Crown Wealth Group, LLC Top Holdings and 13F Report (2026)

About Crown Wealth Group, LLC

Investment Activity

Crown Wealth Group, LLC has $340.47 million in total holdings as of March 31, 2026.
Crown Wealth Group, LLC owns shares of 145 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 8.83% of the portfolio was purchased this quarter.
About 9.61% of the portfolio was sold this quarter.
This quarter, Crown Wealth Group, LLC has purchased 143 new stocks and bought additional shares in 71 stocks.
Crown Wealth Group, LLC sold shares of 40 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Dimensional U.S. Equity ETF: $45,711,127
SPDR Portfolio S&P 500 ETF: $37,057,607
Innovator Defined Wealth Shield ETF: $31,355,316
iShares 0-3 Month Treasury Bond ETF: $14,743,152
ISHARES TR: $13,247,331

Largest New Holdings this Quarter

09290C103 - iShares U.S. Equity Factor Rotation Active ETF: $5,449,837 Holding
25434V302 - Dimensional Emerging Core Equity Market ETF: $3,638,223 Holding
81369Y100 - Materials Select Sector SPDR Fund: $2,009,544 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $1,073,364 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $479,416 Holding

Largest Purchases this Quarter

iShares U.S. Equity Factor Rotation Active ETF: 93,672 shares (about $5.45M)
iShares 0-3 Month Treasury Bond ETF: 37,677 shares (about $3.79M)
Dimensional Emerging Core Equity Market ETF: 107,449 shares (about $3.64M)
Materials Select Sector SPDR Fund: 40,215 shares (about $2.01M)
PIMCO Multi Sector Bond Active ETF: 40,968 shares (about $1.07M)

Largest Sales this Quarter

Invesco KBW Bank ETF: 64,965 shares (about $5.14M)
VANGUARD INSTL INDEX FD: 59,957 shares (about $4.54M)
INNOVATOR ETFS TRUST: 92,999 shares (about $2.72M)
iShares U.S. Technology ETF: 8,164 shares (about $1.48M)
SPDR S&P 500 ETF Trust: 2,047 shares (about $1.33M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFUS Dimensional U.S. Equity ETF	$45,711,127	$571,534 â–²	1.3%	644,636	13.4%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$37,057,607	$821,504 â–¼	-2.2%	484,160	10.9%	ETF
BALT Innovator Defined Wealth Shield ETF	$31,355,316	$395,322 â–¼	-1.2%	936,959	9.2%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$14,743,152	$3,792,563 â–²	34.6%	146,465	4.3%	ETF
ISHARES TR	$13,247,331	$439,481 â–²	3.4%	498,567	3.9%	LARGE CAP MAX BU
CALAMOS ETF TR	$12,879,560	$128,134 â–²	1.0%	474,637	3.8%	RUSSELL 2000 STR
VUG Vanguard Growth ETF	$9,758,760	$1,264,070 â–¼	-11.5%	22,342	2.9%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$9,748,508	$100,892 â–¼	-1.0%	50,824	2.9%	ETF
MSFT Microsoft	$8,916,602	$394,969 â–²	4.6%	24,088	2.6%	Computer and Technology
NVDA NVIDIA	$8,630,372	$562,266 â–²	7.0%	49,486	2.5%	Computer and Technology
AAPL Apple	$8,349,195	$271,302 â–²	3.4%	32,898	2.5%	Computer and Technology
DUHP Dimensional US High Profitability ETF	$7,765,318	$159,648 â–¼	-2.0%	211,244	2.3%	ETF
SMH VanEck Semiconductor ETF	$7,414,973	$394,903 â–²	5.6%	19,340	2.2%	Manufacturing
IYW iShares U.S. Technology ETF	$6,479,670	$1,481,130 â–¼	-18.6%	35,716	1.9%	Manufacturing
GOOGL Alphabet	$5,776,218	$75,916 â–²	1.3%	20,087	1.7%	Computer and Technology
DYNF iShares U.S. Equity Factor Rotation Active ETF	$5,449,837	$5,449,837 â–²	New Holding	93,672	1.6%	ETF
AMZN Amazon.com	$4,915,650	$82,892 â–²	1.7%	23,602	1.4%	Retail/Wholesale
BJAN Innovator U.S. Equity Buffer ETF - January	$4,771,648	$44,957 â–¼	-0.9%	89,474	1.4%	ETF
VIS Vanguard Industrials ETF	$4,155,049	$758,387 â–²	22.3%	13,308	1.2%	ETF
IAU iShares Gold Trust	$3,806,044	$1,057,127 â–²	38.5%	43,172	1.1%	Finance
BRK.B Berkshire Hathaway	$3,681,214	$25,398 â–¼	-0.7%	7,682	1.1%	Finance
DFAE Dimensional Emerging Core Equity Market ETF	$3,638,223	$3,638,223 â–²	New Holding	107,449	1.1%	ETF
PJAN Innovator U.S. Equity Power Buffer ETF - January	$3,527,284	$256,344 â–²	7.8%	76,464	1.0%	ETF
LLY Eli Lilly and Company	$2,923,029	$80,020 â–¼	-2.7%	3,178	0.9%	Medical
LEGH Legacy Housing	$2,696,760		0.0%	132,000	0.8%	Finance
META Meta Platforms	$2,597,419	$405,632 â–²	18.5%	4,540	0.8%	Computer and Technology
GOOG Alphabet	$2,545,208	$61,099 â–²	2.5%	8,873	0.7%	Computer and Technology
NJAN Innovator Growth-100 Power Buffer ETF - January	$2,046,046	$20,654 â–¼	-1.0%	38,337	0.6%	ETF
TSLA Tesla	$2,022,692	$227,883 â–²	12.7%	5,441	0.6%	Auto/Tires/Trucks
AVGO Broadcom	$2,021,410	$40,546 â–²	2.0%	6,531	0.6%	Computer and Technology
XLB Materials Select Sector SPDR Fund	$2,009,544	$2,009,544 â–²	New Holding	40,215	0.6%	ETF
SPOT Spotify Technology	$1,948,368	$105,710 â–²	5.7%	4,018	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,856,836	$1,331,329 â–¼	-41.8%	2,855	0.5%	Finance
JPM JPMorgan Chase & Co.	$1,619,253	$42,651 â–²	2.7%	5,505	0.5%	Finance
NFLX Netflix	$1,555,803	$51,440 â–²	3.4%	16,181	0.5%	Consumer Discretionary
WALMART INC	$1,474,475	$62,265 â–²	4.4%	11,864	0.4%	COM
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.4%	Finance
UBSI United Bankshares	$1,368,144		0.0%	33,031	0.4%	Finance
COST Costco Wholesale	$1,334,220	$190,318 â–²	16.6%	1,339	0.4%	Retail/Wholesale
SPROTT ASSET MANAGEMENT LP	$1,303,696	$27,466 â–²	2.2%	36,786	0.4%	PHYSICAL GOLD TR
IVV iShares Core S&P 500 ETF	$1,289,007	$97,345 â–¼	-7.0%	1,973	0.4%	ETF
WFC Wells Fargo & Company	$1,265,242	$218,689 â–²	20.9%	15,893	0.4%	Finance
V Visa	$1,220,155	$171,976 â–²	16.4%	4,037	0.4%	Business Services
VOX Vanguard Communication Services ETF	$1,186,404	$185,235 â–¼	-13.5%	6,597	0.3%	ETF
MGK Vanguard Mega Cap Growth ETF	$1,115,076	$59,887 â–¼	-5.1%	3,035	0.3%	ETF
VOO Vanguard S&P 500 ETF	$1,114,212	$196,555 â–¼	-15.0%	1,865	0.3%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$1,083,675	$1,052,962 â–¼	-49.3%	17,289	0.3%	Manufacturing
PYLD PIMCO Multi Sector Bond Active ETF	$1,073,364	$1,073,364 â–²	New Holding	40,968	0.3%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$1,068,499	$62,079 â–¼	-5.5%	7,556	0.3%	Manufacturing
XOM ExxonMobil	$983,349	$11,028 â–²	1.1%	5,796	0.3%	Energy
INNOVATOR ETFS TRUST	$848,816	$112,857 â–¼	-11.7%	29,483	0.2%	EQUITY DEFINED
KJAN Innovator U.S. Small Cap Power Buffer ETF - January	$782,788	$444,840 â–²	131.6%	18,762	0.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$764,784	$330,997 â–²	76.3%	7,604	0.2%	ETF
INNOVATOR ETFS TRUST	$758,262	$2,716,499 â–¼	-78.2%	25,959	0.2%	NASDAQ-100 10 BU
CAT Caterpillar	$753,801	$29,755 â–²	4.1%	1,064	0.2%	Industrials
PALANTIR TECHNOLOGIES INC	$722,916	$141,014 â–²	24.2%	4,942	0.2%	CL A
JNJ Johnson & Johnson	$658,611	$49,139 â–²	8.1%	2,694	0.2%	Medical
FJUL FT Vest U.S. Equity Buffer ETF - July	$640,169		0.0%	11,699	0.2%	ETF
CVX Chevron	$595,665	$21,724 â–²	3.8%	2,879	0.2%	Energy
CRWD CrowdStrike	$594,594	$35,918 â–¼	-5.7%	1,523	0.2%	Computer and Technology
AIM ETF PRODUCTS TRUST	$587,995		0.0%	18,289	0.2%	ALLIANZIM US EQU
MRK Merck & Co., Inc.	$576,430	$15,999 â–²	2.9%	4,792	0.2%	Medical
ABBV AbbVie	$555,687	$25,011 â–²	4.7%	2,555	0.2%	Medical
CRM Salesforce	$527,563	$26,135 â–²	5.2%	2,826	0.2%	Computer and Technology
HD Home Depot	$526,648	$99,014 â–²	23.2%	1,601	0.2%	Retail/Wholesale
PL Planet Labs PBC	$522,889	$127,173 â–¼	-19.6%	18,708	0.2%	Computer and Technology
MA Mastercard	$515,649	$130,411 â–²	33.9%	1,032	0.2%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$479,416	$479,416 â–²	New Holding	2,498	0.1%	ETF
ETF OPPORTUNITIES TRUST	$464,519	$464,519 â–²	New Holding	17,450	0.1%	HEDGEYE FOURTH T
VANGUARD INSTL INDEX FD	$462,207	$4,536,347 â–¼	-90.8%	6,109	0.1%	ULTRA-SHORT TREA
ARISTA NETWORKS INC	$452,935	$55,374 â–²	13.9%	3,689	0.1%	COM SHS
SPROTT ASSET MANAGEMENT LP	$452,290	$85,896 â–¼	-16.0%	9,478	0.1%	PHYSICAL GOLD AN
PANW Palo Alto Networks	$450,660	$17,315 â–¼	-3.7%	2,811	0.1%	Computer and Technology
ISHARES TR	$449,297	$357,860 â–¼	-44.3%	16,751	0.1%	LARGE CAP MAX BU
VGT Vanguard Information Technology ETF	$447,936	$4,186 â–²	0.9%	642	0.1%	ETF
QQQ Invesco QQQ	$447,895	$111,974 â–¼	-20.0%	776	0.1%	Finance
CSCO Cisco Systems	$447,462	$233 â–²	0.1%	5,767	0.1%	Computer and Technology
ORCL Oracle	$439,859	$103,124 â–²	30.6%	2,990	0.1%	Computer and Technology
PG Procter & Gamble	$422,314	$205,091 â–²	94.4%	2,924	0.1%	Consumer Staples
PNOV Innovator U.S. Equity Power Buffer ETF - November	$410,030	$4,004 â–¼	-1.0%	10,035	0.1%	ETF
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF	$405,765	$405,765 â–²	New Holding	12,012	0.1%	ETF
BAC Bank of America	$402,480	$23,156 â–²	6.1%	8,256	0.1%	Finance
POCT Innovator U.S. Equity Power Buffer ETF - October	$402,216	$148,686 â–²	58.6%	9,330	0.1%	ETF
ARM HOLDINGS PLC	$393,933		0.0%	2,604	0.1%	SPONSORED ADS
GRAIL INC	$393,595	$36,176 â–¼	-8.4%	7,616	0.1%	COM
GLD SPDR Gold Shares	$382,098	$133,390 â–²	53.6%	888	0.1%	Finance
BLACKROCK ETF TRUST	$381,858	$381,858 â–²	New Holding	11,589	0.1%	ISHARES A I INNO
FDN First Trust Dow Jones Internet Index Fund	$375,618		0.0%	1,605	0.1%	ETF
FIDELITY WISE ORIGIN BITCOIN	$374,959	$374,959 â–²	New Holding	6,352	0.1%	SHS
PIMCO ETF TR	$373,494	$373,494 â–²	New Holding	7,530	0.1%	MTG BKD SECS ACT
RTX RTX	$368,439	$7,716 â–²	2.1%	1,910	0.1%	Aerospace
AMGN Amgen	$354,665	$9,500 â–²	2.8%	1,008	0.1%	Medical
HON Honeywell International	$349,216	$41,137 â–²	13.4%	1,545	0.1%	Multi-Sector Conglomerates
SPYG SPDR Portfolio S&P 500 Growth ETF	$347,679	$21,540 â–²	6.6%	3,551	0.1%	ETF
SPROTT ASSET MANAGEMENT LP	$310,680	$310,680 â–²	New Holding	12,738	0.1%	PHYSICAL SILVER
MU Micron Technology	$307,772	$307,772 â–²	New Holding	911	0.1%	Computer and Technology
ETN Eaton	$304,019	$13,234 â–²	4.6%	850	0.1%	Industrials
IRM Iron Mountain	$301,109	$11,542 â–¼	-3.7%	2,948	0.1%	Business Services
AMAT Applied Materials	$292,572	$47,509 â–¼	-14.0%	856	0.1%	Computer and Technology
LMT Lockheed Martin	$292,022	$292,022 â–²	New Holding	483	0.1%	Aerospace

Showing largest 100 holdings. View all holdings.

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Crown Wealth Group, LLC Top Holdings and 13F Report (2026)

About Crown Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Crown Wealth Group, LLC Top Holdings and 13F Report (2026)

About Crown Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrown Wealth Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools