Crown Wealth Group

Crown Wealth Group as of June 30, 2026

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