CRA Financial Services, LLC
All 13F Filings
- Location
- Northfield, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 867,596
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 321 | 867,596 | 13F-HR | CRA Financial Services, LLC |
| Q1 2026 | 4/9/2026 | 296 | 770,099 | 13F-HR | CRA Financial Services, LLC |
| Q4 2025 | 1/16/2026 | 292 | 764,164 | 13F-HR | CRA Financial Services, LLC |
| Q3 2025 | 10/16/2025 | 294 | 730,985 | 13F-HR | CRA Financial Services, LLC |
| Q2 2025 | 7/14/2025 | 278 | 654,143 | 13F-HR | CRA Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 444.9 K | 51.3% | 58.64 K | 0 | 58.64 K |
| ETFs | 422.3 K | 48.7% | 38.85 K | 0 | 38.85 K |
| Debt | 403 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
867,596
Holdings
321
QoQ value change ($000)
97,497
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.