CRA Financial Services
CRA Financial Services reported 329 stocks worth $904M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (7.4%), SCHD (4.5%) and SCHG (4.2%). Compared with Q2 2026, the fund opened new positions in XOM, added to SCHD, SCHG and QQQ, trimmed AAPL, AMZN and MSFT and sold out of XOM, RONB and LQDW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $66.7M | 7.4% | 200K | −1,012 (−1%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $40.7M | 4.5% | 1.3M | +30K (+2%) | 8 of 8 | |
| 3 |  SCHG Schwab Strategic TR | $37.6M | 4.2% | 1M | +4,469 (+0%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $33.8M | 3.7% | 136K | −1,137 (−1%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $32.1M | 3.5% | 43K | +188 (+0%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $31M | 3.4% | 136K | +976 (+1%) | 8 of 8 | |
| 7 |  VTI Vanguard Total Stock Market ETF | $28.1M | 3.1% | 75K | +7,240 (+11%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $25.1M | 2.8% | 33K | +1,442 (+5%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $23.7M | 2.6% | 69K | +384 (+1%) | 8 of 8 | |
| 10 |  DGRW Wisdomtree TR | $22.2M | 2.5% | 228K | +7,015 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.9M | 36K |
 RONB Baron ETF TR | $428K | 18K |
 LQDW Ishares Investment Grade Corporate Bond Buywrite Strategy ET | $222K | 9,240 |
 NOC Northrop Grumman Corp | $211K | 415 |
 SO Southern Co | $206K | 2,149 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →CRA Financial Services 13F FAQ
What does CRA Financial Services own?
CRA Financial Services reported 329 stocks worth $904M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (7.4%), SCHD (4.5%) and SCHG (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did CRA Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 133 added to, 109 trimmed and 7 sold out. New positions include XOM. It sold all of XOM, RONB and LQDW.
When will CRA Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is CRA Financial Services's portfolio worth?
The Q3 2026 filing reports $904M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.