Crown Wealth Group, LLC
CIK: 0001845698SEC EDGAR →
Portfolio Value
$357.9M
Holdings
143
As of
Q4 2025
New Positions
143
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 636,576 | $47.2M | 13.19% |
| 2 | SPDR SERIES TRUST | 494,893 | $39.7M | 11.09% |
| 3 | INNOVATOR ETFS TRUST | 948,772 | $31.8M | 8.88% |
| 4 | ISHARES TR | 482,027 | $12.9M | 3.59% |
| 5 | CALAMOS ETF TR | 469,915 | $12.7M | 3.54% |
| 6 | VANGUARD INDEX FDS | 25,236 | $12.3M | 3.44% |
| 7 | MICROSOFT CORP | 23,021 | $11.1M | 3.11% |
| 8 | ISHARES TR | 108,788 | $10.9M | 3.05% |
| 9 | ISHARES TR | 51,350 | $10.2M | 2.85% |
| 10 | ISHARES TR | 43,880 | $8.8M | 2.45% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (143)
$47.2M · 637K shares
$39.7M · 495K shares
$31.8M · 949K shares
$12.9M · 482K shares
$12.7M · 470K shares
$12.3M · 25K shares
$11.1M · 23K shares
$10.9M · 109K shares
$10.2M · 51K shares
$8.8M · 44K shares
$8.7M · 32K shares
$8.6M · 46K shares
$8.2M · 216K shares
$6.6M · 18K shares
$6.2M · 20K shares
$5.7M · 68K shares
$5.4M · 23K shares
$5.0M · 66K shares
$5.0M · 90K shares
$3.9M · 8K shares
$3.5M · 3K shares
$3.5M · 119K shares
$3.3M · 5K shares
$3.3M · 71K shares
$3.2M · 11K shares
$3.2M · 126K shares
$3.0M · 10K shares
$2.7M · 9K shares
$2.6M · 132K shares
$2.5M · 31K shares
$2.5M · 4K shares
$2.4M · 34K shares
$2.2M · 6K shares
$2.2M · 4K shares
$2.2M · 5K shares
$2.1M · 39K shares
$1.7M · 5K shares
$1.5M · 2 shares
$1.5M · 8K shares
$1.5M · 16K shares
$1.5M · 2K shares
$1.4M · 2K shares
$1.3M · 3K shares
$1.3M · 33K shares
$1.3M · 11K shares
$1.2M · 13K shares
$1.2M · 3K shares
$1.2M · 8K shares
$1.2M · 36K shares
$1.0M · 7K shares
$989K · 1K shares
$949K · 33K shares
$811K · 30K shares
$757K · 2K shares
$711K · 3K shares
$711K · 8K shares
$707K · 4K shares
$689K · 6K shares
$654K · 12K shares
$595K · 970 shares
$595K · 18K shares
$585K · 1K shares
$557K · 2K shares
$537K · 3K shares
$516K · 11K shares
$516K · 2K shares
$490K · 5K shares
$479K · 636 shares
$471K · 15K shares
$458K · 23K shares
$447K · 1K shares
$446K · 2K shares
$444K · 6K shares
$440K · 771 shares
$437K · 3K shares
$432K · 2K shares
$432K · 4K shares
$427K · 8K shares
$427K · 8K shares
$424K · 3K shares
$423K · 10K shares
$422K · 3K shares
$419K · 4K shares
$364K · 8K shares
$360K · 13K shares
$355K · 3K shares
$342K · 2K shares
$338K · 2K shares
$335K · 8K shares
$327K · 1K shares
$321K · 981 shares
$312K · 2K shares
$312K · 1K shares
$312K · 6K shares
$302K · 1K shares
$298K · 871 shares
$286K · 1K shares
$284K · 3K shares
$281K · 320 shares
$278K · 2K shares
$275K · 779 shares
$274K · 81 shares
$272K · 481 shares
$269K · 9K shares
$266K · 821 shares
$265K · 1K shares
$262K · 2K shares
$260K · 2K shares
$258K · 813 shares
$258K · 6K shares
$255K · 995 shares
$253K · 3K shares
$252K · 808 shares
$251K · 8K shares
$251K · 6K shares
$245K · 370 shares
$244K · 278 shares
$243K · 1K shares
$243K · 2K shares
$240K · 16K shares
$239K · 1K shares
$235K · 636 shares
$234K · 3K shares
$233K · 4K shares
$232K · 785 shares
$229K · 578 shares
$226K · 5K shares
$226K · 2K shares
$225K · 916 shares
$225K · 669 shares
$221K · 2K shares
$220K · 2K shares
$219K · 3K shares
$218K · 1K shares
$217K · 3K shares
$215K · 2K shares
$204K · 2K shares
$203K · 2K shares
$203K · 7K shares
$201K · 875 shares
$167K · 16K shares
$130K · 16K shares
$86K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $217.6M | 60.8% |
| Unknown | 15 | $61.0M | 17.0% |
| Technology | 22 | $37.5M | 10.5% |
| Communication Services | 7 | $15.5M | 4.3% |
| Consumer Cyclical | 6 | $11.1M | 3.1% |
| Healthcare | 9 | $6.9M | 1.9% |
| Industrials | 11 | $3.3M | 0.9% |
| Consumer Defensive | 4 | $2.7M | 0.8% |
| Energy | 2 | $1.1M | 0.3% |
| Utilities | 3 | $712K | 0.2% |
| Basic Materials | 1 | $266K | 0.1% |
| Real Estate | 1 | $253K | 0.1% |