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CIK: 0001845698
Total reported value
$403.5M
$403.5M
119 檔
29.0%
The Q2 2025 SEC filing reveals that Crown Wealth Group, LLC held a total portfolio value of $403.5M, covering 119 public equity positions.
In Q2 2025, Crown Wealth Group, LLC displayed an active expansion posture, initiating 22 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 14.64% | +0.01% | +33.67% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.82% | +0.34% | +24.31% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 9.21% | +0.70% | +7.30% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.18% | — | +11.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | +0.73% | +0.23% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.09% | +0.60% | +70.79% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.27% | -0.54% | +50.47% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.03% | +0.19% | +6.87% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.66% | -2.22% | EXIT | |
| 10 | BUG | Global X Cybersecurity ETF | ETF-Other | 2.41% | — | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.19% | +1.88% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.28% | -1.23% | +149.46% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.17% | -0.08% | -1.68% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 2.10% | -0.07% | +1483.01% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.82% | +0.01% | +277.69% | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.68% | -0.02% | -0.49% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.03% | +4.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | -0.22% | -1.19% | |
| 19 | EPI | Wisdomtree India Earnings | ETF-Other | 1.18% | — | +92.31% | |
| 20 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.10% | +0.01% | — | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | -0.13% | -1.98% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | +0.11% | +11.24% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | -0.01% | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.08% | +3.39% | |
| 25 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.69% | -0.15% | — | |
| 26 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.01% | +615.29% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.08% | +250.68% | |
| 28 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.65% | -0.01% | +110.24% | |
| 29 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.63% | -0.01% | +365.64% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.08% | +14.83% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.01% | -9.34% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | — | +0.12% | |
| 33 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.47% | +0.05% | +10.47% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | -2.19% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.16% | -17.13% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.45% | +0.05% | +8.51% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.07% | +3.57% | |
| 38 | UBSI | United Bankshares Inc | Stock-Financials | 0.45% | -0.01% | — | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.43% | — | -8.99% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.03% | +10.67% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.39% | +0.05% | -3.35% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | +142.44% | |
| 43 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 0.36% | — | -10.28% | |
| 44 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.35% | -0.01% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.03% | -0.26% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.02% | -0.52% | |
| 47 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.26% | — | — | |
| 48 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.25% | -0.01% | +5.17% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.25% | +0.08% | +18.09% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.07% | +17.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUG | Global X Cybersecurity ETF | +2.4% | NEW | New buy |
| 2 | VOX | Vanguard Communication Servi | +1.9% | +1483.01% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +1.3% | +149.46% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.1% | +277.69% | Add |
| 5 | DFUS | Dimensional US Eq Mkt ETF | +1% | +33.67% | Add |
| 6 | IYW | Ishares Ustechnology ETF | +0.8% | +50.47% | Add |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.8% | NEW | New buy |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | +70.79% | Add |
| 9 | PDEC | Innovator U.s. Equity Power | +0.5% | +615.29% | Add |
| 10 | KJUL | Innovator U.s. Small Cap Pow | +0.5% | +365.64% | Add |
| 11 | UBSI | United Bankshares Inc | +0.5% | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +250.68% | Add |
| 13 | EPI | Wisdomtree India Earnings | +0.4% | +92.31% | Add |
| 14 | AUGW | Alianzim US Eq Bfr20 Aug-usd | +0.2% | NEW | New buy |
| 15 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +110.24% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | +142.44% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | +1.88% | Add |
| 18 | SEPW | Alianzim US Eq Bfr20 Sep-usd | +0.2% | NEW | New buy |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | New buy |
| 20 | AVGO | Broadcom Inc | +0.2% | +14.83% | Add |
| 21 | NJUL | Innovator Growth 100 Power B | +0.1% | NEW | New buy |
| 22 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 23 | MAYM | Ft Vest US Eq Max Buf May | +0.1% | NEW | New buy |
| 24 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 25 | POCT | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 26 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 27 | BOND | Pimco Active Bond Exchange-t | +0.1% | NEW | New buy |
| 28 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 29 | CGGR | Cap Group Growth Equity | +0.1% | NEW | New buy |
| 30 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 31 | BITB | Bitwise Bitcoin ETF | +0.1% | NEW | New buy |
| 32 | CGDV | Cap Group Dividend Value | +0.1% | NEW | New buy |
| 33 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 34 | PSLV | Sprott Physical Silver Trust | +0.1% | NEW | New buy |
| 35 | XJUL | Ft Vest US Equity Enhance & | +0.1% | NEW | New buy |
| 36 | PANW | Palo Alto Networks Inc | +0.1% | +66.28% | Add |
| 37 | GRAL | Grail Inc | +0.1% | +5.89% | Add |
| 38 | NFLX | Netflix Inc | +0.1% | +3.39% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +18.09% | Add |
| 40 | META | Meta Platforms Inc-class A | 0% | +11.24% | Add |
| 41 | PLTR | Palantir Technologies Inc-a | 0% | -1.23% | Trim |
| 42 | VGT | Vanguard Info Tech ETF | 0% | +37.45% | Add |
| 43 | DNN | Denison Mines CORP | 0% | NEW | New buy |
| 44 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 45 | ARM | Arm Holdings Plc-adr | 0% | — | Unchanged |
| 46 | ORCL | Oracle CORP | 0% | -8.90% | Trim |
| 47 | CSCO | Cisco Systems Inc | — | +26.33% | Add |
| 48 | ANET | Arista Networks Inc | — | -0.35% | Trim |
| 49 | PL | Planet Labs Pbc | — | -31.34% | Trim |
| 50 | WMT | Walmart Inc | 0% | +17.35% | Add |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $403.5M across 119 disclosed positions in Q2 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 29.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
BUG
市值: $6.4M
Top Position Liquidated / Trimmed
VFH
前期市值: $4.1M
During Q2 2025, Crown Wealth Group, LLC's top holdings by market value included DFUS (14.6%)、SPYM (11.8%)、BALT (9.2%). The largest single position, DFUS, represented 14.6% of total portfolio value.
In Q2 2025, Crown Wealth Group, LLC made 116 total portfolio adjustments, initiating 22 new buys, adding to 48 positions, trimming 35 holdings, and fully liquidating 11 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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