Crown Wealth Group, LLC
Sector Allocation
- Other71.8%$289.5M
- Technology15.2%$61.3M
- Financials5.5%$22.2M
- Consumer Discretionary2.1%$8.6M
- Healthcare1.8%$7.4M
- Industrials1.1%$4.3M
- Consumer Staples0.9%$3.6M
- Communication Services0.7%$3.0M
- Energy0.5%$2.2M
- Utilities0.2%$676,691
AUM History
13fpro.ai/research/fund/crown-wealth-group-llc-1845698
Conviction and streaks
Concentrating · top 10 = 59.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$55.4M
- SPDR$46.0M
- INNOVATOR$37.3M
- BLACKROCK$20.7M
- ISHARES$16.0M
- ISHARES$14.0M
- CALAMOS$14.0M
- VANGUARD$12.9M
MSFT
$12.7MNVDA
$11.1MAAPL
$10.5M- ISHARES$9.3M
- VANECK$8.3M
GOOGL
$6.4MAMZN
$5.7M- INNOVATOR$5.0M
- VANGUARD$4.8M
- ISHARES$4.5M
BRK.B
$3.9M- INNOVATOR$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/crown-wealth-group-llc-1845698
Crown Wealth Group, LLC 13F holdings — Q3 2026
$403.5M portfolio (+2.7% QoQ) · 148 holdings · Q3 2026 13F · top 10 are 60% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$55.4M
13.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500ETF
$46.0M
11.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
INNOVATOR ETFS TRUST - DEFINED WLT SHLD
$37.3M
9.2% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
BLACKROCK ETF TRUST - ISHARES US EQUIT
$20.7M
5.1% of stocks
+46%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - 0-3 MTH TREASURY
$16.0M
4.0% of stocks
+21%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - LARG CAP DEC ETF
$14.0M
3.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
CALAMOS ETF TR - RUSSE 2000 JANUA
$14.0M
3.5% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$12.9M
3.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $12.7M
3.1% of stocks
-3%This quarter-0.2%Since filed11+ qtrsHeld$11.1M
2.8% of stocks
-3%This quarter-0.5%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $55.4M | 13.7% | +1% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $46.0M | 11.4% | +4% | — | — | — | — | |
| 3 | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $37.3M | 9.2% | +9% | — | — | — | — | |
| 4 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $20.7M | 5.1% | +46% | — | — | — | — | |
| 5 | ISHARES TR - 0-3 MTH TREASURY | $16.0M | 4.0% | +21% | — | — | — | — | |
| 6 | ISHARES TR - LARG CAP DEC ETF | $14.0M | 3.5% | -2% | — | — | — | — | |
| 7 | CALAMOS ETF TR - RUSSE 2000 JANUA | $14.0M | 3.5% | -0.7% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $12.9M | 3.2% | +5% | — | — | — | — | |
| 9 | $12.7M | 3.1% | -3% | -0.2% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $11.1M | 2.8% | -3% | -0.5% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Crown Wealth Group, LLC (Q3 2026)
148 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $10.5M | 2.6% | 31K | -13% | 11+ qtrs | 75.7 | 13F | |
| 12 | — | ISHARES TR - U.S. TECH ETFetf/fund | — | $9.3M | 2.3% | 35K | -21% | — | — | 13F |
| 13 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $8.3M | 2.0% | 14K | -31% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $6.4M | 1.6% | 19K | -6% | 11+ qtrs | 77.7 | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $5.7M | 1.4% | 23K | -4% | 11+ qtrs | 67.5 | 13F | |
| 16 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | — | $5.0M | 1.2% | 82K | -2% | — | — | 13F |
| 17 | — | VANGUARD WORLD FD - INDUSTRIAL ETFetf/fund | — | $4.8M | 1.2% | 15K | -1% | — | — | 13F |
| 18 | — | ISHARES TR - EXPANDED TECHetf/fund | — | $4.5M | 1.1% | 42K | New | — | — | 13F |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $3.9M | 1.0% | 7,871 | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $3.7M | 0.9% | 74K | +5% | — | — | 13F |
| 21 | ELI LILLY & Co | Healthcare | $3.4M | 0.8% | 2,939 | -8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Invesco Ltd.etf/fund | Financials | $3.3M | 0.8% | 38K | +1244% | 4 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $3.3M | 0.8% | 83K | -26% | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $3.3M | 0.8% | 9,563 | +2% | 11+ qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Meta Platforms, Inc. | Technology | $3.1M | 0.8% | 4,316 | -8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.8M | 0.7% | 3,702 | +13% | |||
| 27 | — | ISHARES TR - MSCI USA QLT FCT | — | $2.7M | 0.7% | 12K | +1% | |||
| 28 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $2.4M | 0.6% | 50K | +11% | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $2.3M | 0.6% | 6,480 | -3% | |||
| 30 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.5% | 5,826 | -8% | |||
| 31 | $SPOT | Spotify Technology S.A. | Communication Services | $1.9M | 0.5% | 3,918 | — | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $1.8M | 0.5% | 5,589 | +0.1% | |||
| 33 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | — | $1.8M | 0.4% | 58K | New | |||
| 34 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.7M | 0.4% | 17K | +2% | |||
| 35 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | — | $1.7M | 0.4% | 29K | -25% | |||
| 36 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $1.7M | 0.4% | 18K | +9% | |||
| 37 | — | ISHARES TR - CORE S&P500 ETF | — | $1.6M | 0.4% | 2,139 | +2% | |||
| 38 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $1.6M | 0.4% | 15K | +4% | |||
| 39 | — | CALAMOS ETF TR - RUSSE 2000 JULY | — | $1.5M | 0.4% | 56K | New | |||
| 40 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.5M | 0.4% | 5,777 | +279% | |||
| 41 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $1.5M | 0.4% | 33K | — | |||
| 42 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.5M | 0.4% | 19K | +1% | |||
| 43 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.4% | 2 | — | |||
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.5M | 0.4% | 2,108 | +3% | |||
| 45 | $V | VISA INC. | Financials | $1.4M | 0.3% | 3,932 | -3% | |||
| 46 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.3M | 0.3% | 7,503 | -0.7% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.3% | 5,695 | +80% | |||
| 48 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.3% | 6,919 | +11% | |||
| 49 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.3% | 11K | -11% | |||
| 50 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.3% | 1,037 | +8% | |||
| 51 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.3% | 1,336 | +22% | |||
| 52 | $PHYS | Sprott Physical Gold Trust | Financials | $1.1M | 0.3% | 34K | -5% | |||
| 53 | $PANW | Palo Alto Networks Inc | Technology | $1.0M | 0.3% | 2,562 | -5% | |||
| 54 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.3% | 1,644 | +13% | |||
| 55 | $PLTR | Palantir Technologies Inc. | Technology | $968K | 0.2% | 5,173 | +2% | |||
| 56 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $949K | 0.2% | 4,977 | -24% | |||
| 57 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $946K | 0.2% | 1,039 | -18% | |||
| 58 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | — | $855K | 0.2% | 19K | — | |||
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $845K | 0.2% | 4,315 | +164% | |||
| 60 | $GRAL | GRAIL, Inc. | Healthcare | $843K | 0.2% | 6,016 | -14% | |||
| 61 | — | INNOVATOR ETFS TRUST - EQUITY DEFINED | — | $842K | 0.2% | 28K | -4% | |||
| 62 | $LEGH | Legacy Housing Corp | Industrials | $824K | 0.2% | 29K | -73% | |||
| 63 | $NFLX | NETFLIX INC | Communication Services | $820K | 0.2% | 12K | -25% | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $739K | 0.2% | 2,791 | +2% | |||
| 65 | $MRK | Merck & Co., Inc. | Healthcare | $732K | 0.2% | 5,038 | +5% | |||
| 66 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $716K | 0.2% | 12K | — | |||
| 67 | $ABBV | AbbVie Inc. | Healthcare | $711K | 0.2% | 2,718 | +6% | |||
| 68 | $ANET | Arista Networks, Inc. | Technology | $689K | 0.2% | 3,384 | -6% | |||
| 69 | — | VANGUARD WORLD FD - INF TECH ETF | — | $639K | 0.2% | 5,088 | — | |||
| 70 | $ARM | ARM HOLDINGS PLC /UK | Technology | $638K | 0.2% | 2,204 | -6% | |||
| 71 | — | AIM ETF PRODUCTS TRUST - ALLIA US AUG ETF | — | $636K | 0.2% | 18K | — | |||
| 72 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $623K | 0.1% | 13K | +9% | |||
| 73 | $CSCO | CISCO SYSTEMS, INC. | Technology | $621K | 0.1% | 5,766 | +0.8% | |||
| 74 | $CVX | CHEVRON CORP | Energy | $615K | 0.1% | 3,013 | +5% | |||
| 75 | $AXP | AMERICAN EXPRESS CO | Financials | $591K | 0.1% | 1,943 | +185% | |||
| 76 | $MA | Mastercard Inc | Financials | $587K | 0.1% | 1,065 | -0.7% | |||
| 77 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $570K | 0.1% | 771 | -20% | |||
| 78 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $549K | 0.1% | 3,776 | +26% | |||
| 79 | — | INNOVATOR ETFS TRUST - GROWTH 100 PWR B | — | $541K | 0.1% | 17K | — | |||
| 80 | $INTC | INTEL CORP | Technology | $502K | 0.1% | 4,179 | +12% | |||
| 81 | $MRVL | Marvell Technology, Inc. | Technology | $475K | 0.1% | 1,796 | -2% | |||
| 82 | — | ISHARES TR - LARG CAP SEP ETF | — | $474K | 0.1% | 17K | -0.4% | |||
| 83 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $463K | 0.1% | 1,605 | — | |||
| 84 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $461K | 0.1% | 6,348 | -0.1% | |||
| 85 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $457K | 0.1% | 10K | -0.2% | |||
| 86 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $452K | 0.1% | 3,675 | +2% | |||
| 87 | $AMGN | AMGEN INC | Healthcare | $452K | 0.1% | 1,072 | +4% | |||
| 88 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $449K | 0.1% | 8,247 | -2% | |||
| 89 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $431K | 0.1% | 1,516 | -10% | |||
| 90 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $415K | 0.1% | 812 | +2% | |||
| 91 | $LRCX | LAM RESEARCH CORP | Technology | $396K | 0.1% | 1,204 | +15% | |||
| 92 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $389K | 0.1% | 8,854 | +32% | |||
| 93 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $381K | 0.1% | 9,183 | — | |||
| 94 | $CLBK | Columbia Financial, Inc./MD/ | Financials | $377K | 0.1% | 34K | New | |||
| 95 | $CRM | Salesforce, Inc. | Technology | $364K | 0.1% | 1,586 | -48% | |||
| 96 | $KO | COCA COLA CO | Consumer Staples | $348K | 0.1% | 4,040 | +8% | |||
| 97 | $IRM | IRON MOUNTAIN INC | Real Estate | $342K | 0.1% | 3,086 | +3% | |||
| 98 | $RTX | RTX Corp | Industrials | $340K | 0.1% | 1,833 | -8% | |||
| 99 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $333K | 0.1% | 908 | +10% | |||
| 100 | $GE | GENERAL ELECTRIC CO | Industrials | $331K | 0.1% | 1,059 | +12% | |||
| 101 | $ORCL | ORACLE CORP | Technology | $323K | 0.1% | 2,356 | -27% | |||
| 102 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $321K | 0.1% | 6,708 | — | |||
| 103 | $DELL | Dell Technologies Inc. | Technology | $320K | 0.1% | 594 | +21% | |||
| 104 | $ETN | Eaton Corp plc | Industrials | $315K | 0.1% | 733 | -14% | |||
| 105 | $TXN | TEXAS INSTRUMENTS INC | Technology | $314K | 0.1% | 1,121 | -1% | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $308K | 0.1% | 2,434 | New | |||
| 107 | $PM | Philip Morris International Inc. | Consumer Staples | $304K | 0.1% | 1,592 | +6% | |||
| 108 | $MS | MORGAN STANLEY | Financials | $304K | 0.1% | 1,614 | +5% | |||
| 109 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $282K | 0.1% | 1,463 | +0.4% | |||
| 110 | $GS | GOLDMAN SACHS GROUP INC | Financials | $274K | 0.1% | 304 | -6% | |||
| 111 | $APH | AMPHENOL CORP /DE/ | Technology | $271K | 0.1% | 3,215 | +69% | |||
| 112 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $268K | 0.1% | 5,658 | -12% | |||
| 113 | $NOW | ServiceNow, Inc. | Technology | $263K | 0.1% | 1,960 | New | |||
| 114 | — | RBB FD INC - F/M US TREASURY | — | $262K | 0.1% | 5,266 | -4% | |||
| 115 | $CB | Chubb Ltd | Financials | $260K | 0.1% | 800 | -6% | |||
| 116 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAR | — | $260K | 0.1% | 4,400 | — | |||
| 117 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $258K | 0.1% | 1,531 | New | |||
| 118 | $C | CITIGROUP INC | Financials | $257K | 0.1% | 1,987 | -8% | |||
| 119 | $MPC | Marathon Petroleum Corp | Energy | $255K | 0.1% | 644 | -24% | |||
| 120 | $DIS | Walt Disney Co | Communication Services | $252K | 0.1% | 2,404 | +14% | |||
| 121 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $252K | 0.1% | 980 | +2% | |||
| 122 | $QCOM | QUALCOMM INC/DE | Technology | $251K | 0.1% | 1,364 | +6% | |||
| 123 | $DUK | Duke Energy CORP | Utilities | $250K | 0.1% | 2,196 | -5% | |||
| 124 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | — | $249K | 0.1% | 7,567 | -2% | |||
| 125 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $248K | 0.1% | 1,643 | New | |||
| 126 | $UNP | UNION PACIFIC CORP | Industrials | $246K | 0.1% | 905 | +10% | |||
| 127 | $PSLV | Sprott Physical Silver Trust | Financials | $243K | 0.1% | 13K | -2% | |||
| 128 | $GEV | GE Vernova Inc. | Industrials | $241K | 0.1% | 254 | -14% | |||
| 129 | $LMT | LOCKHEED MARTIN CORP | Industrials | $239K | 0.1% | 469 | -3% | |||
| 130 | $AZO | AUTOZONE INC | Consumer Discretionary | $238K | 0.1% | 84 | — | |||
| 131 | $KLAC | KLA CORP | Technology | $235K | 0.1% | 1,207 | +11% | |||
| 132 | $PH | Parker-Hannifin Corp | Industrials | $235K | 0.1% | 246 | -13% | |||
| 133 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $234K | 0.1% | 2,148 | New | |||
| 134 | $GD | GENERAL DYNAMICS CORP | Industrials | $232K | 0.1% | 700 | +2% | |||
| 135 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $229K | 0.1% | 339 | New | |||
| 136 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $227K | 0.1% | 4,257 | New | |||
| 137 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $225K | 0.1% | 456 | New | |||
| 138 | $IVZ | Invesco Ltd. | Financials | $217K | 0.1% | 2,578 | +4% | |||
| 139 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $216K | 0.1% | 4,592 | -6% | |||
| 140 | $NEE | NEXTERA ENERGY INC | Utilities | $216K | 0.1% | 2,852 | -2% | |||
| 141 | $LIN | LINDE PLC | Materials | $214K | 0.1% | 450 | +17% | |||
| 142 | $CEG | Constellation Energy Corp | Utilities | $210K | 0.1% | 828 | -3% | |||
| 143 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $208K | 0.1% | 1,127 | -4% | |||
| 144 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $203K | 0.1% | 941 | — | |||
| 145 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF | — | $203K | 0.1% | 2,687 | -42% | |||
| 146 | $ESOA | Energy Services of America CORP | Energy | $178K | 0.0% | 16K | — | |||
| 147 | $COMP | Compass, Inc. | Real Estate | $140K | 0.0% | 16K | — | |||
| 148 | $OSG | OCTAVE SPECIALTY GROUP INC | Financials | $46K | 0.0% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 59 added to, 60 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- ISHARES TR - EXPANDED TECH$4.5M
first bought this quarter
- INNOVATOR ETFS TRUST - EQUIT DEFIN JUL$1.8M
first bought this quarter
- CALAMOS ETF TR - RUSSE 2000 JULY$1.5M
first bought this quarter
$CLBKColumbia Financial, Inc./MD/$377K
first bought this quarter
$PEPPEPSICO INC$308K
first bought this quarter
$NOWServiceNow, Inc.$263K
first bought this quarter
+6 more in the Excel export
Added to (59)
- BLACKROCK ETF TRUST - ISHARES US EQUIT+46%
now $20.7M
- INNOVATOR ETFS TRUST - DEFINED WLT SHLD+9%
now $37.3M
$IVZInvesco Ltd.+1244%
now $3.3M · held 4 qtrs, 2 adds in a row
- ISHARES TR - 0-3 MTH TREASURY+21%
now $16.0M
- SPDR SERIES TRUST - ST STR P500ETF+4%
now $46.0M
$CRWDCrowdStrike Holdings, Inc.+279%
now $1.5M · held 11+ qtrs
+53 more in the Excel export
Trimmed (60)
- VANECK ETF TRUST - SEMICONDUCTR ETF-31%
now $8.3M
- ISHARES TR - U.S. TECH ETF-21%
now $9.3M
$LEGHLegacy Housing Corp-73%
now $824K · held 5 qtrs, 2 trims in a row
now $10.5M · held 11+ qtrs
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG-26%
now $3.3M
- INNOVATOR ETFS TRUST - GRWT100 PWR BF-25%
now $1.7M
+54 more in the Excel export
Holdings by quarter
Every 13F Crown Wealth Group, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Crown Wealth Group?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Crown Wealth Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 29% over the last 4
Top 10 weight
60%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Crown Wealth Group, LLC disclosed 148 positions worth $403.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 12 new positions and exited 15. The portfolio is most concentrated in Other (71.8% of disclosed assets). All figures are sourced directly from Crown Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1845698.
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AI-Powered Hedge Fund Analysis: Crown Wealth Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Crown Wealth Group, LLC (SEC CIK: 1845698), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Crown Wealth Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.