Crown Wealth Group, LLC
CIK: 0001845698Latest portfolio: $357.9M · Q4 2025
Holdings
143
Total Value
$357.9M
New Positions
143
Closed Positions
0
Top Holdings
View All 143 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 636,576 | $47.2M | 13.19% | NEW | |
| 2 | SPYMSPDR SERIES TRUST | 494,893 | $39.7M | 11.09% | NEW | |
| 3 | DDTOINNOVATOR ETFS TRUST | 948,772 | $31.8M | 8.88% | NEW | |
| 4 | DMAXISHARES TR | 482,027 | $12.9M | 3.59% | NEW | |
| 5 | CPRYCALAMOS ETF TR | 469,915 | $12.7M | 3.54% | NEW | |
| 6 | VUGVANGUARD INDEX FDS | 25,236 | $12.3M | 3.44% | NEW | |
| 7 | MSFTMICROSOFT CORP | 23,021 | $11.1M | 3.11% | NEW | |
| 8 | SGOVISHARES TR | 108,788 | $10.9M | 3.05% | NEW | |
| 9 | QUALISHARES TR | 51,350 | $10.2M | 2.85% | NEW | |
| 10 | IYWISHARES TR | 43,880 | $8.8M | 2.45% | NEW | |
| 11 | AAPLAPPLE INC | 31,829 | $8.7M | 2.42% | NEW | |
| 12 | NVDANVIDIA CORPORATION | 46,262 | $8.6M | 2.41% | NEW | |
| 13 | DUHPDIMENSIONAL ETF TRUST | 215,587 | $8.2M | 2.29% | NEW | |
| 14 | SMHVANECK ETF TRUST | 18,310 | $6.6M | 1.84% | NEW | |
| 15 | GOOGLALPHABET INC | 19,823 | $6.2M | 1.73% | NEW | |
| 16 | KBWBINVESCO EXCH TRADED FD TR II | 68,215 | $5.7M | 1.61% | NEW | |
| 17 | AMZNAMAZON COM INC | 23,204 | $5.4M | 1.50% | NEW | |
| 18 | VGUSVANGUARD INSTL INDEX FD | 66,066 | $5.0M | 1.39% | NEW | |
| 19 | BJANINNOVATOR ETFS TRUST | 90,317 | $5.0M | 1.39% | NEW | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,735 | $3.9M | 1.09% | NEW | |
| 21 | LLYELI LILLY & CO | 3,265 | $3.5M | 0.98% | NEW | |
| 22 | QBUFINNOVATOR ETFS TRUST | 118,958 | $3.5M | 0.97% | NEW | |
| 23 | SPYSPDR S&P 500 ETF TR | 4,902 | $3.3M | 0.93% | NEW | |
| 24 | PJANINNOVATOR ETFS TRUST | 70,907 | $3.3M | 0.93% | NEW | |
| 25 | VISVANGUARD WORLD FD | 10,879 | $3.2M | 0.91% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.721439700126812e+210T)
Technology0.0% ($1.1133865286272215e+64T)
Unknown0.0% ($3.1793128553887325e+44T)
Industrials0.0% ($585458342327265263616.0T)
Healthcare0.0% ($3508711557516490240.0T)
Communication Services0.0% ($62042717252822056.0T)
Consumer Cyclical0.0% ($535625762171.4T)
Consumer Defensive0.0% ($1266.0T)
Utilities0.0% ($275.2B)
Energy0.0% ($689.4M)
Basic Materials0.0% ($266K)
Real Estate0.0% ($253K)
Filing History
Fund Information
Crown Wealth Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $357.9M across 143 holdings. The largest position is DIMENSIONAL ETF TRUST (DFUS), representing 13.2% of the portfolio. Compared to the previous quarter, the fund opened 143 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.