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, DYNF, SGOV, and represent 43.46% of Crown Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$6.5M), IGV, BALT, KBWB, SGOV, JAJL, SPYM, CPRJ, XOM, CRWD.
- Started 14 new stock positions in CLBK, IGV, AMP, XOM, JAJL, XLV, PJUN, TMO, CPRJ, NOW. XLY, PEP, XLF, SPCX.
- Reduced shares in these 10 stocks: Dimensional Etf Trust (-$8.7M), SMH, IAU, IYW, LEGH, AAPL, DFAE, , NJAN, PL.
- Sold out of its positions in ANNX, Columbia Finl, GLW, Dimensional Etf Trust, HEFT, Exxon Mobil Corporation, IBM, ISRG, IAU, LQD. HYG, PYLD, PL, GLD, SNDK, UBER.
- Crown Wealth Group was a net buyer of stock by $1.5M.
- Crown Wealth Group has $404M in assets under management (AUM), dropping by 2.68%.
- Central Index Key (CIK): 0001845698
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Portfolio Holdings for Crown Wealth Group
Crown Wealth Group holds 148 positions in its portfolio as reported in the September 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 | $55M | 667k | 83.03 |
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| Spdr Series Trust St Str P500etf (SPYM) | 11.4 | $46M | +3% | 513k | 89.76 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 9.2 | $37M | +8% | 1.1M | 34.95 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.1 | $21M | +45% | 298k | 69.26 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 4.0 | $16M | +20% | 159k | 100.68 |
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| Ishares Tr Larg Cap Dec Etf (DMAX) | 3.5 | $14M | 505k | 27.82 |
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| Calamos Etf Tr Russe 2000 Janua (CPRY) | 3.5 | $14M | 496k | 28.21 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 3.2 | $13M | +4% | 144k | 90.11 |
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| Microsoft Corporation (MSFT) | 3.1 | $13M | -2% | 25k | 512.90 |
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| NVIDIA Corporation (NVDA) | 2.7 | $11M | -3% | 49k | 228.38 |
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| Apple (AAPL) | 2.6 | $11M | -13% | 31k | 333.02 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.3 | $9.3M | -20% | 35k | 264.90 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.0 | $8.3M | -30% | 14k | 609.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $6.4M | -6% | 19k | 344.08 |
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| Amazon (AMZN) | 1.4 | $5.7M | -4% | 23k | 249.15 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 1.2 | $5.0M | 82k | 60.53 |
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| Vanguard World Industrial Etf (VIS) | 1.2 | $4.8M | 15k | 320.52 |
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| Ishares Tr Expanded Tech (IGV) | 1.1 | $4.5M | NEW | 42k | 106.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.9M | +4% | 7.9k | 497.95 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.9 | $3.7M | +5% | 74k | 50.72 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.4M | -7% | 2.9k | 1157.08 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.8 | $3.3M | +1244% | 38k | 87.23 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.8 | $3.3M | -26% | 83k | 39.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.3M | +2% | 9.6k | 340.76 |
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| Meta Platforms Cl A (META) | 0.8 | $3.1M | -7% | 4.3k | 725.10 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $2.8M | +13% | 3.7k | 762.61 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $2.7M | 12k | 222.24 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.6 | $2.4M | +11% | 50k | 48.70 |
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| Broadcom (AVGO) | 0.6 | $2.3M | -3% | 6.5k | 351.19 |
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| Tesla Motors (TSLA) | 0.5 | $2.1M | -7% | 5.8k | 354.81 |
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| Spotify Technology S A SHS (SPOT) | 0.5 | $1.9M | 3.9k | 487.38 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | 5.6k | 330.82 |
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| Innovator Etfs Trust Equit Defin Jul (JAJL) | 0.4 | $1.8M | NEW | 58k | 30.26 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.4 | $1.7M | 17k | 103.09 |
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| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.4 | $1.7M | -25% | 29k | 60.68 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 0.4 | $1.7M | +9% | 18k | 92.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.6M | +2% | 2.1k | 765.76 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $1.6M | +3% | 16k | 100.55 |
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| Calamos Etf Tr Russe 2000 July (CPRJ) | 0.4 | $1.5M | NEW | 56k | 27.34 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.5M | +279% | 5.8k | 264.75 |
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| United Bankshares (UBSI) | 0.4 | $1.5M | 33k | 45.94 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.5M | 19k | 80.05 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | 2.00 | 747005.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.5M | +2% | 2.1k | 700.96 |
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| Visa Com Cl A (V) | 0.4 | $1.4M | -3% | 3.9k | 359.34 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.3M | 7.5k | 166.79 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.2M | +80% | 5.7k | 208.02 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $1.1M | NEW | 6.9k | 162.75 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.1M | -11% | 11k | 103.92 |
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| Micron Technology (MU) | 0.3 | $1.1M | +7% | 1.0k | 1065.11 |
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| Caterpillar (CAT) | 0.3 | $1.1M | +22% | 1.3k | 810.79 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $1.1M | -4% | 34k | 31.27 |
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| Palo Alto Networks (PANW) | 0.3 | $1.0M | -4% | 2.6k | 397.31 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.0M | +12% | 1.6k | 611.76 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $968k | +2% | 5.2k | 187.05 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $949k | -24% | 5.0k | 190.59 |
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| Costco Wholesale Corporation (COST) | 0.2 | $946k | -18% | 1.0k | 910.37 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $855k | 19k | 45.55 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $845k | +163% | 4.3k | 195.75 |
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| Grail (GRAL) | 0.2 | $843k | -14% | 6.0k | 140.12 |
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| Innovator Etfs Trust Equity Defined (AAPR) | 0.2 | $842k | -4% | 28k | 29.77 |
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| Legacy Housing Corp (LEGH) | 0.2 | $824k | -73% | 29k | 28.67 |
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| Netflix (NFLX) | 0.2 | $820k | -24% | 12k | 69.58 |
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| Johnson & Johnson (JNJ) | 0.2 | $739k | +2% | 2.8k | 264.77 |
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| Merck & Co (MRK) | 0.2 | $732k | +4% | 5.0k | 145.31 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.2 | $716k | 12k | 61.21 |
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| Abbvie (ABBV) | 0.2 | $711k | +6% | 2.7k | 261.59 |
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| Arista Networks Com Shs (ANET) | 0.2 | $689k | -6% | 3.4k | 203.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $639k | 5.1k | 125.67 |
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| Arm Holdings Sponsored Ads (ARM) | 0.2 | $638k | -6% | 2.2k | 289.66 |
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| Aim Etf Products Trust Allia Us Aug Etf (AUGW) | 0.2 | $636k | 18k | 34.75 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.2 | $623k | +8% | 13k | 47.19 |
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| Cisco Systems (CSCO) | 0.2 | $621k | 5.8k | 107.63 |
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| Chevron Corporation (CVX) | 0.2 | $615k | +4% | 3.0k | 204.21 |
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| American Express Company (AXP) | 0.1 | $591k | +184% | 1.9k | 304.10 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $587k | 1.1k | 551.47 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $570k | -19% | 771.00 | 739.78 |
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| Procter & Gamble Company (PG) | 0.1 | $549k | +26% | 3.8k | 145.29 |
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| Innovator Etfs Trust Growth 100 Pwr B (NNOV) | 0.1 | $541k | 17k | 32.57 |
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| Intel Corporation (INTC) | 0.1 | $502k | +12% | 4.2k | 120.23 |
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| Marvell Technology (MRVL) | 0.1 | $475k | 1.8k | 264.21 |
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| Ishares Tr Larg Cap Sep Etf (SMAX) | 0.1 | $474k | 17k | 28.48 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $463k | 1.6k | 288.45 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $461k | 6.3k | 72.64 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $457k | 10k | 45.62 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $452k | +2% | 3.7k | 123.08 |
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| Amgen (AMGN) | 0.1 | $452k | +3% | 1.1k | 421.51 |
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| Bank of America Corporation (BAC) | 0.1 | $449k | -2% | 8.2k | 54.43 |
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| Home Depot (HD) | 0.1 | $431k | -10% | 1.5k | 284.57 |
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| Applied Materials (AMAT) | 0.1 | $415k | +2% | 812.00 | 511.38 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $396k | +15% | 1.2k | 328.51 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $390k | NEW | 8.9k | 43.99 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $382k | 9.2k | 41.54 |
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| Columbia Finl Com Shs (CLBK) | 0.1 | $377k | NEW | 34k | 11.06 |
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| salesforce (CRM) | 0.1 | $364k | -47% | 1.6k | 229.59 |
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| Coca-Cola Company (KO) | 0.1 | $348k | +7% | 4.0k | 86.08 |
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| Iron Mountain (IRM) | 0.1 | $342k | +3% | 3.1k | 110.95 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $340k | -7% | 1.8k | 185.65 |
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| UnitedHealth (UNH) | 0.1 | $333k | +10% | 908.00 | 367.08 |
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| Ge Aerospace Com New (GE) | 0.1 | $331k | +11% | 1.1k | 312.29 |
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| Oracle Corporation (ORCL) | 0.1 | $324k | -26% | 2.4k | 137.30 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $321k | 6.7k | 47.89 |
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| Dell Technologies CL C (DELL) | 0.1 | $320k | +21% | 594.00 | 537.95 |
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| Eaton Corp SHS (ETN) | 0.1 | $315k | -14% | 733.00 | 429.71 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $314k | 1.1k | 280.07 |
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| Pepsi (PEP) | 0.1 | $308k | NEW | 2.4k | 126.72 |
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| Philip Morris International (PM) | 0.1 | $304k | +5% | 1.6k | 190.82 |
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| Morgan Stanley Com New (MS) | 0.1 | $304k | +5% | 1.6k | 188.08 |
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| Capital One Financial (COF) | 0.1 | $283k | 1.5k | 193.07 |
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| Goldman Sachs (GS) | 0.1 | $274k | -5% | 304.00 | 900.36 |
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| Amphenol Corp Cl A (APH) | 0.1 | $271k | +68% | 3.2k | 84.30 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $268k | -11% | 5.7k | 47.43 |
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| Servicenow (NOW) | 0.1 | $263k | NEW | 2.0k | 134.01 |
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| RBB F/m Us Treasury (TBIL) | 0.1 | $263k | -4% | 5.3k | 49.85 |
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| Chubb (CB) | 0.1 | $260k | -6% | 800.00 | 325.21 |
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| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 0.1 | $260k | 4.4k | 59.12 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $258k | NEW | 1.5k | 168.42 |
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| Citigroup Com New (C) | 0.1 | $257k | -8% | 2.0k | 129.48 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $255k | -23% | 644.00 | 395.56 |
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| Walt Disney Company (DIS) | 0.1 | $252k | +14% | 2.4k | 104.90 |
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| Illinois Tool Works (ITW) | 0.1 | $252k | 980.00 | 257.28 |
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| Qualcomm (QCOM) | 0.1 | $251k | +6% | 1.4k | 184.04 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $250k | -5% | 2.2k | 114.01 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $249k | -2% | 7.6k | 32.90 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $248k | NEW | 1.6k | 150.86 |
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| Union Pacific Corporation (UNP) | 0.1 | $246k | +10% | 905.00 | 272.00 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $243k | 13k | 19.37 |
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| Ge Vernova (GEV) | 0.1 | $241k | -14% | 254.00 | 950.49 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $239k | -3% | 469.00 | 509.70 |
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| AutoZone (AZO) | 0.1 | $238k | 84.00 | 2830.02 |
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| Kla Corp Com New (KLAC) | 0.1 | $235k | +11% | 1.2k | 194.93 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $235k | -12% | 246.00 | 955.42 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $234k | NEW | 2.1k | 108.84 |
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| General Dynamics Corporation (GD) | 0.1 | $232k | 700.00 | 331.67 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $229k | NEW | 339.00 | 675.05 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $227k | NEW | 4.3k | 53.40 |
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| Ameriprise Financial (AMP) | 0.1 | $225k | NEW | 456.00 | 492.35 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $217k | +3% | 2.6k | 84.08 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $216k | -6% | 4.6k | 47.11 |
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| Nextera Energy (NEE) | 0.1 | $216k | -2% | 2.9k | 75.73 |
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| Linde SHS (LIN) | 0.1 | $214k | +16% | 450.00 | 474.63 |
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| Constellation Energy (CEG) | 0.1 | $210k | -2% | 828.00 | 254.02 |
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| Lowe's Companies (LOW) | 0.1 | $208k | -3% | 1.1k | 184.29 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $203k | 941.00 | 216.08 |
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| Vanguard Instl Index Ultr Shor Tr Etf (VGUS) | 0.1 | $203k | -42% | 2.7k | 75.62 |
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| Energy Services of America (ESOA) | 0.0 | $178k | 16k | 11.15 |
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| Compass Cl A (COMP) | 0.0 | $140k | 16k | 8.88 |
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| Octave Specialty Group Com New (OSG) | 0.0 | $46k | 11k | 4.14 |
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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 Q3 filed Oct. 19, 2026
- 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