Cra Financial Services, LLC Portfolio Holdings
Cra Financial Services, LLC
- $693 Million
- Q4 2025
Cra Financial Services, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $693 Million distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54M, Schwab Strategic Tr Us Large C with a value of $32.6M, Schwab Strategic Tr Us Dividen with a value of $32M, Amazon Com Inc with a value of $31.7M, and Invesco Qqq Trust, Series 1 with a value of $25.8M.
Examining the 13F form we can see an increase of $21.1M in the current position value, from $672M to 693M.
Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$693 Million
ETFs: $394 Million
Technology: $126 Million
Consumer Cyclical: $42.6 Million
Communication Services: $40.6 Million
Financial Services: $27.4 Million
Healthcare: $12.3 Million
Energy: $8.81 Million
Industrials: $8.74 Million
Other: $12.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 292
- Current Value $693 Million
- Prior Value $672 Million
- Filing
- Period Q4 2025
- Filing Date January 15, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 14 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks