Crown Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Crown Wealth Group, LLC held in its portfolio 137 assets valued at $357,916,469 (i.e. $357.92M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($47.22M), SPDR SERIES TRUST ($40.06M), and INNOVATOR ETFS TRUST ($31.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 137 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Crown Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 636576 | 47214805 | US EQUITY MARKET |
| SPDR SERIES TRUST | 498224 | 40055766 | STATE STREET SPD |
| INNOVATOR ETFS TRUST | 948772 | 31793333 | DEFINED WLT SHLD |
| ISHARES TR | 512120 | 13666836 | LARGE CAP MAX BU |
| CALAMOS ETF TR | 469915 | 12681079 | RUSSELL 2000 STR |
| VANGUARD INDEX FDS | 25236 | 12311515 | GROWTH ETF |
| MICROSOFT CORP | 23021 | 11133509 | COM |
| ISHARES TR | 108788 | 10920188 | 0-3 MNTH TREASRY |
| ISHARES TR | 51350 | 10199211 | MSCI USA QLT FCT |
| ISHARES TR | 43880 | 8762034 | U.S. TECH ETF |
| APPLE INC | 31829 | 8652900 | COM |
| NVIDIA CORPORATION | 46262 | 8627877 | COM |
| DIMENSIONAL ETF TRUST | 215587 | 8198763 | US HIGH PROFITAB |
| VANECK ETF TRUST | 18310 | 6593996 | SEMICONDUCTR ETF |
| ALPHABET INC | 19823 | 6204599 | CAP STK CL A |
| INVESCO EXCH TRADED FD TR II | 68215 | 5749875 | KBW BK ETF |
| AMAZON COM INC | 23204 | 5356016 | COM |
| VANGUARD INSTL INDEX FD | 66066 | 4985671 | ULTRA-SHORT TREA |
| INNOVATOR ETFS TRUST | 90317 | 4972267 | US EQTY BUFR JAN |
| INNOVATOR ETFS TRUST | 92145 | 4242315 | US EQTY PWR BUF |
| BERKSHIRE HATHAWAY INC DEL | 7735 | 3887998 | CL B NEW |
| ELI LILLY & CO | 3265 | 3508830 | COM |
| INNOVATOR ETFS TRUST | 118958 | 3487135 | NASDAQ-100 10 BU |
| SPDR S&P 500 ETF TR | 4902 | 3342432 | TR UNIT |
| VANGUARD WORLD FD | 10879 | 3246076 | INDUSTRIAL ETF |
| INNOVATOR ETFS TRUST | 126327 | 3226707 | US SMALL CAP PWR |
| VANGUARD WORLD FD | 10312 | 2968309 | HEALTH CAR ETF |
| ALPHABET INC | 8660 | 2717640 | CAP STK CL C |
| LEGACY HOUSING CORP | 132000 | 2576640 | COM |
| ISHARES GOLD TR | 31181 | 2530962 | ISHARES NEW |
| META PLATFORMS INC | 3831 | 2528509 | CL A |
| FIRST TR EXCHANGE TRADED FD | 34088 | 2435588 | NASDAQ CYB ETF |
| BROADCOM INC | 6400 | 2215040 | COM |
| SPOTIFY TECHNOLOGY S A | 3800 | 2206698 | SHS |
| TESLA INC | 4828 | 2171248 | COM |
| INNOVATOR ETFS TRUST | 38724 | 2126722 | GRWT100 PWR BF |
| JPMORGAN CHASE & CO. | 5360 | 1727210 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| VANGUARD WORLD FD | 7627 | 1476816 | COMM SRVC ETF |
| NETFLIX INC | 15646 | 1466969 | COM |
| ISHARES TR | 2122 | 1453316 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 2194 | 1375710 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 3198 | 1319836 | MEGA GRWTH IND |
| UNITED BANKSHARES INC WEST V | 33031 | 1268390 | COM |
| WALMART INC | 11363 | 1265997 | COM |
| WELLS FARGO CO NEW | 13146 | 1225207 | COM |
| VISA INC | 3468 | 1216418 | COM CL A |
| ISHARES TR | 7995 | 1191021 | ESG AWR MSCI USA |
| SPROTT ASSET MANAGEMENT LP | 36011 | 1189083 | PHYSICAL GOLD TR |
| SELECT SECTOR SPDR TR | 7062 | 1016716 | STATE STREET TEC |
| COSTCO WHSL CORP NEW | 1148 | 989966 | COM |
| INNOVATOR ETFS TRUST | 33403 | 949123 | EQUITY DEFINED |
| CROWDSTRIKE HLDGS INC | 1615 | 757047 | CL A |
| GRAIL INC | 8316 | 711766 | COM |
| SALESFORCE INC | 2686 | 711519 | COM |
| PALANTIR TECHNOLOGIES INC | 3978 | 707090 | CL A |
| EXXON MOBIL CORP | 5731 | 689669 | COM |
| FIRST TR EXCHNG TRADED FD VI | 11699 | 654159 | FT VEST US EQT |
| INVESCO QQQ TR | 970 | 595890 | UNIT SER 1 |
| AIM ETF PRODUCTS TRUST | 18289 | 595018 | ALLIANZIM US LRG |
| INNOVATOR ETFS TRUST | 16046 | 587396 | US SML CP PWR B |
| CATERPILLAR INC | 1022 | 585473 | COM |
| ABBVIE INC | 2440 | 557516 | COM |
| PALO ALTO NETWORKS INC | 2919 | 537680 | COM |
| SPROTT ASSET MANAGEMENT LP | 11278 | 516532 | PHYSICAL GOLD AN |
| JOHNSON & JOHNSON | 2493 | 516003 | COM |
| MERCK & CO INC | 4659 | 490406 | COM |
| VANGUARD WORLD FD | 636 | 479404 | INF TECH ETF |
| GLOBAL X FDS | 15486 | 471704 | CYBRSCURTY ETF |
| PLANET LABS PBC | 23258 | 458648 | COM CL A |
| HOME DEPOT INC | 1300 | 447242 | COM |
| ORACLE CORP | 2289 | 446149 | COM |
| CISCO SYS INC | 5764 | 444001 | COM |
| MASTERCARD INCORPORATED | 771 | 440148 | CL A |
| SELECT SECTOR SPDR TR | 2823 | 437000 | STATE STREET HEA |
| PIMCO ETF TR | 4313 | 432779 | ENHAN SHRT MA AC |
| FIRST TR EXCHANGE-TRADED FD | 1605 | 432034 | DJ INTERNT IDX |
| BANK AMERICA CORP | 7781 | 427955 | COM |
| SELECT SECTOR SPDR TR | 7807 | 427589 | STATE STREET FIN |
| ARISTA NETWORKS INC | 3238 | 424275 | COM SHS |
| CHEVRON CORP NEW | 2774 | 422785 | COM |
| SELECT SECTOR SPDR TR | 3512 | 419368 | STATE STREET CON |
| BITWISE BITCOIN ETF TR | 7660 | 364310 | SHS BEN INT |
| CALAMOS ETF TR | 13261 | 360752 | LADDERED S&P 500 |
| RTX CORPORATION | 1870 | 342958 | COM |
| SELECT SECTOR SPDR TR | 2183 | 338627 | STATE STREET IND |
| GE AEROSPACE | 1064 | 327744 | COM NEW |
| AMGEN INC | 981 | 321091 | COM |
| RBB FD INC | 6264 | 312456 | US TREAS 3 MNTH |
| SERVICENOW INC | 2039 | 312354 | COM |
| CAPITAL ONE FINL CORP | 1288 | 312160 | COM |
| LOWES COS INC | 1253 | 302173 | COM |
| ISHARES TR | 871 | 298727 | S&P 100 ETF |
| ISHARES TR | 1162 | 286038 | RUSSELL 2000 ETF |
| ARM HOLDINGS PLC | 2604 | 284643 | SPONSORED ADS |
| GOLDMAN SACHS GROUP INC | 320 | 281280 | COM |
| ABBOTT LABS | 2225 | 278770 | COM |
| CONSTELLATION ENERGY CORP | 779 | 275197 | COM |
| AUTOZONE INC | 81 | 274712 | COM |
| INTUITIVE SURGICAL INC | 481 | 272419 | COM NEW |
| ARK 21SHARES BITCOIN ETF | 9265 | 269056 | SHS BEN INT |
| SHERWIN WILLIAMS CO | 821 | 266029 | COM |
| HONEYWELL INTL INC | 1363 | 265908 | COM |
| QUALCOMM INC | 1536 | 262733 | COM |
| CITIGROUP INC | 2230 | 260219 | COM NEW |
| EATON CORP PLC | 813 | 258949 | SHS |
| APPLIED MATLS INC | 995 | 255705 | COM |
| IRON MTN INC DEL | 3061 | 253910 | COM |
| CHUBB LIMITED | 808 | 252234 | COM |
| CAPITAL GROUP GROWTH ETF | 5658 | 251611 | SHS CREATION UNI |
| INTUIT | 370 | 245095 | COM |
| PARKER-HANNIFIN CORP | 278 | 244351 | COM |
| SELECT SECTOR SPDR TR | 2071 | 243798 | STATE STREET COM |
| MORGAN STANLEY | 1369 | 243039 | COM NEW |
| COLUMBIA FINL INC | 15500 | 240870 | COM |
| ADVANCED MICRO DEVICES INC | 1120 | 239859 | COM |
| AMERICAN EXPRESS CO | 636 | 235288 | COM |
| COCA COLA CO | 3356 | 234618 | COM |
| INNOVATOR ETFS TRUST | 4400 | 233413 | US EQTY BUFR MAR |
| INTERNATIONAL BUSINESS MACHS | 785 | 232525 | COM |
| SPDR GOLD TR | 578 | 229067 | GOLD SHS |
| DISNEY WALT CO | 1987 | 226061 | COM |
| ILLINOIS TOOL WKS INC | 916 | 225611 | COM |
| GENERAL DYNAMICS CORP | 669 | 225309 | COM |
| AMPHENOL CORP NEW | 1638 | 221359 | CL A |
| DUKE ENERGY CORP NEW | 1882 | 220589 | COM NEW |
| UBER TECHNOLOGIES INC | 2682 | 219146 | COM |
| VANGUARD INDEX FDS | 1146 | 218875 | VALUE ETF |
| NEXTERA ENERGY INC | 2707 | 217305 | COM |
| PROCTER AND GAMBLE CO | 1504 | 215496 | COM |
| JACOBS SOLUTIONS INC | 1546 | 204783 | COM |
| BOSTON SCIENTIFIC CORP | 2135 | 203572 | COM |
| TIDAL TRUST III | 7343 | 203335 | MRP SYNTHEQUITY |
| REDDIT INC | 875 | 201136 | CL A |
| COMPASS INC | 15800 | 167006 | CL A |
| ENERGY SVCS ACQUISITION CORP | 15991 | 130646 | COM |
| OCTAVE SPECIALTY GROUP INC | 11162 | 86840 | COM NEW |
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