Institutional Fund
Cra Financial Services, LLC
Northfield, NJCIK 17655945 filings on record
Portfolio Value
$770.10M
Q1 2026
Holdings
296
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+0.8%
from $764.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.6%
- Schwab Strategic Tr4.7%
- Schwab Strategic Tr3.9%
- Amazon Com Inc3.7%
- Invesco Qqq Tr3.2%
- Nvidia Corporation3.0%
- Other74.8%
Portfolio Holdings
296 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 200.5K | $50.89M | 6.6% | −1.3K | Reduced |
| 2 | Schwab Strategic Tr | 1.19M | $36.46M | 4.7% | +13.3K | Added |
| 3 | Schwab Strategic Tr | 1.04M | $30.19M | 3.9% | +25.6K | Added |
| 4 | Amazon Com Inc | 136.2K | $28.36M | 3.7% | +920 | Added |
| 5 | Invesco Qqq Tr | 43.0K | $24.83M | 3.2% | +281 | Added |
| 6 | Nvidia Corporation | 132.4K | $23.10M | 3.0% | +1.2K | Added |
| 7 | Vanguard Index Fds | 65.3K | $20.96M | 2.7% | +16.7K | Added |
| 8 | Ishares Tr | 30.7K | $20.08M | 2.6% | +1.6K | Added |
| 9 | Alphabet Inc | 68.2K | $19.61M | 2.5% | +236 | Added |
| 10 | Wisdomtree Tr | 217.1K | $19.07M | 2.5% | +23.9K | Added |
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