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CIK: 0001845698
Total reported value
$393.0M
$393.0M
119 檔
29.8%
The Q2 2025 SEC filing reveals that Crown Wealth Group, LLC held a total portfolio value of $393.0M, covering 119 public equity positions.
In Q2 2025, Crown Wealth Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 26 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% | +0.28% | +33.67% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.82% | +0.18% | +24.31% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 9.21% | -0.67% | +7.30% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.18% | -2.20% | +11.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.21% | +0.23% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.09% | -0.95% | +70.79% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.27% | +0.94% | +50.47% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.03% | +0.14% | +6.87% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.66% | -0.06% | +20.19% | |
| 10 | BUG | Global X Cybersecurity ETF | ETF-Other | 2.41% | — | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.03% | +1.88% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.28% | +1.10% | +149.46% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.17% | +0.22% | -1.68% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 2.10% | -0.04% | +1483.01% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.82% | -0.12% | +277.69% | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.68% | -0.15% | -0.49% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | — | +4.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.12% | -1.19% | |
| 19 | EPI | Wisdomtree India Earnings | ETF-Other | 1.18% | — | +92.31% | |
| 20 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.10% | -0.11% | — | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.11% | -1.98% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.09% | +11.24% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | -0.04% | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.18% | +3.39% | |
| 25 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.69% | -0.02% | — | |
| 26 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.66% | — | +615.29% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.07% | +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% | — | +365.64% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.05% | +14.83% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | -9.34% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.02% | +0.12% | |
| 33 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.16% | +10.47% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | -2.19% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.08% | -17.13% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.45% | +0.04% | +8.51% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.09% | +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% | +0.09% | +10.67% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.39% | +0.06% | -3.35% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.03% | +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% | -0.03% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.04% | -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% | -0.01% | — | |
| 48 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.25% | -0.10% | +5.17% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.25% | +0.13% | +18.09% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.08% | +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 | PANW | Palo Alto Networks Inc | +0.1% | +66.28% | Add |
| 26 | NFLX | Netflix Inc | +0.1% | +3.39% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +18.09% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | +11.24% | Add |
| 29 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 30 | MGK | Vanguard Mega Cap Growth ETF | 0% | +8.51% | Add |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +24.31% | Add |
| 32 | RDVY | First Trust Rising Dividend | -0.1% | EXIT | Sold out |
| 33 | KJUN | Invtor US Small Cpb ETF June | -0.1% | EXIT | Sold out |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | EXIT | Sold out |
| 35 | KAUG | Inv US Sml Cap Pb ETF - Aug | -0.1% | EXIT | Sold out |
| 36 | KAPR | Innovator U.s. Small Cap Pow | -0.1% | EXIT | Sold out |
| 37 | MSFT | Microsoft CORP | -0.2% | +0.23% | Add |
| 38 | ADBE | Adobe Inc | -0.2% | EXIT | Sold out |
| 39 | DUHP | Dimensional US High Profi Et | -0.2% | +20.19% | Add |
| 40 | AMZN | Amazon.com Inc | -0.2% | +4.23% | Add |
| 41 | VUG | Vanguard Growth ETF | -0.3% | +6.87% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.19% | Trim |
| 43 | KJAN | Innovator U.s. Small Cap Pow | -0.3% | EXIT | Sold out |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -64.89% | Trim |
| 45 | BJAN | Innovator U.s. Equity Buffer | -0.5% | -0.49% | Trim |
| 46 | QUAL | Ishares Msci USA Quality Fac | -0.7% | +11.42% | Add |
| 47 | AAPL | Apple Inc | -1.1% | -1.68% | Trim |
| 48 | VTV | Vanguard Value ETF | -1.4% | -90.43% | Trim |
| 49 | VFH | Vanguard Financials ETF | -2.1% | EXIT | Sold out |
| 50 | BALT | Inn Defined Wealth Shield | -2.4% | +7.30% | Add |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $393.0M 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 29.8% 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 49 total portfolio adjustments, initiating 10 new buys, adding to 26 positions, trimming 5 holdings, and fully liquidating 8 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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