Crown Wealth Group, LLC Top Holdings and 13F Report (2025) About Crown Wealth Group, LLCInvestment ActivityCrown Wealth Group, LLC has $332.84 million in total holdings as of September 30, 2025.Crown Wealth Group, LLC owns shares of 127 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 19.03% of the portfolio was purchased this quarter.About 4.47% of the portfolio was sold this quarter.This quarter, Crown Wealth Group, LLC has purchased 119 new stocks and bought additional shares in 65 stocks.Crown Wealth Group, LLC sold shares of 29 stocks and completely divested from 12 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $45,291,625SPDR Portfolio S&P 500 ETF $37,785,452Innovator Defined Wealth Shield ETF $28,884,537Vanguard Growth ETF $14,325,133iShares 0-3 Month Treasury Bond ETF $13,169,433 Largest New Holdings this Quarter 12811T126 - CALAMOS ETF TR $11,417,002 Holding46438G471 - ISHARES TR $10,604,327 Holding52472M101 - Legacy Housing $3,865,155 Holding922040852 - VANGUARD INSTL INDEX FD $3,714,301 Holding45782C599 - Innovator U.S. Small Cap Power Buffer ETF - October $1,357,881 Holding Largest Purchases this Quarter CALAMOS ETF TR 438,382 shares (about $11.42M)ISHARES TR 401,375 shares (about $10.60M)Vanguard Growth ETF 11,491 shares (about $5.51M)Legacy Housing 140,500 shares (about $3.87M)SPDR Portfolio S&P 500 ETF 49,315 shares (about $3.86M) Largest Sales this Quarter Global X Cybersecurity ETF 75,051 shares (about $2.64M)Innovator U.S. Small Cap Power Buffer ETF - July 49,720 shares (about $1.54M)iShares MSCI USA Quality Factor ETF 7,151 shares (about $1.39M)Berkshire Hathaway 2,722 shares (about $1.37M)Berkshire Hathaway 1 shares (about $754.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrown Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$45,291,625$3,178,520 ▲7.5%625,23013.6%ETFSPLGSPDR Portfolio S&P 500 ETF$37,785,452$3,863,340 ▲11.4%482,32611.4%ETFBALTInnovator Defined Wealth Shield ETF$28,884,537$3,799,044 ▲15.1%880,0908.7%ETFVUGVanguard Growth ETF$14,325,133$5,511,253 ▲62.5%29,8684.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$13,169,433$2,270,481 ▲20.8%130,7794.0%ETFMSFTMicrosoft$11,760,996$196,819 ▲1.7%22,7073.5%Computer and TechnologyCALAMOS ETF TR$11,417,002$11,417,002 ▲New Holding438,3823.4%RUSSELL 2000 STRIYWiShares U.S. Technology ETF$10,676,005$837,699 ▲8.5%54,5083.2%ManufacturingISHARES TR$10,604,327$10,604,327 ▲New Holding401,3753.2%LARGE CAP MAX BUQUALiShares MSCI USA Quality Factor ETF$10,440,903$1,390,863 ▼-11.8%53,6813.1%ETFNVDANVIDIA$8,103,369$632,134 ▲8.5%43,4312.4%Computer and TechnologySMHVanEck Semiconductor ETF$7,998,991$899,111 ▲12.7%24,5102.4%ManufacturingDUHPDimensional US High Profitability ETF$7,994,550$468,499 ▲6.2%211,6642.4%ETFAAPLApple$7,489,944$334,839 ▲4.7%29,4152.3%Computer and TechnologyVOXVanguard Communication Services ETF$6,949,655$827,711 ▲13.5%37,0192.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$4,868,104$142,029 ▲3.0%91,8241.5%ETFAMZNAmazon.com$4,717,527$538,174 ▲12.9%21,4851.4%Retail/WholesaleGOOGLAlphabet$4,676,272$181,110 ▲4.0%19,2361.4%Computer and TechnologyLEGHLegacy Housing$3,865,155$3,865,155 ▲New Holding140,5001.2%FinanceVANGUARD INSTL INDEX FD$3,714,301$3,714,301 ▲New Holding49,0921.1%ULTRA-SHORT TREABRK.BBerkshire Hathaway$3,653,914$1,368,458 ▼-27.2%7,2681.1%FinanceBUGGlobal X Cybersecurity ETF$3,455,060$2,641,045 ▼-43.3%98,1831.0%ManufacturingMETAMeta Platforms$2,796,704$355,463 ▲14.6%3,8080.8%Computer and TechnologySPOTSpotify Technology$2,652,4000.0%3,8000.8%Computer and TechnologyLLYEli Lilly and Company$2,350,803$103,768 ▼-4.2%3,0810.7%MedicalPDECInnovator U.S. Equity Power Buffer ETF - December$2,205,798$349,817 ▲18.8%52,4940.7%ETFSPYSPDR S&P 500 ETF Trust$2,021,115$145,222 ▲7.7%3,0340.6%FinanceGOOGAlphabet$2,006,412$498,315 ▲33.0%8,2380.6%Computer and TechnologyTSLATesla$1,967,886$273,058 ▲16.1%4,4250.6%Auto/Tires/TrucksAVGOBroadcom$1,959,665$169,244 ▲9.5%5,9400.6%Computer and TechnologyNJANInnovator Growth-100 Power Buffer ETF - January$1,927,2700.0%36,2330.6%ETFNFLXNetflix$1,805,574$15,586 ▲0.9%1,5060.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,536,803$172,543 ▲12.6%4,8720.5%FinanceBRK.ABerkshire Hathaway$1,508,400$754,200 ▼-33.3%20.5%FinanceMGKVanguard Mega Cap Growth ETF$1,506,186$177,459 ▲13.4%3,7430.5%ETFIVViShares Core S&P 500 ETF$1,421,858$11,380 ▲0.8%2,1240.4%ETFKOCTInnovator U.S. Small Cap Power Buffer ETF - October$1,357,881$1,357,881 ▲New Holding41,1230.4%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$1,299,9830.0%28,3870.4%ETFUBSIUnited Bankshares$1,229,0840.0%33,0310.4%FinanceVVisa$1,209,465$37,892 ▲3.2%3,5430.4%Business ServicesVOOVanguard S&P 500 ETF$1,168,519$108,400 ▲10.2%1,9080.4%ETFESGUiShares ESG Aware MSCI USA ETF$1,163,999$57,217 ▼-4.7%7,9950.3%ManufacturingCOSTCostco Wholesale$1,138,525$12,033 ▲1.1%1,2300.3%Retail/WholesaleTBILUS Treasury 3 Month Bill ETF$1,062,859$664,206 ▼-38.5%21,2570.3%ETFWMTWalmart$1,022,294$323,725 ▲46.3%9,9190.3%Retail/WholesaleCIBRFirst Trust Nasdaq Cybersecurity ETF$1,000,292$55,791 ▼-5.3%13,1600.3%ManufacturingUDECInnovator U.S. Equity Ultra Buffer ETF - December$959,403$45,008 ▼-4.5%25,0040.3%ETFINNOVATOR ETFS TRUST$939,398$21,845 ▼-2.3%33,6280.3%EQUITY DEFINEDSPROTT PHYSICAL GOLD TR$881,432$100,560 ▲12.9%29,7580.3%UNITISHARES TR$876,372$876,372 ▲New Holding31,2440.3%LARGE CAP MAX BUISHARES TR$798,124$322,699 ▲67.9%29,8030.2%LARGE CAP MAX BUWFCWells Fargo & Company$762,259$3,101 ▲0.4%9,0940.2%FinanceCRWDCrowdStrike$741,945$98,566 ▲15.3%1,5130.2%Computer and TechnologyPNOVInnovator U.S. Equity Power Buffer ETF - November$699,786$5,954 ▼-0.8%17,0430.2%ETFORCLOracle$699,725$224,711 ▲47.3%2,4880.2%Computer and TechnologyXOMExxon Mobil$676,387$39,913 ▲6.3%5,9990.2%EnergyPALANTIR TECHNOLOGIES INC$669,481$35,572 ▼-5.0%3,6700.2%CL AFJULFT Vest U.S. Equity Buffer ETF - July$640,2860.0%11,6990.2%ETFPANWPalo Alto Networks$629,797$76,561 ▲13.8%3,0930.2%Computer and TechnologyCRMSalesforce$627,712$9,715 ▼-1.5%2,6490.2%Computer and TechnologyVGTVanguard Information Technology ETF$621,943$139,620 ▲28.9%8330.2%ETFHDHome Depot$609,512$138,599 ▲29.4%1,5040.2%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$608,419$161,319 ▲36.1%6,0420.2%ETFAIM ETF PRODUCTS TRUST$584,513$51,040 ▼-8.0%18,2890.2%ALLIANZIM US LRGIWMiShares Russell 2000 ETF$540,055$540,055 ▲New Holding2,2320.2%FinanceQQQInvesco QQQ$509,119$1,801 ▼-0.4%8480.2%FinanceABBVAbbVie$500,821$1,852 ▲0.4%2,1630.2%MedicalMAMastercard$477,800$19,908 ▲4.3%8400.1%Business ServicesARISTA NETWORKS INC$462,629$10,928 ▲2.4%3,1750.1%COM SHSCATCaterpillar$455,201$53,918 ▲13.4%9540.1%IndustrialsGRAIL INC$450,334$81,008 ▼-15.2%7,6160.1%COMFDNFirst Trust Dow Jones Internet Index Fund$449,1430.0%1,6050.1%ETFPGProcter & Gamble$425,049$615 ▲0.1%2,7660.1%Consumer StaplesSPROTT PHYSICAL GOLD & SILVE$400,838$10,787 ▼-2.6%10,9250.1%TR UNITIRMIron Mountain$386,251$1,121 ▲0.3%3,7890.1%Business ServicesJNJJohnson & Johnson$383,485$20,584 ▲5.7%2,0680.1%MedicalNOWServiceNow$376,395$7,362 ▲2.0%4090.1%Computer and TechnologyCVXChevron$374,559$9,007 ▲2.5%2,4120.1%EnergyARM HOLDINGS PLC$368,4400.0%2,6040.1%SPONSORED ADSBACBank of America$362,213$5,211 ▲1.5%7,0210.1%FinanceMRKMerck & Co., Inc.$361,151$12,422 ▼-3.3%4,3030.1%MedicalCSCOCisco Systems$359,479$14,163 ▲4.1%5,2540.1%Computer and TechnologyAZOAutoZone$347,509$347,509 ▲New Holding810.1%Retail/WholesaleDFCFDimensional Core Fixed Income ETF$341,054$299 ▼-0.1%7,9760.1%ETFKJANInnovator U.S. Small Cap Power Buffer ETF - January$326,876$326,876 ▲New Holding8,1000.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$325,444$7,734 ▲2.4%3,1140.1%ETFCALAMOS ETF TR$302,197$302,197 ▲New Holding11,2550.1%LADDERED S&P 500VTVVanguard Value ETF$300,995$2,611 ▼-0.9%1,6140.1%ETFGEGE Aerospace$300,820$300,820 ▲New Holding1,0000.1%AerospaceABTAbbott Laboratories$299,088$1,741 ▲0.6%2,2330.1%MedicalETNEaton$296,406$7,111 ▲2.5%7920.1%IndustrialsHONHoneywell International$294,279$9,894 ▲3.5%1,3980.1%Multi-Sector ConglomeratesSHWSherwin-Williams$291,897$5,194 ▲1.8%8430.1%Basic MaterialsRTXRTX$280,445$7,195 ▼-2.5%1,6760.1%AerospaceLOWLowe's Companies$277,446$9,047 ▲3.4%1,1040.1%Retail/WholesalePLPlanet Labs PBC$261,521$14,771 ▼-5.3%20,1480.1%Computer and TechnologyCOFCapital One Financial$259,560$1,488 ▼-0.6%1,2210.1%FinanceUBERUber Technologies$258,935$46,634 ▲22.0%2,6430.1%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$257,5400.0%8,1000.1%VEST US EQTY MAXAMGNAmgen$256,802$9,877 ▲4.0%9100.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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