Crown Wealth Group
Latest statistics and disclosures from Crown Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, SPLG, BALT, VUG, SGOV, and represent 41.90% of Crown Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: CPRY (+$11M), DMAX (+$11M), VUG (+$5.5M), LEGH, SPLG, BALT, VGUS, DFUS, SGOV, KOCT.
- Started 20 new stock positions in GD, CPSL, MS, XSEP, KJAN, GS, LEGH, DUK, KOCT, AZO. MAXJ, CPRY, VGUS, RDDT, ODV, MCD, KO, IWM, GE, DMAX.
- Reduced shares in these 10 stocks: , BUG, KJUL, QUAL, BRK.B, BRK.A, TBIL, SEPW, , NJUL.
- Sold out of its positions in SEPW, CI, CGDV, DNN, XJUL, NJUL, IEFA, PM, BOND, PSLV. VWO, EPI.
- Crown Wealth Group was a net buyer of stock by $49M.
- Crown Wealth Group has $333M in assets under management (AUM), dropping by 25.04%.
- Central Index Key (CIK): 0001845698
Tip: Access up to 7 years of quarterly data
Positions held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Crown Wealth Group
Crown Wealth Group holds 127 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 13.6 | $45M | +7% | 625k | 72.44 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 11.4 | $38M | +11% | 482k | 78.34 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 8.7 | $29M | +15% | 880k | 32.82 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.3 | $14M | +62% | 30k | 479.61 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.0 | $13M | +20% | 131k | 100.70 |
|
| Microsoft Corporation (MSFT) | 3.5 | $12M | 23k | 517.95 |
|
|
| Calamos Etf Tr Russell 2000 Str (CPRY) | 3.4 | $11M | NEW | 438k | 26.04 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.2 | $11M | +8% | 55k | 195.86 |
|
| Ishares Tr Large Cap Max Bu (DMAX) | 3.2 | $11M | NEW | 401k | 26.42 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.1 | $10M | -11% | 54k | 194.50 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $8.1M | +8% | 43k | 186.58 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.4 | $8.0M | +12% | 25k | 326.36 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 2.4 | $8.0M | +6% | 212k | 37.77 |
|
| Apple (AAPL) | 2.3 | $7.5M | +4% | 29k | 254.63 |
|
| Vanguard World Comm Srvc Etf (VOX) | 2.1 | $6.9M | +13% | 37k | 187.73 |
|
| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 1.5 | $4.9M | +3% | 92k | 53.02 |
|
| Amazon (AMZN) | 1.4 | $4.7M | +12% | 22k | 219.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.7M | +4% | 19k | 243.10 |
|
| Legacy Housing Corp (LEGH) | 1.2 | $3.9M | NEW | 141k | 27.51 |
|
| Vanguard Instl Index Ultra-short Trea (VGUS) | 1.1 | $3.7M | NEW | 49k | 75.66 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.7M | -27% | 7.3k | 502.74 |
|
| Global X Fds Cybrscurty Etf (BUG) | 1.0 | $3.5M | -43% | 98k | 35.19 |
|
| Meta Platforms Cl A (META) | 0.8 | $2.8M | +14% | 3.8k | 734.43 |
|
| Spotify Technology S A SHS (SPOT) | 0.8 | $2.7M | 3.8k | 698.00 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $2.4M | -4% | 3.1k | 763.00 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.7 | $2.2M | +18% | 53k | 42.02 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.0M | +7% | 3.0k | 666.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.0M | +33% | 8.2k | 243.56 |
|
| Tesla Motors (TSLA) | 0.6 | $2.0M | +16% | 4.4k | 444.72 |
|
| Broadcom (AVGO) | 0.6 | $2.0M | +9% | 5.9k | 329.91 |
|
| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.6 | $1.9M | 36k | 53.19 |
|
|
| Netflix (NFLX) | 0.5 | $1.8M | 1.5k | 1198.92 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.5M | +12% | 4.9k | 315.44 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.5M | -33% | 2.00 | 754200.00 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $1.5M | +13% | 3.7k | 402.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.4M | 2.1k | 669.42 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.4 | $1.4M | NEW | 41k | 33.02 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.4 | $1.3M | 28k | 45.80 |
|
|
| United Bankshares (UBSI) | 0.4 | $1.2M | 33k | 37.21 |
|
|
| Visa Com Cl A (V) | 0.4 | $1.2M | +3% | 3.5k | 341.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.2M | +10% | 1.9k | 612.43 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.2M | -4% | 8.0k | 145.59 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | 1.2k | 925.63 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.3 | $1.1M | -38% | 21k | 50.00 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.0M | +46% | 9.9k | 103.06 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $1.0M | -5% | 13k | 76.01 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.3 | $959k | -4% | 25k | 38.37 |
|
| Innovator Etfs Trust Equity Defined (AAPR) | 0.3 | $939k | -2% | 34k | 27.93 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.3 | $881k | +12% | 30k | 29.62 |
|
| Ishares Tr Large Cap Max Bu (MAXJ) | 0.3 | $876k | NEW | 31k | 28.05 |
|
| Ishares Tr Large Cap Max Bu (SMAX) | 0.2 | $798k | +67% | 30k | 26.78 |
|
| Wells Fargo & Company (WFC) | 0.2 | $762k | 9.1k | 83.82 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $742k | +15% | 1.5k | 490.38 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.2 | $700k | 17k | 41.06 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $700k | +47% | 2.5k | 281.24 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $676k | +6% | 6.0k | 112.75 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $670k | -5% | 3.7k | 182.42 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.2 | $640k | 12k | 54.73 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $630k | +13% | 3.1k | 203.62 |
|
| salesforce (CRM) | 0.2 | $628k | 2.6k | 236.96 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $622k | +28% | 833.00 | 746.63 |
|
| Home Depot (HD) | 0.2 | $610k | +29% | 1.5k | 405.26 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $608k | +36% | 6.0k | 100.70 |
|
| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.2 | $585k | -8% | 18k | 31.96 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $540k | NEW | 2.2k | 241.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $509k | 848.00 | 600.38 |
|
|
| Abbvie (ABBV) | 0.2 | $501k | 2.2k | 231.54 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $478k | +4% | 840.00 | 568.81 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $463k | +2% | 3.2k | 145.71 |
|
| Caterpillar (CAT) | 0.1 | $455k | +13% | 954.00 | 477.15 |
|
| Grail (GRAL) | 0.1 | $450k | -15% | 7.6k | 59.13 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $449k | 1.6k | 279.84 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $425k | 2.8k | 153.67 |
|
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $401k | -2% | 11k | 36.69 |
|
| Iron Mountain (IRM) | 0.1 | $386k | 3.8k | 101.94 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $384k | +5% | 2.1k | 185.44 |
|
| Servicenow (NOW) | 0.1 | $376k | 409.00 | 920.28 |
|
|
| Chevron Corporation (CVX) | 0.1 | $375k | +2% | 2.4k | 155.29 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $368k | 2.6k | 141.49 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $362k | 7.0k | 51.59 |
|
|
| Merck & Co (MRK) | 0.1 | $361k | -3% | 4.3k | 83.93 |
|
| Cisco Systems (CSCO) | 0.1 | $360k | +4% | 5.3k | 68.42 |
|
| AutoZone (AZO) | 0.1 | $348k | NEW | 81.00 | 4290.23 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $341k | 8.0k | 42.76 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.1 | $327k | NEW | 8.1k | 40.36 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $325k | +2% | 3.1k | 104.51 |
|
| Calamos Etf Tr Laddered S&p 500 (CPSL) | 0.1 | $302k | NEW | 11k | 26.85 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $301k | 1.6k | 186.49 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $301k | NEW | 1.0k | 300.82 |
|
| Abbott Laboratories (ABT) | 0.1 | $299k | 2.2k | 133.94 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $296k | +2% | 792.00 | 374.25 |
|
| Honeywell International (HON) | 0.1 | $294k | +3% | 1.4k | 210.50 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $292k | 843.00 | 346.26 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $280k | -2% | 1.7k | 167.33 |
|
| Lowe's Companies (LOW) | 0.1 | $277k | +3% | 1.1k | 251.31 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $262k | -5% | 20k | 12.98 |
|
| Capital One Financial (COF) | 0.1 | $260k | 1.2k | 212.58 |
|
|
| Uber Technologies (UBER) | 0.1 | $259k | +21% | 2.6k | 97.97 |
|
| First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM) | 0.1 | $258k | 8.1k | 31.80 |
|
|
| Amgen (AMGN) | 0.1 | $257k | +4% | 910.00 | 282.20 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $254k | -2% | 5.9k | 43.10 |
|
| Intuit (INTU) | 0.1 | $253k | +2% | 371.00 | 682.91 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $249k | 5.7k | 43.92 |
|
|
| Constellation Energy (CEG) | 0.1 | $243k | +2% | 738.00 | 329.07 |
|
| Qualcomm (QCOM) | 0.1 | $239k | +5% | 1.4k | 166.36 |
|
| Illinois Tool Works (ITW) | 0.1 | $237k | 909.00 | 260.76 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $236k | -86% | 7.6k | 30.96 |
|
| Jacobs Engineering Group (J) | 0.1 | $235k | -9% | 1.6k | 149.86 |
|
| Columbia Finl (CLBK) | 0.1 | $233k | 16k | 15.01 |
|
|
| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 0.1 | $227k | 4.4k | 51.59 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $227k | 3.6k | 62.22 |
|
|
| Walt Disney Company (DIS) | 0.1 | $222k | -3% | 1.9k | 114.50 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $219k | +4% | 2.2k | 97.63 |
|
| Goldman Sachs (GS) | 0.1 | $217k | NEW | 273.00 | 796.35 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $217k | +14% | 486.00 | 447.23 |
|
| General Dynamics Corporation (GD) | 0.1 | $216k | NEW | 633.00 | 341.06 |
|
| Chubb (CB) | 0.1 | $213k | +2% | 756.00 | 282.19 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $212k | NEW | 1.7k | 123.75 |
|
| Coca-Cola Company (KO) | 0.1 | $211k | NEW | 3.2k | 66.32 |
|
| Morgan Stanley Com New (MS) | 0.1 | $210k | NEW | 1.3k | 158.96 |
|
| UnitedHealth (UNH) | 0.1 | $208k | -19% | 602.00 | 345.30 |
|
| Reddit Cl A (RDDT) | 0.1 | $201k | NEW | 875.00 | 229.99 |
|
| McDonald's Corporation (MCD) | 0.1 | $201k | NEW | 661.00 | 304.10 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) | 0.1 | $200k | NEW | 4.8k | 41.59 |
|
| Energy Services of America (ESOA) | 0.0 | $166k | 16k | 10.35 |
|
|
| Compass Cl A (COMP) | 0.0 | $127k | 16k | 8.03 |
|
|
| Osisko Development Corp Com New (ODV) | 0.0 | $61k | NEW | 18k | 3.39 |
|
Past Filings by Crown Wealth Group
SEC 13F filings are viewable for Crown Wealth Group going back to 2022
- 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
- Crown Wealth Group 2022 Q1 filed July 13, 2022