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CIK: 0001845698
Total reported value
$393.0M
$393.0M
143 檔
36.7%
At the close of Q4 2025, Crown Wealth Group, LLC disclosed equity holdings valued at approximately $393.0M, spread across 143 reported holdings.
In Q4 2025, Crown Wealth Group, LLC displayed an active expansion posture, initiating 14 new positions and adding to 21 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 | 13.19% | +0.28% | +1.81% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.09% | +0.18% | +2.61% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 8.88% | -0.67% | +7.80% | |
| 4 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 3.59% | -0.32% | +20.09% | |
| 5 | CPRY | Clmos R 2000 S A P ETF - Jan | ETF-Other | 3.54% | -0.22% | +7.19% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.44% | +0.14% | -15.51% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.21% | +1.38% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.05% | -0.95% | -16.82% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.85% | -2.20% | -4.34% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.45% | +0.94% | -19.50% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.22% | +8.21% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.03% | +6.52% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.29% | -0.06% | +1.85% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.84% | +1.10% | -25.30% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.73% | +0.12% | +3.05% | |
| 16 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.61% | -0.01% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | — | +8.00% | |
| 18 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 1.39% | -0.05% | +34.58% | |
| 19 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.39% | -0.15% | -1.64% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.12% | +6.43% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.11% | +5.97% | |
| 22 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-Tech | 0.97% | -0.22% | EXIT | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.07% | +61.57% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.93% | -0.16% | +149.79% | |
| 25 | VIS | Vanguard Industrials ETF | ETF-Other | 0.91% | +0.16% | — | |
| 26 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 0.90% | — | — | |
| 27 | VHT | Vanguard Health Care ETF | ETF-Other | 0.83% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.09% | +5.12% | |
| 29 | LEGH | Legacy Housing CORP | Stock-Other | 0.72% | -0.07% | -6.05% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.71% | -0.28% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.09% | +0.60% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.68% | +0.06% | +159.03% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.05% | +7.74% | |
| 34 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.62% | -0.11% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.08% | +9.11% | |
| 36 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.59% | -0.02% | +6.87% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.02% | +10.02% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.04% | — | |
| 39 | VOX | Vanguard Communication Servi | ETF-Other | 0.41% | -0.04% | -79.40% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.18% | +938.91% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | -0.09% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | +14.99% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.37% | +0.04% | -14.56% | |
| 44 | UBSI | United Bankshares Inc | Stock-Financials | 0.35% | -0.01% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.08% | +14.56% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | +0.02% | +44.56% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.01% | -2.12% | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.33% | — | — | |
| 49 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.33% | -0.10% | +21.01% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PJAN | Innovator U.s. Equity Power | +0.5% | +149.79% | Add |
| 2 | DMAX | Ishares Lg Cap Max Buff Dec | +0.4% | +20.09% | Add |
| 3 | CIBR | First Trust Nasdaq Cybersecu | +0.4% | +159.03% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.05% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +61.57% | Add |
| 6 | VGUS | Vanguard Ultra Shrt Treasury | +0.3% | +34.58% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +5.97% | Add |
| 8 | BALT | Inn Defined Wealth Shield | +0.2% | +7.80% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +8.21% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +5.12% | Add |
| 11 | CPRY | Clmos R 2000 S A P ETF - Jan | +0.1% | +7.19% | Add |
| 12 | WFC | Wells Fargo & Co | +0.1% | +44.56% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +8.00% | Add |
| 14 | PHYS | Sprott Physical Gold Trust | +0.1% | +21.01% | Add |
| 15 | GRAL | Grail Inc | +0.1% | +9.19% | Add |
| 16 | NVDA | Nvidia CORP | 0% | +6.52% | Add |
| 17 | PNOV | Innovator U.s. Equity Power | -0.1% | -40.54% | Trim |
| 18 | NFLX | Netflix Inc | -0.1% | +938.91% | Add |
| 19 | META | Meta Platforms Inc-class A | -0.1% | +0.60% | Add |
| 20 | SPOT | Spotify Technology S.A. | -0.2% | — | Unchanged |
| 21 | TBIL | F/m US Treasury 3 Month Bill | -0.2% | -70.53% | Trim |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | +2.61% | Add |
| 23 | DFUS | Dimensional US Eq Mkt ETF | -0.4% | +1.81% | Add |
| 24 | MSFT | Microsoft CORP | -0.4% | +1.38% | Add |
| 25 | LEGH | Legacy Housing CORP | -0.4% | -6.05% | Trim |
| 26 | SMH | Vaneck Semiconductor ETF | -0.6% | -25.30% | Trim |
| 27 | PDEC | Innovator U.s. Equity Power | -0.6% | -90.05% | Trim |
| 28 | IYW | Ishares Ustechnology ETF | -0.8% | -19.50% | Trim |
| 29 | VUG | Vanguard Growth ETF | -0.9% | -15.51% | Trim |
| 30 | BUG | Global X Cybersecurity ETF | -0.9% | -84.23% | Trim |
| 31 | SGOV | Ishares 0-3 Month Treasury B | -0.9% | -16.82% | Trim |
| 32 | VOX | Vanguard Communication Servi | -1.7% | -79.40% | Trim |
| 33 | KBWB | Invesco Kbw Bank ETF | — | NEW | New buy |
| 34 | QBUF | Innv Nasdaq -100 10 B - Qrt | — | NEW | New buy |
| 35 | VIS | Vanguard Industrials ETF | — | NEW | New buy |
| 36 | KDEC | Inn US Sml Cap P B ETF - Dec | — | NEW | New buy |
| 37 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 38 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 39 | KOCT | Innovator U.s. Small Cap Pow | — | EXIT | Sold out |
| 40 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 41 | UDEC | Innovator U.s. Equity Ultra | — | EXIT | Sold out |
| 42 | MAXJ | Ishares Lg Cap Max Buff Jun | — | EXIT | Sold out |
| 43 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 44 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 45 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 46 | DFCF | Dimensional Core Fixed Inc | — | EXIT | Sold out |
| 47 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 48 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 49 | ARKB | Ark 21shares Bitcoin ETF | — | NEW | New buy |
| 50 | C | Citigroup Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $393.0M across 143 disclosed positions in Q4 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 36.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
KBWB
市值: $5.7M
Top Position Liquidated / Trimmed
KOCT
前期市值: $1.4M
During Q4 2025, Crown Wealth Group, LLC's top holdings by market value included DFUS (13.2%)、SPYM (11.1%)、BALT (8.9%). The largest single position, DFUS, represented 13.2% of total portfolio value.
In Q4 2025, Crown Wealth Group, LLC made 49 total portfolio adjustments, initiating 14 new buys, adding to 21 positions, trimming 10 holdings, and fully liquidating 4 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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