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: $332.8M120 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$299K	0.1%	2,233 SH	New
ABBVIE INC	COM	$501K	0.2%Prev: 0.2%	2,163 SH	Decreased-397 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$585K	0.2%	18,289 SH	New
ALPHABET INC	CAP STK CL A	$4.7M	1.4%Prev: 1.8%	19,236 SH	Decreased-733 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.6%Prev: 0.8%	8,238 SH	Decreased-1,098 SH
AMAZON COM INC	COM	$4.7M	1.4%Prev: 1.4%	21,485 SH	Decreased-2,340 SH
AMGEN INC	COM	$257K	0.1%Prev: 0.1%	910 SH	Decreased-125 SH
APPLE INC	COM	$7.5M	2.3%Prev: 2.7%	29,415 SH	Decreased-6,818 SH
ARISTA NETWORKS INC	COM SHS	$463K	0.1%Prev: 0.2%	3,175 SH	Decreased-434 SH
ARM HOLDINGS PLC	SPONSORED ADS	$368K	0.1%Prev: 0.2%	2,604 SH	Decreased+259 SH
AUTOZONE INC	COM	$348K	0.1%Prev: 0.1%	81 SH	Increased-3 SH
BANK AMERICA CORP	COM	$362K	0.1%	7,021 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.5%Prev: 0.4%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	1.1%Prev: 1.0%	7,268 SH	Decreased-233 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$227K	0.1%	3,646 SH	New
BOSTON SCIENTIFIC CORP	COM	$218K	0.1%	2,238 SH	New
BROADCOM INC	COM	$2.0M	0.6%Prev: 0.6%	5,940 SH	Decreased-751 SH
CALAMOS ETF TR	LADDERED S&P 500	$302K	0.1%	11,255 SH	New
CALAMOS ETF TR	RUSSELL 2000 STR	$11.4M	3.4%	438,382 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$248K	0.1%	5,658 SH	New
CAPITAL ONE FINL CORP	COM	$260K	0.1%Prev: 0.1%	1,221 SH	Decreased-236 SH
CATERPILLAR INC	COM	$455K	0.1%Prev: 0.3%	954 SH	Decreased-139 SH
CHEVRON CORP NEW	COM	$375K	0.1%	2,412 SH	New
CHUBB LIMITED	COM	$213K	0.1%Prev: 0.1%	756 SH	Decreased-99 SH
CISCO SYS INC	COM	$359K	0.1%Prev: 0.2%	5,254 SH	Decreased-465 SH
COCA COLA CO	COM	$211K	0.1%Prev: 0.1%	3,178 SH	Decreased-577 SH
COLUMBIA FINL INC	COM	$233K	0.1%Prev: 0.1%	15,500 SH	Decreased
COMPASS INC	CL A	$127K	0.0%Prev: 0.0%	15,800 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$243K	0.1%Prev: 0.1%	738 SH	Increased-114 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.3%	1,230 SH	New
CROWDSTRIKE HLDGS INC	CL A	$742K	0.2%Prev: 0.3%	1,513 SH	Decreased-11 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$341K	0.1%	7,976 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$45.3M	13.6%	625,230 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$8.0M	2.4%	211,664 SH	New
DISNEY WALT CO	COM	$222K	0.1%Prev: 0.1%	1,938 SH	Increased-164 SH
DUKE ENERGY CORP NEW	COM NEW	$212K	0.1%Prev: 0.1%	1,712 SH	Decreased-608 SH
EATON CORP PLC	SHS	$296K	0.1%Prev: 0.1%	792 SH	Decreased-61 SH
ELI LILLY & CO	COM	$2.4M	0.7%Prev: 1.0%	3,081 SH	Decreased-110 SH
ENERGY SVCS ACQUISITION CORP	COM	$166K	0.0%	15,991 SH	New
EXXON MOBIL CORP	COM	$676K	0.2%Prev: 0.2%	5,999 SH	Decreased-232 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$1.0M	0.3%	13,160 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$449K	0.1%Prev: 0.1%	1,605 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$200K	0.1%	4,818 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$640K	0.2%Prev: 0.2%	11,699 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	VEST US EQTY MAX	$258K	0.1%	8,100 SH	New
GE AEROSPACE	COM NEW	$301K	0.1%Prev: 0.1%	1,000 SH	Decreased+52 SH
GENERAL DYNAMICS CORP	COM	$216K	0.1%Prev: 0.1%	633 SH	Decreased-55 SH
GLOBAL X FDS	CYBRSCURTY ETF	$3.5M	1.0%	98,183 SH	New
GOLDMAN SACHS GROUP INC	COM	$217K	0.1%Prev: 0.1%	273 SH	Decreased-50 SH
GRAIL INC	COM	$450K	0.1%Prev: 0.1%	7,616 SH	Decreased+600 SH
HOME DEPOT INC	COM	$610K	0.2%Prev: 0.2%	1,504 SH	Increased-186 SH
HONEYWELL INTL INC	COM	$294K	0.1%	1,398 SH	New
ILLINOIS TOOL WKS INC	COM	$237K	0.1%Prev: 0.1%	909 SH	Decreased-54 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$28.9M	8.7%Prev: 8.5%	880,090 SH	Decreased-98,780 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$939K	0.3%Prev: 0.2%	33,628 SH	Increased+4,145 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$1.9M	0.6%Prev: 0.6%	36,233 SH	Decreased-2,104 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.9M	1.5%Prev: 1.3%	91,824 SH	Decreased+8,202 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$227K	0.1%Prev: 0.1%	4,400 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.5M	1.3%Prev: 1.1%	103,805 SH	Increased+11,931 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$959K	0.3%	25,004 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.9M	0.6%Prev: 0.3%	56,847 SH	Increased+30,343 SH
INTUIT	COM	$253K	0.1%	371 SH	New
INTUITIVE SURGICAL INC	COM NEW	$217K	0.1%Prev: 0.1%	486 SH	Increased-33 SH
INVESCO QQQ TR	UNIT SER 1	$509K	0.2%Prev: 0.2%	848 SH	Decreased-113 SH
IRON MTN INC DEL	COM	$386K	0.1%Prev: 0.1%	3,789 SH	Increased+794 SH
ISHARES TR	0-3 MNTH TREASRY	$13.2M	4.0%	130,779 SH	New
ISHARES TR	CORE S&P500 ETF	$1.4M	0.4%Prev: 0.4%	2,124 SH	Decreased+35 SH
ISHARES TR	ESG AWR MSCI USA	$1.2M	0.3%Prev: 0.3%	7,995 SH	Decreased+439 SH
ISHARES TR	LARGE CAP MAX BU	$12.3M	3.7%	462,422 SH	New
ISHARES TR	MSCI USA QLT FCT	$10.4M	3.1%Prev: 0.7%	53,681 SH	Increased+41,906 SH
ISHARES TR	RUSSELL 2000 ETF	$540K	0.2%	2,232 SH	New
ISHARES TR	U.S. TECH ETF	$10.7M	3.2%Prev: 2.8%	54,508 SH	Decreased+10,287 SH
JACOBS SOLUTIONS INC	COM	$235K	0.1%	1,569 SH	New
JOHNSON & JOHNSON	COM	$383K	0.1%Prev: 0.2%	2,068 SH	Decreased-668 SH
JPMORGAN CHASE & CO.	COM	$1.5M	0.5%	4,872 SH	New
LEGACY HOUSING CORP	COM	$3.9M	1.2%Prev: 0.7%	140,500 SH	Increased+32,500 SH
LOWES COS INC	COM	$277K	0.1%Prev: 0.1%	1,104 SH	Increased-64 SH
MASTERCARD INCORPORATED	CL A	$478K	0.1%Prev: 0.1%	840 SH	Decreased-233 SH
MCDONALDS CORP	COM	$201K	0.1%	661 SH	New
MERCK & CO INC	COM	$361K	0.1%Prev: 0.2%	4,303 SH	Decreased-507 SH
META PLATFORMS INC	CL A	$2.8M	0.8%Prev: 0.7%	3,808 SH	Increased-868 SH
MICROSOFT CORP	COM	$11.8M	3.5%Prev: 2.4%	22,707 SH	Increased-2,685 SH
MORGAN STANLEY	COM NEW	$210K	0.1%Prev: 0.1%	1,319 SH	Decreased-213 SH
NETFLIX INC	COM	$1.8M	0.5%	1,506 SH	New
NVIDIA CORPORATION	COM	$8.1M	2.4%Prev: 2.6%	43,431 SH	Decreased-6,759 SH
ORACLE CORP	COM	$700K	0.2%Prev: 0.1%	2,488 SH	Increased-731 SH
OSISKO DEVELOPMENT CORP	COM NEW	$61K	0.0%	18,000 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$669K	0.2%Prev: 0.2%	3,670 SH	Increased-1,390 SH
PALO ALTO NETWORKS INC	COM	$630K	0.2%Prev: 0.2%	3,093 SH	Decreased+405 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$608K	0.2%Prev: 0.4%	6,042 SH	Decreased-8,831 SH
PLANET LABS PBC	COM CL A	$262K	0.1%Prev: 0.1%	20,148 SH	Decreased+2,790 SH
PROCTER AND GAMBLE CO	COM	$425K	0.1%	2,766 SH	New
QUALCOMM INC	COM	$239K	0.1%Prev: 0.1%	1,437 SH	Increased+153 SH
RBB FD INC	US TREAS 3 MNTH	$1.1M	0.3%	21,257 SH	New
REDDIT INC	CL A	$201K	0.1%	875 SH	New
RTX CORPORATION	COM	$280K	0.1%Prev: 0.1%	1,676 SH	Decreased-314 SH
SALESFORCE INC	COM	$628K	0.2%Prev: 0.1%	2,649 SH	Increased-389 SH
SERVICENOW INC	COM	$376K	0.1%	409 SH	New
SHERWIN WILLIAMS CO	COM	$292K	0.1%	843 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.6%	3,034 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$37.8M	11.4%	482,326 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$325K	0.1%	3,114 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$2.7M	0.8%Prev: 0.5%	3,800 SH	Increased-118 SH
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$401K	0.1%	10,925 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$881K	0.3%	29,758 SH	New
TESLA INC	COM	$2.0M	0.6%Prev: 0.7%	4,425 SH	Decreased-1,878 SH
UBER TECHNOLOGIES INC	COM	$259K	0.1%Prev: 0.1%	2,643 SH	Increased-503 SH
UNITED BANKSHARES INC WEST V	COM	$1.2M	0.4%Prev: 0.4%	33,031 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$208K	0.1%Prev: 0.1%	602 SH	Decreased-220 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$8.0M	2.4%Prev: 3.3%	24,510 SH	Decreased+4,886 SH
VANGUARD INDEX FDS	GROWTH ETF	$14.3M	4.3%Prev: 3.0%	29,868 SH	Increased-107,284 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.4%Prev: 0.4%	1,908 SH	Decreased-144 SH
VANGUARD INDEX FDS	VALUE ETF	$301K	0.1%Prev: 0.1%	1,614 SH	Increased+673 SH
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$3.7M	1.1%	49,092 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$6.9M	2.1%Prev: 0.3%	37,019 SH	Increased+30,443 SH
VANGUARD WORLD FD	INF TECH ETF	$622K	0.2%Prev: 0.2%	833 SH	Increased-4,255 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.5M	0.5%Prev: 0.4%	3,743 SH	Increased-12,991 SH
VISA INC	COM CL A	$1.2M	0.4%Prev: 0.4%	3,543 SH	Decreased-514 SH
WALMART INC	COM	$1.0M	0.3%Prev: 0.3%	9,919 SH	Decreased-2,217 SH
WELLS FARGO CO NEW	COM	$762K	0.2%	9,094 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $847K
AIM ETF PRODUCTS TRUST — $623K
AMERICAN EXPRESS CO — $231K
AMPHENOL CORP — $336K
ANNEXON INC — $136K
APPLIED MATLS INC — $576K
BANK OF AMER CORP — $482K
BLACKROCK ETF TRUST — $640K
BLACKROCK ETF TRUST — $13.9M
CALAMOS ETF TR — $14.0M
CAPITAL GROUP GROWTH ETF — $303K
CHEVRON CORPORATION — $477K
CITIGROUP INC — $303K
CORNING INC — $203K
COSTCO WHOLESALE CORPORATION — $1.2M
DELL TECHNOLOGIES INC — $211K
DIMENSIONAL ETF TRUST — $4.5M
DIMENSIONAL ETF TRUST — $53.9M
DIMENSIONAL ETF TRUST — $8.7M
ENERGY SERVICES OF AMER CORP — $309K
… and 47 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