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

About Crown Wealth Group, LLC

Investment Activity

Crown 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: $53,864,274
SPDR Portfolio S&P 500 ETF: $43,459,734
Innovator Defined Wealth Shield ETF: $33,545,858
ISHARES TR: $14,037,737
CALAMOS ETF TR: $13,976,381

Largest New Holdings this Quarter

573874104 - Marvell Technology: $543,649 Holding
45784N874 - INNOVATOR ETFS TRUST: $522,017 Holding
458140100 - Intel: $519,703 Holding
91324P102 - UnitedHealth Group: $341,648 Holding
482480100 - 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 0-3 Month Treasury Bond ETF: 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 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	$53,864,274	$1,042,769 â–²	2.0%	657,362	13.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$43,459,734	$911,755 â–²	2.1%	494,535	11.1%	ETF
BALT Innovator Defined Wealth Shield ETF	$33,545,858	$1,436,289 â–²	4.5%	978,870	8.5%	ETF
ISHARES TR	$14,037,737	$407,008 â–²	3.0%	513,454	3.6%	LARG CAP DEC ETF
CALAMOS ETF TR	$13,976,381	$693,664 â–²	5.2%	499,424	3.6%	RUSSE 2000 JANUA
DYNF iShares U.S. Equity Factor Rotation Active ETF	$13,905,793	$7,535,164 â–²	118.3%	204,467	3.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$13,280,038	$1,464,542 â–¼	-9.9%	131,917	3.4%	ETF
SMH VanEck Semiconductor ETF	$12,871,215	$186,273 â–²	1.5%	19,624	3.3%	Manufacturing
VUG Vanguard Growth ETF	$11,814,270	$9,889,731 â–²	513.9%	137,152	3.0%	ETF
IYW iShares U.S. Technology ETF	$11,153,971	$2,145,237 â–²	23.8%	44,221	2.8%	Manufacturing
AAPL Apple	$10,484,507	$965,027 â–²	10.1%	36,233	2.7%	Computer and Technology
NVDA NVIDIA	$10,042,593	$140,864 â–²	1.4%	50,190	2.6%	Computer and Technology
MSFT Microsoft	$9,471,586	$486,411 â–²	5.4%	25,392	2.4%	Computer and Technology
DUHP Dimensional US High Profitability ETF	$8,734,523	$80,706 â–¼	-0.9%	209,310	2.2%	ETF
GOOGL Alphabet	$7,136,362	$42,170 â–¼	-0.6%	19,969	1.8%	Computer and Technology
AMZN Amazon.com	$5,678,521	$53,150 â–²	0.9%	23,825	1.4%	Retail/Wholesale
VIS Vanguard Industrials ETF	$5,426,657	$630,671 â–²	13.1%	15,058	1.4%	ETF
BJAN Innovator U.S. Equity Buffer ETF - January	$4,922,827	$344,507 â–¼	-6.5%	83,622	1.3%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$4,525,613	$205,072 â–²	4.7%	112,549	1.2%	ETF
LLY Eli Lilly and Company	$3,827,381	$15,593 â–²	0.4%	3,191	1.0%	Medical
BRK.B Berkshire Hathaway	$3,753,425	$90,571 â–¼	-2.4%	7,501	1.0%	Finance
PJAN Innovator U.S. Equity Power Buffer ETF - January	$3,475,683	$308,521 â–¼	-8.2%	70,230	0.9%	ETF
IAU iShares Gold Trust	$3,317,532	$57,614 â–²	1.8%	43,935	0.8%	Finance
GOOG Alphabet	$3,298,635	$163,589 â–²	5.2%	9,336	0.8%	Computer and Technology
LEGH Legacy Housing	$2,837,160	$630,480 â–¼	-18.2%	108,000	0.7%	Finance
TSLA Tesla	$2,651,042	$362,557 â–²	15.8%	6,303	0.7%	Auto/Tires/Trucks
META Meta Platforms	$2,634,099	$76,612 â–²	3.0%	4,676	0.7%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$2,583,788	$8,568,521 â–¼	-76.8%	11,775	0.7%	ETF
AVGO Broadcom	$2,527,525	$60,440 â–²	2.4%	6,691	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,438,233	$306,179 â–²	14.4%	3,265	0.6%	Finance
XLB Materials Select Sector SPDR Fund	$2,290,730	$246,624 â–²	12.1%	45,067	0.6%	ETF
NJAN Innovator Growth-100 Power Buffer ETF - January	$2,262,650		0.0%	38,337	0.6%	ETF
JPM JPMorgan Chase & Co.	$1,826,814	$24,877 â–²	1.4%	5,581	0.5%	Finance
SPOT Spotify Technology	$1,798,871	$45,913 â–¼	-2.5%	3,918	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,564,382	$86,869 â–²	5.9%	2,089	0.4%	ETF
WFC Wells Fargo & Company	$1,539,748	$226,351 â–²	17.2%	18,632	0.4%	Finance
UBSI United Bankshares	$1,513,811		0.0%	33,031	0.4%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,499,306	$732,768 â–²	95.6%	14,873	0.4%	ETF
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.4%	Finance
CIBR First Trust Nasdaq Cybersecurity ETF	$1,491,510	$61,907 â–¼	-4.0%	16,600	0.4%	Manufacturing
MGK Vanguard Mega Cap Growth ETF	$1,471,122	$1,204,309 â–²	451.4%	16,734	0.4%	ETF
VOO Vanguard S&P 500 ETF	$1,409,000	$128,403 â–²	10.0%	2,052	0.4%	ETF
V Visa	$1,391,790	$6,861 â–²	0.5%	4,057	0.4%	Business Services
WALMART INC	$1,374,570	$30,808 â–²	2.3%	12,136	0.3%	COM
ESGU iShares ESG Aware MSCI USA ETF	$1,236,609		0.0%	7,556	0.3%	Manufacturing
VOX Vanguard Communication Services ETF	$1,209,655	$3,863 â–¼	-0.3%	6,576	0.3%	ETF
COST Costco Wholesale	$1,186,207	$66,420 â–¼	-5.3%	1,268	0.3%	Retail/Wholesale
CAT Caterpillar	$1,163,936	$30,882 â–²	2.7%	1,093	0.3%	Industrials
CRWD CrowdStrike	$1,163,025	$763 â–²	0.1%	1,524	0.3%	Computer and Technology
NFLX Netflix	$1,118,267	$37,057 â–¼	-3.2%	15,662	0.3%	Consumer Discretionary
MU Micron Technology	$1,110,427	$58,869 â–²	5.6%	962	0.3%	Computer and Technology
SPROTT ASSET MANAGEMENT LP	$1,085,577	$24,257 â–¼	-2.2%	35,982	0.3%	PHYSICAL GOLD TR
PANW Palo Alto Networks	$916,662	$41,945 â–¼	-4.4%	2,688	0.2%	Computer and Technology
INNOVATOR ETFS TRUST	$869,569		0.0%	29,483	0.2%	EQUITY DEFINED
KJAN Innovator U.S. Small Cap Power Buffer ETF - January	$856,110		0.0%	18,762	0.2%	ETF
XOM ExxonMobil	$851,902	$59,473 â–²	7.5%	6,231	0.2%	Energy
AMD Advanced Micro Devices	$846,967	$28,465 â–²	3.5%	1,458	0.2%	Computer and Technology
ARM HOLDINGS PLC	$831,467	$91,834 â–¼	-9.9%	2,345	0.2%	SPONSORED ADS
QQQ Invesco QQQ	$707,684	$136,235 â–²	23.8%	961	0.2%	Finance
FJUL FT Vest U.S. Equity Buffer ETF - July	$696,558		0.0%	11,699	0.2%	ETF
JNJ Johnson & Johnson	$694,971	$10,668 â–²	1.6%	2,736	0.2%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$672,353	$140,854 â–²	26.5%	3,160	0.2%	ETF
CSCO Cisco Systems	$671,754	$5,638 â–¼	-0.8%	5,719	0.2%	Computer and Technology
ABBV AbbVie	$644,198	$1,258 â–²	0.2%	2,560	0.2%	Medical
BLACKROCK ETF TRUST	$640,021	$29,049 â–²	4.8%	12,140	0.2%	ISHA I IN TE ETF
AIM ETF PRODUCTS TRUST	$622,649		0.0%	18,289	0.2%	ALLIA US AUG ETF
MRK Merck & Co., Inc.	$618,085	$2,313 â–²	0.4%	4,810	0.2%	Medical
ARISTA NETWORKS INC	$613,097	$13,590 â–¼	-2.2%	3,609	0.2%	COM SHS
VGT Vanguard Information Technology ETF	$608,118	$531,386 â–²	692.5%	5,088	0.2%	ETF
HD Home Depot	$595,967	$31,385 â–²	5.6%	1,690	0.2%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$590,350	$13,767 â–²	2.4%	5,060	0.2%	CL A
AMAT Applied Materials	$575,508	$43,380 â–¼	-7.0%	796	0.1%	Computer and Technology
PL Planet Labs PBC	$575,071	$44,726 â–¼	-7.2%	17,358	0.1%	Computer and Technology
MA Mastercard	$551,093	$21,058 â–²	4.0%	1,073	0.1%	Business Services
MRVL Marvell Technology	$543,649	$543,649 â–²	New Holding	1,825	0.1%	Computer and Technology
INNOVATOR ETFS TRUST	$522,017	$522,017 â–²	New Holding	16,600	0.1%	GROWTH 100 PWR B
INTC Intel	$519,703	$519,703 â–²	New Holding	3,722	0.1%	Computer and Technology
BAC Bank of America	$481,652	$11,225 â–²	2.4%	8,453	0.1%	Finance
GRAIL INC	$478,982	$40,962 â–¼	-7.9%	7,016	0.1%	COM
CVX Chevron	$477,057	$166 â–¼	0.0%	2,878	0.1%	Energy
CRM Salesforce	$475,877	$33,208 â–²	7.5%	3,038	0.1%	Computer and Technology
ORCL Oracle	$471,744	$33,560 â–²	7.7%	3,219	0.1%	Computer and Technology
ISHARES TR	$465,373	$1,393 â–¼	-0.3%	16,701	0.1%	LARG CAP SEP ETF
LAM RESEARCH CORP	$452,397	$10,833 â–²	2.5%	1,044	0.1%	COM NEW
PNOV Innovator U.S. Equity Power Buffer ETF - November	$445,052		0.0%	10,035	0.1%	ETF
PG Procter & Gamble	$438,806	$9,973 â–²	2.3%	2,992	0.1%	Consumer Staples
GLD SPDR Gold Shares	$438,372	$111,251 â–²	34.0%	1,190	0.1%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$427,057	$4,522 â–²	1.1%	3,589	0.1%	ETF
FDN First Trust Dow Jones Internet Index Fund	$424,876		0.0%	1,605	0.1%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$385,004	$701,504 â–¼	-64.6%	14,517	0.1%	ETF
IRM Iron Mountain	$378,298	$5,937 â–²	1.6%	2,995	0.1%	Business Services
RTX RTX	$377,563	$15,178 â–²	4.2%	1,990	0.1%	Aerospace
AMGN Amgen	$374,794	$9,777 â–²	2.7%	1,035	0.1%	Medical
SPROTT ASSET MANAGEMENT LP	$369,432	$11,868 â–¼	-3.1%	9,183	0.1%	PHYSICAL GOLD AN
ETF OPPORTUNITIES TRUST	$368,098	$94,677 â–¼	-20.5%	13,880	0.1%	HEDG FOUR TU ETF
ETN Eaton	$363,480	$1,278 â–²	0.4%	853	0.1%	Industrials
GE GE Aerospace	$354,296	$13,828 â–²	4.1%	948	0.1%	Aerospace
VANGUARD INSTL INDEX FD	$351,062	$111,144 â–¼	-24.0%	4,640	0.1%	ULTR SHOR TR ETF
GE VERNOVA INC	$347,759	$3,525 â–²	1.0%	296	0.1%	COM
UNH UnitedHealth Group	$341,648	$341,648 â–²	New Holding	822	0.1%	Medical

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

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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