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Latest CRA Financial Services, LLC Stock Portfolio

$904Million | No. of Holdings #328

CRA Financial Services, LLC Performance

2026 Q3+2.43%
YTD+4.61%
2025+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 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, CRA Financial Services, LLC reported an equity portfolio of $904.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of CRA Financial Services, LLC are AAPL, FNDA, FNDA. The fund has invested 7.4% of it's portfolio in APPLE INC and 4.5% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), BARON ETF TR and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), VANGUARD ADMIRAL FDS INC (IVOG) and CORNING INC (GLW). CRA Financial Services, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, SALESFORCE INC (CRM) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), SPACE EXPLORATION TECHN CORP and CAPITAL GROUP INTL FOCUS EQT (CGXU).
CRA Financial Services, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$904Million
  as of Oct 16, 2026

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

Our best estimate is that CRA Financial Services, LLC made a return of 2.43% in the last quarter. In trailing 12 months, it's portfolio return was 6.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp5,518,700
fidelity ethereum fd273,009
doubleline etf trust244,706
salesforce inc240,149
j p morgan exchange traded f232,224
wisdomtree tr231,853
fidelity merrimack str tr230,112
vanguard mun bd fds224,061
New stocks bought by CRA Financial Services, LLC

Additions

Ticker% Inc.
innovator etfs trust119
space exploration techn corp52.63
innovator etfs trust46.02
capital group intl focus eqt43.19
fidelity covington trust38.05
innovator etfs trust36.43
pimco etf tr29.32
innovator etfs trust26.25
Additions to existing portfolio by CRA Financial Services, LLC

Reductions

Ticker% Reduced
invesco exch trd slf idx fd-18.39
vanguard admiral fds inc-17.11
corning inc-16.92
exelon corp-15.6
j p morgan exchange traded f-13.72
invesco exch trd slf idx fd-12.09
vanguard scottsdale fds-11.37
unitedhealth group inc-10.42
CRA Financial Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-4,861,070
baron etf tr-428,474
ataibeckley inc-67,999
ishares tr-221,986
enbridge inc-201,282
southern co-205,681
northrop grumman corp-211,364
CRA Financial Services, LLC got rid off the above stocks

Sector Distribution

CRA Financial Services, LLC has about 62.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
Sector%
Others62.3
Technology19.9
Communication Services5.5
Consumer Cyclical4.7
Financial Services2.3
Healthcare1.5
Industrials1.2

Market Cap. Distribution

CRA Financial Services, LLC has about 35.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED62.3
MEGA-CAP31
LARGE-CAP4.2
SMALL-CAP2.5

Stocks belong to which Index?

About 36.1% of the stocks held by CRA Financial Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others64
S&P 50033.2
RUSSELL 20002.9
Top 5 Winners (%)%
grayscale ethereum staking e
64.9 %
PLTR
palantir technologies inc
58.0 %
MPC
marathon pete corp
54.2 %
PSX
phillips 66
50.9 %
ishares bitcoin trust etf
41.8 %
Top 5 Winners ($)$
AAPL
apple inc
8.8 M
MSFT
microsoft corp
6.0 M
NVDA
nvidia corporation
3.8 M
META
meta platforms inc
2.6 M
FNDA
schwab strategic tr
2.2 M
Top 5 Losers (%)%
CABA
cabaletta bio inc
-38.3 %
GLW
corning inc
-36.4 %
AMAT
applied matls inc
-29.0 %
WDC
western digital corp
-28.9 %
honeywell aerospace inc
-28.5 %
Top 5 Losers ($)$
HD
home depot inc
-1.1 M
MRVL
marvell technology inc
-1.0 M
GOOG
alphabet inc
-0.9 M
CAT
caterpillar inc
-0.9 M
VB
vanguard index fds
-0.9 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 328 stocks in it's portfolio. About 37.7% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CRA Financial Services, LLC last quarter.

$904.10MTotal Value
336Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of CRA Financial Services, LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.09%3,933
$814.9K
0.09%
decreased 0.63 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.07%13,049
$635.6K
0.07%
decreased 4.4 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.06%18,938
$558.7K
0.06%
increased 1.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.04%2,193
$320.6K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.03%3,363
$309.9K
0.03%
decreased 2.32 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CRA Financial Services, LLC's holding in Ishares Tr over time
0.03%2,125
$254.6K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
CRA Financial Services, LLC's holding in Ishares Tr over time
0.14%17,020
$1.28M
0.14%
decreased 9.5 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.61%60,718
$5.49M
0.61%
increased 7.17 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.24%18,624
$2.19M
0.24%
decreased 0.79 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.15%19,946
$1.38M
0.15%
increased 15.62 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.04%4,451
$380.5K
0.04%
decreased 0.45 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CRA Financial Services, LLC's holding in American Centy Etf Tr over time
0.03%2,210
$283.1K
0.03%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
CRA Financial Services, LLC's holding in Pacer Fds Tr over time
0.04%4,765
$318.1K
0.04%
decreased 9.92 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CRA Financial Services, LLC's holding in Wisdomtree Tr over time
0.34%31,158
$3.03M
0.34%
increased 0.05 percentadded