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Donna Savastani

Cra Financial Services, Llc

Assets Managed
$867.596M
Holdings
321
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.67%(2Q avg: 6.72%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Cra Financial Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 321 positions.

Assets under management

The assets under management (AUM) of Cra Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 867.596M in assets, with a quarterly growth rate of 12.67% and a 2-quarter average growth rate of 6.72%. The portfolio is managed by Donna Savastani, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.43%
6.72%
$58.266M
201,360 shares@ $289.37 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.73%
4.47%
$38.712M
1.221M shares@ $31.71 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.57%
4.07%
$35.27M
1.042M shares@ $33.85 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.51%
3.76%
$32.619M
136,860 shares@ $238.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.53%
3.68%
$31.844M
43,243 shares@ $736.4 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.61%
3.11%
$26.922M
134,550 shares@ $200.1 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.91%
2.9%
$25.117M
67,876 shares@ $370.05 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.62%
2.83%
$24.517M
68,605 shares@ $357.37 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.14%
2.71%
$23.507M
31,388 shares@ $748.91 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 1.94%
2.44%
$21.158M
221,273 shares@ $95.63 avg price

1-10 of 321