CRA Financial Services, LLC - Portfolio overview

CRA Financial Services, LLC has 315 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.54%
2. SCHD - SCHWAB STRATEGIC TR, 4.69%
3. SCHG - SCHWAB STRATEGIC TR, 3.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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