Crown Wealth Group
Latest statistics and disclosures from Crown Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, SPYM, BALT, DMAX, CPRY, and represent 40.30% of Crown Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: KBWB (+$5.7M), QBUF, VIS, KDEC, VHT, IAU, BALT, DMAX, PJAN, CIBR.
- Started 25 new stock positions in OSG, XLI, VIS, AMD, XLC, QBUF, VHT, XLK, ARKB, XLF.
- Reduced shares in these 10 stocks: VOX (-$5.7M), BUG, VUG, SMH, SGOV, IYW, PDEC, KOCT, UDEC, MAXJ.
- Sold out of its positions in DFCF, MAYM, XSEP, UDEC, KOCT, MAXJ, MCD, ODV, UNH.
- Crown Wealth Group was a net buyer of stock by $21M.
- Crown Wealth Group has $358M in assets under management (AUM), dropping by 7.53%.
- Central Index Key (CIK): 0001845698
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Portfolio Holdings for Crown Wealth Group
Crown Wealth Group holds 143 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 13.2 | $47M | 637k | 74.17 |
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| Spdr Series Trust State Street Spd (SPYM) | 11.1 | $40M | +2% | 495k | 80.22 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 8.9 | $32M | +7% | 949k | 33.51 |
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| Ishares Tr Large Cap Max Bu (DMAX) | 3.6 | $13M | +20% | 482k | 26.67 |
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| Calamos Etf Tr Russell 2000 Str (CPRY) | 3.5 | $13M | +7% | 470k | 26.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $12M | -15% | 25k | 487.86 |
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| Microsoft Corporation (MSFT) | 3.1 | $11M | 23k | 483.62 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.1 | $11M | -16% | 109k | 100.38 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.8 | $10M | -4% | 51k | 198.62 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.4 | $8.8M | -19% | 44k | 199.68 |
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| Apple (AAPL) | 2.4 | $8.7M | +8% | 32k | 271.86 |
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| NVIDIA Corporation (NVDA) | 2.4 | $8.6M | +6% | 46k | 186.50 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 2.3 | $8.2M | 216k | 38.03 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.8 | $6.6M | -25% | 18k | 360.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $6.2M | +3% | 20k | 313.00 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 1.6 | $5.7M | NEW | 68k | 84.29 |
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| Amazon (AMZN) | 1.5 | $5.4M | +8% | 23k | 230.82 |
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| Vanguard Instl Index Ultra-short Trea (VGUS) | 1.4 | $5.0M | +34% | 66k | 75.47 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 1.4 | $5.0M | 90k | 55.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.9M | +6% | 7.7k | 502.65 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.5M | +5% | 3.3k | 1074.68 |
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| Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) | 1.0 | $3.5M | NEW | 119k | 29.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $3.3M | +61% | 4.9k | 681.85 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.9 | $3.3M | +149% | 71k | 47.02 |
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| Vanguard World Industrial Etf (VIS) | 0.9 | $3.2M | NEW | 11k | 298.38 |
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| Innovator Etfs Trust Us Small Cap Pwr (KDEC) | 0.9 | $3.2M | NEW | 126k | 25.54 |
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| Vanguard World Health Car Etf (VHT) | 0.8 | $3.0M | NEW | 10k | 287.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.7M | +5% | 8.7k | 313.82 |
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| Legacy Housing Corp (LEGH) | 0.7 | $2.6M | -6% | 132k | 19.52 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $2.5M | NEW | 31k | 81.17 |
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| Meta Platforms Cl A (META) | 0.7 | $2.5M | 3.8k | 660.01 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.7 | $2.4M | +159% | 34k | 71.45 |
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| Broadcom (AVGO) | 0.6 | $2.2M | +7% | 6.4k | 346.10 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $2.2M | 3.8k | 580.71 |
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| Tesla Motors (TSLA) | 0.6 | $2.2M | +9% | 4.8k | 449.72 |
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| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.6 | $2.1M | +6% | 39k | 54.92 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | +10% | 5.4k | 322.24 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | 2.00 | 754800.00 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.4 | $1.5M | -79% | 7.6k | 193.63 |
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| Netflix (NFLX) | 0.4 | $1.5M | +938% | 16k | 93.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.5M | 2.1k | 684.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.4M | +14% | 2.2k | 627.03 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $1.3M | -14% | 3.2k | 412.71 |
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| United Bankshares (UBSI) | 0.4 | $1.3M | 33k | 38.40 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.3M | +14% | 11k | 111.41 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.2M | +44% | 13k | 93.20 |
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| Visa Com Cl A (V) | 0.3 | $1.2M | -2% | 3.5k | 350.75 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.2M | 8.0k | 148.97 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $1.2M | +21% | 36k | 33.02 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.0M | NEW | 7.1k | 143.97 |
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| Costco Wholesale Corporation (COST) | 0.3 | $990k | -6% | 1.1k | 862.34 |
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| Innovator Etfs Trust Equity Defined (AAPR) | 0.3 | $949k | 33k | 28.41 |
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| Ishares Tr Large Cap Max Bu (SMAX) | 0.2 | $811k | 30k | 26.96 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $757k | +6% | 1.6k | 468.76 |
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| Grail (GRAL) | 0.2 | $712k | +9% | 8.3k | 85.59 |
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| salesforce (CRM) | 0.2 | $712k | 2.7k | 264.90 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $707k | +8% | 4.0k | 177.75 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $690k | -4% | 5.7k | 120.34 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.2 | $654k | 12k | 55.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $596k | +14% | 970.00 | 614.32 |
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| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.2 | $595k | 18k | 32.53 |
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| Caterpillar (CAT) | 0.2 | $586k | +7% | 1.0k | 572.87 |
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| Abbvie (ABBV) | 0.2 | $558k | +12% | 2.4k | 228.49 |
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| Palo Alto Networks (PANW) | 0.2 | $538k | -5% | 2.9k | 184.20 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $517k | +3% | 11k | 45.80 |
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| Johnson & Johnson (JNJ) | 0.1 | $516k | +20% | 2.5k | 206.98 |
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| Merck & Co (MRK) | 0.1 | $490k | +8% | 4.7k | 105.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $479k | -23% | 636.00 | 753.78 |
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| Global X Fds Cybrscurty Etf (BUG) | 0.1 | $472k | -84% | 16k | 30.46 |
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| Planet Labs Pbc Com Cl A (PL) | 0.1 | $459k | +15% | 23k | 19.72 |
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| Home Depot (HD) | 0.1 | $447k | -13% | 1.3k | 344.03 |
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| Oracle Corporation (ORCL) | 0.1 | $446k | -7% | 2.3k | 194.91 |
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| Cisco Systems (CSCO) | 0.1 | $444k | +9% | 5.8k | 77.03 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $440k | -8% | 771.00 | 570.88 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $437k | NEW | 2.8k | 154.80 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $433k | -28% | 4.3k | 100.34 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $432k | 1.6k | 269.18 |
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| Bank of America Corporation (BAC) | 0.1 | $428k | +10% | 7.8k | 55.00 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $428k | NEW | 7.8k | 54.77 |
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| Arista Networks Com Shs (ANET) | 0.1 | $424k | 3.2k | 131.03 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $423k | -40% | 10k | 41.78 |
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| Chevron Corporation (CVX) | 0.1 | $423k | +15% | 2.8k | 152.41 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $419k | NEW | 3.5k | 119.41 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $364k | +110% | 7.7k | 47.56 |
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| Calamos Etf Tr Laddered S&p 500 (CPSL) | 0.1 | $361k | +17% | 13k | 27.20 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $355k | +6% | 3.3k | 106.70 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $343k | +11% | 1.9k | 183.40 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $339k | NEW | 2.2k | 155.12 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.1 | $336k | 8.1k | 41.42 |
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| Ge Aerospace Com New (GE) | 0.1 | $328k | +6% | 1.1k | 308.03 |
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| Amgen (AMGN) | 0.1 | $321k | +7% | 981.00 | 327.31 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $313k | -70% | 6.3k | 49.88 |
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| Servicenow (NOW) | 0.1 | $312k | +398% | 2.0k | 153.19 |
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| Capital One Financial (COF) | 0.1 | $312k | +5% | 1.3k | 242.36 |
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| Lowe's Companies (LOW) | 0.1 | $302k | +13% | 1.3k | 241.16 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $299k | NEW | 871.00 | 342.97 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $286k | -47% | 1.2k | 246.16 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $285k | 2.6k | 109.31 |
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| Goldman Sachs (GS) | 0.1 | $281k | +17% | 320.00 | 879.00 |
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| Abbott Laboratories (ABT) | 0.1 | $279k | 2.2k | 125.29 |
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| Constellation Energy (CEG) | 0.1 | $275k | +5% | 779.00 | 353.27 |
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| AutoZone (AZO) | 0.1 | $275k | 81.00 | 3391.51 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $272k | 481.00 | 566.36 |
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| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.1 | $269k | NEW | 9.3k | 29.04 |
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| Sherwin-Williams Company (SHW) | 0.1 | $266k | -2% | 821.00 | 324.03 |
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| Honeywell International (HON) | 0.1 | $266k | -2% | 1.4k | 195.09 |
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| Qualcomm (QCOM) | 0.1 | $263k | +6% | 1.5k | 171.05 |
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| Citigroup Com New (C) | 0.1 | $260k | NEW | 2.2k | 116.69 |
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| Eaton Corp SHS (ETN) | 0.1 | $259k | +2% | 813.00 | 318.51 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $258k | 5.9k | 43.92 |
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| Applied Materials (AMAT) | 0.1 | $256k | NEW | 995.00 | 256.99 |
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| Iron Mountain (IRM) | 0.1 | $254k | -19% | 3.1k | 82.95 |
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| Chubb (CB) | 0.1 | $252k | +6% | 808.00 | 312.17 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $252k | +4% | 7.9k | 31.70 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $252k | 5.7k | 44.47 |
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| Intuit (INTU) | 0.1 | $245k | 370.00 | 662.42 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $244k | NEW | 278.00 | 878.96 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $244k | NEW | 2.1k | 117.72 |
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| Morgan Stanley Com New (MS) | 0.1 | $243k | +3% | 1.4k | 177.53 |
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| Columbia Finl (CLBK) | 0.1 | $241k | 16k | 15.54 |
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| Advanced Micro Devices (AMD) | 0.1 | $240k | NEW | 1.1k | 214.16 |
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| American Express Company (AXP) | 0.1 | $235k | NEW | 636.00 | 369.95 |
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| Coca-Cola Company (KO) | 0.1 | $235k | +5% | 3.4k | 69.91 |
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| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 0.1 | $233k | 4.4k | 53.05 |
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| International Business Machines (IBM) | 0.1 | $233k | NEW | 785.00 | 296.21 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $229k | NEW | 578.00 | 396.31 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $227k | -90% | 5.2k | 43.38 |
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| Walt Disney Company (DIS) | 0.1 | $226k | +2% | 2.0k | 113.77 |
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| Illinois Tool Works (ITW) | 0.1 | $226k | 916.00 | 246.30 |
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| General Dynamics Corporation (GD) | 0.1 | $225k | +5% | 669.00 | 336.78 |
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| Amphenol Corp Cl A (APH) | 0.1 | $221k | NEW | 1.6k | 135.14 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $221k | +9% | 1.9k | 117.21 |
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| Uber Technologies (UBER) | 0.1 | $219k | 2.7k | 81.71 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $219k | -28% | 1.1k | 190.99 |
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| Nextera Energy (NEE) | 0.1 | $217k | NEW | 2.7k | 80.28 |
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| Procter & Gamble Company (PG) | 0.1 | $216k | -45% | 1.5k | 143.28 |
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| Jacobs Engineering Group (J) | 0.1 | $205k | 1.5k | 132.46 |
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| Boston Scientific Corporation (BSX) | 0.1 | $204k | -4% | 2.1k | 95.35 |
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| Tidal Trust Iii Mrp Synthequity (SNTH) | 0.1 | $203k | NEW | 7.3k | 27.69 |
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| Reddit Cl A (RDDT) | 0.1 | $201k | 875.00 | 229.87 |
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| Compass Cl A (COMP) | 0.0 | $167k | 16k | 10.57 |
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| Energy Services of America (ESOA) | 0.0 | $131k | 16k | 8.17 |
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| Octave Specialty Group Com New (OSG) | 0.0 | $87k | NEW | 11k | 7.78 |
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Past Filings by Crown Wealth Group
SEC 13F filings are viewable for Crown Wealth Group going back to 2022
- Crown Wealth Group 2025 Q4 filed Jan. 28, 2026
- Crown Wealth Group 2025 Q3 filed Oct. 22, 2025
- Crown Wealth Group 2025 Q2 filed July 16, 2025
- Crown Wealth Group 2025 Q1 filed April 25, 2025
- Crown Wealth Group 2024 Q4 filed Feb. 5, 2025
- Crown Wealth Group 2024 Q3 filed Nov. 13, 2024
- Crown Wealth Group 2024 Q2 filed July 26, 2024
- Crown Wealth Group 2024 Q1 filed May 1, 2024
- Crown Wealth Group 2023 Q4 filed Jan. 23, 2024
- Crown Wealth Group 2023 Q3 filed Oct. 25, 2023
- Crown Wealth Group 2023 Q2 filed July 25, 2023
- Crown Wealth Group 2023 Q1 filed April 28, 2023
- Crown Wealth Group 2022 Q4 filed Feb. 9, 2023
- Crown Wealth Group 2022 Q3 filed Oct. 21, 2022
- Crown Wealth Group 2022 Q2 filed July 25, 2022
- Crown Wealth Group 2021 Q4 filed July 13, 2022