Crown Wealth Group

Crown Wealth Group as of Dec. 31, 2025

Portfolio Holdings for Crown Wealth Group

Crown Wealth Group holds 143 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 13.2 $47M 637k 74.17
Spdr Series Trust State Street Spd (SPYM) 11.1 $40M 495k 80.22
Innovator Etfs Trust Defined Wlt Shld (BALT) 8.9 $32M 949k 33.51
Ishares Tr Large Cap Max Bu (DMAX) 3.6 $13M 482k 26.67
Calamos Etf Tr Russell 2000 Str (CPRY) 3.5 $13M 470k 26.99
Vanguard Index Fds Growth Etf (VUG) 3.4 $12M 25k 487.86
Microsoft Corporation (MSFT) 3.1 $11M 23k 483.62
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.1 $11M 109k 100.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $10M 51k 198.62
Ishares Tr U.s. Tech Etf (IYW) 2.4 $8.8M 44k 199.68
Apple (AAPL) 2.4 $8.7M 32k 271.86
NVIDIA Corporation (NVDA) 2.4 $8.6M 46k 186.50
Dimensional Etf Trust Us High Profitab (DUHP) 2.3 $8.2M 216k 38.03
Vaneck Etf Trust Semiconductr Etf (SMH) 1.8 $6.6M 18k 360.13
Alphabet Cap Stk Cl A (GOOGL) 1.7 $6.2M 20k 313.00
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 1.6 $5.7M 68k 84.29
Amazon (AMZN) 1.5 $5.4M 23k 230.82
Vanguard Instl Index Ultra-short Trea (VGUS) 1.4 $5.0M 66k 75.47
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.4 $5.0M 90k 55.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.9M 7.7k 502.65
Eli Lilly & Co. (LLY) 1.0 $3.5M 3.3k 1074.68
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) 1.0 $3.5M 119k 29.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.3M 4.9k 681.85
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.9 $3.3M 71k 47.02
Vanguard World Industrial Etf (VIS) 0.9 $3.2M 11k 298.38
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 0.9 $3.2M 126k 25.54
Vanguard World Health Car Etf (VHT) 0.8 $3.0M 10k 287.85
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.7M 8.7k 313.82
Legacy Housing Corp (LEGH) 0.7 $2.6M 132k 19.52
Ishares Gold Tr Ishares New (IAU) 0.7 $2.5M 31k 81.17
Meta Platforms Cl A (META) 0.7 $2.5M 3.8k 660.01
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.7 $2.4M 34k 71.45
Broadcom (AVGO) 0.6 $2.2M 6.4k 346.10
Spotify Technology S A SHS (SPOT) 0.6 $2.2M 3.8k 580.71
Tesla Motors (TSLA) 0.6 $2.2M 4.8k 449.72
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.6 $2.1M 39k 54.92
JPMorgan Chase & Co. (JPM) 0.5 $1.7M 5.4k 322.24
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754800.00
Vanguard World Comm Srvc Etf (VOX) 0.4 $1.5M 7.6k 193.63
Netflix (NFLX) 0.4 $1.5M 16k 93.76
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.5M 2.1k 684.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.4M 2.2k 627.03
Vanguard World Mega Grwth Ind (MGK) 0.4 $1.3M 3.2k 412.71
United Bankshares (UBSI) 0.4 $1.3M 33k 38.40
Wal-Mart Stores (WMT) 0.4 $1.3M 11k 111.41
Wells Fargo & Company (WFC) 0.3 $1.2M 13k 93.20
Visa Com Cl A (V) 0.3 $1.2M 3.5k 350.75
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.2M 8.0k 148.97
Sprott Asset Management Physical Gold Tr (PHYS) 0.3 $1.2M 36k 33.02
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.0M 7.1k 143.97
Costco Wholesale Corporation (COST) 0.3 $990k 1.1k 862.34
Innovator Etfs Trust Equity Defined (AAPR) 0.3 $949k 33k 28.41
Ishares Tr Large Cap Max Bu (SMAX) 0.2 $811k 30k 26.96
Crowdstrike Hldgs Cl A (CRWD) 0.2 $757k 1.6k 468.76
Grail (GRAL) 0.2 $712k 8.3k 85.59
salesforce (CRM) 0.2 $712k 2.7k 264.90
Palantir Technologies Cl A (PLTR) 0.2 $707k 4.0k 177.75
Exxon Mobil Corporation (XOM) 0.2 $690k 5.7k 120.34
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.2 $654k 12k 55.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $596k 970.00 614.32
Aim Etf Products Trust Allianzim Us Lrg (AUGW) 0.2 $595k 18k 32.53
Caterpillar (CAT) 0.2 $586k 1.0k 572.87
Abbvie (ABBV) 0.2 $558k 2.4k 228.49
Palo Alto Networks (PANW) 0.2 $538k 2.9k 184.20
Sprott Asset Management Physical Gold An (CEF) 0.1 $517k 11k 45.80
Johnson & Johnson (JNJ) 0.1 $516k 2.5k 206.98
Merck & Co (MRK) 0.1 $490k 4.7k 105.26
Vanguard World Inf Tech Etf (VGT) 0.1 $479k 636.00 753.78
Global X Fds Cybrscurty Etf (BUG) 0.1 $472k 16k 30.46
Planet Labs Pbc Com Cl A (PL) 0.1 $459k 23k 19.72
Home Depot (HD) 0.1 $447k 1.3k 344.03
Oracle Corporation (ORCL) 0.1 $446k 2.3k 194.91
Cisco Systems (CSCO) 0.1 $444k 5.8k 77.03
Mastercard Incorporated Cl A (MA) 0.1 $440k 771.00 570.88
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $437k 2.8k 154.80
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $433k 4.3k 100.34
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $432k 1.6k 269.18
Bank of America Corporation (BAC) 0.1 $428k 7.8k 55.00
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $428k 7.8k 54.77
Arista Networks Com Shs (ANET) 0.1 $424k 3.2k 131.03
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $423k 10k 41.78
Chevron Corporation (CVX) 0.1 $423k 2.8k 152.41
Select Sector Spdr Tr State Street Con (XLY) 0.1 $419k 3.5k 119.41
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $364k 7.7k 47.56
Calamos Etf Tr Laddered S&p 500 (CPSL) 0.1 $361k 13k 27.20
Spdr Series Trust State Street Spd (SPYG) 0.1 $355k 3.3k 106.70
Raytheon Technologies Corp (RTX) 0.1 $343k 1.9k 183.40
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $339k 2.2k 155.12
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.1 $336k 8.1k 41.42
Ge Aerospace Com New (GE) 0.1 $328k 1.1k 308.03
Amgen (AMGN) 0.1 $321k 981.00 327.31
RBB Us Treas 3 Mnth (TBIL) 0.1 $313k 6.3k 49.88
Servicenow (NOW) 0.1 $312k 2.0k 153.19
Capital One Financial (COF) 0.1 $312k 1.3k 242.36
Lowe's Companies (LOW) 0.1 $302k 1.3k 241.16
Ishares Tr S&p 100 Etf (OEF) 0.1 $299k 871.00 342.97
Ishares Tr Russell 2000 Etf (IWM) 0.1 $286k 1.2k 246.16
Arm Holdings Sponsored Ads (ARM) 0.1 $285k 2.6k 109.31
Goldman Sachs (GS) 0.1 $281k 320.00 879.00
Abbott Laboratories (ABT) 0.1 $279k 2.2k 125.29
Constellation Energy (CEG) 0.1 $275k 779.00 353.27
AutoZone (AZO) 0.1 $275k 81.00 3391.51
Intuitive Surgical Com New (ISRG) 0.1 $272k 481.00 566.36
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $269k 9.3k 29.04
Sherwin-Williams Company (SHW) 0.1 $266k 821.00 324.03
Honeywell International (HON) 0.1 $266k 1.4k 195.09
Qualcomm (QCOM) 0.1 $263k 1.5k 171.05
Citigroup Com New (C) 0.1 $260k 2.2k 116.69
Eaton Corp SHS (ETN) 0.1 $259k 813.00 318.51
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $258k 5.9k 43.92
Applied Materials (AMAT) 0.1 $256k 995.00 256.99
Iron Mountain (IRM) 0.1 $254k 3.1k 82.95
Chubb (CB) 0.1 $252k 808.00 312.17
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.1 $252k 7.9k 31.70
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $252k 5.7k 44.47
Intuit (INTU) 0.1 $245k 370.00 662.42
Parker-Hannifin Corporation (PH) 0.1 $244k 278.00 878.96
Select Sector Spdr Tr State Street Com (XLC) 0.1 $244k 2.1k 117.72
Morgan Stanley Com New (MS) 0.1 $243k 1.4k 177.53
Columbia Finl (CLBK) 0.1 $241k 16k 15.54
Advanced Micro Devices (AMD) 0.1 $240k 1.1k 214.16
American Express Company (AXP) 0.1 $235k 636.00 369.95
Coca-Cola Company (KO) 0.1 $235k 3.4k 69.91
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $233k 4.4k 53.05
International Business Machines (IBM) 0.1 $233k 785.00 296.21
Spdr Gold Tr Gold Shs (GLD) 0.1 $229k 578.00 396.31
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $227k 5.2k 43.38
Walt Disney Company (DIS) 0.1 $226k 2.0k 113.77
Illinois Tool Works (ITW) 0.1 $226k 916.00 246.30
General Dynamics Corporation (GD) 0.1 $225k 669.00 336.78
Amphenol Corp Cl A (APH) 0.1 $221k 1.6k 135.14
Duke Energy Corp Com New (DUK) 0.1 $221k 1.9k 117.21
Uber Technologies (UBER) 0.1 $219k 2.7k 81.71
Vanguard Index Fds Value Etf (VTV) 0.1 $219k 1.1k 190.99
Nextera Energy (NEE) 0.1 $217k 2.7k 80.28
Procter & Gamble Company (PG) 0.1 $216k 1.5k 143.28
Jacobs Engineering Group (J) 0.1 $205k 1.5k 132.46
Boston Scientific Corporation (BSX) 0.1 $204k 2.1k 95.35
Tidal Trust Iii Mrp Synthequity (SNTH) 0.1 $203k 7.3k 27.69
Reddit Cl A (RDDT) 0.1 $201k 875.00 229.87
Compass Cl A (COMP) 0.0 $167k 16k 10.57
Energy Services of America (ESOA) 0.0 $131k 16k 8.17
Octave Specialty Group Com New (OSG) 0.0 $87k 11k 7.78