CRA FINANCIAL SERVICES, LLC

Filed: 4/16/2025ACC: 0001765594-25-000002

📋 What this filing means

CRA FINANCIAL SERVICES, LLC filed this quarterly 13F‑HR report disclosing 271 equity positions with a total reported market value of $584.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

271

Positions

$584.41M

Total AUM (reported)

8.47M

Total Shares

Allocation by class

COM$172.81M29.6%

US DIVIDEND EQ$31.56M5.4%

US LCAP GR ETF$24.58M4.2%

US EQTY PWR BUF$20.50M3.5%

UNIT SER 1$18.64M3.2%

DIV APP ETF$16.09M2.8%

CL A$15.69M2.7%

Portfolio Concentration

Top 3$102.34M17.5%

4–10$117.18M20.1%

11–25$122.73M21.0%

Rest$242.17M41.4%

Top 3 weight

17.5%

Top 10 weight

37.6%

Voting Authority Distribution

Total shares with voting rights: 8.47M

Sole

Full voting authority

8.47M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole271

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings271

Rows:

APPLE INC

SOLE

COM

Shares202.76K

TypeSH

Market value$45.04M

7.71%

Sole

202.76K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.13M

TypeSH

Market value$31.56M

5.40%

Sole

1.13M

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares135.25K

TypeSH

Market value$25.73M

4.40%

Sole

135.25K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares981.54K

TypeSH

Market value$24.58M

4.21%

Sole

981.54K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares39.75K

TypeSH

Market value$18.64M

3.19%

Sole

39.75K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares82.95K

TypeSH

Market value$16.09M

2.75%

Sole

82.95K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares41.66K

TypeSH

Market value$15.64M

2.68%

Sole

41.66K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares26.40K

TypeSH

Market value$14.84M

2.54%

Sole

26.40K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

S&P DIVID ETF

Shares103.40K

TypeSH

Market value$14.03M

2.40%

Sole

103.40K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares60.28K

TypeSH

Market value$13.37M

2.29%

Sole

60.28K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares121.67K

TypeSH

Market value$13.19M

2.26%

Sole

121.67K

Shared

0.00

None

0.00

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares164.55K

TypeSH

Market value$13.14M

2.25%

Sole

164.55K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares42.49K

TypeSH

Market value$10.99M

1.88%

Sole

42.49K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares66.53K

TypeSH

Market value$10.29M

1.76%

Sole

66.53K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares16.98K

TypeSH

Market value$9.50M

1.63%

Sole

16.98K

Shared

0.00

None

0.00

INNOVATOR ETFS TRUST

SOLE

DEFINED WLT SHLD

Shares273.75K

TypeSH

Market value$8.59M

1.47%

Sole

273.75K

Shared

0.00

None

0.00

META PLATFORMS INC

SOLE

CL A

Shares14.21K

TypeSH

Market value$8.19M

1.40%

Sole

14.21K

Shared

0.00

None

0.00

INNOVATOR ETFS TRUST

SOLE

U S EQ 10 BUFFER

Shares249.53K

TypeSH

Market value$7.43M

1.27%

Sole

249.53K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.84K

TypeSH

Market value$7.11M

1.22%

Sole

13.84K

Shared

0.00

None

0.00

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares168.43K

TypeSH

Market value$6.33M

1.08%

Sole

168.43K

Shared

0.00

None

0.00

HOME DEPOT INC

SOLE

COM

Shares16.46K

TypeSH

Market value$6.03M

1.03%

Sole

16.46K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares10.94K

TypeSH

Market value$5.83M

1.00%

Sole

10.94K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares16.32K

TypeSH

Market value$5.72M

0.98%

Sole

16.32K

Shared

0.00

None

0.00

BLACKROCK ETF TRUST II

SOLE

ISHARES LARG CAP

Shares172.42K

TypeSH

Market value$5.27M

0.90%

Sole

172.42K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares29.57K

TypeSH

Market value$5.12M

0.88%

Sole

29.57K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
APPLE INCSOLE	COM	202.76K	SH	$45.04M 7.71%	202.76K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.13M	SH	$31.56M 5.40%	1.13M
AMAZON COM INCSOLE	COM	135.25K	SH	$25.73M 4.40%	135.25K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	981.54K	SH	$24.58M 4.21%	981.54K
INVESCO QQQ TRSOLE	UNIT SER 1	39.75K	SH	$18.64M 3.19%	39.75K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	82.95K	SH	$16.09M 2.75%	82.95K
MICROSOFT CORPSOLE	COM	41.66K	SH	$15.64M 2.68%	41.66K
ISHARES TRSOLE	CORE S&P500 ETF	26.40K	SH	$14.84M 2.54%	26.40K
SPDR SER TRSOLE	S&P DIVID ETF	103.40K	SH	$14.03M 2.40%	103.40K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	60.28K	SH	$13.37M 2.29%	60.28K
NVIDIA CORPORATIONSOLE	COM	121.67K	SH	$13.19M 2.26%	121.67K
WISDOMTREE TRSOLE	US QTLY DIV GRT	164.55K	SH	$13.14M 2.25%	164.55K
VANGUARD INDEX FDSSOLE	MID CAP ETF	42.49K	SH	$10.99M 1.88%	42.49K
ALPHABET INCSOLE	CAP STK CL A	66.53K	SH	$10.29M 1.76%	66.53K
SPDR S&P 500 ETF TRSOLE	TR UNIT	16.98K	SH	$9.50M 1.63%	16.98K
INNOVATOR ETFS TRUSTSOLE	DEFINED WLT SHLD	273.75K	SH	$8.59M 1.47%	273.75K
META PLATFORMS INCSOLE	CL A	14.21K	SH	$8.19M 1.40%	14.21K
INNOVATOR ETFS TRUSTSOLE	U S EQ 10 BUFFER	249.53K	SH	$7.43M 1.27%	249.53K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.84K	SH	$7.11M 1.22%	13.84K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	168.43K	SH	$6.33M 1.08%	168.43K
HOME DEPOT INCSOLE	COM	16.46K	SH	$6.03M 1.03%	16.46K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	10.94K	SH	$5.83M 1.00%	10.94K
VISA INCSOLE	COM CL A	16.32K	SH	$5.72M 0.98%	16.32K
BLACKROCK ETF TRUST IISOLE	ISHARES LARG CAP	172.42K	SH	$5.27M 0.90%	172.42K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	29.57K	SH	$5.12M 0.88%	29.57K

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