CRA Financial Services, LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$654.1B
Holdings
278
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (278 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 203,169 | $41.7B | 6.37% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,198,977 | $31.8B | 4.86% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 1,021,763 | $29.8B | 4.56% | |
| 4 | AMZNAMAZON COM INC | 135,493 | $29.7B | 4.54% | |
| 5 | NDQINVESCO QQQ TR | 41,401 | $22.8B | 3.49% | |
| 6 | MSFTMICROSOFT CORP | 41,413 | $20.6B | 3.15% | |
| 7 | NVDANVIDIA CORPORATION | 126,398 | $20.0B | 3.05% | |
| 8 | IVVISHARES TR | 27,880 | $17.3B | 2.65% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 82,446 | $16.9B | 2.58% | |
| 10 | VBVANGUARD INDEX FDS | 62,010 | $14.7B | 2.25% | |
| 11 | DGRWWISDOMTREE TR | 168,852 | $14.1B | 2.16% | |
| 12 | SDYSPDR SERIES TRUST | 102,235 | $13.9B | 2.12% | |
| 13 | SPYSPDR S&P 500 ETF TR | 20,100 | $12.4B | 1.90% | |
| 14 | VOVANGUARD INDEX FDS | 44,328 | $12.4B | 1.90% | |
| 15 | GOOGLALPHABET INC | 66,625 | $11.7B | 1.79% | |
| 16 | METAMETA PLATFORMS INC | 14,406 | $10.6B | 1.63% | |
| 17 | DDTOINNOVATOR ETFS TRUST | 321,612 | $10.3B | 1.58% | |
| 18 | ZALTINNOVATOR ETFS TRUST | 313,602 | $9.7B | 1.48% | |
| 19 | VOOVANGUARD INDEX FDS | 15,583 | $8.9B | 1.35% | |
| 20 | PDECINNOVATOR ETFS TRUST | 168,383 | $6.7B | 1.03% | |
| 21 | AVGOBROADCOM INC | 24,025 | $6.6B | 1.01% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 292,571 | $6.5B | 0.99% | |
| 23 | HDHOME DEPOT INC | 16,386 | $6.0B | 0.92% | |
| 24 | VVISA INC | 16,345 | $5.8B | 0.89% | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 107,317 | $5.4B | 0.83% | |
| 26 | RSPINVESCO EXCHANGE TRADED FD T | 29,675 | $5.4B | 0.82% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,059 | $5.4B | 0.82% | |
| 28 | IVVMBLACKROCK ETF TRUST II | 157,971 | $5.1B | 0.78% | |
| 29 | GOOGALPHABET INC | 27,786 | $4.9B | 0.75% | |
| 30 | FBNDFIDELITY MERRIMACK STR TR | 106,350 | $4.9B | 0.74% | |
| 31 | IJHISHARES TR | 72,369 | $4.5B | 0.69% | |
| 32 | JAAAJANUS DETROIT STR TR | 81,019 | $4.1B | 0.63% | |
| 33 | BSCPINVESCO EXCH TRD SLF IDX FD | 197,547 | $4.1B | 0.62% | |
| 34 | SCHBSCHWAB STRATEGIC TR | 165,976 | $4.0B | 0.60% | |
| 35 | IWFISHARES TR | 9,117 | $3.9B | 0.59% | |
| 36 | PJANINNOVATOR ETFS TRUST | 87,359 | $3.8B | 0.59% | |
| 37 | MAMASTERCARD INCORPORATED | 6,833 | $3.8B | 0.59% | |
| 38 | XOMEXXON MOBIL CORP | 35,288 | $3.8B | 0.58% | |
| 39 | VYMIVANGUARD WHITEHALL FDS | 45,765 | $3.7B | 0.56% | |
| 40 | VCITVANGUARD SCOTTSDALE FDS | 43,682 | $3.6B | 0.55% | |
| 41 | NFLXNETFLIX INC | 2,543 | $3.4B | 0.52% | |
| 42 | PAUGINNOVATOR ETFS TRUST | 82,535 | $3.3B | 0.51% | |
| 43 | JPMJPMORGAN CHASE & CO. | 11,300 | $3.3B | 0.50% | |
| 44 | LLYELI LILLY & CO | 3,995 | $3.1B | 0.48% | |
| 45 | BSCQINVESCO EXCH TRD SLF IDX FD | 157,679 | $3.1B | 0.47% | |
| 46 | HDVISHARES TR | 25,686 | $3.0B | 0.46% | |
| 47 | PAPRINNOVATOR ETFS TRUST | 79,289 | $3.0B | 0.45% | |
| 48 | PJULINNOVATOR ETFS TRUST | 61,623 | $2.7B | 0.41% | |
| 49 | DLNWISDOMTREE TR | 31,925 | $2.6B | 0.40% | |
| 50 | AVLVAMERICAN CENTY ETF TR | 38,316 | $2.6B | 0.40% | |
| 51 | BSCRINVESCO EXCH TRD SLF IDX FD | 131,120 | $2.6B | 0.39% | |
| 52 | FBCGFIDELITY COVINGTON TRUST | 52,896 | $2.6B | 0.39% | |
| 53 | IJRISHARES TR | 22,936 | $2.5B | 0.38% | |
| 54 | CVXCHEVRON CORP NEW | 17,186 | $2.5B | 0.38% | |
| 55 | PMARINNOVATOR ETFS TRUST | 58,032 | $2.5B | 0.37% | |
| 56 | ONEQFIDELITY COMWLTH TR | 29,012 | $2.3B | 0.36% | |
| 57 | SCHMSCHWAB STRATEGIC TR | 82,377 | $2.3B | 0.35% | |
| 58 | VBILVANGUARD INSTL INDEX FD | 30,523 | $2.3B | 0.35% | |
| 59 | TSLATESLA INC | 7,226 | $2.3B | 0.35% | |
| 60 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 78,936 | $2.3B | 0.35% | |
| 61 | TCAFT ROWE PRICE ETF INC | 62,642 | $2.2B | 0.34% | |
| 62 | BACBANK AMERICA CORP | 44,663 | $2.1B | 0.32% | |
| 63 | DISDISNEY WALT CO | 16,956 | $2.1B | 0.32% | |
| 64 | GBTCGRAYSCALE BITCOIN TRUST ETF | 24,541 | $2.1B | 0.32% | |
| 65 | BSCSINVESCO EXCH TRD SLF IDX FD | 101,234 | $2.1B | 0.32% | |
| 66 | NEENEXTERA ENERGY INC | 29,756 | $2.1B | 0.32% | |
| 67 | GQ9SPDR GOLD TR | 6,466 | $2.0B | 0.30% | |
| 68 | MRVLMARVELL TECHNOLOGY INC | 25,082 | $1.9B | 0.30% | |
| 69 | VUGVANGUARD INDEX FDS | 4,424 | $1.9B | 0.30% | |
| 70 | FBTCFIDELITY WISE ORIGIN BITCOIN | 19,709 | $1.9B | 0.28% | |
| 71 | PNOVINNOVATOR ETFS TRUST | 46,268 | $1.8B | 0.28% | |
| 72 | VGTVANGUARD WORLD FD | 2,738 | $1.8B | 0.28% | |
| 73 | TBUXT ROWE PRICE ETF INC | 36,357 | $1.8B | 0.28% | |
| 74 | VIOOVANGUARD ADMIRAL FDS INC | 17,377 | $1.8B | 0.27% | |
| 75 | ABBVABBVIE INC | 9,373 | $1.7B | 0.27% | |
| 76 | SCHASCHWAB STRATEGIC TR | 67,948 | $1.7B | 0.26% | |
| 77 | PGPROCTER AND GAMBLE CO | 10,602 | $1.7B | 0.26% | |
| 78 | VCRMVANGUARD MUN BD FDS | 22,915 | $1.7B | 0.26% | |
| 79 | AVUVAMERICAN CENTY ETF TR | 18,324 | $1.7B | 0.26% | |
| 80 | VTIVANGUARD INDEX FDS | 5,382 | $1.6B | 0.25% | |
| 81 | PANWPALO ALTO NETWORKS INC | 7,965 | $1.6B | 0.25% | |
| 82 | COSTCOSTCO WHSL CORP NEW | 1,643 | $1.6B | 0.25% | |
| 83 | DONSPDR DOW JONES INDL AVERAGE | 3,556 | $1.6B | 0.24% | |
| 84 | VTVVANGUARD INDEX FDS | 8,823 | $1.6B | 0.24% | |
| 85 | WMTWALMART INC | 15,608 | $1.5B | 0.23% | |
| 86 | POCTINNOVATOR ETFS TRUST | 36,590 | $1.5B | 0.23% | |
| 87 | CRWDCROWDSTRIKE HLDGS INC | 2,934 | $1.5B | 0.23% | |
| 88 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.22% | |
| 89 | QQQMINVESCO EXCH TRADED FD TR II | 6,210 | $1.4B | 0.22% | |
| 90 | IVEISHARES TR | 7,126 | $1.4B | 0.21% | |
| 91 | VNQVANGUARD INDEX FDS | 15,322 | $1.4B | 0.21% | |
| 92 | IBMINTERNATIONAL BUSINESS MACHS | 4,590 | $1.4B | 0.21% | |
| 93 | CATCATERPILLAR INC | 3,448 | $1.3B | 0.20% | |
| 94 | VYMVANGUARD WHITEHALL FDS | 9,887 | $1.3B | 0.20% | |
| 95 | DGROISHARES TR | 20,277 | $1.3B | 0.20% | |
| 96 | VSDMVANGUARD MUN BD FDS | 16,973 | $1.3B | 0.20% | |
| 97 | AQLTISHARES TR | 9,620 | $1.3B | 0.20% | |
| 98 | JNJJOHNSON & JOHNSON | 8,226 | $1.3B | 0.19% | |
| 99 | QCOMQUALCOMM INC | 7,691 | $1.2B | 0.19% | |
| 100 | XLESELECT SECTOR SPDR TR | 14,204 | $1.2B | 0.18% |
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