Crown Wealth Group, LLC
13F Reported Value
ⓘ$393.0M
Holdings
150
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Crown Wealth Group, LLC disclosed 150 positions worth $393.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 10 — including a new stake in $MRVL. The portfolio is most concentrated in Other (71.1% of disclosed assets). All figures are sourced directly from Crown Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1845698.
AI Fund Analysis
Stable
$META
$AVGO
$NVDA
$GOOG
$WMTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$53.9M657,362 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$43.5M494,535 shINNOVATOR ETFS TRUST - DEFINED WLT SHLD
—Quality
$33.5M978,870 shISHARES TR - LARG CAP DEC ETF
—Quality
$14.0M513,454 shCALAMOS ETF TR - RUSSE 2000 JANUA
—Quality
$14.0M499,424 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$13.9M204,467 shISHARES TR - 0-3 MTH TREASURY
—Quality
$13.3M131,917 shVANECK ETF TRUST - SEMICONDUCTR ETF
—Quality
$12.9M19,624 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$11.8M137,152 shISHARES TR - U.S. TECH ETF
—Quality
$11.2M44,221 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $53.9M | 657,362 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $43.5M | 494,535 |
| INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $33.5M | 978,870 |
| ISHARES TR - LARG CAP DEC ETF | — | $14.0M | 513,454 |
| CALAMOS ETF TR - RUSSE 2000 JANUA | — | $14.0M | 499,424 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $13.9M | 204,467 |
| ISHARES TR - 0-3 MTH TREASURY | — | $13.3M | 131,917 |
| VANECK ETF TRUST - SEMICONDUCTR ETF | — | $12.9M | 19,624 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $11.8M | 137,152 |
| ISHARES TR - U.S. TECH ETF | — | $11.2M | 44,221 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Crown Wealth Group, LLC's 150 positions.
Showing top 10 of 150 holdings.
Sector Allocation
Other
$279.4M
Technology
$58.1M
Financials
$21.7M
Consumer Discretionary
$9.4M
Industrials
$9.3M
Healthcare
$7.3M
Communication Services
$3.1M
Energy
$1.9M
Full Holdings — Crown Wealth Group, LLC (Q2 2026)
All 150 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $53.9M | 13.7% | +2% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500ETF | $43.5M | 11.1% | +2% | — |
| 3 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $33.5M | 8.5% | +4% | — |
| 4 | — | ISHARES TR - LARG CAP DEC ETF | $14.0M | 3.6% | +3% | — |
| 5 | — | CALAMOS ETF TR - RUSSE 2000 JANUA | $14.0M | 3.6% | +5% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $13.9M | 3.5% | +118% | — |
| 7 | — | ISHARES TR - 0-3 MTH TREASURY | $13.3M | 3.4% | -10% | — |
| 8 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $12.9M | 3.3% | +1% | — |
| 9 | — | VANGUARD INDEX FDS - GROWTH ETF | $11.8M | 3.0% | +514% | — |
| 10 | — | ISHARES TR - U.S. TECH ETF | $11.2M | 2.8% | +24% | — |
| 11 |  $AAPL | Apple Inc. | $10.5M | 2.7% | +10% | 76.4 |
| 12 | $NVDA | NVIDIA CORP | $10.0M | 2.6% | +1% | 85.9 |
| 13 |  $MSFT | MICROSOFT CORP | $9.5M | 2.4% | +5% | 79.8 |
| 14 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $8.7M | 2.2% | -1% | — |
| 15 | $GOOG | Alphabet Inc. | $7.1M | 1.8% | -1% | 78.2 |
| 16 |  $AMZN | AMAZON COM INC | $5.7M | 1.4% | +1% | 68.7 |
| 17 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $5.4M | 1.4% | +13% | — |
| 18 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $4.9M | 1.3% | -7% | — |
| 19 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $4.5M | 1.1% | +5% | — |
| 20 |  $LLY | ELI LILLY & Co | $3.8M | 1.0% | +0% | 87.5 |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.8M | 1.0% | -2% | 73.8 |
| 22 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.5M | 0.9% | -8% | — |
| 23 |  $IAU | ISHARES GOLD TRUST | $3.3M | 0.8% | +2% | — |
| 24 |  $GOOGL | Alphabet Inc. | $3.3M | 0.8% | +5% | 78.2 |
| 25 |  $LEGH | Legacy Housing Corp | $2.8M | 0.7% | -18% | 50 |
| 26 |  $TSLA | Tesla, Inc. | $2.7M | 0.7% | +16% | 53.9 |
| 27 | $META | Meta Platforms, Inc. | $2.6M | 0.7% | +3% | 79.6 |
| 28 | — | ISHARES TR - MSCI USA QLT FCT | $2.6M | 0.7% | -77% | — |
| 29 | $AVGO | Broadcom Inc. | $2.5M | 0.6% | +2% | 84.5 |
| 30 |  $SPY | SPDR S&P 500 ETF TRUST | $2.4M | 0.6% | +14% | — |
| 31 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $2.3M | 0.6% | +12% | — |
| 32 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | $2.3M | 0.6% | +0% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.5% | +1% | 70.7 |
| 34 |  $SPOT | Spotify Technology S.A. | $1.8M | 0.5% | -2% | — |
| 35 | — | ISHARES TR - CORE S&P500 ETF | $1.6M | 0.4% | +6% | — |
| 36 |  $WFC | WELLS FARGO & COMPANY/MN | $1.5M | 0.4% | +17% | 61.8 |
| 37 |  $UBSI | UNITED BANKSHARES INC/WV | $1.5M | 0.4% | +0% | 66.4 |
| 38 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $1.5M | 0.4% | +96% | — |
| 39 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.4% | +0% | 73.8 |
| 40 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $1.5M | 0.4% | -4% | — |
| 41 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.5M | 0.4% | +451% | — |
| 42 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.4M | 0.4% | +10% | — |
| 43 |  $V | VISA INC. | $1.4M | 0.3% | +0% | 82.9 |
| 44 | $WMT | Walmart Inc. | $1.4M | 0.3% | +2% | 60.2 |
| 45 | — | ISHARES TR - ESG AWR MSCI USA | $1.2M | 0.3% | +0% | — |
| 46 | — | VANGUARD WORLD FD - COMM SRVC ETF | $1.2M | 0.3% | -0% | — |
| 47 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.3% | -5% | 66.2 |
| 48 |  $CAT | CATERPILLAR INC | $1.2M | 0.3% | +3% | 66.5 |
| 49 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.3% | +0% | 67.7 |
| 50 |  $NFLX | NETFLIX INC | $1.1M | 0.3% | -3% | 78.8 |
| 51 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.3% | +6% | 86.2 |
| 52 |  $PHYS | Sprott Physical Gold Trust | $1.1M | 0.3% | -2% | — |
| 53 |  $PANW | Palo Alto Networks Inc | $916,662 | 0.2% | -4% | 65.5 |
| 54 | — | INNOVATOR ETFS TRUST - EQUITY DEFINED | $869,569 | 0.2% | +0% | — |
| 55 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $856,110 | 0.2% | +0% | — |
| 56 |  $XOM.R34088 | EXXON MOBIL CORP | $851,902 | 0.2% | +8% | 57.9 |
| 57 |  $AMD | ADVANCED MICRO DEVICES INC | $846,967 | 0.2% | +3% | 79.8 |
| 58 |  $ARM | ARM HOLDINGS PLC /UK | $831,467 | 0.2% | -10% | — |
| 59 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $707,684 | 0.2% | +24% | — |
| 60 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $696,558 | 0.2% | +0% | — |
| 61 |  $JNJ | JOHNSON & JOHNSON | $694,971 | 0.2% | +2% | 69 |
| 62 |  $IVZ | Invesco Ltd. | $672,353 | 0.2% | +27% | — |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $671,754 | 0.2% | -1% | 70.3 |
| 64 |  $ABBV | AbbVie Inc. | $644,198 | 0.2% | +0% | 72.6 |
| 65 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $640,021 | 0.2% | +5% | — |
| 66 | — | AIM ETF PRODUCTS TRUST - ALLIA US AUG ETF | $622,649 | 0.2% | +0% | — |
| 67 |  $MRK | Merck & Co., Inc. | $618,085 | 0.2% | +0% | 59.9 |
| 68 |  $ANET | Arista Networks, Inc. | $613,097 | 0.2% | -2% | 81.9 |
| 69 | — | VANGUARD WORLD FD - INF TECH ETF | $608,118 | 0.1% | +693% | — |
| 70 |  $HD | HOME DEPOT, INC. | $595,967 | 0.1% | +6% | 60.3 |
| 71 |  $PLTR | Palantir Technologies Inc. | $590,350 | 0.1% | +2% | 84.6 |
| 72 |  $AMAT | APPLIED MATERIALS INC /DE | $575,508 | 0.1% | -7% | 72.3 |
| 73 |  $PL | Planet Labs PBC | $575,071 | 0.1% | -7% | 38.4 |
| 74 |  $MA | Mastercard Inc | $551,093 | 0.1% | +4% | 85.1 |
| 75 |  $MRVL | Marvell Technology, Inc. | $543,649 | 0.1% | NEW | 76.5 |
| 76 | — | INNOVATOR ETFS TRUST - GROWTH 100 PWR B | $522,017 | 0.1% | NEW | — |
| 77 |  $INTC | INTEL CORP | $519,703 | 0.1% | NEW | 45.6 |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $481,652 | 0.1% | +2% | 67.6 |
| 79 |  $GRAL | GRAIL, Inc. | $478,982 | 0.1% | -8% | 31.6 |
| 80 |  $CVX | CHEVRON CORP | $477,057 | 0.1% | -0% | 62.8 |
| 81 |  $CRM | Salesforce, Inc. | $475,877 | 0.1% | +8% | 77 |
| 82 |  $ORCL | ORACLE CORP | $471,744 | 0.1% | +8% | 66.2 |
| 83 | — | ISHARES TR - LARG CAP SEP ETF | $465,373 | 0.1% | -0% | — |
| 84 |  $LRCX | LAM RESEARCH CORP | $452,397 | 0.1% | +2% | 79.4 |
| 85 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $445,052 | 0.1% | +0% | — |
| 86 |  $PG | PROCTER & GAMBLE Co | $438,806 | 0.1% | +2% | 64.6 |
| 87 |  $GLD | SPDR GOLD TRUST | $438,372 | 0.1% | +34% | — |
| 88 | — | SPDR SERIES TRUST - ST STR P500GRW | $427,057 | 0.1% | +1% | — |
| 89 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $424,876 | 0.1% | +0% | — |
| 90 | — | PIMCO ETF TR - MULTISECTOR BD | $385,004 | 0.1% | -65% | — |
| 91 |  $IRM | IRON MOUNTAIN INC | $378,298 | 0.1% | +2% | 62.9 |
| 92 |  $RTX | RTX Corp | $377,563 | 0.1% | +4% | 73.2 |
| 93 |  $AMGN | AMGEN INC | $374,794 | 0.1% | +3% | 79.2 |
| 94 |  $CEF | Sprott Physical Gold & Silver Trust | $369,432 | 0.1% | -3% | — |
| 95 | — | ETF OPPORTUNITIES TRUST - HEDG FOUR TU ETF | $368,098 | 0.1% | -20% | — |
| 96 |  $ETN | Eaton Corp plc | $363,480 | 0.1% | +0% | — |
| 97 |  $GE | GENERAL ELECTRIC CO | $354,296 | 0.1% | +4% | 73.8 |
| 98 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF | $351,062 | 0.1% | -24% | — |
| 99 |  $GEV | GE Vernova Inc. | $347,759 | 0.1% | +1% | 81.1 |
| 100 |  $UNH | UNITEDHEALTH GROUP INC | $341,648 | 0.1% | NEW | 62.7 |
| 101 |  $TXN | TEXAS INSTRUMENTS INC | $337,633 | 0.1% | +6% | 73.4 |
| 102 |  $APH | AMPHENOL CORP /DE/ | $336,066 | 0.1% | +8% | 79.3 |
| 103 |  $CLBK.R1723596 | Columbia Financial, Inc. | $328,910 | 0.1% | +0% | 56.1 |
| 104 |  $KLAC | KLA CORP | $327,959 | 0.1% | NEW | 78.6 |
| 105 |  $GS | GOLDMAN SACHS GROUP INC | $326,673 | 0.1% | +7% | 73.5 |
| 106 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $324,270 | 0.1% | +0% | — |
| 107 |  $MS | MORGAN STANLEY | $320,249 | 0.1% | +3% | 75.8 |
| 108 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $311,881 | 0.1% | -12% | — |
| 109 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $311,318 | 0.1% | -28% | — |
| 110 |  $ESOA | Energy Services of America CORP | $309,266 | 0.1% | +0% | 44 |
| 111 |  $KO | COCA COLA CO | $305,169 | 0.1% | -0% | 69.5 |
| 112 |  $C | CITIGROUP INC | $303,153 | 0.1% | +0% | 65 |
| 113 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $302,646 | 0.1% | +13% | — |
| 114 |  $DUK | Duke Energy CORP | $293,666 | 0.1% | +11% | 56.4 |
| 115 |  $COF | CAPITAL ONE FINANCIAL CORP | $292,303 | 0.1% | +1% | 62.4 |
| 116 |  $CB | Chubb Ltd | $291,214 | 0.1% | +1% | — |
| 117 |  $PH | Parker-Hannifin Corp | $275,830 | 0.1% | +2% | 65.8 |
| 118 | — | RBB FD INC - F/M US TREASURY | $274,215 | 0.1% | -4% | — |
| 119 |  $PM | Philip Morris International Inc. | $271,908 | 0.1% | +4% | 75.9 |
| 120 |  $AZO | AUTOZONE INC | $268,459 | 0.1% | +0% | 66.2 |
| 121 |  $SNDK | Sandisk Corp | $268,300 | 0.1% | NEW | 87.7 |
| 122 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $262,996 | 0.1% | -3% | — |
| 123 | $IVZ | Invesco Ltd. | $262,188 | 0.1% | -13% | — |
| 124 |  $ITW | ILLINOIS TOOL WORKS INC | $260,463 | 0.1% | +1% | 63.6 |
| 125 |  $LOW | LOWES COMPANIES INC | $257,532 | 0.1% | +3% | 60.8 |
| 126 |  $NEE | NEXTERA ENERGY INC | $255,508 | 0.1% | +2% | 64.6 |
| 127 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAR | $253,561 | 0.1% | +0% | — |
| 128 |  $LMT | LOCKHEED MARTIN CORP | $247,236 | 0.1% | +0% | 65.6 |
| 129 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $245,496 | 0.1% | +3% | 70 |
| 130 |  $GD | GENERAL DYNAMICS CORP | $243,552 | 0.1% | -2% | 68.7 |
| 131 |  $PSLV | Sprott Physical Silver Trust | $240,366 | 0.1% | +0% | — |
| 132 |  $QCOM | QUALCOMM INC/DE | $237,270 | 0.1% | -23% | 70.5 |
| 133 |  $AXP | AMERICAN EXPRESS CO | $230,687 | 0.1% | +2% | 69.4 |
| 134 | — | ISHARES TR - IBOXX HI YD ETF | $230,234 | 0.1% | NEW | — |
| 135 |  $UBER | Uber Technologies, Inc | $227,015 | 0.1% | -1% | 73.5 |
| 136 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $224,907 | 0.1% | -4% | — |
| 137 | $IVZ | Invesco Ltd. | $223,448 | 0.1% | NEW | — |
| 138 |  $UNP | UNION PACIFIC CORP | $223,051 | 0.1% | NEW | 69.7 |
| 139 | — | ISHARES TR - IBOXX INV CP ETF | $221,848 | 0.1% | NEW | — |
| 140 |  $MPC | Marathon Petroleum Corp | $216,633 | 0.1% | NEW | 61 |
| 141 |  $CEG | Constellation Energy Corp | $211,611 | 0.1% | +2% | 59.4 |
| 142 |  $DELL | Dell Technologies Inc. | $211,415 | 0.1% | NEW | 71.2 |
| 143 |  $ISRG | INTUITIVE SURGICAL INC | $206,396 | 0.1% | -2% | 79.9 |
| 144 | — | VANGUARD INDEX FDS - VALUE ETF | $205,072 | 0.1% | -17% | — |
| 145 |  $GLW | CORNING INC /NY | $202,556 | 0.1% | NEW | 73.7 |
| 146 |  $DIS | Walt Disney Co | $202,318 | 0.1% | -1% | 60.1 |
| 147 |  $LIN | LINDE PLC | $200,253 | 0.1% | NEW | — |
| 148 |  $COMP | Compass, Inc. | $194,814 | 0.1% | +0% | 61.2 |
| 149 |  $ANNX | Annexon, Inc. | $135,687 | 0.0% | NEW | — |
| 150 |  $OSG | OCTAVE SPECIALTY GROUP INC | $69,651 | 0.0% | +0% | 45 |
New Positions (14)
$MRVL Marvell Technology, Inc.$543,649$INTC INTEL CORP$519,703$UNH UNITEDHEALTH GROUP INC$341,648$KLAC KLA CORP$327,959$SNDK Sandisk Corp$268,300$UNP UNION PACIFIC CORP$223,051$MPC Marathon Petroleum Corp$216,633$DELL Dell Technologies Inc.$211,415$GLW CORNING INC /NY$202,556$LIN LINDE PLC$200,253$ANNX Annexon, Inc.$135,687
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