Crown Wealth Group

Crown Wealth Group as of June 30, 2025

Portfolio Holdings for Crown Wealth Group

Crown Wealth Group holds 119 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 14.6 $39M 581k 67.02
Spdr Series Trust Portfolio S&p500 (SPLG) 11.8 $32M 433k 72.69
Innovator Etfs Trust Defined Wlt Shld (BALT) 9.2 $25M 764k 32.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.2 $11M 61k 182.82
Microsoft Corporation (MSFT) 4.2 $11M 22k 497.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.1 $11M 108k 100.69
Ishares Tr U.s. Tech Etf (IYW) 3.3 $8.7M 50k 173.27
Vanguard Index Fds Growth Etf (VUG) 3.0 $8.1M 18k 438.40
Dimensional Etf Trust Us High Profitab (DUHP) 2.7 $7.1M 199k 35.56
Global X Fds Cybrscurty Etf (BUG) 2.4 $6.4M 173k 37.10
NVIDIA Corporation (NVDA) 2.4 $6.3M 40k 157.99
Vaneck Etf Trust Semiconductr Etf (SMH) 2.3 $6.1M 22k 278.88
Apple (AAPL) 2.2 $5.8M 28k 205.17
Vanguard World Comm Srvc Etf (VOX) 2.1 $5.6M 33k 171.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $4.9M 10k 485.77
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.7 $4.5M 89k 50.22
Amazon (AMZN) 1.6 $4.2M 19k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.3M 19k 176.23
Wisdomtree Tr India Erngs Fd (EPI) 1.2 $3.1M 66k 47.47
Spotify Technology S A SHS (SPOT) 1.1 $2.9M 3.8k 767.34
Eli Lilly & Co. (LLY) 0.9 $2.5M 3.2k 779.41
Meta Platforms Cl A (META) 0.9 $2.5M 3.3k 738.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $2.2M 3.00 728800.00
Netflix (NFLX) 0.8 $2.0M 1.5k 1339.13
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.7 $1.8M 36k 50.75
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.7 $1.8M 44k 40.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.7M 2.8k 617.92
RBB Us Treas 3 Mnth (TBIL) 0.6 $1.7M 35k 50.00
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.6 $1.7M 57k 29.20
Broadcom (AVGO) 0.6 $1.5M 5.4k 275.65
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.3M 2.1k 620.75
JPMorgan Chase & Co. (JPM) 0.5 $1.3M 4.3k 289.90
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.5 $1.3M 28k 44.05
Visa Com Cl A (V) 0.5 $1.2M 3.4k 355.09
Tesla Motors (TSLA) 0.5 $1.2M 3.8k 317.66
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.2M 3.3k 366.21
Costco Wholesale Corporation (COST) 0.5 $1.2M 1.2k 989.94
United Bankshares (UBSI) 0.5 $1.2M 33k 36.43
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.1M 8.4k 135.29
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 6.2k 177.39
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.4 $1.1M 14k 75.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $983k 1.7k 567.94
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.4 $954k 26k 36.44
Innovator Etfs Trust Equity Defined (AAPR) 0.4 $938k 34k 27.27
salesforce (CRM) 0.3 $734k 2.7k 272.72
Wells Fargo & Company (WFC) 0.3 $726k 9.1k 80.12
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.3 $679k 17k 39.52
Sprott Physical Gold Tr Unit (PHYS) 0.3 $668k 26k 25.35
Crowdstrike Hldgs Cl A (CRWD) 0.3 $668k 1.3k 509.31
Wal-Mart Stores (WMT) 0.2 $663k 6.8k 97.78
Aim Etf Products Trust Allianzim Us Lrg (AUGW) 0.2 $610k 20k 30.68
Exxon Mobil Corporation (XOM) 0.2 $609k 5.6k 107.80
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.2 $605k 12k 51.74
Palo Alto Networks (PANW) 0.2 $556k 2.7k 204.64
Palantir Technologies Cl A (PLTR) 0.2 $527k 3.9k 136.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $469k 851.00 551.64
Ishares Tr Large Cap Max Bu (SMAX) 0.2 $462k 18k 26.04
Grail (GRAL) 0.2 $462k 9.0k 51.42
Mastercard Incorporated Cl A (MA) 0.2 $452k 805.00 561.94
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $446k 4.4k 100.54
Procter & Gamble Company (PG) 0.2 $440k 2.8k 159.33
Aim Etf Products Trust Allianzim Us Lrg (SEPW) 0.2 $434k 14k 30.17
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $432k 1.6k 269.33
Vanguard World Inf Tech Etf (VGT) 0.2 $429k 646.00 663.28
Home Depot (HD) 0.2 $426k 1.2k 366.59
Ishares Tr Core Msci Eafe (IEFA) 0.2 $423k 5.1k 83.48
Arm Holdings Sponsored Ads (ARM) 0.2 $421k 2.6k 161.74
Servicenow (NOW) 0.2 $412k 401.00 1028.08
Abbvie (ABBV) 0.2 $400k 2.2k 185.62
Iron Mountain (IRM) 0.1 $388k 3.8k 102.57
Oracle Corporation (ORCL) 0.1 $369k 1.7k 218.63
Merck & Co (MRK) 0.1 $352k 4.5k 79.16
Cisco Systems (CSCO) 0.1 $350k 5.0k 69.38
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $338k 11k 30.10
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $337k 8.0k 42.26
Chevron Corporation (CVX) 0.1 $337k 2.4k 143.19
Bank of America Corporation (BAC) 0.1 $328k 6.9k 47.32
Caterpillar (CAT) 0.1 $327k 841.00 388.21
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $322k 4.7k 68.06
Arista Networks Com Shs (ANET) 0.1 $317k 3.1k 102.31
Honeywell International (HON) 0.1 $315k 1.4k 232.88
Abbott Laboratories (ABT) 0.1 $302k 2.2k 136.01
Johnson & Johnson (JNJ) 0.1 $299k 2.0k 152.74
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $290k 3.0k 95.32
Vanguard Index Fds Value Etf (VTV) 0.1 $288k 1.6k 176.74
Intuit (INTU) 0.1 $284k 361.00 787.63
Sherwin-Williams Company (SHW) 0.1 $284k 828.00 343.36
Eaton Corp SHS (ETN) 0.1 $276k 773.00 356.99
Capital One Financial (COF) 0.1 $261k 1.2k 212.76
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM) 0.1 $253k 8.1k 31.27
Raytheon Technologies Corp (RTX) 0.1 $251k 1.7k 146.02
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $250k 6.0k 41.30
Walt Disney Company (DIS) 0.1 $249k 2.0k 124.01
Philip Morris International (PM) 0.1 $247k 1.4k 182.13
Amgen (AMGN) 0.1 $244k 875.00 279.21
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $241k 2.6k 92.18
Lowe's Companies (LOW) 0.1 $237k 1.1k 221.87
UnitedHealth (UNH) 0.1 $233k 747.00 311.97
Constellation Energy (CEG) 0.1 $233k 722.00 322.76
Intuitive Surgical Com New (ISRG) 0.1 $231k 425.00 543.41
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $230k 5.7k 40.65
Boston Scientific Corporation (BSX) 0.1 $230k 2.1k 107.41
Jacobs Engineering Group (J) 0.1 $228k 1.7k 131.45
Columbia Finl (CLBK) 0.1 $225k 16k 14.51
Illinois Tool Works (ITW) 0.1 $221k 894.00 247.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $219k 4.4k 49.46
Qualcomm (QCOM) 0.1 $217k 1.4k 159.26
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $216k 4.4k 49.04
Chubb (CB) 0.1 $214k 739.00 289.55
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $214k 3.6k 58.59
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $214k 5.4k 39.49
Cigna Corp (CI) 0.1 $202k 612.00 330.58
Uber Technologies (UBER) 0.1 $202k 2.2k 93.30
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $201k 16k 12.24
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.1 $200k 5.4k 37.16
Energy Services of America (ESOA) 0.1 $159k 16k 9.94
Planet Labs Pbc Com Cl A (PL) 0.0 $130k 21k 6.10
Compass Cl A (COMP) 0.0 $99k 16k 6.28
Denison Mines Corp (DNN) 0.0 $78k 43k 1.82