Crown Wealth Group, LLC Top Holdings and 13F Report (2026) About Crown Wealth Group, LLCInvestment ActivityCrown Wealth Group, LLC has $403.53 million in total holdings as of September 30, 2026.Crown Wealth Group, LLC owns shares of 148 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.74% of the portfolio was purchased this quarter.About 8.37% of the portfolio was sold this quarter.This quarter, Crown Wealth Group, LLC has purchased 150 new stocks and bought additional shares in 57 stocks.Crown Wealth Group, LLC sold shares of 60 stocks and completely divested from 16 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $55,374,503SPDR Portfolio S&P 500 ETF $46,011,772Innovator Defined Wealth Shield ETF $37,277,792iShares U.S. Equity Factor Rotation Active ETF $20,667,954ISHARES TR $16,048,350 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $4,464,174 Holding45783Y244 - INNOVATOR ETFS TRUST $1,755,383 Holding12811T837 - CALAMOS ETF TR $1,539,010 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,126,067 Holding45782C748 - Innovator U.S. Equity Power Buffer ETF - June $389,487 Holding Largest Purchases this Quarter iShares U.S. Equity Factor Rotation Active ETF 93,944 shares (about $6.51M)iShares Expanded Tech-Software Sector ETF 41,925 shares (about $4.46M)Innovator Defined Wealth Shield ETF 87,734 shares (about $3.07M)Invesco KBW Bank ETF 35,089 shares (about $3.06M)ISHARES TR 27,483 shares (about $2.77M) Largest Sales this Quarter VanEck Semiconductor ETF 6,069 shares (about $3.70M)iShares U.S. Technology ETF 9,257 shares (about $2.45M)Legacy Housing 79,263 shares (about $2.27M)Apple 4,808 shares (about $1.60M)Dimensional Emerging Core Equity Market ETF 29,500 shares (about $1.16M) 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$55,374,503$793,766 ▲1.5%666,92213.7%ETFSPLGSPDR Portfolio S&P 500 ETF$46,011,772$1,622,322 ▲3.7%512,60911.4%ETFBALTInnovator Defined Wealth Shield ETF$37,277,792$3,066,302 ▲9.0%1,066,6049.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$20,667,954$6,506,564 ▲45.9%298,4115.1%ETFISHARES TR$16,048,350$2,766,981 ▲20.8%159,4004.0%0-3 MTH TREASURYISHARES TR$14,045,678$238,414 ▼-1.7%504,8843.5%LARG CAP DEC ETFCALAMOS ETF TR$13,987,157$102,493 ▼-0.7%495,7913.5%RUSSE 2000 JANUAVUGVanguard Growth ETF$12,927,046$568,322 ▲4.6%143,4593.2%ETFMSFTMicrosoft$12,661,955$361,594 ▼-2.8%24,6873.1%TechnologyNVDANVIDIA$11,095,246$367,238 ▼-3.2%48,5822.7%TechnologyAAPLApple$10,465,077$1,601,148 ▼-13.3%31,4252.6%TechnologyIYWiShares U.S. Technology ETF$9,262,080$2,452,210 ▼-20.9%34,9642.3%ETFSMHVanEck Semiconductor ETF$8,255,022$3,696,033 ▼-30.9%13,5552.0%ETFGOOGLAlphabet$6,447,411$423,565 ▼-6.2%18,7381.6%Communication ServicesAMZNAmazon.com$5,681,192$254,884 ▼-4.3%22,8021.4%Consumer DiscretionaryBJANInnovator U.S. Equity Buffer ETF - January$4,966,018$95,329 ▼-1.9%82,0471.2%ETFVISVanguard Industrials ETF$4,766,394$59,936 ▼-1.2%14,8711.2%ETFIGViShares Expanded Tech-Software Sector ETF$4,464,174$4,464,174 ▲New Holding41,9251.1%ETFBRK.BBerkshire Hathaway$3,919,364$184,241 ▲4.9%7,8711.0%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$3,740,600$178,534 ▲5.0%73,7500.9%ETFLLYEli Lilly and Company$3,400,658$291,584 ▼-7.9%2,9390.8%HealthcareKBWBInvesco KBW Bank ETF$3,306,841$3,060,850 ▲1,244.3%37,9090.8%ETFDFAEDimensional Emerging Core Equity Market ETF$3,264,638$1,159,639 ▼-26.2%83,0490.8%ETFGOOGAlphabet$3,258,662$77,352 ▲2.4%9,5630.8%Communication ServicesMETAMeta Platforms$3,129,551$261,038 ▼-7.7%4,3160.8%Communication ServicesSPYSPDR S&P 500 ETF Trust$2,823,177$333,260 ▲13.4%3,7020.7%ETFQUALiShares MSCI USA Quality Factor ETF$2,653,328$36,447 ▲1.4%11,9390.7%ETFXLBMaterials Select Sector SPDR Fund$2,446,227$251,484 ▲11.5%50,2310.6%ETFAVGOBroadcom$2,275,711$74,101 ▼-3.2%6,4800.6%TechnologyTSLATesla$2,067,123$169,244 ▼-7.6%5,8260.5%Consumer DiscretionarySPOTSpotify Technology$1,909,5550.0%3,9180.5%Communication ServicesJPMJPMorgan Chase & Co.$1,848,938$2,647 ▲0.1%5,5890.5%FinanceINNOVATOR ETFS TRUST$1,755,383$1,755,383 ▲New Holding58,0100.4%EQUIT DEFIN JULCIBRFirst Trust Nasdaq Cybersecurity ETF$1,740,572$29,278 ▲1.7%16,8840.4%ETFNJANInnovator Growth-100 Power Buffer ETF - January$1,735,205$591,084 ▼-25.4%28,5960.4%ETFMGKVanguard Mega Cap Growth ETF$1,692,208$141,843 ▲9.1%18,2650.4%ETFIVViShares Core S&P 500 ETF$1,637,965$38,288 ▲2.4%2,1390.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,554,812$59,325 ▲4.0%15,4630.4%ETFCALAMOS ETF TR$1,539,010$1,539,010 ▲New Holding56,3010.4%RUSSE 2000 JULYCRWDCrowdStrike$1,529,461$1,125,982 ▲279.1%5,7770.4%TechnologyUBSIUnited Bankshares$1,517,4440.0%33,0310.4%FinanceWFCWells Fargo & Company$1,511,184$19,692 ▲1.3%18,8780.4%FinanceBRK.ABerkshire Hathaway$1,494,0100.0%20.4%FinanceVOOVanguard S&P 500 ETF$1,477,630$39,254 ▲2.7%2,1080.4%ETFVVisa$1,412,934$44,918 ▼-3.1%3,9320.4%FinanceESGUiShares ESG Aware MSCI USA ETF$1,251,417$8,840 ▼-0.7%7,5030.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,184,674$527,331 ▲80.2%5,6950.3%ETFEXXONMOBIL HOLDINGS CORP$1,126,067$1,126,067 ▲New Holding6,9190.3%COM SHSWALMART INC$1,121,658$139,571 ▼-11.1%10,7930.3%COMMUMicron Technology$1,104,519$79,883 ▲7.8%1,0370.3%TechnologyCATCaterpillar$1,083,215$197,022 ▲22.2%1,3360.3%IndustrialsSPROTT ASSET MANAGEMENT LP$1,071,811$53,347 ▼-4.7%34,2760.3%PHYSICAL GOLD TRPANWPalo Alto Networks$1,017,908$50,061 ▼-4.7%2,5620.3%TechnologyAMDAdvanced Micro Devices$1,005,733$113,787 ▲12.8%1,6440.2%TechnologyPALANTIR TECHNOLOGIES INC$967,610$21,137 ▲2.2%5,1730.2%CL AVOXVanguard Communication Services ETF$948,566$304,753 ▼-24.3%4,9770.2%ETFCOSTCostco Wholesale$945,875$208,475 ▼-18.1%1,0390.2%Consumer StaplesKJANInnovator U.S. Small Cap Power Buffer ETF - January$854,5190.0%18,7620.2%ETFXLKTechnology Select Sector SPDR Fund$844,661$524,218 ▲163.6%4,3150.2%ETFGRAIL INC$842,962$140,120 ▼-14.3%6,0160.2%COMINNOVATOR ETFS TRUST$842,107$35,729 ▼-4.1%28,2830.2%EQUITY DEFINEDLEGHLegacy Housing$823,890$2,272,471 ▼-73.4%28,7370.2%Consumer DiscretionaryNFLXNetflix$820,418$269,344 ▼-24.7%11,7910.2%Communication ServicesJNJJohnson & Johnson$738,986$14,563 ▲2.0%2,7910.2%HealthcareMRKMerck & Co., Inc.$732,072$33,131 ▲4.7%5,0380.2%HealthcareFJULFT Vest U.S. Equity Buffer ETF - July$716,0960.0%11,6990.2%ETFABBVAbbVie$711,002$41,331 ▲6.2%2,7180.2%HealthcareARISTA NETWORKS INC$688,949$45,808 ▼-6.2%3,3840.2%COM SHSVGTVanguard Information Technology ETF$639,4090.0%5,0880.2%ETFARM HOLDINGS PLC$638,411$40,842 ▼-6.0%2,2040.2%SPONSORED ADSAIM ETF PRODUCTS TRUST$635,5850.0%18,2890.2%ALLIA US AUG ETFBLACKROCK ETF TRUST$623,145$50,257 ▲8.8%13,2050.2%ISHA I IN TE ETFCSCOCisco Systems$620,595$5,059 ▲0.8%5,7660.2%TechnologyCVXChevron$615,285$27,568 ▲4.7%3,0130.2%EnergyAXPAmerican Express$590,866$383,470 ▲184.9%1,9430.1%FinanceMAMastercard$587,316$4,412 ▼-0.7%1,0650.1%FinanceQQQInvesco QQQ$570,367$140,557 ▼-19.8%7710.1%ETFPGProcter & Gamble$548,614$113,907 ▲26.2%3,7760.1%Consumer StaplesINNOVATOR ETFS TRUST$540,5920.0%16,6000.1%GROWTH 100 PWR BINTCIntel$502,441$54,945 ▲12.3%4,1790.1%TechnologyMRVLMarvell Technology$474,521$7,662 ▼-1.6%1,7960.1%TechnologyISHARES TR$473,879$1,766 ▼-0.4%16,6390.1%LARG CAP SEP ETFFDNFirst Trust Dow Jones Internet Index Fund$462,9620.0%1,6050.1%ETFFIDELITY WISE ORIGIN BITCOIN$461,119$291 ▼-0.1%6,3480.1%SHSPNOVInnovator U.S. Equity Power Buffer ETF - November$456,656$1,140 ▼-0.2%10,0100.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$452,326$10,585 ▲2.4%3,6750.1%ETFAMGNAmgen$451,859$15,596 ▲3.6%1,0720.1%HealthcareBACBank of America$448,884$11,213 ▼-2.4%8,2470.1%FinanceHDHome Depot$431,405$49,515 ▼-10.3%1,5160.1%Consumer DiscretionaryAMATApplied Materials$415,241$8,182 ▲2.0%8120.1%TechnologyLAM RESEARCH CORP$395,526$52,562 ▲15.3%1,2040.1%COM NEWPJUNInnovator U.S. Equity Power Buffer ETF - June$389,487$389,487 ▲New Holding8,8540.1%ETFSPROTT ASSET MANAGEMENT LP$381,4620.0%9,1830.1%PHYSICAL GOLD ANCOLUMBIA FINL INC$377,146$377,146 ▲New Holding34,1000.1%COM SHSCRMSalesforce$364,127$333,362 ▼-47.8%1,5860.1%TechnologyKOCoca-Cola$347,763$24,533 ▲7.6%4,0400.1%Consumer StaplesIRMIron Mountain$342,392$10,096 ▲3.0%3,0860.1%Real EstateRTXRTX$340,296$29,147 ▼-7.9%1,8330.1%IndustrialsUNHUnitedHealth Group$333,309$31,569 ▲10.5%9080.1%HealthcareGEGE Aerospace$330,715$34,664 ▲11.7%1,0590.1%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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