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, SGOV, DMAX, and represent 41.74% of Crown Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$5.4M), SGOV, DFAE, XLB, PYLD, IAU, VIS, DFUS, NVDA, RSP.
- Started 20 new stock positions in T, LMT, SIXO, PSLV, TXN, LRCX, FBTC, BAI, XLB, HEFT. RSP, DFAE, GEV, PM, PMBS, TJX, MCD, DYNF, PYLD, MU.
- Reduced shares in these 10 stocks: KBWB (-$5.1M), VGUS, KDEC, , QBUF, IYW, SPY, VUG, CIBR, SPYM.
- Sold out of its positions in ARKB, BITB, BSX, CPSL, BUG, SNTH, KDEC, INTU, OEF, IWM. J, RDDT, XLV, XLY, XLF, XLI, XLC, VHT.
- Crown Wealth Group was a net seller of stock by $-2.6M.
- Crown Wealth Group has $341M in assets under management (AUM), dropping by -4.88%.
- 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 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 13.4 | $46M | 645k | 70.91 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 10.9 | $37M | -2% | 484k | 76.54 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 9.2 | $31M | 937k | 33.47 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.3 | $15M | +34% | 147k | 100.66 |
|
| Ishares Tr Large Cap Max Bu (DMAX) | 3.9 | $13M | +3% | 499k | 26.57 |
|
| Calamos Etf Tr Russell 2000 Str (CPRY) | 3.8 | $13M | 475k | 27.14 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 2.9 | $9.8M | -11% | 22k | 436.79 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.9 | $9.7M | 51k | 191.81 |
|
|
| Microsoft Corporation (MSFT) | 2.6 | $8.9M | +4% | 24k | 370.17 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $8.6M | +6% | 50k | 174.40 |
|
| Apple (AAPL) | 2.5 | $8.3M | +3% | 33k | 253.79 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 2.3 | $7.8M | -2% | 211k | 36.76 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.2 | $7.4M | +5% | 19k | 383.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.9 | $6.5M | -18% | 36k | 181.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $5.8M | 20k | 287.56 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.6 | $5.4M | NEW | 94k | 58.18 |
|
| Amazon (AMZN) | 1.4 | $4.9M | 24k | 208.27 |
|
|
| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 1.4 | $4.8M | 90k | 53.33 |
|
|
| Vanguard World Industrial Etf (VIS) | 1.2 | $4.2M | +22% | 13k | 312.22 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.1 | $3.8M | +38% | 43k | 88.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.7M | 7.7k | 479.20 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.1 | $3.6M | NEW | 107k | 33.86 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 1.0 | $3.5M | +7% | 77k | 46.13 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.9M | -2% | 3.2k | 919.77 |
|
| Legacy Housing Corp (LEGH) | 0.8 | $2.7M | 132k | 20.43 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $2.6M | +18% | 4.5k | 572.12 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.5M | +2% | 8.9k | 286.85 |
|
| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.6 | $2.0M | 38k | 53.37 |
|
|
| Tesla Motors (TSLA) | 0.6 | $2.0M | +12% | 5.4k | 371.75 |
|
| Broadcom (AVGO) | 0.6 | $2.0M | +2% | 6.5k | 309.51 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.6 | $2.0M | NEW | 40k | 49.97 |
|
| Spotify Technology S A SHS (SPOT) | 0.6 | $1.9M | +5% | 4.0k | 484.91 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.9M | -41% | 2.9k | 650.38 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.6M | +2% | 5.5k | 294.14 |
|
| Netflix (NFLX) | 0.5 | $1.6M | +3% | 16k | 96.15 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.5M | +4% | 12k | 124.28 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.4M | 2.00 | 718140.00 |
|
|
| United Bankshares (UBSI) | 0.4 | $1.4M | 33k | 41.42 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.3M | +16% | 1.3k | 996.43 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.4 | $1.3M | +2% | 37k | 35.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.3M | -7% | 2.0k | 653.32 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.3M | +20% | 16k | 79.61 |
|
| Visa Com Cl A (V) | 0.4 | $1.2M | +16% | 4.0k | 302.24 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.3 | $1.2M | -13% | 6.6k | 179.84 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $1.1M | -5% | 3.0k | 367.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | -14% | 1.9k | 597.43 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.3 | $1.1M | -49% | 17k | 62.68 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $1.1M | NEW | 41k | 26.20 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.1M | -5% | 7.6k | 141.41 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $983k | 5.8k | 169.66 |
|
|
| Innovator Etfs Trust Equity Defined (AAPR) | 0.2 | $849k | -11% | 30k | 28.79 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $783k | +131% | 19k | 41.72 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $765k | +76% | 7.6k | 100.58 |
|
| Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) | 0.2 | $758k | -78% | 26k | 29.21 |
|
| Caterpillar (CAT) | 0.2 | $754k | +4% | 1.1k | 708.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $723k | +24% | 4.9k | 146.28 |
|
| Johnson & Johnson (JNJ) | 0.2 | $659k | +8% | 2.7k | 244.47 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.2 | $640k | 12k | 54.72 |
|
|
| Chevron Corporation (CVX) | 0.2 | $596k | +3% | 2.9k | 206.90 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $595k | -5% | 1.5k | 390.41 |
|
| Aim Etf Products Trust Allianzim Us Equ (AUGW) | 0.2 | $588k | 18k | 32.15 |
|
|
| Merck & Co (MRK) | 0.2 | $576k | +2% | 4.8k | 120.29 |
|
| Abbvie (ABBV) | 0.2 | $556k | +4% | 2.6k | 217.49 |
|
| salesforce (CRM) | 0.2 | $528k | +5% | 2.8k | 186.68 |
|
| Home Depot (HD) | 0.2 | $527k | +23% | 1.6k | 328.95 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.2 | $523k | -19% | 19k | 27.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $516k | +33% | 1.0k | 499.66 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $479k | NEW | 2.5k | 191.92 |
|
| Etf Opportunities Trust Hedgeye Fourth T (HEFT) | 0.1 | $465k | NEW | 18k | 26.62 |
|
| Vanguard Instl Index Ultra-short Trea (VGUS) | 0.1 | $462k | -90% | 6.1k | 75.66 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $453k | +13% | 3.7k | 122.78 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $452k | -15% | 9.5k | 47.72 |
|
| Palo Alto Networks (PANW) | 0.1 | $451k | -3% | 2.8k | 160.32 |
|
| Ishares Tr Large Cap Max Bu (SMAX) | 0.1 | $449k | -44% | 17k | 26.82 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $448k | 642.00 | 697.72 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $448k | -20% | 776.00 | 577.18 |
|
| Cisco Systems (CSCO) | 0.1 | $448k | 5.8k | 77.59 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $440k | +30% | 3.0k | 147.11 |
|
| Procter & Gamble Company (PG) | 0.1 | $422k | +94% | 2.9k | 144.43 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $410k | 10k | 40.86 |
|
|
| Aim Etf Products Trust Allianzim Us Eqt (SIXO) | 0.1 | $406k | NEW | 12k | 33.78 |
|
| Bank of America Corporation (BAC) | 0.1 | $403k | +6% | 8.3k | 48.75 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $402k | +58% | 9.3k | 43.11 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $394k | 2.6k | 151.28 |
|
|
| Grail (GRAL) | 0.1 | $394k | -8% | 7.6k | 51.68 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $382k | +53% | 888.00 | 430.29 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $382k | NEW | 12k | 32.95 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $376k | 1.6k | 234.03 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $375k | NEW | 6.4k | 59.03 |
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.1 | $374k | NEW | 7.5k | 49.60 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $368k | +2% | 1.9k | 192.90 |
|
| Amgen (AMGN) | 0.1 | $355k | +2% | 1.0k | 351.85 |
|
| Honeywell International (HON) | 0.1 | $349k | +13% | 1.5k | 226.03 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $348k | +6% | 3.6k | 97.91 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $311k | NEW | 13k | 24.39 |
|
| Micron Technology (MU) | 0.1 | $308k | NEW | 911.00 | 337.84 |
|
| Eaton Corp SHS (ETN) | 0.1 | $304k | +4% | 850.00 | 357.67 |
|
| Iron Mountain (IRM) | 0.1 | $301k | -3% | 2.9k | 102.14 |
|
| Applied Materials (AMAT) | 0.1 | $293k | -13% | 856.00 | 341.79 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $292k | NEW | 483.00 | 604.60 |
|
| Advanced Micro Devices (AMD) | 0.1 | $287k | +25% | 1.4k | 203.43 |
|
| Coca-Cola Company (KO) | 0.1 | $287k | +12% | 3.8k | 76.05 |
|
| RBB F/m Us Treasury (TBIL) | 0.1 | $285k | -8% | 5.7k | 49.86 |
|
| AutoZone (AZO) | 0.1 | $284k | +3% | 84.00 | 3377.79 |
|
| Chubb (CB) | 0.1 | $276k | +4% | 846.00 | 326.08 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $273k | +10% | 2.1k | 130.94 |
|
| Columbia Finl (CLBK) | 0.1 | $271k | 16k | 17.51 |
|
|
| Servicenow (NOW) | 0.1 | $271k | +27% | 2.6k | 104.55 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $270k | +2% | 842.00 | 320.55 |
|
| Lowe's Companies (LOW) | 0.1 | $269k | -9% | 1.1k | 236.28 |
|
| Nextera Energy (NEE) | 0.1 | $266k | +5% | 2.9k | 92.89 |
|
| Capital One Financial (COF) | 0.1 | $262k | +11% | 1.4k | 182.43 |
|
| Abbott Laboratories (ABT) | 0.1 | $259k | +13% | 2.5k | 102.67 |
|
| Ge Aerospace Com New (GE) | 0.1 | $259k | -14% | 911.00 | 283.77 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $257k | -95% | 3.3k | 79.12 |
|
| Ge Vernova (GEV) | 0.1 | $256k | NEW | 293.00 | 872.90 |
|
| Goldman Sachs (GS) | 0.1 | $256k | -5% | 302.00 | 845.99 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $255k | 7.9k | 32.03 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $248k | +4% | 953.00 | 260.29 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $247k | -73% | 1.9k | 132.90 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $247k | 276.00 | 895.24 |
|
|
| Citigroup Com New (C) | 0.1 | $246k | -2% | 2.2k | 113.41 |
|
| Morgan Stanley Com New (MS) | 0.1 | $244k | +8% | 1.5k | 164.57 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $243k | +9% | 527.00 | 460.99 |
|
| General Dynamics Corporation (GD) | 0.1 | $240k | +4% | 699.00 | 343.41 |
|
| Philip Morris International (PM) | 0.1 | $238k | NEW | 1.4k | 165.34 |
|
| Constellation Energy (CEG) | 0.1 | $233k | +7% | 834.00 | 279.25 |
|
| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 0.1 | $231k | 4.4k | 52.49 |
|
|
| Uber Technologies (UBER) | 0.1 | $228k | +17% | 3.2k | 71.93 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $227k | 5.7k | 40.19 |
|
|
| At&t (T) | 0.1 | $224k | NEW | 7.7k | 28.99 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $223k | +7% | 1.8k | 126.35 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $221k | 1.1k | 196.20 |
|
|
| TJX Companies (TJX) | 0.1 | $219k | NEW | 1.4k | 159.70 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $218k | NEW | 1.0k | 213.66 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $216k | -2% | 5.1k | 42.50 |
|
| Qualcomm (QCOM) | 0.1 | $215k | +8% | 1.7k | 128.78 |
|
| McDonald's Corporation (MCD) | 0.1 | $211k | NEW | 678.00 | 310.71 |
|
| Energy Services of America (ESOA) | 0.1 | $210k | 16k | 13.13 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $208k | NEW | 1.1k | 194.06 |
|
| International Business Machines (IBM) | 0.1 | $206k | +8% | 850.00 | 242.39 |
|
| Walt Disney Company (DIS) | 0.1 | $205k | +7% | 2.1k | 96.38 |
|
| American Express Company (AXP) | 0.1 | $202k | +5% | 669.00 | 302.48 |
|
| Compass Cl A (COMP) | 0.0 | $116k | 16k | 7.31 |
|
|
| Octave Specialty Group Com New (OSG) | 0.0 | $52k | 11k | 4.65 |
|
Past Filings by Crown Wealth Group
SEC 13F filings are viewable for Crown Wealth Group going back to 2022
- Crown Wealth Group 2026 Q1 filed April 21, 2026
- 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