Crown Wealth Group

Crown Wealth Group as of Sept. 30, 2025

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 625k 72.44
Spdr Series Trust Portfolio S&p500 (SPLG) 11.4 $38M 482k 78.34
Innovator Etfs Trust Defined Wlt Shld (BALT) 8.7 $29M 880k 32.82
Vanguard Index Fds Growth Etf (VUG) 4.3 $14M 30k 479.61
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.0 $13M 131k 100.70
Microsoft Corporation (MSFT) 3.5 $12M 23k 517.95
Calamos Etf Tr Russell 2000 Str (CPRY) 3.4 $11M 438k 26.04
Ishares Tr U.s. Tech Etf (IYW) 3.2 $11M 55k 195.86
Ishares Tr Large Cap Max Bu (DMAX) 3.2 $11M 401k 26.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $10M 54k 194.50
NVIDIA Corporation (NVDA) 2.4 $8.1M 43k 186.58
Vaneck Etf Trust Semiconductr Etf (SMH) 2.4 $8.0M 25k 326.36
Dimensional Etf Trust Us High Profitab (DUHP) 2.4 $8.0M 212k 37.77
Apple (AAPL) 2.3 $7.5M 29k 254.63
Vanguard World Comm Srvc Etf (VOX) 2.1 $6.9M 37k 187.73
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.5 $4.9M 92k 53.02
Amazon (AMZN) 1.4 $4.7M 22k 219.57
Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.7M 19k 243.10
Legacy Housing Corp (LEGH) 1.2 $3.9M 141k 27.51
Vanguard Instl Index Ultra-short Trea (VGUS) 1.1 $3.7M 49k 75.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.7M 7.3k 502.74
Global X Fds Cybrscurty Etf (BUG) 1.0 $3.5M 98k 35.19
Meta Platforms Cl A (META) 0.8 $2.8M 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 3.1k 763.00
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.7 $2.2M 53k 42.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.0M 3.0k 666.16
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.0M 8.2k 243.56
Tesla Motors (TSLA) 0.6 $2.0M 4.4k 444.72
Broadcom (AVGO) 0.6 $2.0M 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 4.9k 315.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 754200.00
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.5M 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 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 3.5k 341.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 1.9k 612.43
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.2M 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 21k 50.00
Wal-Mart Stores (WMT) 0.3 $1.0M 9.9k 103.06
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $1.0M 13k 76.01
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.3 $959k 25k 38.37
Innovator Etfs Trust Equity Defined (AAPR) 0.3 $939k 34k 27.93
Sprott Physical Gold Tr Unit (PHYS) 0.3 $881k 30k 29.62
Ishares Tr Large Cap Max Bu (MAXJ) 0.3 $876k 31k 28.05
Ishares Tr Large Cap Max Bu (SMAX) 0.2 $798k 30k 26.78
Wells Fargo & Company (WFC) 0.2 $762k 9.1k 83.82
Crowdstrike Hldgs Cl A (CRWD) 0.2 $742k 1.5k 490.38
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $700k 17k 41.06
Oracle Corporation (ORCL) 0.2 $700k 2.5k 281.24
Exxon Mobil Corporation (XOM) 0.2 $676k 6.0k 112.75
Palantir Technologies Cl A (PLTR) 0.2 $670k 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 3.1k 203.62
salesforce (CRM) 0.2 $628k 2.6k 236.96
Vanguard World Inf Tech Etf (VGT) 0.2 $622k 833.00 746.63
Home Depot (HD) 0.2 $610k 1.5k 405.26
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $608k 6.0k 100.70
Aim Etf Products Trust Allianzim Us Lrg (AUGW) 0.2 $585k 18k 31.96
Ishares Tr Russell 2000 Etf (IWM) 0.2 $540k 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 840.00 568.81
Arista Networks Com Shs (ANET) 0.1 $463k 3.2k 145.71
Caterpillar (CAT) 0.1 $455k 954.00 477.15
Grail (GRAL) 0.1 $450k 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 11k 36.69
Iron Mountain (IRM) 0.1 $386k 3.8k 101.94
Johnson & Johnson (JNJ) 0.1 $384k 2.1k 185.44
Servicenow (NOW) 0.1 $376k 409.00 920.28
Chevron Corporation (CVX) 0.1 $375k 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 4.3k 83.93
Cisco Systems (CSCO) 0.1 $360k 5.3k 68.42
AutoZone (AZO) 0.1 $348k 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 8.1k 40.36
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $325k 3.1k 104.51
Calamos Etf Tr Laddered S&p 500 (CPSL) 0.1 $302k 11k 26.85
Vanguard Index Fds Value Etf (VTV) 0.1 $301k 1.6k 186.49
Ge Aerospace Com New (GE) 0.1 $301k 1.0k 300.82
Abbott Laboratories (ABT) 0.1 $299k 2.2k 133.94
Eaton Corp SHS (ETN) 0.1 $296k 792.00 374.25
Honeywell International (HON) 0.1 $294k 1.4k 210.50
Sherwin-Williams Company (SHW) 0.1 $292k 843.00 346.26
Raytheon Technologies Corp (RTX) 0.1 $280k 1.7k 167.33
Lowe's Companies (LOW) 0.1 $277k 1.1k 251.31
Planet Labs Pbc Com Cl A (PL) 0.1 $262k 20k 12.98
Capital One Financial (COF) 0.1 $260k 1.2k 212.58
Uber Technologies (UBER) 0.1 $259k 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 910.00 282.20
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $254k 5.9k 43.10
Intuit (INTU) 0.1 $253k 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 738.00 329.07
Qualcomm (QCOM) 0.1 $239k 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 7.6k 30.96
Jacobs Engineering Group (J) 0.1 $235k 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 1.9k 114.50
Boston Scientific Corporation (BSX) 0.1 $219k 2.2k 97.63
Goldman Sachs (GS) 0.1 $217k 273.00 796.35
Intuitive Surgical Com New (ISRG) 0.1 $217k 486.00 447.23
General Dynamics Corporation (GD) 0.1 $216k 633.00 341.06
Chubb (CB) 0.1 $213k 756.00 282.19
Duke Energy Corp Com New (DUK) 0.1 $212k 1.7k 123.75
Coca-Cola Company (KO) 0.1 $211k 3.2k 66.32
Morgan Stanley Com New (MS) 0.1 $210k 1.3k 158.96
UnitedHealth (UNH) 0.1 $208k 602.00 345.30
Reddit Cl A (RDDT) 0.1 $201k 875.00 229.99
McDonald's Corporation (MCD) 0.1 $201k 661.00 304.10
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.1 $200k 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 18k 3.39