StockDriftsStockDriftsTop 50 Cra Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.38% | 200.3K | $66.7M | -0.50%(-1.01K) | $62.70(+446.97%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.5% | 1.25M | $40.7M | +2.46%(+29.99K) | $23.32(+46.85%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.16% | 1.05M | $37.6M | +0.43%(+4.47K) | $15.43(+130.62%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.74% | 135.7K | $33.8M | -0.83%(-1.14K) | $103.02(+154.75%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.55% | 43.4K | $32.1M | +0.43%(+188) | $243.08(+195.52%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.42% | 135.5K | $31.0M | +0.73%(+976) | $49.53(+338.28%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.11% | 75.1K | $28.1M | +10.67%(+7.24K) | $325.41(+15.40%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.78% | 32.8K | $25.1M | +4.59%(+1.44K) | $395.66(+94.62%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.63% | 69.0K | $23.7M | +0.56%(+384) | $75.54(+355.64%) | 2026-09-30 | |
| DGRW | WISDOMTREE TR | 2.46% | 228.3K | $22.2M | +3.17%(+7.01K) | $75.72(+30.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.98% | +77.08% | +11.59% | +73.01% |
| Top 20 Holdings Unweighted | +21.36% | +78.74% | +11.22% | +70.19% |
Cra Financial Services LLC reports $904.10M in US-listed equity holdings across 329 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.4%), SCHD (4.5%) and SCHG (4.2%). The top 20 holdings account for 54.13% of reported assets. Its disclosed equity book has returned +77.08% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cra Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765594). View Cra Financial Services LLC’s 13F filings on SEC