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CIK: 0001845698
Total reported value
$393.0M
$393.0M
145 檔
36.2%
As reported in its official Q1 2026 Form 13F filing, Crown Wealth Group, LLC's tracked investment portfolio stood at $393.0M with 145 total positions.
In Q1 2026, Crown Wealth Group, LLC displayed an active expansion posture, initiating 20 new positions and adding to 71 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 | 13.43% | +0.28% | +1.27% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.88% | +0.18% | -2.17% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 9.21% | -0.67% | -1.25% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.33% | -0.95% | +34.63% | |
| 5 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 3.89% | -0.32% | +3.43% | |
| 6 | CPRY | Clmos R 2000 S A P ETF - Jan | ETF-Other | 3.78% | -0.22% | +1.00% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.87% | +0.14% | -11.47% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.86% | -2.20% | -1.02% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.21% | +4.63% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | +0.03% | +6.97% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.22% | +3.36% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.28% | -0.06% | -2.01% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.18% | +1.10% | +5.63% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.90% | +0.94% | -18.61% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.12% | +1.33% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.60% | +1.94% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | — | +1.72% | |
| 18 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.40% | -0.15% | -0.93% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-Other | 1.22% | +0.16% | +22.33% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.12% | -0.28% | +38.46% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.12% | -0.69% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.07% | +0.08% | — | |
| 23 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.04% | -0.16% | +7.84% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.11% | -2.66% | |
| 25 | LEGH | Legacy Housing CORP | Stock-Other | 0.79% | -0.07% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.09% | +18.51% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.09% | +2.46% | |
| 28 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.60% | -0.02% | -1.00% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.08% | +12.70% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.05% | +2.05% | |
| 31 | XLB | Ss Materials Select Sector | ETF-Other | 0.59% | -0.01% | — | |
| 32 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.57% | -0.11% | +5.74% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.07% | -41.76% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.02% | +2.71% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.18% | +3.42% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.08% | +4.41% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.04% | — | |
| 38 | UBSI | United Bankshares Inc | Stock-Financials | 0.40% | -0.01% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.09% | +16.64% | |
| 40 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.38% | -0.10% | +2.15% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | -7.02% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | +0.02% | +20.90% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.01% | +16.41% | |
| 44 | VOX | Vanguard Communication Servi | ETF-Other | 0.35% | -0.04% | -13.50% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.33% | +0.04% | -5.10% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.03% | -15.00% | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.32% | +0.06% | -49.28% | |
| 48 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.32% | -0.22% | — | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.31% | — | -5.49% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.07% | +1.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.3% | +34.63% | Add |
| 2 | IAU | Ishares Gold Trust | +0.4% | +38.46% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +0.3% | +5.63% | Add |
| 4 | BALT | Inn Defined Wealth Shield | +0.3% | -1.25% | Trim |
| 5 | VIS | Vanguard Industrials ETF | +0.3% | +22.33% | Add |
| 6 | DMAX | Ishares Lg Cap Max Buff Dec | +0.3% | +3.43% | Add |
| 7 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +1.27% | Add |
| 8 | CPRY | Clmos R 2000 S A P ETF - Jan | +0.2% | +1.00% | Add |
| 9 | KJAN | Innovator U.s. Small Cap Pow | +0.1% | +131.63% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | +6.97% | Add |
| 11 | COST | Costco Wholesale CORP | +0.1% | +16.64% | Add |
| 12 | PJAN | Innovator U.s. Equity Power | +0.1% | +7.84% | Add |
| 13 | MINT | Pimco Enhanced Short Maturit | +0.1% | +76.30% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +1.13% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +4.41% | Add |
| 16 | LEGH | Legacy Housing CORP | +0.1% | — | Unchanged |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +94.41% | Add |
| 18 | CVX | Chevron CORP | +0.1% | +3.79% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +4.11% | Add |
| 20 | GLD | Spdr Gold Shares | +0.1% | +53.63% | Add |
| 21 | POCT | Innovator U.s. Equity Power | +0.1% | +58.65% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | +8.06% | Add |
| 23 | PHYS | Sprott Physical Gold Trust | +0.1% | +2.15% | Add |
| 24 | UBSI | United Bankshares Inc | +0.1% | — | Unchanged |
| 25 | NFLX | Netflix Inc | +0.1% | +3.42% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +18.51% | Add |
| 27 | ARM | Arm Holdings Plc-adr | 0% | — | Unchanged |
| 28 | AAPL | Apple Inc | 0% | +3.36% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | +2.85% | Add |
| 30 | HON | Honeywell International Inc | 0% | +13.35% | Add |
| 31 | HD | Home Depot Inc | 0% | +23.15% | Add |
| 32 | MA | Mastercard Inc - A | 0% | +33.85% | Add |
| 33 | WFC | Wells Fargo & Co | 0% | +20.90% | Add |
| 34 | ESOA | Energy Services Of America | 0% | — | Unchanged |
| 35 | PL | Planet Labs Pbc | 0% | -19.56% | Trim |
| 36 | DUK | Duke Energy CORP | 0% | +10.57% | Add |
| 37 | NEE | Nextera Energy Inc | 0% | +5.62% | Add |
| 38 | IRM | Iron Mountain Inc | 0% | -3.69% | Trim |
| 39 | ETN | Eaton Corporation plc | 0% | +4.55% | Add |
| 40 | AMAT | Applied Materials Inc | 0% | -13.97% | Trim |
| 41 | V | Visa Inc-class A Shares | 0% | +16.41% | Add |
| 42 | QUAL | Ishares Msci USA Quality Fac | 0% | -1.02% | Trim |
| 43 | BJAN | Innovator U.s. Equity Buffer | 0% | -0.93% | Trim |
| 44 | NJAN | Innovator Growth 100 Power B | 0% | -1.00% | Trim |
| 45 | KO | Coca-cola Co/the | 0% | +12.28% | Add |
| 46 | AMD | Advanced Micro Devices | 0% | +25.80% | Add |
| 47 | AMGN | Amgen Inc | 0% | +2.75% | Add |
| 48 | CLBK | Columbia Financial Inc | 0% | — | Unchanged |
| 49 | ANET | Arista Networks Inc | 0% | +13.93% | Add |
| 50 | RTX | Rtx CORP | 0% | +2.14% | 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 145 disclosed positions in Q1 2026.
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 36.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
DYNF
市值: $5.4M
Top Position Liquidated / Trimmed
KDEC
前期市值: $3.2M
During Q1 2026, Crown Wealth Group, LLC's top holdings by market value included DFUS (13.4%)、SPYM (10.9%)、BALT (9.2%). The largest single position, DFUS, represented 13.4% of total portfolio value.
In Q1 2026, Crown Wealth Group, LLC made 149 total portfolio adjustments, initiating 20 new buys, adding to 71 positions, trimming 40 holdings, and fully liquidating 18 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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