CRA Financial Services, LLC
•CIK: 1765594•Filing: Q4 2025
**CRA Financial Services, LLC** manages $764M across a diversified portfolio of 292 positions. The fund exhibits a significant allocation to mega-cap technology and growth equities, highlighted by top holdings including AAPL at $54.9M and SCHG at $33.0M. Further concentration is visible in core indices and large-cap names, with SCHD ($32.2M), AMZN ($31.2M), and NDQ ($26.3M) rounding out the top tier. This structure suggests a systematic, growth-oriented approach targeting established market leaders.
Total AUM
$764.2M
QoQ Performance
+4.5%
Positions
165
Top 10 Concentration
38.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL7.2%
SCHG4.3%
SCHD4.2%
AMZN4.1%
NDQ3.4%
NVDA3.2%
GOOGL2.8%
IVV2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.6%
Technology21.0%
Consumer6.1%
ETF5.6%
Financial3.4%
Healthcare1.5%
Industrial0.9%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+94 more exited positions
Changes from Q3 2025
NEW5 new positions
↑105 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023