CRA Financial Services, LLC filed a Form 13F-HR on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The report lists a total of 329 equity securities held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major holdings include Apple Inc., with 200,348 shares; Microsoft Corporation, with 469,3 shares; and Amazon.com Inc., with 135,723 shares. The firm also holds significant positions in Alphabet Inc. Class A and Class C shares, as well as Broadcom Inc. and Eli Lilly & Co.
In addition to individual stocks, CRA Financial Services holds a substantial number of exchange-traded funds (ETFs). Notable ETF positions include the iShares Core S&P 500 ETF, holding 32,830 shares; the Fidelity CoVington Trust Enhanced International Equity ETF, holding 88,778 shares; and the Invesco Exchange Traded Fund Trust II S&P 500 Low Volatility ETF, holding 3,895 shares.
The filing also indicates exposure to the cryptocurrency market through Bitcoin and Ethereum trusts. Significant positions include the iShares Bitcoin Trust ETF, holding 11,288 shares, and the Fidelity Wise Origin Bitcoin Shares, holding 37,932 shares.
