Latest CRA Financial Services, LLC Stock Portfolio

CRA Financial Services, LLC Performance:

2026 Q1: -2.89%YTD: -2.89%2025: 12.78%

Performance for 2026 Q1 is -2.89%, and YTD is -2.89%, and 2025 is 12.78%.

About CRA Financial Services, LLC and 13F Hedge Fund Stock Holdings

CRA Financial Services, LLC is a hedge fund based in Northfield, NJ. On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, CRA Financial Services, LLC reported an equity portfolio of $770.1 Millions as of 31 Mar, 2026.

The top stock holdings of CRA Financial Services, LLC are AAPL, FNDA, FNDA. The fund has invested 6.6% of it's portfolio in APPLE INC and 4.7% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off BOSTON SCIENTIFIC CORP (BSX), FIDELITY ETHEREUM FD and COINBASE GLOBAL INC (COIN) stocks. They significantly reduced their stock positions in WELLS FARGO & CO (WFC), VANGUARD SCOTTSDALE FDS (BNDW) and INNOVATOR ETFS TRUST (BAPR). CRA Financial Services, LLC opened new stock positions in FIDELITY COVINGTON TRUST, J P MORGAN EXCHANGE TRADED F (BBAX) and AT&T INC (T). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST, VANGUARD MALVERN FDS (VTIP) and INVESCO EXCH TRD SLF IDX FD (BSAE).

CRA Financial Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CRA Financial Services, LLC made a return of -2.89% in the last quarter. In trailing 12 months, it's portfolio return was 14.6%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fidelity covington trust	1,396,710
j p morgan exchange traded f	634,235
j p morgan exchange traded f	404,888
at&t inc	337,193
vanguard charlotte fds	327,797
invesco exch trd slf idx fd	317,636
phillips 66	287,116
verizon communications inc	270,846

New stocks bought by CRA Financial Services, LLC

Additions

Ticker	% Inc.
fidelity covington trust	279
fidelity covington trust	241
vanguard wellesley income fd	229
vanguard malvern fds	94.09
invesco exch trd slf idx fd	61.44
invesco exch trd slf idx fd	53.81
vanguard star fds	52.75
innovator etfs trust	42.07

Additions to existing portfolio by CRA Financial Services, LLC

Reductions

Ticker	% Reduced
wells fargo & co	-46.83
vanguard scottsdale fds	-38.92
innovator etfs trust	-24.7
innovator etfs trust	-23.53
vanguard index fds	-21.73
vanguard index fds	-21.6
innovator etfs trust	-21.3
vanguard index fds	-20.89

CRA Financial Services, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
atai beckley nv	-52,773
fidelity ethereum fd	-278,781
janus detroit str tr	-214,799
boston scientific corp	-324,762
selective ins group inc	-214,028
coinbase global inc	-244,910
reddit inc	-224,123
waste mgmt inc del	-200,568

CRA Financial Services, LLC got rid off the above stocks

Sector Distribution

CRA Financial Services, LLC has about 63.6% of it's holdings in Others sector.

Sector	%
Others	63.6
Technology	17.1
Communication Services	5.4
Consumer Cyclical	5
Financial Services	2.3
Healthcare	1.5
Energy	1.5
Industrials	1.4
Utilities	1.1

Market Cap. Distribution

CRA Financial Services, LLC has about 33.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.6
MEGA-CAP	29.6
LARGE-CAP	3.8
SMALL-CAP	2.5

Stocks belong to which Index?

About 35.4% of the stocks held by CRA Financial Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.5
S&P 500	32.5
RUSSELL 2000	2.9

Top 5 Winners (%)		%
VRT	vertiv holdings co	54.4 %
GLW	corning inc	51.2 %
MPC	marathon pete corp	50.0 %
XOM	exxon mobil corp	40.9 %
COP	conocophillips	40.6 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	3.8 M
XOM	exxon mobil corp	1.7 M
CVX	chevron corporation	1.0 M
BIL	spdr series trust	0.7 M
CAT	caterpillar inc	0.5 M

Top 5 Losers (%)		%
	grayscale ethereum staking e	-29.4 %
CRM	salesforce inc	-29.3 %
SHOP	shopify inc	-25.9 %
QCOM	qualcomm inc	-24.6 %
ORCL	oracle corp	-24.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.7 M
AAPL	apple inc	-3.6 M
FNDA	schwab strategic tr	-3.6 M
AMZN	amazon com inc	-3.1 M
GOOG	alphabet inc	-1.7 M

CRA Financial Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CRA Financial Services, LLC

CRA Financial Services, LLC has 295 stocks in it's portfolio. About 35.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for CRA Financial Services, LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.61	200,502	50,885,500	reduced	-0.65

AAXJ	ishares tr	0.10	3,653	799,073	added	1.39

AAXJ	ishares tr	0.09	13,649	699,236	added	0.78

AAXJ	ishares tr	0.07	18,989	575,746	added	16.72

AAXJ	ishares tr	0.04	2,193	265,762	unchanged	0.00

AAXJ	ishares tr	0.03	2,125	236,661	unchanged	0.00

ABBV	abbvie inc	0.25	8,863	1,927,520	reduced	-3.38

ABT	abbott laboratories	0.06	4,187	429,851	reduced	-13.42

ACRS	aclaris therapeutics inc	0.01	17,782	66,683	unchanged	0.00

ACWF	ishares tr	0.19	20,443	1,434,700	added	0.11

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	0.56	53,437	4,307,590	added	4.1

AEMB	american centy etf tr	0.26	18,376	2,030,010	reduced	-4.29

AEMB	american centy etf tr	0.14	16,862	1,050,510	added	3.82

AEMB	american centy etf tr	0.04	4,471	329,602	unchanged	0.00

AEMB	american centy etf tr	0.03	2,210	245,729	reduced	-8.3

AEP	american elec pwr co inc	0.03	1,679	220,083	new

AFTY	pacer fds tr	0.04	5,200	325,312	unchanged	0.00

AGZD	wisdomtree tr	0.36	31,134	2,781,200	reduced	-0.29

AIG	american intl group inc	0.05	5,100	383,775	added	1.33