Crown Wealth Group, LLC

CIK 0001845698 • 7 13F filings • Apr 25, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $266.2M115 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$302K	0.1%	2,220 SH	New
ABBVIE INC	COM	$400K	0.2%Prev: 0.2%	2,155 SH	Decreased-400 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$1.0M	0.4%	34,282 SH	New
ALPHABET INC	CAP STK CL A	$3.3M	1.2%Prev: 1.7%	18,491 SH	Decreased-1,596 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.4%Prev: 0.7%	6,192 SH	Decreased-2,681 SH
AMAZON COM INC	COM	$4.2M	1.6%Prev: 1.4%	19,034 SH	Decreased-4,568 SH
AMGEN INC	COM	$244K	0.1%Prev: 0.1%	875 SH	Decreased-133 SH
APPLE INC	COM	$5.8M	2.2%Prev: 2.5%	28,100 SH	Decreased-4,798 SH
ARISTA NETWORKS INC	COM SHS	$317K	0.1%Prev: 0.1%	3,100 SH	Decreased-589 SH
ARM HOLDINGS PLC	SPONSORED ADS	$421K	0.2%Prev: 0.1%	2,604 SH	Increased
BANK AMERICA CORP	COM	$327K	0.1%Prev: 0.1%	6,920 SH	Decreased-1,336 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	0.8%Prev: 0.4%	3 SH	Increased+1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.9M	1.8%Prev: 1.1%	9,990 SH	Increased+2,308 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$214K	0.1%	3,647 SH	New
BOSTON SCIENTIFIC CORP	COM	$230K	0.1%	2,138 SH	New
BROADCOM INC	COM	$1.5M	0.6%Prev: 0.6%	5,427 SH	Decreased-1,104 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$214K	0.1%	5,409 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$230K	0.1%Prev: 0.1%	5,658 SH	Increased
CAPITAL ONE FINL CORP	COM	$261K	0.1%Prev: 0.1%	1,228 SH	Decreased-209 SH
CATERPILLAR INC	COM	$326K	0.1%Prev: 0.2%	841 SH	Decreased-223 SH
CHEVRON CORP NEW	COM	$337K	0.1%	2,354 SH	New
CHUBB LIMITED	COM	$214K	0.1%	739 SH	New
CISCO SYS INC	COM	$350K	0.1%Prev: 0.1%	5,047 SH	Decreased-720 SH
COLUMBIA FINL INC	COM	$225K	0.1%Prev: 0.1%	15,500 SH	Decreased
COMPASS INC	CL A	$99K	0.0%Prev: 0.0%	15,800 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$233K	0.1%Prev: 0.1%	722 SH	Increased-112 SH
COSTCO WHSL CORP NEW	COM	$1.2M	0.5%	1,217 SH	New
CROWDSTRIKE HLDGS INC	CL A	$668K	0.3%Prev: 0.2%	1,312 SH	Increased-211 SH
DENISON MINES CORP	COM	$78K	0.0%	42,712 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$337K	0.1%	7,983 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$39.0M	14.6%Prev: 13.4%	581,352 SH	Decreased-63,284 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$7.1M	2.7%Prev: 2.3%	199,260 SH	Decreased-11,984 SH
DISNEY WALT CO	COM	$249K	0.1%Prev: 0.1%	2,006 SH	Increased-124 SH
EATON CORP PLC	SHS	$276K	0.1%Prev: 0.1%	773 SH	Decreased-77 SH
ELI LILLY & CO	COM	$2.5M	0.9%Prev: 0.9%	3,217 SH	Decreased+39 SH
ENERGY SVCS ACQUISITION CORP	COM	$159K	0.1%	15,991 SH	New
EXXON MOBIL CORP	COM	$609K	0.2%Prev: 0.3%	5,645 SH	Decreased-151 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$1.1M	0.4%	13,894 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$432K	0.2%Prev: 0.1%	1,605 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$200K	0.1%	5,385 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$605K	0.2%Prev: 0.2%	11,699 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	VEST US EQTY MAX	$253K	0.1%	8,100 SH	New
GLOBAL X FDS	CYBRSCURTY ETF	$6.4M	2.4%	173,234 SH	New
GRAIL INC	COM	$462K	0.2%Prev: 0.1%	8,986 SH	Increased+1,370 SH
HOME DEPOT INC	COM	$426K	0.2%Prev: 0.2%	1,162 SH	Decreased-439 SH
HONEYWELL INTL INC	COM	$315K	0.1%Prev: 0.1%	1,351 SH	Decreased-194 SH
ILLINOIS TOOL WKS INC	COM	$221K	0.1%Prev: 0.1%	894 SH	Decreased-59 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$24.5M	9.2%Prev: 9.2%	764,336 SH	Decreased-172,623 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$938K	0.4%Prev: 0.2%	34,410 SH	Increased+4,927 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$1.8M	0.7%Prev: 0.6%	36,233 SH	Decreased-2,104 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$322K	0.1%	4,733 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.5M	1.7%Prev: 1.4%	89,145 SH	Decreased-329 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$216K	0.1%Prev: 0.1%	4,400 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.9M	1.5%Prev: 1.3%	95,789 SH	Decreased-5,123 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$954K	0.4%	26,177 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.7M	0.6%Prev: 0.3%	57,344 SH	Increased+30,636 SH
INTUIT	COM	$284K	0.1%	361 SH	New
INTUITIVE SURGICAL INC	COM NEW	$231K	0.1%Prev: 0.1%	425 SH	Decreased-102 SH
INVESCO QQQ TR	UNIT SER 1	$469K	0.2%Prev: 0.1%	851 SH	Increased+75 SH
IRON MTN INC DEL	COM	$388K	0.1%Prev: 0.1%	3,778 SH	Increased+830 SH
ISHARES TR	0-3 MNTH TREASRY	$10.9M	4.1%Prev: 4.3%	108,232 SH	Decreased-38,233 SH
ISHARES TR	CORE MSCI EAFE	$423K	0.2%	5,068 SH	New
ISHARES TR	CORE S&P500 ETF	$1.3M	0.5%Prev: 0.4%	2,107 SH	Increased+134 SH
ISHARES TR	ESG AWR MSCI USA	$1.1M	0.4%Prev: 0.3%	8,388 SH	Increased+832 SH
ISHARES TR	LARGE CAP MAX BU	$462K	0.2%Prev: 4.0%	17,753 SH	Decreased-497,565 SH
ISHARES TR	MSCI USA QLT FCT	$11.1M	4.2%Prev: 2.9%	60,832 SH	Increased+10,008 SH
ISHARES TR	U.S. TECH ETF	$8.7M	3.3%Prev: 1.9%	50,231 SH	Increased+14,515 SH
JACOBS SOLUTIONS INC	COM	$228K	0.1%	1,731 SH	New
JOHNSON & JOHNSON	COM	$299K	0.1%Prev: 0.2%	1,957 SH	Decreased-737 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.5%	4,325 SH	New
LOWES COS INC	COM	$237K	0.1%Prev: 0.1%	1,068 SH	Decreased-69 SH
MASTERCARD INCORPORATED	CL A	$452K	0.2%Prev: 0.2%	805 SH	Decreased-227 SH
MERCK & CO INC	COM	$352K	0.1%Prev: 0.2%	4,451 SH	Decreased-341 SH
META PLATFORMS INC	CL A	$2.5M	0.9%Prev: 0.8%	3,324 SH	Decreased-1,216 SH
MICROSOFT CORP	COM	$11.1M	4.2%Prev: 2.6%	22,327 SH	Increased-1,761 SH
NETFLIX INC	COM	$2.0M	0.8%	1,493 SH	New
NVIDIA CORPORATION	COM	$6.3M	2.4%Prev: 2.5%	40,043 SH	Decreased-9,443 SH
ORACLE CORP	COM	$369K	0.1%Prev: 0.1%	1,689 SH	Decreased-1,301 SH
PALANTIR TECHNOLOGIES INC	CL A	$527K	0.2%Prev: 0.2%	3,865 SH	Decreased-1,077 SH
PALO ALTO NETWORKS INC	COM	$556K	0.2%Prev: 0.1%	2,717 SH	Increased-94 SH
PHILIP MORRIS INTL INC	COM	$247K	0.1%Prev: 0.1%	1,354 SH	Increased-85 SH
PIMCO ETF TR	ACTIVE BD ETF	$241K	0.1%	2,615 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$446K	0.2%Prev: 0.2%	4,440 SH	Decreased-3,164 SH
PLANET LABS PBC	COM CL A	$130K	0.0%Prev: 0.2%	21,286 SH	Decreased+2,578 SH
PROCTER AND GAMBLE CO	COM	$440K	0.2%	2,762 SH	New
QUALCOMM INC	COM	$217K	0.1%Prev: 0.1%	1,364 SH	Increased-304 SH
RBB FD INC	US TREAS 3 MNTH	$1.7M	0.6%	34,541 SH	New
RTX CORPORATION	COM	$251K	0.1%Prev: 0.1%	1,719 SH	Decreased-191 SH
SALESFORCE INC	COM	$734K	0.3%Prev: 0.2%	2,690 SH	Increased-136 SH
SERVICENOW INC	COM	$412K	0.2%Prev: 0.1%	401 SH	Increased-2,193 SH
SHERWIN WILLIAMS CO	COM	$284K	0.1%Prev: 0.1%	828 SH	Increased-14 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	0.7%	2,816 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$31.5M	11.8%	433,011 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$290K	0.1%	3,040 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$2.9M	1.1%Prev: 0.6%	3,800 SH	Increased-218 SH
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$338K	0.1%	11,219 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$668K	0.3%	26,363 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$201K	0.1%	16,429 SH	New
TESLA INC	COM	$1.2M	0.5%Prev: 0.6%	3,811 SH	Decreased-1,630 SH
THE CIGNA GROUP	COM	$202K	0.1%	612 SH	New
UBER TECHNOLOGIES INC	COM	$202K	0.1%Prev: 0.1%	2,167 SH	Decreased-997 SH
UNITED BANKSHARES INC WEST V	COM	$1.2M	0.5%Prev: 0.4%	33,031 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$233K	0.1%	747 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$6.1M	2.3%Prev: 2.2%	21,755 SH	Decreased+2,415 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.1M	3.0%Prev: 2.9%	18,377 SH	Decreased-3,965 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$983K	0.4%Prev: 0.3%	1,731 SH	Decreased-134 SH
VANGUARD INDEX FDS	VALUE ETF	$288K	0.1%Prev: 0.1%	1,628 SH	Increased+500 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$219K	0.1%	4,424 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$5.6M	2.1%Prev: 0.3%	32,610 SH	Increased+26,013 SH
VANGUARD WORLD FD	INF TECH ETF	$428K	0.2%Prev: 0.1%	646 SH	Decreased+4 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.2M	0.5%Prev: 0.3%	3,302 SH	Increased+267 SH
VISA INC	COM CL A	$1.2M	0.5%Prev: 0.4%	3,432 SH	Decreased-605 SH
WALMART INC	COM	$663K	0.2%Prev: 0.4%	6,778 SH	Decreased-5,086 SH
WELLS FARGO CO NEW	COM	$726K	0.3%	9,057 SH	New
WISDOMTREE TR	INDIA ERNGS FD	$3.1M	1.2%	65,987 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $259K
ADVANCED MICRO DEVICES INC — $287K
AIM ETF PRODUCTS TRUST — $406K
AIM ETF PRODUCTS TRUST — $588K
AMERICAN EXPRESS CO — $202K
AMPHENOL CORP — $223K
APPLIED MATLS INC — $293K
AT&T INC — $224K
AUTOZONE INC — $284K
BLACKROCK ETF TRUST — $382K
BLACKROCK ETF TRUST — $5.4M
CALAMOS ETF TR — $12.9M
CHEVRON CORPORATION — $596K
CHUBB LTD SWITZ — $276K
CITIGROUP INC — $246K
COCA COLA CO — $287K
COSTCO WHOLESALE CORPORATION — $1.3M
DIMENSIONAL ETF TRUST — $3.6M
DUKE ENERGY CORP NEW — $272K
ENERGY SERVICES OF AMER CORP — $210K
… and 40 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001242	—	View
Jan 28, 2026	Q4 2025	13F-HR	0002085853-26-000126	$357.9M	View
Oct 22, 2025	Q3 2025