13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001845698
Total reported value
$393.0M
$393.0M
127 檔
35.5%
As reported in its official Q3 2025 Form 13F filing, Crown Wealth Group, LLC's tracked investment portfolio stood at $393.0M with 127 total positions.
In Q3 2025, Crown Wealth Group, LLC displayed an active expansion posture, initiating 11 new positions and adding to 30 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 | 13.61% | +0.28% | +7.55% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.35% | +0.18% | +11.39% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 8.68% | -0.67% | +15.14% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.30% | +0.14% | +62.53% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.96% | -0.95% | +20.83% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.21% | +1.70% | |
| 7 | CPRY | Clmos R 2000 S A P ETF - Jan | ETF-Other | 3.43% | -0.22% | — | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.21% | +0.94% | +8.51% | |
| 9 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 3.19% | -0.32% | — | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.14% | -2.20% | -11.76% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.03% | +8.46% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.40% | +1.10% | +12.66% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.40% | -0.06% | +6.22% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.22% | +4.68% | |
| 15 | VOX | Vanguard Communication Servi | ETF-Other | 2.09% | -0.04% | +13.52% | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.46% | -0.15% | +3.01% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | — | +12.88% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.12% | +4.03% | |
| 19 | LEGH | Legacy Housing CORP | Stock-Other | 1.16% | -0.07% | — | |
| 20 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 1.12% | -0.05% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.12% | -27.25% | |
| 22 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.04% | — | -43.32% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.09% | +14.56% | |
| 24 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.80% | -0.11% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.11% | -4.23% | |
| 26 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.66% | — | +18.85% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.07% | +7.74% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.09% | +33.04% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.08% | +16.11% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.05% | +9.45% | |
| 31 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.58% | -0.02% | — | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.18% | +0.87% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.02% | +12.65% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.04% | -33.33% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.45% | +0.04% | +13.36% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.02% | +0.81% | |
| 37 | KOCT | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.41% | — | — | |
| 38 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.39% | -0.16% | — | |
| 39 | UBSI | United Bankshares Inc | Stock-Financials | 0.37% | -0.01% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.01% | +3.23% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.03% | +10.23% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.35% | — | -4.69% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.09% | +1.07% | |
| 44 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.32% | -0.01% | -38.46% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.08% | +46.34% | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.30% | +0.06% | -5.28% | |
| 47 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 0.29% | — | -4.48% | |
| 48 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.28% | -0.03% | -2.27% | |
| 49 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.26% | -0.10% | +12.88% | |
| 50 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 0.26% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOX | Vanguard Communication Servi | +1.9% | +13.52% | Add |
| 2 | SMH | Vaneck Semiconductor ETF | +1.4% | +12.66% | Add |
| 3 | VUG | Vanguard Growth ETF | +1% | +62.53% | Add |
| 4 | IYW | Ishares Ustechnology ETF | +0.8% | +8.51% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | +20.83% | Add |
| 6 | PDEC | Innovator U.s. Equity Power | +0.5% | +18.85% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +7.74% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -27.25% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +8.46% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +9.45% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +10.23% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +33.04% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | +47.31% | Add |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +28.95% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +46.34% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +13.84% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | 0% | +15.32% | Add |
| 18 | DFUS | Dimensional US Eq Mkt ETF | 0% | +7.55% | Add |
| 19 | TSLA | Tesla Inc | 0% | +16.11% | Trim |
| 20 | MGK | Vanguard Mega Cap Growth ETF | 0% | +13.36% | Add |
| 21 | META | Meta Platforms Inc-class A | -0.1% | +14.56% | Add |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +12.65% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | +4.03% | Add |
| 24 | NFLX | Netflix Inc | -0.2% | +0.87% | Add |
| 25 | SPOT | Spotify Technology S.A. | -0.3% | — | Unchanged |
| 26 | AMZN | Amazon.com Inc | -0.4% | +12.88% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -0.35% | Trim |
| 28 | DUHP | Dimensional US High Profi Et | -0.5% | +6.22% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.5% | +11.39% | Add |
| 30 | LLY | Eli Lilly & Co | -0.7% | -4.23% | Trim |
| 31 | BJAN | Innovator U.s. Equity Buffer | -0.7% | +3.01% | Add |
| 32 | MSFT | Microsoft CORP | -0.8% | +1.70% | Add |
| 33 | AAPL | Apple Inc | -1% | +4.68% | Add |
| 34 | VTV | Vanguard Value ETF | -1.4% | -0.86% | Trim |
| 35 | QUAL | Ishares Msci USA Quality Fac | -1.7% | -11.76% | Trim |
| 36 | BALT | Inn Defined Wealth Shield | -2.9% | +15.14% | Add |
| 37 | CPRY | Clmos R 2000 S A P ETF - Jan | — | NEW | New buy |
| 38 | DMAX | Ishares Lg Cap Max Buff Dec | — | NEW | New buy |
| 39 | VFH | Vanguard Financials ETF | — | EXIT | Sold out |
| 40 | LEGH | Legacy Housing CORP | — | NEW | New buy |
| 41 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | New buy |
| 42 | BUG | Global X Cybersecurity ETF | — | NEW | New buy |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 44 | EPI | Wisdomtree India Earnings | — | EXIT | Sold out |
| 45 | KOCT | Innovator U.s. Small Cap Pow | — | NEW | New buy |
| 46 | UBSI | United Bankshares Inc | — | NEW | New buy |
| 47 | MAXJ | Ishares Lg Cap Max Buff Jun | — | NEW | New buy |
| 48 | AUGW | Alianzim US Eq Bfr20 Aug-usd | — | NEW | New buy |
| 49 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 50 | ADBE | Adobe Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $393.0M across 127 disclosed positions in Q3 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 35.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
CPRY
市值: $11.4M
Top Position Liquidated / Trimmed
VFH
前期市值: $4.1M
During Q3 2025, Crown Wealth Group, LLC's top holdings by market value included DFUS (13.6%)、SPYM (11.3%)、BALT (8.7%). The largest single position, DFUS, represented 13.6% of total portfolio value.
In Q3 2025, Crown Wealth Group, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 30 positions, trimming 5 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.