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CIK: 0001845698
Total reported value
$393.0M
$393.0M
108 檔
22.7%
According to the latest 13F quarterly dataset, Crown Wealth Group, LLC managed an equity portfolio of $393.0M at the end of Q1 2025, spanning 108 distinct U.S. exchange-listed positions.
In Q1 2025, Crown Wealth Group, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 13.64% | +0.28% | -12.35% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.88% | +0.18% | -11.25% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 11.59% | -0.67% | +11.83% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.84% | -2.20% | -10.07% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.34% | -0.21% | -0.41% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.31% | -0.95% | +5.38% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.31% | +0.14% | -2.76% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.22% | -3.62% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.85% | -0.06% | -14.19% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.43% | +0.94% | -8.37% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.03% | +2.18% | |
| 12 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 2.17% | -0.15% | -73.25% | |
| 13 | VFH | Vanguard Financials ETF | ETF-Other | 2.14% | — | -2.96% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | — | -1.58% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | -0.01% | +742.16% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.12% | -3.95% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.41% | +0.11% | +6.04% | |
| 18 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.08% | -0.11% | — | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.96% | +1.10% | -36.53% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.09% | +19.42% | |
| 21 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.87% | -0.02% | -1.03% | |
| 22 | EPI | Wisdomtree India Earnings | ETF-Other | 0.78% | — | -31.32% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.12% | -27.73% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.18% | +10.57% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.02% | -25.30% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.01% | +2.04% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.08% | +8.08% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.05% | -30.74% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.58% | — | -1.29% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.09% | +9.30% | |
| 31 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.16% | -2.21% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | +5.42% | |
| 33 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 0.52% | — | — | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.49% | +0.04% | -19.41% | |
| 35 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.47% | +0.06% | +2.74% | |
| 36 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.47% | -0.03% | -19.53% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.09% | +1.49% | |
| 38 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.43% | -0.01% | -0.73% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.05% | +22.25% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.04% | +2.90% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.07% | +5.58% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | +0.02% | +36.94% | |
| 43 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.01% | -12.52% | |
| 44 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.31% | -0.10% | -3.07% | |
| 45 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.31% | -0.01% | -6.18% | |
| 46 | SMAX | Ishares L Cap Mb Sep ETF | ETF-Other | 0.29% | -0.01% | -73.30% | |
| 47 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.29% | -0.01% | — | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.27% | +0.16% | -74.26% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.08% | +6.80% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.01% | +3.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BALT | Inn Defined Wealth Shield | +3.5% | +11.83% | Add |
| 2 | VTV | Vanguard Value ETF | +1.4% | +742.16% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | -11.25% | Trim |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.9% | +5.38% | Add |
| 5 | DFUS | Dimensional US Eq Mkt ETF | +0.8% | -12.35% | Trim |
| 6 | UDEC | Innovator U.s. Equity Ultra | +0.5% | NEW | New buy |
| 7 | MSFT | Microsoft CORP | +0.5% | -0.41% | Trim |
| 8 | QUAL | Ishares Msci USA Quality Fac | +0.4% | -10.07% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.4% | +6.04% | Add |
| 10 | SPOT | Spotify Technology S.A. | +0.4% | — | Unchanged |
| 11 | VUG | Vanguard Growth ETF | +0.4% | -2.76% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +19.42% | Add |
| 13 | AAPL | Apple Inc | +0.3% | -3.62% | Trim |
| 14 | DUHP | Dimensional US High Profi Et | +0.2% | -14.19% | Trim |
| 15 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | +0.1% | -1.58% | Trim |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | NEW | New buy |
| 18 | KAPR | Innovator U.s. Small Cap Pow | +0.1% | NEW | New buy |
| 19 | RDVY | First Trust Rising Dividend | +0.1% | NEW | New buy |
| 20 | NVDA | Nvidia CORP | +0.1% | +2.18% | Add |
| 21 | IYW | Ishares Ustechnology ETF | +0.1% | -8.37% | Trim |
| 22 | GOOGL | Alphabet Inc-cl A | — | -3.95% | Trim |
| 23 | MGK | Vanguard Mega Cap Growth ETF | 0% | -19.41% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | -0.1% | -25.30% | Trim |
| 25 | KJUL | Innovator U.s. Small Cap Pow | -0.1% | -41.91% | Trim |
| 26 | TSLA | Tesla Inc | -0.1% | +8.08% | Add |
| 27 | KAUG | Inv US Sml Cap Pb ETF - Aug | -0.1% | -51.64% | Trim |
| 28 | XSEP | Ft Vest U.s. Equity Enhance | -0.1% | EXIT | Sold out |
| 29 | TTD | Trade Desk Inc/the -class A | -0.1% | EXIT | Sold out |
| 30 | IDEC | Inno Int Dev Power Buff Dec | -0.1% | EXIT | Sold out |
| 31 | SPHD | Invesco S&p 500 High Dividen | -0.1% | EXIT | Sold out |
| 32 | EPI | Wisdomtree India Earnings | -0.1% | -31.32% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -30.74% | Trim |
| 34 | CPRJ | Calamos Russ 2000 Str Al-jul | -0.2% | EXIT | Sold out |
| 35 | PMAY | Innovator U.s. Equity Power | -0.2% | EXIT | Sold out |
| 36 | MUNI | Pimco Intermediate Municipal | -0.2% | EXIT | Sold out |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -57.33% | Trim |
| 39 | XJAN | Ft Vest Enh Mod Buff - Jan | -0.2% | EXIT | Sold out |
| 40 | PAUG | Innovator U.s. Equity Power | -0.3% | EXIT | Sold out |
| 41 | PYLD | Pimco Multisector Bond Actv | -0.3% | EXIT | Sold out |
| 42 | MDY | State Street Spdr S&p Midcap | -0.3% | EXIT | Sold out |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | -0.3% | EXIT | Sold out |
| 44 | SMH | Vaneck Semiconductor ETF | -0.4% | -36.53% | Trim |
| 45 | MINT | Pimco Enhanced Short Maturit | -0.5% | -74.26% | Trim |
| 46 | SMAX | Ishares L Cap Mb Sep ETF | -0.6% | -73.30% | Trim |
| 47 | DFCF | Dimensional Core Fixed Inc | -1.1% | -91.68% | Trim |
| 48 | CPSL | Calm Lad S&p 500 Str A P ETF | -1.8% | EXIT | Sold out |
| 49 | ZALT | Innovator US Eq 10 Buffer | -3.3% | -97.39% | Trim |
| 50 | BJAN | Innovator U.s. Equity Buffer | -4.4% | -73.25% | Trim |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $393.0M across 108 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, SPYM, BALT) accounted for 22.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
UDEC
市值: $1.0M
Top Position Liquidated / Trimmed
CPSL
前期市值: $4.4M
During Q1 2025, Crown Wealth Group, LLC's top holdings by market value included DFUS (13.6%)、SPYM (11.9%)、BALT (11.6%). The largest single position, DFUS, represented 13.6% of total portfolio value.
In Q1 2025, Crown Wealth Group, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 7 positions, trimming 23 holdings, and fully liquidating 14 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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