CRA Financial Services, LLC holds a diversified book of 321 stocks worth $867.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Apple Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1765594/holdings"
Use Arkolith to show CRA Financial Services, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.8 points over this window.
Growth of $10,000 cloning CRA Financial Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $58.3M | 201.4K | 6.7% | ▲+0.4% Added · +858 sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $38.7M | 1.22M | 4.5% | ▲+2.7% Added · +32K sh | |
| 3 | Schwab Strategic TR US LCAP GR ETF | $35.3M | 1.04M | 4.1% | ▲+0.6% Added · +6K sh | |
| 4 | Amazon Com Inc COM | $32.6M | 136.9K | 3.8% | ▲+0.5% Added · +690 sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $31.8M | 43.2K | 3.7% | ▲+0.5% Added · +227 sh | |
| 6 | Nvidia Corporation COM | $26.9M | 134.6K | 3.1% | ▲+1.6% Added · +2K sh | |
| 7 | Vanguard Index FDS TOTAL STK MKT | $25.1M | 67.9K | 2.9% | ▲+3.9% Added · +3K sh | |
| 8 | Alphabet Inc CAP STK CL A | $24.5M | 68.6K | 2.8% | ▲+0.6% Added · +420 sh | |
| 9 | Ishares TR CORE S&P500 ETF | $23.5M | 31.4K | 2.7% | ▲+2.1% Added · +655 sh | |
| 10 | Wisdomtree TR US QTLY DIV GRT | $21.2M | 221.3K | 2.4% | ▲+1.9% Added · +4K sh | |
| 11 | Vanguard Specialized Funds DIV APP ETF | $17.8M | 75.3K | 2.1% | ▼−1.3% Reduced · −957 sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $16.3M | 21.9K | 1.9% | ▲+0.9% Added · +195 sh | |
| 13 | Microsoft Corp COM | $16.1M | 43.1K | 1.9% | ▲+1.7% Added · +718 sh | |
| 14 | Innovator Etfs Trust DEFINED WLT SHLD | $15.6M | 455.7K | 1.8% | ▲+0.5% Added · +2K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $14.6M | 48.3K | 1.7% | ▼−2.0% Reduced · −1K sh | |
| 16 | Innovator Etfs Trust U S EQ 10 BUFFER | $14.1M | 416.2K | 1.6% | ▲+0.1% Added · +403 sh | |
| 17 | SPDR Series Trust ST STR SP DIV | $14.0M | 91.8K | 1.6% | ▼−1.9% Reduced · −2K sh | |
| 18 | Vanguard Whitehall FDS INTL HIGH ETF | $10.8M | 110.4K | 1.2% | ▲+6.1% Added · +6K sh | |
| 19 | Alphabet Inc CAP STK CL C | $10.4M | 29.4K | 1.2% | ▲+4.4% Added · +1K sh | |
| 20 | Vanguard Index FDS MID CAP ETF | $10.3M | 128.1K | 1.2% | ▲+297% Added · +96K sh | |
| 21 | Schwab Strategic TR INTL EQTY ETF | $9.7M | 351.0K | 1.1% | ▼−0.4% Reduced · −1K sh | |
| 22 | Broadcom Inc COM | $9.4M | 25.0K | 1.1% | ▲+1.0% Added · +244 sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $9.2M | 13.4K | 1.1% | ▲+9.1% Added · +1K sh | |
| 24 | Meta Platforms Inc CL A | $8.9M | 15.7K | 1.0% | ▲+3.3% Added · +508 sh | |
| 25 | Marvell Technology Inc COM | $8.7M | 29.3K | 1.0% | ▼−0.8% Reduced · −237 sh | |
| 26 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $8.1M | 160.5K | 0.9% | ▲+15% Added · +21K sh | |
| 27 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.3M | 29.5K | 0.7% | ▲+0.1% Added · +38 sh | |
| 28 | Innovator Etfs Trust US EQTY PWR BUF | $6.0M | 130.4K | 0.7% | ▼−1.0% Reduced · −1K sh | |
| 29 | BlackRock ETF Trust II ISHARES LARG CAP | $5.8M | 155.9K | 0.7% | ▼−1.1% Reduced · −2K sh | |
| 30 | Fidelity Covington Trust BLUE CHIP GRWTH | $5.7M | 91.0K | 0.7% | ▲+15% Added · +12K sh | |
| 31 | Home Depot Inc COM | $5.6M | 15.8K | 0.6% | ▼−1.2% Reduced · −187 sh | |
| 32 | Visa Inc COM CL A | $5.5M | 16.2K | 0.6% | ▼−0.4% Reduced · −69 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $5.3M | 10.6K | 0.6% | ▼−1.6% Reduced · −170 sh | |
| 34 | American Centy ETF TR US LARGE CAP VLU | $5.2M | 56.7K | 0.6% | ▲+6.0% Added · +3K sh | |
| 35 | Ishares TR RUS 1000 GRW ETF | $5.0M | 40.5K | 0.6% | ▲+308% Added · +31K sh | |
| 36 | Eli Lilly & Co COM | $4.9M | 4.1K | 0.6% | ▲+2.5% Added · +99 sh | |
| 37 | Exxon Mobil Corp COM | $4.9M | 35.6K | 0.6% | ▲+0.5% Added · +165 sh | |
| 38 | Capital Group New Geography SHS | $4.9M | 129.8K | 0.6% | ▲+4.9% Added · +6K sh | |
| 39 | Schwab Strategic TR US BRD MKT ETF | $4.8M | 165.2K | 0.6% | ▲+7.1% Added · +11K sh | |
| 40 | Ishares TR CORE S&P MCP ETF | $4.7M | 61.4K | 0.5% | ▼−4.7% Reduced · −3K sh | |
| 41 | Innovator Etfs Trust US EQTY PWR BUF | $4.4M | 98.3K | 0.5% | ▼−0.7% Reduced · −700 sh | |
| 42 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $4.3M | 222.4K | 0.5% | ▼−6.2% Reduced · −15K sh | |
| 43 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $4.3M | 219.5K | 0.5% | ▼−2.0% Reduced · −5K sh | |
| 44 | JPMorgan Chase & Co COM | $3.9M | 12.0K | 0.5% | ▲+2.4% Added · +282 sh | |
| 45 | Vanguard Scottsdale FDS INT-TERM CORP | $3.9M | 47.3K | 0.5% | ▼−3.3% Reduced · −2K sh | |
| 46 | Vanguard Star FDS VG TL INTL STK F | $3.8M | 44.8K | 0.4% | ▲+2.1% Added · +942 sh | |
| 47 | Caterpillar Inc COM | $3.8M | 3.5K | 0.4% | ▲+0.3% Added · +11 sh | |
| 48 | Innovator Etfs Trust US EQTY PWR BUF | $3.7M | 75.6K | 0.4% | —Held | |
| 49 | T Rowe Price Exchange-Traded ULTRA SHRT TRM | $3.6M | 72.7K | 0.4% | ▲+3.2% Added · +2K sh | |
| 50 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $3.4M | 45.2K | 0.4% | ▲+7.2% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 321 | $867.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 296 | $770.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 292 | $764.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 294 | $731.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 278 | $654.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 271 | $584.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 267 | $582.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 267 | $545.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.