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Crown Wealth Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1845698
Institutional-grade research for retail investors

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
  • MSFTMSFT
    $12.7M
  • NVDANVDA
    $11.1M
  • AAPLAAPL
    $10.5M
  • ISHARES
    $9.3M
  • VANECK
    $8.3M
  • GOOGLGOOGL
    $6.4M
  • AMZNAMZN
    $5.7M
  • INNOVATOR
    $5.0M
  • VANGUARD
    $4.8M
  • ISHARES
    $4.5M
  • BRK.BBRK.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—Held
    AIQuality—Est. buy—
  • 2

    SPDR SERIES TRUST - ST STR P500ETF

    $46.0M

    11.4% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    INNOVATOR ETFS TRUST - DEFINED WLT SHLD

    $37.3M

    9.2% of stocks

    +9%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    BLACKROCK ETF TRUST - ISHARES US EQUIT

    $20.7M

    5.1% of stocks

    +46%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    ISHARES TR - 0-3 MTH TREASURY

    $16.0M

    4.0% of stocks

    +21%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    ISHARES TR - LARG CAP DEC ETF

    $14.0M

    3.5% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    CALAMOS ETF TR - RUSSE 2000 JANUA

    $14.0M

    3.5% of stocks

    -0.7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    VANGUARD INDEX FDS - MRNGSTR GRWT ETF

    $12.9M

    3.2% of stocks

    +5%This quarter—Since filed—Held
    AIQuality—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

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
AAPL$AAPLApple Inc.$10.5M-13%
— ISHARES TR - U.S. TECH ETFetf/fund$9.3M-21%
— VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund$8.3M-31%
GOOGL$GOOGLAlphabet Inc.$6.4M-6%
AMZN$AMZNAMAZON COM INC$5.7M-4%
— INNOVATOR ETFS TRUST - US EQTY BUFR JAN$5.0M-2%
— VANGUARD WORLD FD - INDUSTRIAL ETFetf/fund$4.8M-1%
— ISHARES TR - EXPANDED TECHetf/fund$4.5MNew
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$3.9M+5%
— INNOVATOR ETFS TRUST - US EQTY PWR BUF$3.7M+5%
LLY$LLYELI LILLY & Co$3.4M-8%
IVZ$IVZInvesco Ltd.etf/fund$3.3M+1244%
— DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund$3.3M-26%
GOOG$GOOGAlphabet Inc.$3.3M+2%
META$METAMeta Platforms, Inc.$3.1M-8%

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

  • CLBK$CLBKColumbia Financial, Inc./MD/$377K

    first bought this quarter

  • PEP$PEPPEPSICO INC$308K

    first bought this quarter

  • NOW$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

  • IVZ$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

  • CRWD$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

  • LEGH$LEGHLegacy Housing Corp-73%

    now $824K · held 5 qtrs, 2 trims in a row

  • AAPL$AAPLApple Inc.-13%

    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

Sold out (15)

  • DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $8.7M
  • IAU$IAUISHARES GOLD TRUSTwas $3.3M

    held 3 qtrs

  • PL$PLPlanet Labs PBCwas $575K

    held 7 qtrs

  • GLD$GLDSPDR GOLD TRUSTwas $438K

    held 3 qtrs

  • PIMCO ETF TR - MULTISECTOR BDwas $385K
  • ETF OPPORTUNITIES TRUST - HEDG FOUR TU ETFwas $368K

+9 more in the Excel export

Firm AUM (Form ADV): $502.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Crown Wealth Group, LLC has filed, 19 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

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.