Crown Wealth Group, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$357.9B

Holdings

143

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
101
CEGCONSTELLATION ENERGY CORP
779$275.0M0.08%
102
AZOAUTOZONE INC
81$274.0M0.08%
103
ISRGINTUITIVE SURGICAL INC
481$272.0M0.08%
104
ARKBARK 21SHARES BITCOIN ETF
9,265$269.0M0.08%
105
SHWSHERWIN WILLIAMS CO
821$266.0M0.07%
106
HONHONEYWELL INTL INC
1,363$265.0M0.07%
107
QCOMQUALCOMM INC
1,536$262.0M0.07%
108
TRVCCITIGROUP INC
2,230$260.0M0.07%
109
ETNEATON CORP PLC
813$258.0M0.07%
110
POCTINNOVATOR ETFS TRUST
5,881$258.0M0.07%
111
AMATAPPLIED MATLS INC
995$255.0M0.07%
112
IRMIRON MTN INC DEL
3,061$253.0M0.07%
113
CBCHUBB LIMITED
808$252.0M0.07%
114
KJULINNOVATOR ETFS TRUST
7,946$251.0M0.07%
115
CGGRCAPITAL GROUP GROWTH ETF
5,658$251.0M0.07%
116
INTUINTUIT
370$245.0M0.07%
117
PHPARKER-HANNIFIN CORP
278$244.0M0.07%
118
DWDMORGAN STANLEY
1,369$243.0M0.07%
119
XLCSELECT SECTOR SPDR TR
2,071$243.0M0.07%
120
CLBKCOLUMBIA FINL INC
15,500$240.0M0.07%
121
AMDADVANCED MICRO DEVICES INC
1,120$239.0M0.07%
122
AXPAMERICAN EXPRESS CO
636$235.0M0.07%
123
KOCOCA COLA CO
3,356$234.0M0.07%
124
BMARINNOVATOR ETFS TRUST
4,400$233.0M0.07%
125
IBMINTERNATIONAL BUSINESS MACHS
785$232.0M0.06%
126
GQ9SPDR GOLD TR
578$229.0M0.06%
127
PDECINNOVATOR ETFS TRUST
5,224$226.0M0.06%
128
DISDISNEY WALT CO
1,987$226.0M0.06%
129
ITWILLINOIS TOOL WKS INC
916$225.0M0.06%
130
GDGENERAL DYNAMICS CORP
669$225.0M0.06%
131
APHAMPHENOL CORP NEW
1,638$221.0M0.06%
132
DUKDUKE ENERGY CORP NEW
1,882$220.0M0.06%
133
UBERUBER TECHNOLOGIES INC
2,682$219.0M0.06%
134
VTVVANGUARD INDEX FDS
1,146$218.0M0.06%
135
NEENEXTERA ENERGY INC
2,707$217.0M0.06%
136
PGPROCTER AND GAMBLE CO
1,504$215.0M0.06%
137
JJACOBS SOLUTIONS INC
1,546$204.0M0.06%
138
BSXBOSTON SCIENTIFIC CORP
2,135$203.0M0.06%
139
SNTHTIDAL TRUST III
7,343$203.0M0.06%
140
RDDTREDDIT INC
875$201.0M0.06%
141
COMPCOMPASS INC
15,800$167.0M0.05%
142
ESOAENERGY SVCS ACQUISITION CORP
15,991$130.0M0.04%
143
OSGOCTAVE SPECIALTY GROUP INC
11,162$86.0M0.02%
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