Cra Financial Services, LLC Portfolio Holdings

Cra Financial Services, LLC

  • $672 Million
  • Q3 2025

Cra Financial Services, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $672 Million distributed in 294 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.6M, Schwab Strategic Tr Us Large C with a value of $33.3M, Schwab Strategic Tr Us Dividen with a value of $33M, Amazon Com Inc with a value of $29.8M, and Invesco Qqq Trust, Series 1 with a value of $25.4M.

Examining the 13F form we can see an increase of $65.4M in the current position value, from $606M to 672M.

Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $672 Million
ETFs: $380 Million
Technology: $122 Million
Consumer Cyclical: $42 Million
Communication Services: $39.4 Million
Financial Services: $27.8 Million
Healthcare: $11.9 Million
Industrials: $9.03 Million
Energy: $8.62 Million
Other: $13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$2.68 Million 0.4% of portfolio
17,286
Q3 2025 Added 0.58%
$0
$2.59 Million 0.39% of portfolio
59,068
Q3 2025 Added 1.79%
$73.7B
$2.59 Million 0.39% of portfolio
30,811
Q3 2025 Added 22.84%
$0
$2.55 Million 0.38% of portfolio
123,427
Q3 2025 Reduced 37.52%
$0
$2.56 Million 0.38% of portfolio
28,672
Q3 2025 Reduced 1.17%
$0
$2.43 Million 0.36% of portfolio
81,871
Q3 2025 Reduced 0.61%
$130B
$2.39 Million 0.36% of portfolio
6,730
Q3 2025 Added 4.08%
$0
$2.41 Million 0.36% of portfolio
117,377
Q3 2025 Added 15.95%
$413B
$2.28 Million 0.34% of portfolio
44,229
Q3 2025 Reduced 0.97%
$168B
$2.23 Million 0.33% of portfolio
29,579
Q3 2025 Reduced 0.59%
$414B
$2.23 Million 0.33% of portfolio
9,640
Q3 2025 Added 2.85%
$593B
$2.2 Million 0.33% of portfolio
7,838
Q3 2025 Added 239.9%
$51.1B
$2.14 Million 0.32% of portfolio
23,853
Q3 2025 Reduced 2.8%
$0
$2.04 Million 0.3% of portfolio
2,738
Q4 2024 Added 7.33%
$0
$2.03 Million 0.3% of portfolio
40,694
Q3 2025 Added 11.93%
$0
$2.04 Million 0.3% of portfolio
6,228
Q3 2025 Added 15.72%
$0
$1.96 Million 0.29% of portfolio
19,720
Q3 2025 Added 7.62%
$0
$1.86 Million 0.28% of portfolio
16,877
Q3 2025 Reduced 2.88%
$0
$1.85 Million 0.28% of portfolio
66,487
Q3 2025 Reduced 2.15%
$193B
$1.91 Million 0.28% of portfolio
16,712
Q3 2025 Reduced 1.44%
$0
$1.67 Million 0.25% of portfolio
8,948
Q3 2025 Added 1.42%
$291B
$1.66 Million 0.25% of portfolio
3,473
Q3 2025 Added 0.73%
$0
$1.71 Million 0.25% of portfolio
8,271
Q3 2025 Added 16.07%
$61.4B
$1.69 Million 0.25% of portfolio
8,304
Q3 2025 Added 4.26%
$346B
$1.65 Million 0.25% of portfolio
10,767
Q3 2025 Added 1.56%
$0
$1.59 Million 0.24% of portfolio
6,432
Q3 2025 Added 3.57%
$279B
$1.64 Million 0.24% of portfolio
15,870
Q3 2025 Added 1.68%
$0
$1.6 Million 0.24% of portfolio
37,010
Q3 2025 Added 1.15%
$0
$1.57 Million 0.23% of portfolio
21,396
Q3 2025 Added 191.3%
$522B
$1.54 Million 0.23% of portfolio
8,327
Q3 2025 Added 1.23%
$115B
$1.52 Million 0.23% of portfolio
3,099
Q3 2025 Added 5.62%
$404B
$1.56 Million 0.23% of portfolio
1,687
Q3 2025 Added 2.68%
$0
$1.51 Million 0.23% of portfolio
10,645
Q3 2025 Added 10.65%
$0
$1.56 Million 0.23% of portfolio
11,075
Q3 2025 Added 12.02%
$342B
$1.55 Million 0.23% of portfolio
8,485
Q3 2025 Added 7.41%
$0
$1.48 Million 0.22% of portfolio
3,183
Q3 2025 Reduced 10.49%
$453B
$1.51 Million 0.22% of portfolio
2
Q4 2020 Reduced 33.33%
$0
$1.44 Million 0.21% of portfolio
21,185
Q3 2025 Added 4.48%
$0
$1.4 Million 0.21% of portfolio
15,295
Q3 2025 Reduced 0.18%
$266B
$1.35 Million 0.2% of portfolio
4,798
Q3 2025 Added 4.53%
$187B
$1.29 Million 0.19% of portfolio
7,727
Q3 2025 Added 0.47%
$0
$1.29 Million 0.19% of portfolio
68,823
Q3 2025 Added 11.21%
$0
$1.2 Million 0.18% of portfolio
16,588
Q3 2025 Added 4.54%
$0
$1.21 Million 0.18% of portfolio
13,557
Q3 2025 Reduced 4.56%
$224B
$1.19 Million 0.18% of portfolio
3,930
Q3 2025 Added 0.1%
$0
$1.14 Million 0.17% of portfolio
28,800
Q1 2025 Added 7.78%
$123B
$1.15 Million 0.17% of portfolio
2,311
Q3 2025 Added 1.72%
$0
$1.05 Million 0.16% of portfolio
5,162
Q3 2025 Added 9.11%
$0
$1.06 Million 0.16% of portfolio
22,226
Q3 2025 Added 7.86%

Summary

  • Portfolio
  • No. of Stocks 294
  • Current Value $672 Million
  • Prior Value $606 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 144 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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