 165,178 | $4.78M | 0.0110% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 61,395 | $4.73M | 0.0038% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 222,355 | $4.34M | 0.1172% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 219,463 | $4.30M | 0.0938% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-24 | 11,963 | $3.92M | 0.0004% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 11,963 | $3.92M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 47,321 | $3.91M | 0.0055% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 44,773 | $3.83M | 0.0006% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 3,528 | $3.76M | 0.0008% | SH | — | View |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 3,528 | $3.76M | 0.0006% | SH | — | View |
T. Rowe Price Ultra…(TBUX) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 72,719 | $3.62M | 0.2773% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 45,155 | $3.42M | 0.0363% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 166,956 | $3.40M | 0.0964% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 6,493 | $3.33M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 120,651 | $3.31M | 0.0253% | SH | — | View | |
T. Rowe Price Capital…(TCAF) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 76,353 | $3.14M | 0.0428% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 77,697 | $3.12M | 0.0295% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 18,694 | $3.10M | 0.0009% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 31,141 | $3.00M | 0.0499% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 28,399 | $2.93M | 0.0266% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 19,623 | $2.91M | 0.0026% | SH | — | View | |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 8,491 | $2.90M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 23,500 | $2.81M | 0.0020% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 6,612 | $2.78M | 0.0002% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 6,612 | $2.78M | 0.0002% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 17,871 | $2.62M | 0.0006% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,090 | $2.61M | 0.0020% | SH | — | View |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 44,870 | $2.56M | 0.0006% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 44,870 | $2.56M | 0.0006% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-24 | 28,334 | $2.49M | 0.0014% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 3,176 | $2.42M | 0.0003% | SH | — | View | |
Schwab U.S. Mid-Cap ETF(SCHM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 64,454 | $2.38M | 0.0146% | SH | — | View |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 18,772 | $2.34M | 0.0081% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 16,996 | $2.34M | 0.0358% | SH | — | View | |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 51,319 | $2.33M | 0.0086% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 123,346 | $2.29M | 0.0798% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 9,077 | $2.28M | 0.0005% | SH | — | View |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 42,729 | $2.16M | 0.0076% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 13,550 | $2.14M | 0.0023% | SH | — | View | |
Johnson & Johnson(JNJ.SW) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-24 | 8,430 | $2.14M | 0.0003% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 8,430 | $2.14M | 0.0003% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,878 | $2.08M | 0.0025% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-24 | 28,414 | $2.03M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 8,930 | $2.03M | 0.0042% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 52,259 | $1.89M | 0.0073% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 11,913 | $1.86M | 0.0082% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 16,301 | $1.85M | 0.0002% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,513 | $1.75M | 0.0001% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,513 | $1.75M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 42,248 | $1.71M | 0.0235% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 19,696 | $1.70M | 0.0004% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 1,671 | $1.56M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,938 | $1.53M | 0.0035% | SH | — | View | |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-24 | 15,869 | $1.53M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,939 | $1.51M | 0.0006% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 2 | $1.50M | 0.0001% | SH | — | View |
JPMorgan Core Plus Bond…(JCPB) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 31,440 | $1.48M | 0.0106% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 27,697 | $1.47M | 0.0042% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 17,805 | $1.46M | 0.0069% | SH | — | View | |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-24 | 12,410 | $1.46M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 54,537 | $1.45M | 0.0097% | SH | — | View |
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