CRA Financial Services, LLC

Q1 2026 13F-HR Holdings

Location
Northfield, NJ
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
296
Total value ($000)
$770,099
Net value change ($000)
+5,935 (0.8%)
New positions
13
Sold out positions
10
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 4,670 28.7%
SCHD 4,229 13.1%
VYMI 2,716 38.3%
FBND 1,991 31.5%
FENI 1,887 247.0%
DGRW 1,796 10.4%
XOM 1,733 40.6%
FMDE 1,397 NEW
VUSV 1,263 228.0%
VXUS 1,215 56.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,265 -21.4%
AAPL -3,982 -7.3%
AMZN -2,858 -9.2%
SCHG -2,781 -8.4%
GOOGL -1,661 -7.8%
QQQ -1,424 -5.4%
NVDA -1,387 -5.7%
META -1,245 -12.5%
VIG -1,214 -6.9%
AVGO -877 -10.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type