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 40.43% of Crown Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$9.9M), DYNF (+$7.5M), IYW, BALT, MGK, DFUS, AAPL, SPYM, MINT, CPRY.
- Started 15 new stock positions in SPHQ, SNDK, MRVL, INTC, KLAC, DELL, GLW, LQD, MPC, HYG. UNH, LIN, ANNX, NNOV, UNP.
- Reduced shares in these 10 stocks: QUAL (-$8.6M), SGOV, QBUF, PYLD, LEGH, SIXO, PMBS, Honeywell International, BJAN, PJAN.
- Sold out of its positions in T, ABT, SIXO, Honeywell International, QBUF, MCD, PMBS, NOW, SHW, TJX.
- Crown Wealth Group was a net buyer of stock by $20M.
- Crown Wealth Group has $393M in assets under management (AUM), dropping by 15.43%.
- Central Index Key (CIK): 0001845698
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Portfolio Holdings for Crown Wealth Group
Crown Wealth Group holds 150 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 13.7 | $54M | 657k | 81.94 |
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| Spdr Series Trust St Str P500etf (SPYM) | 11.1 | $44M | +2% | 495k | 87.88 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 8.5 | $34M | +4% | 979k | 34.27 |
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| Ishares Tr Larg Cap Dec Etf (DMAX) | 3.6 | $14M | +2% | 514k | 27.34 |
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| Calamos Etf Tr Russe 2000 Janua (CPRY) | 3.6 | $14M | +5% | 499k | 27.98 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.5 | $14M | +118% | 205k | 68.01 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 3.4 | $13M | -9% | 132k | 100.67 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 3.3 | $13M | 20k | 655.89 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.0 | $12M | +513% | 137k | 86.14 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.8 | $11M | +23% | 44k | 252.23 |
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| Apple (AAPL) | 2.7 | $11M | +10% | 36k | 289.36 |
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| NVIDIA Corporation (NVDA) | 2.6 | $10M | 50k | 200.09 |
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| Microsoft Corporation (MSFT) | 2.4 | $9.5M | +5% | 25k | 373.01 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 2.2 | $8.7M | 209k | 41.73 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $7.1M | 20k | 357.37 |
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| Amazon (AMZN) | 1.4 | $5.7M | 24k | 238.34 |
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| Vanguard World Industrial Etf (VIS) | 1.4 | $5.4M | +13% | 15k | 360.38 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 1.3 | $4.9M | -6% | 84k | 58.87 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.2 | $4.5M | +4% | 113k | 40.21 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.8M | 3.2k | 1199.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.8M | -2% | 7.5k | 500.39 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.9 | $3.5M | -8% | 70k | 49.49 |
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| Ishares Gold Tr Ishares New (IAU) | 0.8 | $3.3M | 44k | 75.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.3M | +5% | 9.3k | 353.32 |
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| Legacy Housing Corp (LEGH) | 0.7 | $2.8M | -18% | 108k | 26.27 |
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| Tesla Motors (TSLA) | 0.7 | $2.7M | +15% | 6.3k | 420.60 |
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| Meta Platforms Cl A (META) | 0.7 | $2.6M | +2% | 4.7k | 563.32 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $2.6M | -76% | 12k | 219.43 |
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| Broadcom (AVGO) | 0.6 | $2.5M | +2% | 6.7k | 377.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $2.4M | +14% | 3.3k | 746.78 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.6 | $2.3M | +12% | 45k | 50.83 |
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| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.6 | $2.3M | 38k | 59.02 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | 5.6k | 327.33 |
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| Spotify Technology S A SHS (SPOT) | 0.5 | $1.8M | -2% | 3.9k | 459.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.6M | +5% | 2.1k | 748.87 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.5M | +17% | 19k | 82.64 |
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| United Bankshares (UBSI) | 0.4 | $1.5M | 33k | 45.83 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $1.5M | +95% | 15k | 100.81 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | 2.00 | 748850.00 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.4 | $1.5M | -3% | 17k | 89.85 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $1.5M | +451% | 17k | 87.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.4M | +10% | 2.1k | 686.65 |
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| Visa Com Cl A (V) | 0.4 | $1.4M | 4.1k | 343.06 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.4M | +2% | 12k | 113.26 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.2M | 7.6k | 163.66 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.3 | $1.2M | 6.6k | 183.95 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.2M | -5% | 1.3k | 935.49 |
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| Caterpillar (CAT) | 0.3 | $1.2M | +2% | 1.1k | 1064.90 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.2M | 1.5k | 763.14 |
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| Netflix (NFLX) | 0.3 | $1.1M | -3% | 16k | 71.40 |
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| Micron Technology (MU) | 0.3 | $1.1M | +5% | 962.00 | 1154.29 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $1.1M | -2% | 36k | 30.17 |
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| Palo Alto Networks (PANW) | 0.2 | $917k | -4% | 2.7k | 341.02 |
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| Innovator Etfs Trust Equity Defined (AAPR) | 0.2 | $870k | 30k | 29.49 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $856k | 19k | 45.63 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $852k | +7% | 6.2k | 136.72 |
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| Advanced Micro Devices (AMD) | 0.2 | $847k | +3% | 1.5k | 580.91 |
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| Arm Holdings Sponsored Ads (ARM) | 0.2 | $832k | -9% | 2.3k | 354.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $708k | +23% | 961.00 | 736.40 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.2 | $697k | 12k | 59.54 |
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| Johnson & Johnson (JNJ) | 0.2 | $695k | 2.7k | 254.01 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $672k | +26% | 3.2k | 212.77 |
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| Cisco Systems (CSCO) | 0.2 | $672k | 5.7k | 117.46 |
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| Abbvie (ABBV) | 0.2 | $644k | 2.6k | 251.64 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.2 | $640k | +4% | 12k | 52.72 |
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| Aim Etf Products Trust Allia Us Aug Etf (AUGW) | 0.2 | $623k | 18k | 34.05 |
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| Merck & Co (MRK) | 0.2 | $618k | 4.8k | 128.50 |
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| Arista Networks Com Shs (ANET) | 0.2 | $613k | -2% | 3.6k | 169.88 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $608k | +692% | 5.1k | 119.52 |
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| Home Depot (HD) | 0.2 | $596k | +5% | 1.7k | 352.64 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $590k | +2% | 5.1k | 116.67 |
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| Applied Materials (AMAT) | 0.1 | $576k | -7% | 796.00 | 723.00 |
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| Planet Labs Pbc Com Cl A (PL) | 0.1 | $575k | -7% | 17k | 33.13 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $551k | +3% | 1.1k | 513.60 |
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| Marvell Technology (MRVL) | 0.1 | $544k | NEW | 1.8k | 297.89 |
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| Innovator Etfs Trust Growth 100 Pwr B (NNOV) | 0.1 | $522k | NEW | 17k | 31.45 |
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| Intel Corporation (INTC) | 0.1 | $520k | NEW | 3.7k | 139.63 |
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| Bank of America Corporation (BAC) | 0.1 | $482k | +2% | 8.5k | 56.98 |
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| Grail (GRAL) | 0.1 | $479k | -7% | 7.0k | 68.27 |
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| Chevron Corporation (CVX) | 0.1 | $477k | 2.9k | 165.76 |
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| salesforce (CRM) | 0.1 | $476k | +7% | 3.0k | 156.64 |
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| Oracle Corporation (ORCL) | 0.1 | $472k | +7% | 3.2k | 146.55 |
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| Ishares Tr Larg Cap Sep Etf (SMAX) | 0.1 | $465k | 17k | 27.86 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $452k | +2% | 1.0k | 433.33 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $445k | 10k | 44.35 |
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| Procter & Gamble Company (PG) | 0.1 | $439k | +2% | 3.0k | 146.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $438k | +34% | 1.2k | 368.38 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $427k | 3.6k | 118.99 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $425k | 1.6k | 264.72 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $385k | -64% | 15k | 26.52 |
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| Iron Mountain (IRM) | 0.1 | $378k | 3.0k | 126.31 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $378k | +4% | 2.0k | 189.73 |
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| Amgen (AMGN) | 0.1 | $375k | +2% | 1.0k | 362.12 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $369k | -3% | 9.2k | 40.23 |
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| Etf Opportunities Trust Hedg Four Tu Etf (HEFT) | 0.1 | $368k | -20% | 14k | 26.52 |
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| Eaton Corp SHS (ETN) | 0.1 | $364k | 853.00 | 426.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $354k | +4% | 948.00 | 373.73 |
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| Vanguard Instl Index Ultr Shor Tr Etf (VGUS) | 0.1 | $351k | -24% | 4.6k | 75.66 |
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| Ge Vernova (GEV) | 0.1 | $348k | 296.00 | 1174.86 |
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| UnitedHealth (UNH) | 0.1 | $342k | NEW | 822.00 | 415.63 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $338k | +5% | 1.1k | 298.00 |
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| Amphenol Corp Cl A (APH) | 0.1 | $336k | +8% | 1.9k | 176.32 |
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| Columbia Finl (CLBK) | 0.1 | $329k | 16k | 21.22 |
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| Kla Corp Com New (KLAC) | 0.1 | $328k | NEW | 1.1k | 301.71 |
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| Goldman Sachs (GS) | 0.1 | $327k | +6% | 323.00 | 1011.37 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $324k | 6.4k | 51.05 |
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| Morgan Stanley Com New (MS) | 0.1 | $320k | +3% | 1.5k | 209.04 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $312k | -12% | 1.6k | 190.52 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $311k | -28% | 6.7k | 46.41 |
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| Energy Services of America (ESOA) | 0.1 | $309k | 16k | 19.34 |
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| Coca-Cola Company (KO) | 0.1 | $305k | 3.8k | 81.27 |
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| Citigroup Com New (C) | 0.1 | $303k | 2.2k | 139.96 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $303k | +13% | 6.4k | 47.20 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $294k | +11% | 2.3k | 126.58 |
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| Capital One Financial (COF) | 0.1 | $292k | 1.5k | 200.62 |
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| Chubb (CB) | 0.1 | $291k | 855.00 | 340.60 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $276k | +2% | 282.00 | 978.12 |
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| RBB F/m Us Treasury (TBIL) | 0.1 | $274k | -3% | 5.5k | 49.86 |
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| Philip Morris International (PM) | 0.1 | $272k | +4% | 1.5k | 180.91 |
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| AutoZone (AZO) | 0.1 | $269k | 84.00 | 3195.94 |
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| Sandisk Corp (SNDK) | 0.1 | $268k | NEW | 118.00 | 2273.73 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $263k | -2% | 7.7k | 33.97 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $262k | -13% | 2.8k | 92.97 |
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| Illinois Tool Works (ITW) | 0.1 | $261k | 963.00 | 270.47 |
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| Lowe's Companies (LOW) | 0.1 | $258k | +2% | 1.2k | 220.49 |
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| Nextera Energy (NEE) | 0.1 | $256k | 2.9k | 87.77 |
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| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 0.1 | $254k | 4.4k | 57.63 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $247k | 485.00 | 509.76 |
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| International Business Machines (IBM) | 0.1 | $246k | +2% | 873.00 | 281.21 |
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| General Dynamics Corporation (GD) | 0.1 | $244k | 688.00 | 354.00 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $240k | 13k | 18.87 |
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| Qualcomm (QCOM) | 0.1 | $237k | -23% | 1.3k | 184.79 |
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| American Express Company (AXP) | 0.1 | $231k | 682.00 | 338.25 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $230k | NEW | 2.9k | 79.97 |
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| Uber Technologies (UBER) | 0.1 | $227k | 3.1k | 72.16 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $225k | -3% | 4.9k | 45.89 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $223k | NEW | 2.5k | 90.10 |
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| Union Pacific Corporation (UNP) | 0.1 | $223k | NEW | 820.00 | 272.01 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $222k | NEW | 2.0k | 109.07 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $217k | NEW | 847.00 | 255.77 |
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| Constellation Energy (CEG) | 0.1 | $212k | +2% | 852.00 | 248.37 |
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| Dell Technologies CL C (DELL) | 0.1 | $211k | NEW | 490.00 | 431.46 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $206k | 519.00 | 397.68 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $205k | -16% | 941.00 | 217.93 |
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| Corning Incorporated (GLW) | 0.1 | $203k | NEW | 793.00 | 255.43 |
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| Walt Disney Company (DIS) | 0.1 | $202k | 2.1k | 96.25 |
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| Linde SHS (LIN) | 0.1 | $200k | NEW | 386.00 | 518.79 |
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| Compass Cl A (COMP) | 0.0 | $195k | 16k | 12.33 |
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| Annexon (ANNX) | 0.0 | $136k | NEW | 24k | 5.71 |
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| Octave Specialty Group Com New (OSG) | 0.0 | $70k | 11k | 6.24 |
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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 2026 Q2 filed July 21, 2026
- 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