CRA Financial Services, LLC

13F filer · CIK 0001765594

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$868MU.S. long equity reported on 13F

Positions14115 new · 4 closed

Net flow last quarter+$8.13MBuys minus sells

Top 10 positions weight27.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026141 positions
AAPLApple Inc.	$58.3M	6.72%	0.00%	+0.4%	Q4 2018
AMZNAmazon Com Inc	$32.6M	3.76%	0.00%	+0.5%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$31.8M	3.67%	Not reported	+0.5%	Q4 2018
NVDANvidia Corp	$26.9M	3.10%	0.00%	+1.6%	Q1 2019
GOOGLAlphabet Inc.	$24.5M	2.83%	0.00%	+0.6%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$16.3M	1.88%	Not reported	+0.9%	Q4 2018
MSFTMicrosoft Corp	$16.1M	1.85%	0.00%	+1.7%	Q4 2018
BALTBaltic Trading Ltd	$15.6M	1.80%	Not reported	+0.5%	Q4 2022
GOOGAlphabet Inc.	$10.4M	1.20%	Not reported	+4.4%	Q4 2018
AVGOBroadcom Inc.	$9.45M	1.09%	0.00%	+1.0%	Q4 2018
METAMeta Platforms, Inc.	$8.86M	1.02%	Not reported	+3.3%	Q4 2018
MRVLMarvell Technology, Inc.	$8.72M	1.00%	0.00%	-0.8%	Q4 2024
PDECPetals Decorative Accents, Inc.	$5.99M	0.69%	Not reported	-1.0%	Q4 2021
HDHome Depot, Inc.	$5.56M	0.64%	0.00%	-1.2%	Q4 2018
VVisa Inc.	$5.54M	0.64%	0.00%	-0.4%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.29M	0.61%	Not reported	-1.6%	Q4 2018
LLYELI LILLY & Co	$4.92M	0.57%	0.00%	+2.5%	Q4 2018
XOMExxonMobil Holdings Corp	$4.86M	0.56%	0.00%	+0.5%	Q4 2018
JPMJPMorgan Chase & Co	$3.92M	0.45%	0.00%	+2.4%	Q4 2018
CATCaterpillar Inc	$3.76M	0.43%	0.00%	+0.3%	Q4 2018
MAMastercard Inc	$3.33M	0.38%	0.00%	-2.2%	Q4 2018
CVXChevron Corp	$3.1M	0.36%	0.00%	+0.8%	Q4 2018
PANWPalo Alto Networks Inc	$2.9M	0.33%	0.00%	-3.0%	Q1 2023
TSLATesla, Inc.	$2.78M	0.32%	0.00%	+4.0%	Q3 2020
ORCLOracle Corp	$2.62M	0.30%	0.00%	+5.4%	Q2 2019
GLDSPDR Gold Trust	$2.61M	0.30%	0.00%	+1.8%	Q4 2019
BACBank of America Corp	$2.56M	0.29%	0.00%	-0.4%	Q4 2018
NEENextera Energy Inc	$2.49M	0.29%	0.00%	+0.4%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$2.42M	0.28%	0.00%	-1.9%	Q1 2024
ABBVAbbVie Inc.	$2.28M	0.26%	0.00%	+2.4%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.14M	0.25%	Not reported	+2.5%	Q4 2018
JNJJohnson & Johnson	$2.14M	0.25%	0.00%	+0.7%	Q4 2018
NFLXNetflix Inc	$2.03M	0.23%	0.00%	+1.9%	Q4 2018
WMTWalmart Inc.	$1.85M	0.21%	0.00%	+2.1%	Q4 2018
MUMicron Technology Inc	$1.75M	0.20%	0.00%	-12.2%	Q4 2019
FBTCFidelity Wise Origin Bitcoin Fund	$1.7M	0.20%	0.02%	+7.0%	Q1 2024
COSTCostco Wholesale Corp	$1.56M	0.18%	0.00%	+1.0%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$1.53M	0.18%	Not reported	-0.8%	Q4 2018
DISWalt Disney Co	$1.53M	0.18%	0.00%	+0.3%	Q4 2018
BRK.ABerkshire Hathaway Inc	$1.5M	0.17%	Not reported	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$1.46M	0.17%	0.00%	+3.3%	Q4 2018
PGPROCTER & GAMBLE Co	$1.37M	0.16%	0.00%	+0.8%	Q4 2018
QCOMQualcomm Inc	$1.36M	0.16%	0.00%	-1.6%	Q4 2018
AMDAdvanced Micro Devices Inc	$1.35M	0.16%	0.00%	+9.9%	Q3 2024
MRKMerck & Co., Inc.	$1.35M	0.16%	0.00%	+1.3%	Q4 2018
IBMInternational Business Machines Corp	$1.32M	0.15%	0.00%	-3.9%	Q4 2018
LMTLockheed Martin Corp	$1.19M	0.14%	0.00%	+0.1%	Q4 2018
KOCoca Cola Co	$1.1M	0.13%	0.00%	+1.2%	Q4 2018
TDToronto Dominion Bank	$1.07M	0.12%	0.00%	-2.8%	Q4 2018
RTXRTX Corp	$1.07M	0.12%	0.00%	+0.8%	Q1 2022

Q1 2026Reported Apr 9, 2026128 positions
AAPLApple Inc.	$50.9M	6.61%	0.00%	-0.7%	Q4 2018
AMZNAmazon Com Inc	$28.4M	3.68%	0.00%	+0.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$24.8M	3.22%	Not reported	+0.7%	Q4 2018
NVDANvidia Corp	$23.1M	3.00%	0.00%	+0.9%	Q1 2019
GOOGLAlphabet Inc.	$19.6M	2.55%	0.00%	+0.4%	Q4 2018
MSFTMicrosoft Corp	$15.7M	2.04%	0.00%	+2.7%	Q4 2018
BALTBaltic Trading Ltd	$15.2M	1.97%	Not reported	+6.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$14.1M	1.83%	Not reported	+3.6%	Q4 2018
METAMeta Platforms, Inc.	$8.71M	1.13%	Not reported	+1.0%	Q4 2018
GOOGAlphabet Inc.	$8.09M	1.05%	Not reported	+1.0%	Q4 2018
AVGOBroadcom Inc.	$7.67M	1.00%	0.00%	+0.4%	Q4 2018
XOMExxonMobil Holdings Corp	$6M	0.78%	0.00%	-0.3%	Q4 2018
PDECPetals Decorative Accents, Inc.	$5.6M	0.73%	Not reported	-2.5%	Q4 2021
HDHome Depot, Inc.	$5.25M	0.68%	0.00%	-0.4%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.15M	0.67%	Not reported	-5.3%	Q4 2018
VVisa Inc.	$4.91M	0.64%	0.00%	-0.5%	Q4 2018
CVXChevron Corp	$3.84M	0.50%	0.00%	+4.5%	Q4 2018
LLYELI LILLY & Co	$3.68M	0.48%	0.00%	+0.1%	Q4 2018
JPMJPMorgan Chase & Co	$3.44M	0.45%	0.00%	+0.2%	Q4 2018
MAMastercard Inc	$3.32M	0.43%	0.00%	-2.5%	Q4 2018
GLDSPDR Gold Trust	$3M	0.39%	0.00%	-4.8%	Q4 2019
MRVLMarvell Technology, Inc.	$2.92M	0.38%	0.00%	-0.3%	Q4 2024
NFLXNetflix Inc	$2.68M	0.35%	0.00%	+6.8%	Q4 2018
NEENextera Energy Inc	$2.62M	0.34%	0.00%	-3.8%	Q4 2018
ORCLOracle Corp	$2.49M	0.32%	0.00%	+6.0%	Q2 2019
CATCaterpillar Inc	$2.49M	0.32%	0.00%	+1.0%	Q4 2018
TSLATesla, Inc.	$2.36M	0.31%	0.00%	-6.3%	Q3 2020
BACBank of America Corp	$2.2M	0.29%	0.00%	+1.4%	Q4 2018
JNJJohnson & Johnson	$2.05M	0.27%	0.00%	+0.3%	Q4 2018
WMTWalmart Inc.	$1.98M	0.26%	0.00%	+0.3%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.96M	0.25%	Not reported	+13.1%	Q4 2018
ABBVAbbVie Inc.	$1.93M	0.25%	0.00%	-3.4%	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$1.84M	0.24%	0.01%	+9.3%	Q1 2024
COSTCostco Wholesale Corp	$1.65M	0.21%	0.00%	+2.9%	Q4 2020
DISWalt Disney Co	$1.52M	0.20%	0.00%	-4.0%	Q4 2018
BRK.ABerkshire Hathaway Inc	$1.44M	0.19%	Not reported	Not reported	Q4 2018
LMTLockheed Martin Corp	$1.41M	0.18%	0.00%	+1.7%	Q4 2018
PANWPalo Alto Networks Inc	$1.4M	0.18%	0.00%	+5.2%	Q1 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$1.37M	0.18%	Not reported	Not reported	Q4 2018
PGPROCTER & GAMBLE Co	$1.34M	0.17%	0.00%	-1.6%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$1.26M	0.16%	0.00%	+4.0%	Q1 2024
MRKMerck & Co., Inc.	$1.25M	0.16%	0.00%	-3.1%	Q4 2018
PLTRPalantir Technologies Inc.	$1.2M	0.16%	0.00%	+5.3%	Q3 2024
IBMInternational Business Machines Corp	$1.18M	0.15%	0.00%	-0.3%	Q4 2018
GBTCGrayscale Bitcoin Trust ETF	$1.16M	0.15%	0.01%	-1.1%	Q1 2024
MCDMcdonalds Corp	$1.16M	0.15%	0.00%	-6.5%	Q4 2018
RTXRTX Corp	$1.08M	0.14%	0.00%	+0.5%	Q1 2022
KOCoca Cola Co	$1.02M	0.13%	0.00%	+0.5%	Q4 2018
QCOMQualcomm Inc	$962K	0.12%	0.00%	+0.9%	Q4 2018
CSCOCisco Systems, Inc.	$932K	0.12%	0.00%	+2.5%	Q4 2018

Q4 2025Reported Jan 16, 2026127 positions
AAPLApple Inc.	$54.9M	7.18%	0.00%	-0.4%	Q4 2018
AMZNAmazon Com Inc	$31.2M	4.09%	0.00%	-0.2%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$26.3M	3.44%	Not reported	+1.2%	Q4 2018
NVDANvidia Corp	$24.5M	3.20%	0.00%	+0.7%	Q1 2019
GOOGLAlphabet Inc.	$21.3M	2.78%	0.00%	+0.9%	Q4 2018
MSFTMicrosoft Corp	$20M	2.61%	0.00%	+0.5%	Q4 2018
BALTBaltic Trading Ltd	$14.3M	1.87%	Not reported	+9.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$14.3M	1.87%	Not reported	+3.4%	Q4 2018
METAMeta Platforms, Inc.	$9.96M	1.30%	Not reported	+3.3%	Q4 2018
GOOGAlphabet Inc.	$8.76M	1.15%	Not reported	-0.1%	Q4 2018
AVGOBroadcom Inc.	$8.54M	1.12%	0.00%	+1.7%	Q4 2018
PDECPetals Decorative Accents, Inc.	$5.87M	0.77%	Not reported	-17.4%	Q4 2021
VVisa Inc.	$5.72M	0.75%	0.00%	+0.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.71M	0.75%	Not reported	+0.5%	Q4 2018
HDHome Depot, Inc.	$5.51M	0.72%	0.00%	-2.9%	Q4 2018
LLYELI LILLY & Co	$4.29M	0.56%	0.00%	+0.4%	Q4 2018
XOMExxonMobil Holdings Corp	$4.27M	0.56%	0.00%	+0.4%	Q4 2018
MAMastercard Inc	$3.89M	0.51%	0.00%	+0.2%	Q4 2018
JPMJPMorgan Chase & Co	$3.76M	0.49%	0.00%	+0.3%	Q4 2018
ORCLOracle Corp	$3.12M	0.41%	0.00%	+104.0%	Q2 2019
TSLATesla, Inc.	$3.05M	0.40%	0.00%	+0.6%	Q3 2020
GLDSPDR Gold Trust	$2.9M	0.38%	0.00%	+8.8%	Q4 2019
CVXChevron Corp	$2.71M	0.35%	0.00%	+2.7%	Q4 2018
MRVLMarvell Technology, Inc.	$2.51M	0.33%	0.00%	-4.0%	Q4 2024
NFLXNetflix Inc	$2.45M	0.32%	0.00%	+0.9%	Q4 2018
BACBank of America Corp	$2.44M	0.32%	0.00%	+0.5%	Q4 2018
NEENextera Energy Inc	$2.35M	0.31%	0.00%	-0.9%	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$2.17M	0.28%	0.01%	+32.1%	Q1 2024
ABBVAbbVie Inc.	$2.1M	0.27%	0.00%	-4.8%	Q4 2018
CATCaterpillar Inc	$2M	0.26%	0.00%	+0.3%	Q4 2018
DISWalt Disney Co	$1.87M	0.25%	0.00%	-1.4%	Q4 2018
WMTWalmart Inc.	$1.77M	0.23%	0.00%	+0.3%	Q4 2018
JNJJohnson & Johnson	$1.73M	0.23%	0.00%	+0.3%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.68M	0.22%	Not reported	+5.5%	Q4 2018
PANWPalo Alto Networks Inc	$1.53M	0.20%	0.00%	+0.2%	Q1 2023
GBTCGrayscale Bitcoin Trust ETF	$1.52M	0.20%	0.01%	-6.5%	Q1 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.20%	Not reported	Not reported	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$1.46M	0.19%	0.00%	+0.4%	Q1 2024
IBMInternational Business Machines Corp	$1.45M	0.19%	0.00%	+2.0%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$1.42M	0.19%	Not reported	-6.9%	Q4 2018
COSTCostco Wholesale Corp	$1.39M	0.18%	0.00%	-4.7%	Q4 2020
PLTRPalantir Technologies Inc.	$1.38M	0.18%	0.00%	-8.4%	Q3 2024
PGPROCTER & GAMBLE Co	$1.35M	0.18%	0.00%	-12.4%	Q4 2018
QCOMQualcomm Inc	$1.27M	0.17%	0.00%	-4.2%	Q4 2018
MCDMcdonalds Corp	$1.21M	0.16%	0.00%	+1.2%	Q4 2018
CEGConstellation Energy Corp	$1.13M	0.15%	0.00%	+0.3%	Q1 2022
MRKMerck & Co., Inc.	$1.13M	0.15%	0.00%	-6.4%	Q4 2018
LMTLockheed Martin Corp	$1.11M	0.15%	0.00%	-0.5%	Q4 2018
RTXRTX Corp	$1.02M	0.13%	0.00%	+5.5%	Q1 2022
KOCoca Cola Co	$929K	0.12%	0.00%	-2.0%	Q4 2018

Q3 2025Reported Oct 16, 2025137 positions
AAPLApple Inc.	$51.6M	7.06%	0.00%	-0.3%	Q4 2018
AMZNAmazon Com Inc	$29.8M	4.07%	0.00%	0.0%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$25.4M	3.47%	Not reported	+2.1%	Q4 2018
NVDANvidia Corp	$24.3M	3.33%	0.00%	+3.2%	Q1 2019
MSFTMicrosoft Corp	$21.3M	2.91%	0.00%	-0.9%	Q4 2018
GOOGLAlphabet Inc.	$16.4M	2.24%	0.00%	+1.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$13.5M	1.84%	Not reported	+0.6%	Q4 2018
BALTBaltic Trading Ltd	$12.8M	1.75%	Not reported	+21.1%	Q4 2022
METAMeta Platforms, Inc.	$10.7M	1.47%	Not reported	+1.3%	Q4 2018
AVGOBroadcom Inc.	$8.01M	1.10%	0.00%	+1.0%	Q4 2018
PDECPetals Decorative Accents, Inc.	$6.88M	0.94%	Not reported	-2.8%	Q4 2021
GOOGAlphabet Inc.	$6.8M	0.93%	Not reported	+0.5%	Q4 2018
HDHome Depot, Inc.	$6.69M	0.91%	0.00%	+0.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.68M	0.78%	Not reported	+2.2%	Q4 2018
VVisa Inc.	$5.53M	0.76%	0.00%	-0.8%	Q4 2018
XOMExxonMobil Holdings Corp	$3.98M	0.55%	0.00%	+0.2%	Q4 2018
MAMastercard Inc	$3.87M	0.53%	0.00%	-0.4%	Q4 2018
JPMJPMorgan Chase & Co	$3.67M	0.50%	0.00%	+2.9%	Q4 2018
NFLXNetflix Inc	$3.1M	0.42%	0.00%	+1.8%	Q4 2018
LLYELI LILLY & Co	$3.04M	0.42%	0.00%	-0.3%	Q4 2018
TSLATesla, Inc.	$3M	0.41%	0.00%	-6.6%	Q3 2020
CVXChevron Corp	$2.68M	0.37%	0.00%	+0.6%	Q4 2018
MRVLMarvell Technology, Inc.	$2.59M	0.35%	0.00%	+22.8%	Q4 2024
GLDSPDR Gold Trust	$2.39M	0.33%	0.00%	+4.1%	Q4 2019
BACBank of America Corp	$2.28M	0.31%	0.00%	-1.0%	Q4 2018
NEENextera Energy Inc	$2.23M	0.31%	0.00%	-0.6%	Q4 2018
ABBVAbbVie Inc.	$2.23M	0.31%	0.00%	+2.9%	Q4 2018
ORCLOracle Corp	$2.2M	0.30%	0.00%	+239.9%	Q2 2019
FBTCFidelity Wise Origin Bitcoin Fund	$2.15M	0.29%	0.01%	+9.5%	Q1 2024
GBTCGrayscale Bitcoin Trust ETF	$2.14M	0.29%	0.01%	-2.8%	Q1 2024
DISWalt Disney Co	$1.91M	0.26%	0.00%	-1.4%	Q4 2018
PANWPalo Alto Networks Inc	$1.69M	0.23%	0.00%	+4.3%	Q1 2023
CATCaterpillar Inc	$1.66M	0.23%	0.00%	+0.7%	Q4 2018
PGPROCTER & GAMBLE Co	$1.65M	0.23%	0.00%	+1.6%	Q4 2018
WMTWalmart Inc.	$1.64M	0.22%	0.00%	+1.7%	Q4 2018
COSTCostco Wholesale Corp	$1.56M	0.21%	0.00%	+2.7%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.56M	0.21%	Not reported	+12.0%	Q4 2018
PLTRPalantir Technologies Inc.	$1.55M	0.21%	0.00%	+7.4%	Q3 2024
JNJJohnson & Johnson	$1.54M	0.21%	0.00%	+1.2%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$1.52M	0.21%	0.00%	+5.6%	Q1 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.21%	Not reported	Not reported	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$1.48M	0.20%	Not reported	-10.5%	Q4 2018
IBMInternational Business Machines Corp	$1.35M	0.19%	0.00%	+4.5%	Q4 2018
QCOMQualcomm Inc	$1.29M	0.18%	0.00%	+0.5%	Q4 2018
MCDMcdonalds Corp	$1.19M	0.16%	0.00%	+0.1%	Q4 2018
LMTLockheed Martin Corp	$1.15M	0.16%	0.00%	+1.7%	Q4 2018
CEGConstellation Energy Corp	$1.05M	0.14%	0.00%	+18.4%	Q1 2022
MRKMerck & Co., Inc.	$959K	0.13%	0.00%	-15.2%	Q4 2018
PEPPepsico Inc	$955K	0.13%	0.00%	+2.6%	Q4 2018
KOCoca Cola Co	$900K	0.12%	0.00%	-1.1%	Q4 2018

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