Crown Wealth Group, LLC Top Holdings and 13F Report (2026) About Crown Wealth Group, LLCInvestment ActivityCrown Wealth Group, LLC has $392.99 million in total holdings as of June 30, 2026.Crown Wealth Group, LLC owns shares of 150 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.26% of the portfolio was purchased this quarter.About 4.24% of the portfolio was sold this quarter.This quarter, Crown Wealth Group, LLC has purchased 145 new stocks and bought additional shares in 77 stocks.Crown Wealth Group, LLC sold shares of 40 stocks and completely divested from 10 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $53,864,274SPDR Portfolio S&P 500 ETF $43,459,734Innovator Defined Wealth Shield ETF $33,545,858ISHARES TR $14,037,737CALAMOS ETF TR $13,976,381 Largest New Holdings this Quarter 573874104 - Marvell Technology $543,649 Holding45784N874 - INNOVATOR ETFS TRUST $522,017 Holding458140100 - Intel $519,703 Holding91324P102 - UnitedHealth Group $341,648 Holding482480100 - KLA $327,959 Holding Largest Purchases this Quarter Vanguard Growth ETF 114,810 shares (about $9.89M)iShares U.S. Equity Factor Rotation Active ETF 110,795 shares (about $7.54M)iShares U.S. Technology ETF 8,505 shares (about $2.15M)Innovator Defined Wealth Shield ETF 41,911 shares (about $1.44M)Vanguard Mega Cap Growth ETF 13,699 shares (about $1.20M) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 39,049 shares (about $8.57M)ISHARES TR 14,548 shares (about $1.46M)PIMCO Multi Sector Bond Active ETF 26,451 shares (about $701.50K)Legacy Housing 24,000 shares (about $630.48K)Innovator U.S. Equity Buffer ETF - January 5,852 shares (about $344.51K) 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$53,864,274$1,042,769 ▲2.0%657,36213.7%ETFSPLGSPDR Portfolio S&P 500 ETF$43,459,734$911,755 ▲2.1%494,53511.1%ETFBALTInnovator Defined Wealth Shield ETF$33,545,858$1,436,289 ▲4.5%978,8708.5%ETFISHARES TR$14,037,737$407,008 ▲3.0%513,4543.6%LARG CAP DEC ETFCALAMOS ETF TR$13,976,381$693,664 ▲5.2%499,4243.6%RUSSE 2000 JANUADYNFiShares U.S. Equity Factor Rotation Active ETF$13,905,793$7,535,164 ▲118.3%204,4673.5%ETFISHARES TR$13,280,038$1,464,542 ▼-9.9%131,9173.4%0-3 MTH TREASURYSMHVanEck Semiconductor ETF$12,871,215$186,273 ▲1.5%19,6243.3%ETFVUGVanguard Growth ETF$11,814,270$9,889,731 ▲513.9%137,1523.0%ETFIYWiShares U.S. Technology ETF$11,153,971$2,145,237 ▲23.8%44,2212.8%ETFAAPLApple$10,484,507$965,027 ▲10.1%36,2332.7%TechnologyNVDANVIDIA$10,042,593$140,864 ▲1.4%50,1902.6%TechnologyMSFTMicrosoft$9,471,586$486,411 ▲5.4%25,3922.4%TechnologyDUHPDimensional US High Profitability ETF$8,734,523$80,706 ▼-0.9%209,3102.2%ETFGOOGLAlphabet$7,136,362$42,170 ▼-0.6%19,9691.8%Communication ServicesAMZNAmazon.com$5,678,521$53,150 ▲0.9%23,8251.4%Consumer DiscretionaryVISVanguard Industrials ETF$5,426,657$630,671 ▲13.1%15,0581.4%ETFBJANInnovator U.S. Equity Buffer ETF - January$4,922,827$344,507 ▼-6.5%83,6221.3%ETFDFAEDimensional Emerging Core Equity Market ETF$4,525,613$205,072 ▲4.7%112,5491.2%ETFLLYEli Lilly and Company$3,827,381$15,593 ▲0.4%3,1911.0%HealthcareBRK.BBerkshire Hathaway$3,753,425$90,571 ▼-2.4%7,5011.0%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$3,475,683$308,521 ▼-8.2%70,2300.9%ETFIAUiShares Gold Trust$3,317,532$57,614 ▲1.8%43,9350.8%ETFGOOGAlphabet$3,298,635$163,589 ▲5.2%9,3360.8%Communication ServicesLEGHLegacy Housing$2,837,160$630,480 ▼-18.2%108,0000.7%Consumer DiscretionaryTSLATesla$2,651,042$362,557 ▲15.8%6,3030.7%Consumer DiscretionaryMETAMeta Platforms$2,634,099$76,612 ▲3.0%4,6760.7%Communication ServicesQUALiShares MSCI USA Quality Factor ETF$2,583,788$8,568,521 ▼-76.8%11,7750.7%ETFAVGOBroadcom$2,527,525$60,440 ▲2.4%6,6910.6%TechnologySPYSPDR S&P 500 ETF Trust$2,438,233$306,179 ▲14.4%3,2650.6%ETFXLBMaterials Select Sector SPDR Fund$2,290,730$246,624 ▲12.1%45,0670.6%ETFNJANInnovator Growth-100 Power Buffer ETF - January$2,262,6500.0%38,3370.6%ETFJPMJPMorgan Chase & Co.$1,826,814$24,877 ▲1.4%5,5810.5%FinanceSPOTSpotify Technology$1,798,871$45,913 ▼-2.5%3,9180.5%Communication ServicesIVViShares Core S&P 500 ETF$1,564,382$86,869 ▲5.9%2,0890.4%ETFWFCWells Fargo & Company$1,539,748$226,351 ▲17.2%18,6320.4%FinanceUBSIUnited Bankshares$1,513,8110.0%33,0310.4%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,499,306$732,768 ▲95.6%14,8730.4%ETFBRK.ABerkshire Hathaway$1,497,7000.0%20.4%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$1,491,510$61,907 ▼-4.0%16,6000.4%ETFMGKVanguard Mega Cap Growth ETF$1,471,122$1,204,309 ▲451.4%16,7340.4%ETFVOOVanguard S&P 500 ETF$1,409,000$128,403 ▲10.0%2,0520.4%ETFVVisa$1,391,790$6,861 ▲0.5%4,0570.4%FinanceWALMART INC$1,374,570$30,808 ▲2.3%12,1360.3%COMESGUiShares ESG Aware MSCI USA ETF$1,236,6090.0%7,5560.3%ETFVOXVanguard Communication Services ETF$1,209,655$3,863 ▼-0.3%6,5760.3%ETFCOSTCostco Wholesale$1,186,207$66,420 ▼-5.3%1,2680.3%Consumer StaplesCATCaterpillar$1,163,936$30,882 ▲2.7%1,0930.3%IndustrialsCRWDCrowdStrike$1,163,025$763 ▲0.1%1,5240.3%TechnologyNFLXNetflix$1,118,267$37,057 ▼-3.2%15,6620.3%Communication ServicesMUMicron Technology$1,110,427$58,869 ▲5.6%9620.3%TechnologySPROTT ASSET MANAGEMENT LP$1,085,577$24,257 ▼-2.2%35,9820.3%PHYSICAL GOLD TRPANWPalo Alto Networks$916,662$41,945 ▼-4.4%2,6880.2%TechnologyINNOVATOR ETFS TRUST$869,5690.0%29,4830.2%EQUITY DEFINEDKJANInnovator U.S. Small Cap Power Buffer ETF - January$856,1100.0%18,7620.2%ETFXOMExxonMobil$851,902$59,473 ▲7.5%6,2310.2%EnergyAMDAdvanced Micro Devices$846,967$28,465 ▲3.5%1,4580.2%TechnologyARM HOLDINGS PLC$831,467$91,834 ▼-9.9%2,3450.2%SPONSORED ADSQQQInvesco QQQ$707,684$136,235 ▲23.8%9610.2%ETFFJULFT Vest U.S. Equity Buffer ETF - July$696,5580.0%11,6990.2%ETFJNJJohnson & Johnson$694,971$10,668 ▲1.6%2,7360.2%HealthcareRSPInvesco S&P 500 Equal Weight ETF$672,353$140,854 ▲26.5%3,1600.2%ETFCSCOCisco Systems$671,754$5,638 ▼-0.8%5,7190.2%TechnologyABBVAbbVie$644,198$1,258 ▲0.2%2,5600.2%HealthcareBLACKROCK ETF TRUST$640,021$29,049 ▲4.8%12,1400.2%ISHA I IN TE ETFAIM ETF PRODUCTS TRUST$622,6490.0%18,2890.2%ALLIA US AUG ETFMRKMerck & Co., Inc.$618,085$2,313 ▲0.4%4,8100.2%HealthcareARISTA NETWORKS INC$613,097$13,590 ▼-2.2%3,6090.2%COM SHSVGTVanguard Information Technology ETF$608,118$531,386 ▲692.5%5,0880.2%ETFHDHome Depot$595,967$31,385 ▲5.6%1,6900.2%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$590,350$13,767 ▲2.4%5,0600.2%CL AAMATApplied Materials$575,508$43,380 ▼-7.0%7960.1%TechnologyPLPlanet Labs PBC$575,071$44,726 ▼-7.2%17,3580.1%IndustrialsMAMastercard$551,093$21,058 ▲4.0%1,0730.1%FinanceMRVLMarvell Technology$543,649$543,649 ▲New Holding1,8250.1%TechnologyINNOVATOR ETFS TRUST$522,017$522,017 ▲New Holding16,6000.1%GROWTH 100 PWR BINTCIntel$519,703$519,703 ▲New Holding3,7220.1%TechnologyBACBank of America$481,652$11,225 ▲2.4%8,4530.1%FinanceGRAIL INC$478,982$40,962 ▼-7.9%7,0160.1%COMCVXChevron$477,057$166 ▼0.0%2,8780.1%EnergyCRMSalesforce$475,877$33,208 ▲7.5%3,0380.1%TechnologyORCLOracle$471,744$33,560 ▲7.7%3,2190.1%TechnologyISHARES TR$465,373$1,393 ▼-0.3%16,7010.1%LARG CAP SEP ETFLAM RESEARCH CORP$452,397$10,833 ▲2.5%1,0440.1%COM NEWPNOVInnovator U.S. Equity Power Buffer ETF - November$445,0520.0%10,0350.1%ETFPGProcter & Gamble$438,806$9,973 ▲2.3%2,9920.1%Consumer StaplesGLDSPDR Gold Shares$438,372$111,251 ▲34.0%1,1900.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$427,057$4,522 ▲1.1%3,5890.1%ETFFDNFirst Trust Dow Jones Internet Index Fund$424,8760.0%1,6050.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$385,004$701,504 ▼-64.6%14,5170.1%ETFIRMIron Mountain$378,298$5,937 ▲1.6%2,9950.1%Real EstateRTXRTX$377,563$15,178 ▲4.2%1,9900.1%IndustrialsAMGNAmgen$374,794$9,777 ▲2.7%1,0350.1%HealthcareSPROTT ASSET MANAGEMENT LP$369,432$11,868 ▼-3.1%9,1830.1%PHYSICAL GOLD ANETF OPPORTUNITIES TRUST$368,098$94,677 ▼-20.5%13,8800.1%HEDG FOUR TU ETFETNEaton$363,480$1,278 ▲0.4%8530.1%IndustrialsGEGE Aerospace$354,296$13,828 ▲4.1%9480.1%IndustrialsVANGUARD INSTL INDEX FD$351,062$111,144 ▼-24.0%4,6400.1%ULTR SHOR TR ETFGE VERNOVA INC$347,759$3,525 ▲1.0%2960.1%COMUNHUnitedHealth Group$341,648$341,648 ▲New Holding8220.1%HealthcareShowing largest 100 holdings. 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