CRA Financial Services, LLC: 13F holdings
CIK 17655942026Q2
| Positions | 321 |
|---|---|
| Reported value | $867.4m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 201,360 | $58.3m | 6.7% |
| SCHD SCHWAB STRATEGIC TR | 1,220,811 | $38.7m | 4.5% |
| SCHG SCHWAB STRATEGIC TR | 1,042,267 | $35.3m | 4.1% |
| AMZN AMAZON COM INC | 136,860 | $32.6m | 3.8% |
| QQQ INVESCO QQQ TR | 43,243 | $31.8m | 3.7% |
| NVDA NVIDIA CORPORATION | 134,550 | $26.9m | 3.1% |
| VTI VANGUARD INDEX FDS | 67,876 | $25.1m | 2.9% |
| GOOGL ALPHABET INC | 68,605 | $24.5m | 2.8% |
| IVV ISHARES TR | 31,388 | $23.5m | 2.7% |
| DGRW WISDOMTREE TR | 221,273 | $21.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1765594")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.