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CIK: 0001845698
Total reported value
$403.5M
$403.5M
150 檔
39.4%
In Q2 2026, Crown Wealth Group, LLC's U.S. equity holdings reached a combined market value of $403.5M, distributed across 150 disclosed stock positions.
In Q2 2026, Crown Wealth Group, LLC displayed an active expansion posture, initiating 15 new positions and adding to 77 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, SPYM, BALT) accounted for 39.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $543.6K
Top Position Liquidated / Trimmed
QBUF
前期市值: $758.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 13.71% | +0.01% | +1.97% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.06% | +0.34% | +2.14% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 8.54% | +0.70% | +4.47% | |
| 4 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 3.57% | -0.09% | +2.99% | |
| 5 | CPRY | Clmos R 2000 S A P ETF - Jan | ETF-Other | 3.56% | -0.09% | +5.22% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.54% | +1.58% | +118.28% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.38% | +0.60% | -9.93% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.28% | -1.23% | +1.47% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.01% | +0.19% | +513.88% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.84% | -0.54% | +23.81% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.67% | -0.08% | +10.14% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.19% | +1.42% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | +0.73% | +5.41% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.22% | -2.22% | EXIT | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | -0.22% | -0.59% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.03% | +0.94% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-Other | 1.38% | -0.20% | +13.15% | |
| 18 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.25% | -0.02% | -6.54% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.15% | -0.34% | +4.75% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | -0.13% | +0.41% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | +0.01% | -2.36% | |
| 22 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.88% | +0.05% | -8.15% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 0.84% | -0.84% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | -0.03% | +5.22% | |
| 25 | LEGH | Legacy Housing CORP | Stock-Other | 0.72% | -0.52% | -18.18% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.16% | +15.84% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.11% | +3.00% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | — | -76.83% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.08% | +2.45% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.08% | +14.36% | |
| 31 | XLB | Ss Materials Select Sector | ETF-Other | 0.58% | +0.03% | +12.07% | |
| 32 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.58% | -0.15% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | +1.38% | |
| 34 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.46% | +0.01% | -2.49% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | +5.88% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.02% | +17.23% | |
| 37 | UBSI | United Bankshares Inc | Stock-Financials | 0.39% | -0.01% | — | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.38% | +0.01% | +95.59% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.01% | — | |
| 40 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.38% | +0.05% | -3.99% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.37% | +0.05% | +451.37% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | +10.03% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | — | +0.50% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.07% | +2.29% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.31% | — | — | |
| 46 | VOX | Vanguard Communication Servi | ETF-Other | 0.31% | -0.07% | -0.32% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.07% | -5.30% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | -0.03% | +2.73% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.30% | +0.08% | +0.07% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.28% | -0.08% | -3.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.9% | +118.28% | Add |
| 2 | SMH | Vaneck Semiconductor ETF | +1.1% | +1.47% | Add |
| 3 | IYW | Ishares Ustechnology ETF | +0.9% | +23.81% | Add |
| 4 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +1.97% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +10.14% | Add |
| 6 | MU | Micron Technology Inc | +0.2% | +5.60% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +2.14% | Add |
| 8 | VIS | Vanguard Industrials ETF | +0.2% | +13.15% | Add |
| 9 | MINT | Pimco Enhanced Short Maturit | +0.2% | +95.59% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.1% | +513.88% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +3.48% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.07% | Add |
| 14 | NNOV | Innovator G-100 Pb ETF - Nov | +0.1% | NEW | New buy |
| 15 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.59% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | +0.41% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | -4.38% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +5.22% | Add |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | -9.95% | Trim |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 22 | DFAE | Dimensional Emerging Core Eq | +0.1% | +4.75% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +15.84% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | +2.73% | Add |
| 25 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +14.36% | Add |
| 27 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 28 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | -3.99% | Trim |
| 29 | AMAT | Applied Materials Inc | +0.1% | -7.01% | Trim |
| 30 | LRCX | Lam Research CORP | +0.1% | +2.45% | Add |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | NEW | New buy |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | NEW | New buy |
| 33 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | NEW | New buy |
| 35 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 36 | AVGO | Broadcom Inc | +0.1% | +2.45% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +23.84% | Add |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +4.75% | Add |
| 39 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 40 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 41 | LIN | Linde plc | +0.1% | NEW | New buy |
| 42 | MGK | Vanguard Mega Cap Growth ETF | 0% | +451.37% | Add |
| 43 | CSCO | Cisco Systems Inc | 0% | -0.83% | Trim |
| 44 | NVDA | Nvidia CORP | 0% | +1.42% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | 0% | +10.03% | Add |
| 46 | RSP | Invesco S&p 500 Equal Weight | 0% | +26.50% | Add |
| 47 | ANET | Arista Networks Inc | 0% | -2.17% | Trim |
| 48 | ANNX | Annexon Inc | 0% | NEW | New buy |
| 49 | TXN | Texas Instruments Inc | 0% | +5.79% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | 0% | +5.88% | 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 150 disclosed positions in Q2 2026.
During Q2 2026, Crown Wealth Group, LLC's top holdings by market value included DFUS (13.7%)、SPYM (11.1%)、BALT (8.5%). The largest single position, DFUS, represented 13.7% of total portfolio value.
In Q2 2026, Crown Wealth Group, LLC made 142 total portfolio adjustments, initiating 15 new buys, adding to 77 positions, trimming 40 holdings, and fully liquidating 10 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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