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: $340.5M139 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$259K	0.1%	2,523 SH	New
ABBVIE INC	COM	$556K	0.2%Prev: 0.2%	2,555 SH	Increased+494 SH
ADVANCED MICRO DEVICES INC	COM	$287K	0.1%	1,409 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$406K	0.1%	12,012 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$588K	0.2%	18,289 SH	New
ALPHABET INC	CAP STK CL A	$5.8M	1.7%Prev: 1.5%	20,087 SH	Increased+1,374 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.7%Prev: 0.5%	8,873 SH	Increased+3,278 SH
AMAZON COM INC	COM	$4.9M	1.4%Prev: 1.8%	23,602 SH	Increased+5,340 SH
AMERICAN EXPRESS CO	COM	$202K	0.1%	669 SH	New
AMGEN INC	COM	$355K	0.1%Prev: 0.1%	1,008 SH	Increased+159 SH
AMPHENOL CORP	CL A	$223K	0.1%	1,763 SH	New
APPLE INC	COM	$8.3M	2.5%Prev: 3.3%	32,898 SH	Increased+4,317 SH
APPLIED MATLS INC	COM	$293K	0.1%	856 SH	New
ARISTA NETWORKS INC	COM SHS	$453K	0.1%Prev: 0.1%	3,689 SH	Increased+578 SH
ARM HOLDINGS PLC	SPONSORED ADS	$394K	0.1%Prev: 0.1%	2,604 SH	Increased
AT&T INC	COM	$224K	0.1%	7,713 SH	New
AUTOZONE INC	COM	$284K	0.1%	84 SH	New
BANK AMERICA CORP	COM	$402K	0.1%Prev: 0.1%	8,256 SH	Increased+2,176 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	0.4%	2 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	1.1%Prev: 0.7%	7,682 SH	Increased+5,037 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$382K	0.1%	11,589 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.4M	1.6%	93,672 SH	New
BROADCOM INC	COM	$2.0M	0.6%Prev: 0.4%	6,531 SH	Increased+1,805 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$12.9M	3.8%	474,637 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$227K	0.1%	5,658 SH	New
CAPITAL ONE FINL CORP	COM	$262K	0.1%	1,437 SH	New
CATERPILLAR INC	COM	$754K	0.2%Prev: 0.1%	1,064 SH	Increased+197 SH
CHEVRON CORPORATION	COM	$596K	0.2%	2,879 SH	New
CHUBB LTD SWITZ	COM	$276K	0.1%	846 SH	New
CISCO SYS INC	COM	$447K	0.1%Prev: 0.1%	5,767 SH	Increased+1,772 SH
CITIGROUP INC	COM NEW	$246K	0.1%	2,165 SH	New
COCA COLA CO	COM	$287K	0.1%	3,768 SH	New
COLUMBIA FINL INC	COM	$271K	0.1%Prev: 0.1%	15,500 SH	Increased
COMPASS INC	CL A	$115K	0.0%Prev: 0.1%	15,800 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$233K	0.1%	834 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.3M	0.4%	1,339 SH	New
CROWDSTRIKE HLDGS INC	CL A	$595K	0.2%Prev: 0.2%	1,523 SH	Increased+412 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.6M	1.1%	107,449 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$45.7M	13.4%Prev: 13.6%	644,636 SH	Increased+209,707 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$7.8M	2.3%Prev: 2.8%	211,244 SH	Increased+45,456 SH
DISNEY WALT CO	COM	$205K	0.1%	2,130 SH	New
DUKE ENERGY CORP NEW	COM NEW	$272K	0.1%Prev: 0.1%	2,081 SH	Increased+293 SH
EATON CORP PLC	SHS	$304K	0.1%Prev: 0.1%	850 SH	Increased+86 SH
ELI LILLY & CO	COM	$2.9M	0.9%Prev: 1.4%	3,178 SH	Increased-104 SH
ENERGY SERVICES OF AMER CORP	COM	$210K	0.1%	15,991 SH	New
ETF OPPORTUNITIES TRUST	HEDGEYE FOURTH T	$465K	0.1%	17,450 SH	New
EXXON MOBIL CORP	COM	$983K	0.3%Prev: 0.3%	5,796 SH	Increased+213 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$375K	0.1%	6,352 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$376K	0.1%Prev: 0.2%	1,605 SH	Increased
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.1M	0.3%	17,289 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$640K	0.2%Prev: 0.3%	11,699 SH	Increased
GE AEROSPACE	COM NEW	$259K	0.1%	911 SH	New
GE VERNOVA INC	COM	$256K	0.1%	293 SH	New
GENERAL DYNAMICS CORP	COM	$240K	0.1%	699 SH	New
GOLDMAN SACHS GROUP INC	COM	$255K	0.1%Prev: 0.1%	302 SH	Increased-82 SH
GRAIL INC	COM	$394K	0.1%Prev: 0.1%	7,616 SH	Increased-870 SH
HOME DEPOT INC	COM	$527K	0.2%Prev: 0.2%	1,601 SH	Increased+416 SH
HONEYWELL INTL INC	COM	$349K	0.1%Prev: 0.2%	1,545 SH	Increased+156 SH
ILLINOIS TOOL WKS INC	COM	$248K	0.1%Prev: 0.1%	953 SH	Increased+59 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$31.4M	9.2%Prev: 11.6%	936,959 SH	Increased+224,630 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$849K	0.2%Prev: 0.5%	29,483 SH	Decreased-4,927 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.0M	0.6%Prev: 0.9%	38,337 SH	Increased+2,104 SH
INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$758K	0.2%	25,959 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.8M	1.4%Prev: 2.2%	89,474 SH	Increased-108 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$231K	0.1%Prev: 0.1%	4,400 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.6M	1.3%Prev: 1.0%	100,912 SH	Increased+51,852 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.0M	0.3%Prev: 0.5%	26,708 SH	Increased-2,306 SH
INTERNATIONAL BUSINESS MACHS	COM	$206K	0.1%	850 SH	New
INTUITIVE SURGICAL INC	COM NEW	$243K	0.1%Prev: 0.1%	527 SH	Increased+87 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$257K	0.1%	3,250 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$479K	0.1%	2,498 SH	New
INVESCO QQQ TR	UNIT SER 1	$448K	0.1%Prev: 0.6%	776 SH	Decreased-1,648 SH
IRON MTN INC DEL	COM	$301K	0.1%Prev: 0.2%	2,948 SH	Decreased-849 SH
ISHARES GOLD TR	ISHARES NEW	$3.8M	1.1%	43,172 SH	New
ISHARES TR	0-3 MNTH TREASRY	$14.7M	4.3%Prev: 3.3%	146,465 SH	Increased+83,093 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.4%Prev: 0.7%	1,973 SH	Decreased-351 SH
ISHARES TR	ESG AWR MSCI USA	$1.1M	0.3%Prev: 0.6%	7,556 SH	Decreased-1,661 SH
ISHARES TR	LARGE CAP MAX BU	$13.7M	4.0%Prev: 0.3%	515,318 SH	Increased+492,626 SH
ISHARES TR	MSCI USA QLT FCT	$9.7M	2.9%Prev: 4.8%	50,824 SH	Increased-3,774 SH
ISHARES TR	U.S. TECH ETF	$6.5M	1.9%Prev: 2.4%	35,716 SH	Increased+2,333 SH
JOHNSON & JOHNSON	COM	$659K	0.2%Prev: 0.1%	2,694 SH	Increased+1,233 SH
JPMORGAN CHASE & CO	COM	$1.6M	0.5%	5,505 SH	New
LAM RESEARCH CORP	COM NEW	$218K	0.1%	1,019 SH	New
LEGACY HOUSING CORP	COM	$2.7M	0.8%	132,000 SH	New
LOCKHEED MARTIN CORP	COM	$292K	0.1%	483 SH	New
LOWES COS INC	COM	$269K	0.1%Prev: 0.1%	1,137 SH	Increased+49 SH
MASTERCARD INCORPORATED	CL A	$516K	0.2%Prev: 0.2%	1,032 SH	Increased+202 SH
MCDONALDS CORP	COM	$211K	0.1%	678 SH	New
MERCK & CO INC	COM	$576K	0.2%Prev: 0.2%	4,792 SH	Increased-573 SH
META PLATFORMS INC	CL A	$2.6M	0.8%Prev: 0.9%	4,540 SH	Increased+1,552 SH
MICRON TECHNOLOGY INC	COM	$308K	0.1%	911 SH	New
MICROSOFT CORP	COM	$8.9M	2.6%Prev: 4.3%	24,088 SH	Increased+1,812 SH
MORGAN STANLEY	COM NEW	$244K	0.1%	1,484 SH	New
NETFLIX INC.	COM	$1.6M	0.5%	16,181 SH	New
NEXTERA ENERGY INC	COM	$266K	0.1%	2,859 SH	New
NVIDIA CORPORATION	COM	$8.6M	2.5%Prev: 2.2%	49,486 SH	Increased+10,183 SH
OCTAVE SPECIALTY GROUP INC	COM NEW	$52K	0.0%	11,162 SH	New
ORACLE CORP	COM	$440K	0.1%Prev: 0.1%	2,990 SH	Increased+1,136 SH
PALANTIR TECHNOLOGIES INC	CL A	$723K	0.2%Prev: 0.2%	4,942 SH	Increased+1,029 SH
PALO ALTO NETWORKS INC	COM	$451K	0.1%Prev: 0.1%	2,811 SH	Increased+1,177 SH
PARKER-HANNIFIN CORP	COM	$247K	0.1%	276 SH	New
PHILIP MORRIS INTL INC	COM	$238K	0.1%Prev: 0.1%	1,439 SH	Increased+85 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$765K	0.2%Prev: 0.3%	7,604 SH	Increased+2,512 SH
PIMCO ETF TR	MTG BKD SECS ACT	$373K	0.1%	7,530 SH	New
PIMCO ETF TR	MULTISECTOR BD	$1.1M	0.3%	40,968 SH	New
PLANET LABS PBC	COM CL A	$523K	0.2%Prev: 0.1%	18,708 SH	Increased-12,292 SH
PROCTER & GAMBLE CO	COM	$422K	0.1%	2,924 SH	New
QUALCOMM INC	COM	$215K	0.1%Prev: 0.1%	1,668 SH	Decreased+173 SH
RBB FD INC	F/M US TREASURY	$285K	0.1%	5,719 SH	New
RTX CORPORATION	COM	$368K	0.1%	1,910 SH	New
SALESFORCE INC	COM	$528K	0.2%Prev: 0.4%	2,826 SH	Decreased+129 SH
SELECT SECTOR SPDR TR	STATE STREET MAT	$2.0M	0.6%	40,215 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$247K	0.1%	1,861 SH	New
SERVICENOW INC	COM	$271K	0.1%Prev: 0.2%	2,594 SH	Decreased+2,190 SH
SHERWIN WILLIAMS CO	COM	$270K	0.1%Prev: 0.1%	842 SH	Decreased+15 SH
SPDR GOLD TR	GOLD SHS	$382K	0.1%	888 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$37.4M	11.0%	487,711 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.9M	0.6%Prev: 1.1%	4,018 SH	Decreased+218 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$452K	0.1%	9,478 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.3M	0.4%	36,786 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$311K	0.1%	12,738 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	0.5%	2,855 SH	New
TESLA INC	COM	$2.0M	0.6%Prev: 0.6%	5,441 SH	Increased+842 SH
TEXAS INSTRS INC	COM	$208K	0.1%	1,071 SH	New
TJX COS INC NEW	COM	$219K	0.1%	1,374 SH	New
UBER TECHNOLOGIES INC	COM	$228K	0.1%	3,164 SH	New
UNITED BANKSHARES INC WEST V	COM	$1.4M	0.4%	33,031 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$7.4M	2.2%Prev: 1.0%	19,340 SH	Increased+10,619 SH
VANGUARD INDEX FDS	GROWTH ETF	$9.8M	2.9%Prev: 3.3%	22,342 SH	Increased+5,147 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.3%Prev: 0.2%	1,865 SH	Increased+1,151 SH
VANGUARD INDEX FDS	VALUE ETF	$221K	0.1%Prev: 1.5%	1,128 SH	Decreased-15,892 SH
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$462K	0.1%	6,109 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$1.2M	0.3%Prev: 0.2%	6,597 SH	Increased+4,537 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$4.2M	1.2%	13,308 SH	New
VANGUARD WORLD FD	INF TECH ETF	$448K	0.1%Prev: 0.1%	642 SH	Increased+172 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.1M	0.3%Prev: 0.5%	3,035 SH	Increased-8 SH
VISA INC	COM CL A	$1.2M	0.4%Prev: 0.6%	4,037 SH	Decreased+528 SH
WALMART INC	COM	$1.5M	0.4%Prev: 0.3%	11,864 SH	Increased+6,088 SH
WELLS FARGO & CO	COM	$1.3M	0.4%	15,893 SH	New

Sold (vs prior filing)

ABBOTT LABS — $302K
ADOBE INC — $356K
BOSTON SCIENTIFIC CORP — $214K
CHEVRON CORP NEW — $385K
CHUBB LIMITED — $240K
COSTCO WHSL CORP NEW — $1.1M
DIMENSIONAL ETF TRUST — $265K
ENERGY SVCS ACQUISITION CORP — $151K
FIRST TR EXCHANGE TRADED FD — $906K
FIRST TR EXCHANGE TRADED FD — $260K
INNOVATOR ETFS TRUST — $252K
INNOVATOR ETFS TRUST — $220K
INNOVATOR ETFS TRUST — $1.0M
INNOVATOR ETFS TRUST — $266K
INNOVATOR ETFS TRUST — $263K
INTUIT — $222K
ISHARES TR — $278K
JACOBS SOLUTIONS INC — $209K
JPMORGAN CHASE & CO. — $1.1M
NETFLIX INC — $1.3M
… and 12 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