Crown Wealth Group, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$357.9M
Holdings
143
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (143 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 636,576 | $47.2M | 13.19% | |
| 2 | SPYMSPDR SERIES TRUST | 494,893 | $39.7M | 11.09% | |
| 3 | DDTOINNOVATOR ETFS TRUST | 948,772 | $31.8M | 8.88% | |
| 4 | DMAXISHARES TR | 482,027 | $12.9M | 3.59% | |
| 5 | CPRYCALAMOS ETF TR | 469,915 | $12.7M | 3.54% | |
| 6 | VUGVANGUARD INDEX FDS | 25,236 | $12.3M | 3.44% | |
| 7 | MSFTMICROSOFT CORP | 23,021 | $11.1M | 3.11% | |
| 8 | SGOVISHARES TR | 108,788 | $10.9M | 3.05% | |
| 9 | QUALISHARES TR | 51,350 | $10.2M | 2.85% | |
| 10 | IYWISHARES TR | 43,880 | $8.8M | 2.45% | |
| 11 | AAPLAPPLE INC | 31,829 | $8.7M | 2.42% | |
| 12 | NVDANVIDIA CORPORATION | 46,262 | $8.6M | 2.41% | |
| 13 | DUHPDIMENSIONAL ETF TRUST | 215,587 | $8.2M | 2.29% | |
| 14 | SMHVANECK ETF TRUST | 18,310 | $6.6M | 1.84% | |
| 15 | GOOGLALPHABET INC | 19,823 | $6.2M | 1.73% | |
| 16 | KBWBINVESCO EXCH TRADED FD TR II | 68,215 | $5.7M | 1.61% | |
| 17 | AMZNAMAZON COM INC | 23,204 | $5.4M | 1.50% | |
| 18 | VGUSVANGUARD INSTL INDEX FD | 66,066 | $5.0M | 1.39% | |
| 19 | BJANINNOVATOR ETFS TRUST | 90,317 | $5.0M | 1.39% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,735 | $3.9M | 1.09% | |
| 21 | LLYELI LILLY & CO | 3,265 | $3.5M | 0.98% | |
| 22 | QBUFINNOVATOR ETFS TRUST | 118,958 | $3.5M | 0.97% | |
| 23 | SPYSPDR S&P 500 ETF TR | 4,902 | $3.3M | 0.93% | |
| 24 | PJANINNOVATOR ETFS TRUST | 70,907 | $3.3M | 0.93% | |
| 25 | VISVANGUARD WORLD FD | 10,879 | $3.2M | 0.91% | |
| 26 | KDECINNOVATOR ETFS TRUST | 126,327 | $3.2M | 0.90% | |
| 27 | VHTVANGUARD WORLD FD | 10,312 | $3.0M | 0.83% | |
| 28 | GOOGALPHABET INC | 8,660 | $2.7M | 0.76% | |
| 29 | LEGHLEGACY HOUSING CORP | 132,000 | $2.6M | 0.72% | |
| 30 | IAU*ISHARES GOLD TR | 31,181 | $2.5M | 0.71% | |
| 31 | METAMETA PLATFORMS INC | 3,831 | $2.5M | 0.71% | |
| 32 | CIBRFIRST TR EXCHANGE TRADED FD | 34,088 | $2.4M | 0.68% | |
| 33 | AVGOBROADCOM INC | 6,400 | $2.2M | 0.62% | |
| 34 | SPOTSPOTIFY TECHNOLOGY S A | 3,800 | $2.2M | 0.62% | |
| 35 | TSLATESLA INC | 4,828 | $2.2M | 0.61% | |
| 36 | NJANINNOVATOR ETFS TRUST | 38,724 | $2.1M | 0.59% | |
| 37 | JPMJPMORGAN CHASE & CO. | 5,360 | $1.7M | 0.48% | |
| 38 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.42% | |
| 39 | VOXVANGUARD WORLD FD | 7,627 | $1.5M | 0.41% | |
| 40 | NFLXNETFLIX INC | 15,646 | $1.5M | 0.41% | |
| 41 | IVVISHARES TR | 2,122 | $1.5M | 0.41% | |
| 42 | VOOVANGUARD INDEX FDS | 2,194 | $1.4M | 0.38% | |
| 43 | MGKVANGUARD WORLD FD | 3,198 | $1.3M | 0.37% | |
| 44 | UBSIUNITED BANKSHARES INC WEST V | 33,031 | $1.3M | 0.35% | |
| 45 | WMTWALMART INC | 11,363 | $1.3M | 0.35% | |
| 46 | WFCWELLS FARGO CO NEW | 13,146 | $1.2M | 0.34% | |
| 47 | VVISA INC | 3,468 | $1.2M | 0.34% | |
| 48 | ESGUISHARES TR | 7,995 | $1.2M | 0.33% | |
| 49 | PHYS/USPROTT ASSET MANAGEMENT LP | 36,011 | $1.2M | 0.33% | |
| 50 | XLKSELECT SECTOR SPDR TR | 7,062 | $1.0M | 0.28% | |
| 51 | COSTCOSTCO WHSL CORP NEW | 1,148 | $989K | 0.28% | |
| 52 | AAPRINNOVATOR ETFS TRUST | 33,403 | $949K | 0.27% | |
| 53 | SMAXISHARES TR | 30,093 | $811K | 0.23% | |
| 54 | CRWDCROWDSTRIKE HLDGS INC | 1,615 | $757K | 0.21% | |
| 55 | CRMSALESFORCE INC | 2,686 | $711K | 0.20% | |
| 56 | GRALGRAIL INC | 8,316 | $711K | 0.20% | |
| 57 | PLTRPALANTIR TECHNOLOGIES INC | 3,978 | $707K | 0.20% | |
| 58 | XOMEXXON MOBIL CORP | 5,731 | $689K | 0.19% | |
| 59 | FJULFIRST TR EXCHNG TRADED FD VI | 11,699 | $654K | 0.18% | |
| 60 | NDQINVESCO QQQ TR | 970 | $595K | 0.17% | |
| 61 | AUGWAIM ETF PRODUCTS TRUST | 18,289 | $595K | 0.17% | |
| 62 | CATCATERPILLAR INC | 1,022 | $585K | 0.16% | |
| 63 | ABBVABBVIE INC | 2,440 | $557K | 0.16% | |
| 64 | PANWPALO ALTO NETWORKS INC | 2,919 | $537K | 0.15% | |
| 65 | CEF/USPROTT ASSET MANAGEMENT LP | 11,278 | $516K | 0.14% | |
| 66 | JNJJOHNSON & JOHNSON | 2,493 | $516K | 0.14% | |
| 67 | MRKMERCK & CO INC | 4,659 | $490K | 0.14% | |
| 68 | VGTVANGUARD WORLD FD | 636 | $479K | 0.13% | |
| 69 | BUGGLOBAL X FDS | 15,486 | $471K | 0.13% | |
| 70 | PLPLANET LABS PBC | 23,258 | $458K | 0.13% | |
| 71 | HDHOME DEPOT INC | 1,300 | $447K | 0.12% | |
| 72 | ORCLORACLE CORP | 2,289 | $446K | 0.12% | |
| 73 | CSCOCISCO SYS INC | 5,764 | $444K | 0.12% | |
| 74 | MAMASTERCARD INCORPORATED | 771 | $440K | 0.12% | |
| 75 | XLVSELECT SECTOR SPDR TR | 2,823 | $437K | 0.12% | |
| 76 | FDNFIRST TR EXCHANGE-TRADED FD | 1,605 | $432K | 0.12% | |
| 77 | MINTPIMCO ETF TR | 4,313 | $432K | 0.12% | |
| 78 | XLFSELECT SECTOR SPDR TR | 7,807 | $427K | 0.12% | |
| 79 | BACBANK AMERICA CORP | 7,781 | $427K | 0.12% | |
| 80 | ANETARISTA NETWORKS INC | 3,238 | $424K | 0.12% | |
| 81 | PNOVINNOVATOR ETFS TRUST | 10,133 | $423K | 0.12% | |
| 82 | CVXCHEVRON CORP NEW | 2,774 | $422K | 0.12% | |
| 83 | XLYSELECT SECTOR SPDR TR | 3,512 | $419K | 0.12% | |
| 84 | BITBBITWISE BITCOIN ETF TR | 7,660 | $364K | 0.10% | |
| 85 | CPSLCALAMOS ETF TR | 13,261 | $360K | 0.10% | |
| 86 | SPYGSPDR SERIES TRUST | 3,331 | $355K | 0.10% | |
| 87 | RTXRTX CORPORATION | 1,870 | $342K | 0.10% | |
| 88 | XLISELECT SECTOR SPDR TR | 2,183 | $338K | 0.09% | |
| 89 | KJANINNOVATOR ETFS TRUST | 8,100 | $335K | 0.09% | |
| 90 | GEGE AEROSPACE | 1,064 | $327K | 0.09% | |
| 91 | AMGNAMGEN INC | 981 | $321K | 0.09% | |
| 92 | TBILRBB FD INC | 6,264 | $312K | 0.09% | |
| 93 | COFCAPITAL ONE FINL CORP | 1,288 | $312K | 0.09% | |
| 94 | NOWSERVICENOW INC | 2,039 | $312K | 0.09% | |
| 95 | LOWLOWES COS INC | 1,253 | $302K | 0.08% | |
| 96 | OEFISHARES TR | 871 | $298K | 0.08% | |
| 97 | IWMISHARES TR | 1,162 | $286K | 0.08% | |
| 98 | ARMARM HOLDINGS PLC | 2,604 | $284K | 0.08% | |
| 99 | GSGOLDMAN SACHS GROUP INC | 320 | $281K | 0.08% | |
| 100 | ABTABBOTT LABS | 2,225 | $278K | 0.08% |
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