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CIK: 0001845698
Total reported value
$393.0M
$393.0M
105 檔
21.6%
As reported in its official Q2 2024 Form 13F filing, Crown Wealth Group, LLC's tracked investment portfolio stood at $393.0M with 105 total positions.
During Q2 2024, Crown Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.97% | +0.18% | -18.97% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.07% | +0.28% | +29.65% | |
| 3 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 7.35% | -0.15% | +1.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | -0.21% | +1.10% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.96% | -2.20% | -2.77% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 4.13% | -0.67% | -40.02% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.93% | +0.03% | +1677.75% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.45% | +0.94% | -5.58% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.22% | -0.06% | -12.67% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.22% | -3.24% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 2.89% | -0.04% | -5.90% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.20% | +1.10% | +8.58% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | — | -10.44% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.73% | +0.12% | -0.31% | |
| 15 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.68% | +0.06% | -28.96% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | +0.11% | +4.31% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.02% | -3.44% | |
| 18 | EPI | Wisdomtree India Earnings | ETF-Other | 1.44% | — | +345.85% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.24% | — | -38.71% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.14% | — | |
| 21 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.94% | -0.02% | — | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.78% | -0.11% | -10.07% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.04% | +353.28% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.12% | -10.79% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.69% | +0.16% | -3.51% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.65% | +0.04% | -2.12% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.61% | -0.95% | — | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.60% | — | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.09% | +23.64% | |
| 30 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.16% | -10.22% | |
| 31 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.57% | -0.03% | — | |
| 32 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.57% | -0.01% | -20.54% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.09% | -2.06% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.09% | -0.84% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | -1.13% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.18% | -2.10% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | -4.63% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.08% | -0.95% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.05% | +39.62% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.07% | -14.39% | |
| 41 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.01% | -3.22% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.07% | +13.19% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.35% | — | -5.97% | |
| 44 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.34% | — | -0.28% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.01% | -1.11% | |
| 46 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.32% | — | -4.22% | |
| 47 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.32% | — | — | |
| 48 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.32% | — | -0.32% | |
| 49 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.28% | — | -18.31% | |
| 50 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 0.26% | — | -2.35% |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $393.0M across 105 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DFUS, BJAN) accounted for 21.6% of total reported equity market value during Q2 2024.
During Q2 2024, Crown Wealth Group, LLC's top holdings by market value included SPYM (14.0%)、DFUS (11.1%)、BJAN (7.3%). The largest single position, SPYM, represented 14.0% of total portfolio value.
In Q2 2024, Crown Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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