CRA Financial Services, LLC

RIA/Wealth

CRA Financial Services, LLC is a RIA/Wealth based in Sunny Isles Beach, FL led by Matthew John Reynolds, reporting $1.5B in AUM as of Q3 2025 with 56% ETF concentration.

Managing PartnerMatthew John Reynolds

Portfolio Value: $721.9M
Positions: 285
Top Holding: AAPL at 7.15%
Last Reported: Q3 2025

Address16690 Collins Avenue, Sunny Isles Beach, FL, 33160, United States

Top Holdings

Largest long holdings in CRA Financial Services, LLC's portfolio (37.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$51.6M	7.15%	-$148.7K Sold	0.00% 202.6K shares	Q4 2018 Held for 6y 11m
2 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$33.3M	4.62%	+$712.8K Bought	— 1.0M shares	Q4 2018 Held for 6y 11m
3 Schwab US Dividend Equity SCHD	ETF ETF	$33.0M	4.57%	+$286.5K Bought	— 1.2M shares	Q4 2018 Held for 6y 11m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$29.8M	4.12%	+$11.9K Bought	0.00% 135.5K shares	Q4 2018 Held for 6y 11m
5 Invesco QQQ Trust QQQ	ETF ETF	$25.4M	3.51%	+$509.7K Bought	— 42.3K shares	Q4 2018 Held for 6y 11m
6 Nvidia NVDA	Semiconductors Technology	$24.3M	3.37%	+$747.1K Bought	0.00% 130.4K shares	Q1 2019 Held for 6y 8m
7 Microsoft MSFT	Software - Infrastructure Technology	$21.3M	2.95%	-$187.5K Sold	0.00% 41.1K shares	Q4 2018 Held for 6y 11m
8 iShares Core S&P 500 ETF IVV	ETF ETF	$19.3M	2.67%	+$612.4K Bought	— 28.8K shares	Q4 2018 Held for 6y 11m
9 Vanguard Dividend Appreciation VIG	Unknown Unknown	$17.5M	2.43%	-$258.7K Sold	— 81.2K shares	Q4 2022 Held for 2y 11m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$16.4M	2.27%	+$175.3K Bought	0.00% 67.3K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CRA Financial Services, LLC's latest filing

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Market Value

$721.9M

Prior: $647.9M

Q/Q Change

+11.43%

+$74.0M

Net Flows % of MV

+3.16%

Turnover Ratio

2.82%

New Purchases

10 stocks

$3.9M

Added To

141 stocks

+$27.1M

Sold Out Of

4 stocks

$933.2K

Reduced Holdings

88 stocks

-$7.3M

Increased Positions

Position	Shares Δ	Change
1 FHEQ Fidelity Hedged Equity FHEQ	New	0 → 26.1K +$799.2K
2 VCRB Vanguard Core Bond VCRB	New	0 → 9.8K +$770.8K
3 Vanguard Total Corporate Bond VTC	New	0 → 6.1K +$481.6K
4 BlackRock Flexible Income BINC	New	0 → 7.8K +$412.6K
5 FETH Fidelity Ethereum Fund FETH	New	0 → 7.8K +$323.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares National Muni Bond MUB	Sold	2.4K → 0 −$249.7K
2 Invesco BulletShares 2025 Municipal Bond BSMP	Sold	10.0K → 0 −$245.4K
3 EOG Resources EOG	Sold	1.9K → 0 −$222.8K
4 Brown-Forman Corporation BF.B	Sold	8.0K → 0 −$215.3K
5 Invesco BulletShares 2025 Corporate Bond BSCP	-37.52%	197.5K → 123.4K −$1.5M