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: $357.9M137 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$279K	0.1%Prev: 0.1%	2,225 SH	Decreased-8 SH
ABBVIE INC	COM	$558K	0.2%Prev: 0.2%	2,440 SH	Increased+277 SH
ADVANCED MICRO DEVICES INC	COM	$240K	0.1%	1,120 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$595K	0.2%Prev: 0.2%	18,289 SH	Increased
ALPHABET INC	CAP STK CL A	$6.2M	1.7%Prev: 1.4%	19,823 SH	Increased+587 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.8%Prev: 0.6%	8,660 SH	Increased+422 SH
AMAZON COM INC	COM	$5.4M	1.5%Prev: 1.4%	23,204 SH	Increased+1,719 SH
AMERICAN EXPRESS CO	COM	$235K	0.1%	636 SH	New
AMGEN INC	COM	$321K	0.1%Prev: 0.1%	981 SH	Increased+71 SH
AMPHENOL CORP NEW	CL A	$221K	0.1%	1,638 SH	New
APPLE INC	COM	$8.7M	2.4%Prev: 2.3%	31,829 SH	Increased+2,414 SH
APPLIED MATLS INC	COM	$256K	0.1%	995 SH	New
ARISTA NETWORKS INC	COM SHS	$424K	0.1%Prev: 0.1%	3,238 SH	Decreased+63 SH
ARK 21SHARES BITCOIN ETF	SHS BEN INT	$269K	0.1%	9,265 SH	New
ARM HOLDINGS PLC	SPONSORED ADS	$285K	0.1%Prev: 0.1%	2,604 SH	Decreased
AUTOZONE INC	COM	$275K	0.1%Prev: 0.1%	81 SH	Decreased
BANK AMERICA CORP	COM	$428K	0.1%Prev: 0.1%	7,781 SH	Increased+760 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.5%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.9M	1.1%Prev: 1.1%	7,735 SH	Increased+467 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$364K	0.1%Prev: 0.1%	7,660 SH	Increased+4,014 SH
BOSTON SCIENTIFIC CORP	COM	$204K	0.1%Prev: 0.1%	2,135 SH	Decreased-103 SH
BROADCOM INC	COM	$2.2M	0.6%Prev: 0.6%	6,400 SH	Increased+460 SH
CALAMOS ETF TR	LADDERED S&P 500	$361K	0.1%Prev: 0.1%	13,261 SH	Increased+2,006 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$12.7M	3.5%Prev: 3.4%	469,915 SH	Increased+31,533 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$252K	0.1%Prev: 0.1%	5,658 SH	Increased
CAPITAL ONE FINL CORP	COM	$312K	0.1%Prev: 0.1%	1,288 SH	Increased+67 SH
CATERPILLAR INC	COM	$585K	0.2%Prev: 0.1%	1,022 SH	Increased+68 SH
CHEVRON CORP NEW	COM	$423K	0.1%Prev: 0.1%	2,774 SH	Increased+362 SH
CHUBB LIMITED	COM	$252K	0.1%Prev: 0.1%	808 SH	Increased+52 SH
CISCO SYS INC	COM	$444K	0.1%Prev: 0.1%	5,764 SH	Increased+510 SH
CITIGROUP INC	COM NEW	$260K	0.1%	2,230 SH	New
COCA COLA CO	COM	$235K	0.1%Prev: 0.1%	3,356 SH	Increased+178 SH
COLUMBIA FINL INC	COM	$241K	0.1%Prev: 0.1%	15,500 SH	Increased
COMPASS INC	CL A	$167K	0.0%Prev: 0.0%	15,800 SH	Increased
CONSTELLATION ENERGY CORP	COM	$275K	0.1%Prev: 0.1%	779 SH	Increased+41 SH
COSTCO WHSL CORP NEW	COM	$990K	0.3%Prev: 0.3%	1,148 SH	Decreased-82 SH
CROWDSTRIKE HLDGS INC	CL A	$757K	0.2%Prev: 0.2%	1,615 SH	Increased+102 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$47.2M	13.2%Prev: 13.6%	636,576 SH	Increased+11,346 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$8.2M	2.3%Prev: 2.4%	215,587 SH	Increased+3,923 SH
DISNEY WALT CO	COM	$226K	0.1%Prev: 0.1%	1,987 SH	Increased+49 SH
DUKE ENERGY CORP NEW	COM NEW	$221K	0.1%Prev: 0.1%	1,882 SH	Increased+170 SH
EATON CORP PLC	SHS	$259K	0.1%Prev: 0.1%	813 SH	Decreased+21 SH
ELI LILLY & CO	COM	$3.5M	1.0%Prev: 0.7%	3,265 SH	Increased+184 SH
ENERGY SVCS ACQUISITION CORP	COM	$131K	0.0%Prev: 0.0%	15,991 SH	Decreased
EXXON MOBIL CORP	COM	$690K	0.2%Prev: 0.2%	5,731 SH	Increased-268 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$2.4M	0.7%Prev: 0.3%	34,088 SH	Increased+20,928 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$432K	0.1%Prev: 0.1%	1,605 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$654K	0.2%Prev: 0.2%	11,699 SH	Increased
GE AEROSPACE	COM NEW	$328K	0.1%Prev: 0.1%	1,064 SH	Increased+64 SH
GENERAL DYNAMICS CORP	COM	$225K	0.1%Prev: 0.1%	669 SH	Increased+36 SH
GLOBAL X FDS	CYBRSCURTY ETF	$472K	0.1%Prev: 1.0%	15,486 SH	Decreased-82,697 SH
GOLDMAN SACHS GROUP INC	COM	$281K	0.1%Prev: 0.1%	320 SH	Increased+47 SH
GRAIL INC	COM	$712K	0.2%Prev: 0.1%	8,316 SH	Increased+700 SH
HOME DEPOT INC	COM	$447K	0.1%Prev: 0.2%	1,300 SH	Decreased-204 SH
HONEYWELL INTL INC	COM	$266K	0.1%Prev: 0.1%	1,363 SH	Decreased-35 SH
ILLINOIS TOOL WKS INC	COM	$226K	0.1%Prev: 0.1%	916 SH	Decreased+7 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$31.8M	8.9%Prev: 8.7%	948,772 SH	Increased+68,682 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$949K	0.3%Prev: 0.3%	33,403 SH	Increased-225 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.1M	0.6%Prev: 0.6%	38,724 SH	Increased+2,491 SH
INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$3.5M	1.0%	118,958 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$5.0M	1.4%Prev: 1.5%	90,317 SH	Increased-1,507 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$233K	0.1%Prev: 0.1%	4,400 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.2M	1.2%Prev: 1.3%	92,145 SH	Decreased-11,660 SH
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$3.2M	0.9%	126,327 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR B	$587K	0.2%Prev: 0.6%	16,046 SH	Decreased-40,801 SH
INTERNATIONAL BUSINESS MACHS	COM	$233K	0.1%	785 SH	New
INTUIT	COM	$245K	0.1%Prev: 0.1%	370 SH	Decreased-1 SH
INTUITIVE SURGICAL INC	COM NEW	$272K	0.1%Prev: 0.1%	481 SH	Increased-5 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$5.7M	1.6%	68,215 SH	New
INVESCO QQQ TR	UNIT SER 1	$596K	0.2%Prev: 0.2%	970 SH	Increased+122 SH
IRON MTN INC DEL	COM	$254K	0.1%Prev: 0.1%	3,061 SH	Decreased-728 SH
ISHARES GOLD TR	ISHARES NEW	$2.5M	0.7%	31,181 SH	New
ISHARES TR	0-3 MNTH TREASRY	$10.9M	3.1%Prev: 4.0%	108,788 SH	Decreased-21,991 SH
ISHARES TR	CORE S&P500 ETF	$1.5M	0.4%Prev: 0.4%	2,122 SH	Increased-2 SH
ISHARES TR	ESG AWR MSCI USA	$1.2M	0.3%Prev: 0.3%	7,995 SH	Increased
ISHARES TR	LARGE CAP MAX BU	$13.7M	3.8%Prev: 3.7%	512,120 SH	Increased+49,698 SH
ISHARES TR	MSCI USA QLT FCT	$10.2M	2.8%Prev: 3.1%	51,350 SH	Decreased-2,331 SH
ISHARES TR	RUSSELL 2000 ETF	$286K	0.1%Prev: 0.2%	1,162 SH	Decreased-1,070 SH
ISHARES TR	S&P 100 ETF	$299K	0.1%	871 SH	New
ISHARES TR	U.S. TECH ETF	$8.8M	2.4%Prev: 3.2%	43,880 SH	Decreased-10,628 SH
JACOBS SOLUTIONS INC	COM	$205K	0.1%Prev: 0.1%	1,546 SH	Decreased-23 SH
JOHNSON & JOHNSON	COM	$516K	0.1%Prev: 0.1%	2,493 SH	Increased+425 SH
JPMORGAN CHASE & CO.	COM	$1.7M	0.5%Prev: 0.5%	5,360 SH	Increased+488 SH
LEGACY HOUSING CORP	COM	$2.6M	0.7%Prev: 1.2%	132,000 SH	Decreased-8,500 SH
LOWES COS INC	COM	$302K	0.1%Prev: 0.1%	1,253 SH	Increased+149 SH
MASTERCARD INCORPORATED	CL A	$440K	0.1%Prev: 0.1%	771 SH	Decreased-69 SH
MERCK & CO INC	COM	$490K	0.1%Prev: 0.1%	4,659 SH	Increased+356 SH
META PLATFORMS INC	CL A	$2.5M	0.7%Prev: 0.8%	3,831 SH	Decreased+23 SH
MICROSOFT CORP	COM	$11.1M	3.1%Prev: 3.5%	23,021 SH	Decreased+314 SH
MORGAN STANLEY	COM NEW	$243K	0.1%Prev: 0.1%	1,369 SH	Increased+50 SH
NETFLIX INC	COM	$1.5M	0.4%Prev: 0.5%	15,646 SH	Decreased+14,140 SH
NEXTERA ENERGY INC	COM	$217K	0.1%	2,707 SH	New
NVIDIA CORPORATION	COM	$8.6M	2.4%Prev: 2.4%	46,262 SH	Increased+2,831 SH
OCTAVE SPECIALTY GROUP INC	COM NEW	$87K	0.0%	11,162 SH	New
ORACLE CORP	COM	$446K	0.1%Prev: 0.2%	2,289 SH	Decreased-199 SH
PALANTIR TECHNOLOGIES INC	CL A	$707K	0.2%Prev: 0.2%	3,978 SH	Increased+308 SH
PALO ALTO NETWORKS INC	COM	$538K	0.2%Prev: 0.2%	2,919 SH	Decreased-174 SH
PARKER-HANNIFIN CORP	COM	$244K	0.1%	278 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$433K	0.1%Prev: 0.2%	4,313 SH	Decreased-1,729 SH
PLANET LABS PBC	COM CL A	$459K	0.1%Prev: 0.1%	23,258 SH	Increased+3,110 SH
PROCTER AND GAMBLE CO	COM	$215K	0.1%Prev: 0.1%	1,504 SH	Decreased-1,262 SH
QUALCOMM INC	COM	$263K	0.1%Prev: 0.1%	1,536 SH	Increased+99 SH
RBB FD INC	US TREAS 3 MNTH	$312K	0.1%Prev: 0.3%	6,264 SH	Decreased-14,993 SH
REDDIT INC	CL A	$201K	0.1%Prev: 0.1%	875 SH	Decreased
RTX CORPORATION	COM	$343K	0.1%Prev: 0.1%	1,870 SH	Increased+194 SH
SALESFORCE INC	COM	$712K	0.2%Prev: 0.2%	2,686 SH	Increased+37 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$244K	0.1%	2,071 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$419K	0.1%	3,512 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$428K	0.1%	7,807 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$437K	0.1%	2,823 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$339K	0.1%	2,183 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.0M	0.3%	7,062 SH	New
SERVICENOW INC	COM	$312K	0.1%Prev: 0.1%	2,039 SH	Decreased+1,630 SH
SHERWIN WILLIAMS CO	COM	$266K	0.1%Prev: 0.1%	821 SH	Decreased-22 SH
SPDR GOLD TR	GOLD SHS	$229K	0.1%	578 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.3M	0.9%Prev: 0.6%	4,902 SH	Increased+1,868 SH
SPDR SERIES TRUST	STATE STREET SPD	$40.1M	11.2%	498,224 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$2.2M	0.6%Prev: 0.8%	3,800 SH	Decreased
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$517K	0.1%	11,278 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.2M	0.3%	36,011 SH	New
TESLA INC	COM	$2.2M	0.6%Prev: 0.6%	4,828 SH	Increased+403 SH
TIDAL TRUST III	MRP SYNTHEQUITY	$203K	0.1%	7,343 SH	New
UBER TECHNOLOGIES INC	COM	$219K	0.1%Prev: 0.1%	2,682 SH	Decreased+39 SH
UNITED BANKSHARES INC WEST V	COM	$1.3M	0.4%Prev: 0.4%	33,031 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$6.6M	1.8%Prev: 2.4%	18,310 SH	Decreased-6,200 SH
VANGUARD INDEX FDS	GROWTH ETF	$12.3M	3.4%Prev: 4.3%	25,236 SH	Decreased-4,632 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.4%Prev: 0.4%	2,194 SH	Increased+286 SH
VANGUARD INDEX FDS	VALUE ETF	$219K	0.1%Prev: 0.1%	1,146 SH	Decreased-468 SH
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$5.0M	1.4%Prev: 1.1%	66,066 SH	Increased+16,974 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.5M	0.4%Prev: 2.1%	7,627 SH	Decreased-29,392 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$3.0M	0.8%	10,312 SH	New
VANGUARD WORLD FD	INDUSTRIAL ETF	$3.2M	0.9%	10,879 SH	New
VANGUARD WORLD FD	INF TECH ETF	$479K	0.1%Prev: 0.2%	636 SH	Decreased-197 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.3M	0.4%Prev: 0.5%	3,198 SH	Decreased-545 SH
VISA INC	COM CL A	$1.2M	0.3%Prev: 0.4%	3,468 SH	Increased-75 SH
WALMART INC	COM	$1.3M	0.4%Prev: 0.3%	11,363 SH	Increased+1,444 SH
WELLS FARGO CO NEW	COM	$1.2M	0.3%Prev: 0.2%	13,146 SH	Increased+4,052 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $341K
FIRST TR EXCHNG TRADED FD VI — $200K
FIRST TR EXCHNG TRADED FD VI — $258K
INNOVATOR ETFS TRUST — $959K
MCDONALDS CORP — $201K
OSISKO DEVELOPMENT CORP — $61K
SPDR SERIES TRUST — $37.8M
SPDR SERIES TRUST — $325K
SPROTT PHYSICAL GOLD & SILVE — $401K
SPROTT PHYSICAL GOLD TR — $881K
UNITEDHEALTH GROUP INC — $208K

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