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: $393.0M146 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$644K	0.2%Prev: 0.2%	2,560 SH	Increased+405 SH
ADVANCED MICRO DEVICES INC	COM	$847K	0.2%	1,458 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US AUG ETF	$623K	0.2%	18,289 SH	New
ALPHABET INC	CAP STK CL A	$7.1M	1.8%Prev: 1.2%	19,969 SH	Increased+1,478 SH
ALPHABET INC	CAP STK CL C	$3.3M	0.8%Prev: 0.4%	9,336 SH	Increased+3,144 SH
AMAZON COM INC	COM	$5.7M	1.4%Prev: 1.6%	23,825 SH	Increased+4,791 SH
AMERICAN EXPRESS CO	COM	$231K	0.1%	682 SH	New
AMGEN INC	COM	$375K	0.1%Prev: 0.1%	1,035 SH	Increased+160 SH
AMPHENOL CORP	CL A	$336K	0.1%	1,906 SH	New
ANNEXON INC	COM	$136K	0.0%	23,763 SH	New
APPLE INC	COM	$10.5M	2.7%Prev: 2.2%	36,233 SH	Increased+8,133 SH
APPLIED MATLS INC	COM	$576K	0.1%	796 SH	New
ARISTA NETWORKS INC	COM SHS	$613K	0.2%Prev: 0.1%	3,609 SH	Increased+509 SH
ARM HOLDINGS PLC	SPONSORED ADS	$831K	0.2%Prev: 0.2%	2,345 SH	Increased-259 SH
AUTOZONE INC	COM	$268K	0.1%	84 SH	New
BANK OF AMER CORP	COM	$482K	0.1%	8,453 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.8%	2 SH	Decreased-1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	1.0%Prev: 1.8%	7,501 SH	Decreased-2,489 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$640K	0.2%	12,140 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$13.9M	3.5%	204,467 SH	New
BROADCOM INC	COM	$2.5M	0.6%Prev: 0.6%	6,691 SH	Increased+1,264 SH
CALAMOS ETF TR	RUSSE 2000 JANUA	$14.0M	3.6%	499,424 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$303K	0.1%	6,412 SH	New
CAPITAL ONE FINL CORP	COM	$292K	0.1%Prev: 0.1%	1,457 SH	Increased+229 SH
CATERPILLAR INC	COM	$1.2M	0.3%Prev: 0.1%	1,093 SH	Increased+252 SH
CHEVRON CORPORATION	COM	$477K	0.1%	2,878 SH	New
CHUBB LIMITED	COM	$291K	0.1%Prev: 0.1%	855 SH	Increased+116 SH
CISCO SYS INC	COM	$672K	0.2%Prev: 0.1%	5,719 SH	Increased+672 SH
CITIGROUP INC	COM NEW	$303K	0.1%	2,166 SH	New
COCA COLA CO	COM	$305K	0.1%	3,755 SH	New
COLUMBIA FINL INC	COM	$329K	0.1%Prev: 0.1%	15,500 SH	Increased
COMPASS INC	CL A	$195K	0.0%Prev: 0.0%	15,800 SH	Increased
CONSTELLATION ENERGY CORP	COM	$212K	0.1%Prev: 0.1%	852 SH	Decreased+130 SH
CORNING INC	COM	$203K	0.1%	793 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.2M	0.3%	1,268 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.3%Prev: 0.3%	1,524 SH	Increased+212 SH
DELL TECHNOLOGIES INC	CL C	$211K	0.1%	490 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.5M	1.2%	112,549 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$53.9M	13.7%	657,362 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$8.7M	2.2%	209,310 SH	New
DISNEY WALT CO	COM	$202K	0.1%Prev: 0.1%	2,102 SH	Decreased+96 SH
DUKE ENERGY CORP NEW	COM NEW	$294K	0.1%	2,320 SH	New
EATON CORP PLC	SHS	$363K	0.1%Prev: 0.1%	853 SH	Increased+80 SH
ELI LILLY & CO	COM	$3.8M	1.0%Prev: 0.9%	3,191 SH	Increased-26 SH
ENERGY SERVICES OF AMER CORP	COM	$309K	0.1%	15,991 SH	New
ETF OPPORTUNITIES TRUST	HEDG FOUR TU ETF	$368K	0.1%	13,880 SH	New
EXXON MOBIL CORP	COM	$852K	0.2%Prev: 0.2%	6,231 SH	Increased+586 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$324K	0.1%	6,352 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$425K	0.1%Prev: 0.2%	1,605 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.5M	0.4%	16,600 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$697K	0.2%Prev: 0.2%	11,699 SH	Increased
GE AEROSPACE	COM NEW	$354K	0.1%	948 SH	New
GE VERNOVA INC	COM	$348K	0.1%	296 SH	New
GENERAL DYNAMICS CORP	COM	$244K	0.1%	688 SH	New
GOLDMAN SACHS GROUP INC	COM	$327K	0.1%	323 SH	New
GRAIL INC	COM	$479K	0.1%Prev: 0.2%	7,016 SH	Increased-1,970 SH
HOME DEPOT INC	COM	$596K	0.2%Prev: 0.2%	1,690 SH	Increased+528 SH
ILLINOIS TOOL WKS INC	COM	$260K	0.1%Prev: 0.1%	963 SH	Increased+69 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$33.5M	8.5%Prev: 9.2%	978,870 SH	Increased+214,534 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$870K	0.2%Prev: 0.4%	29,483 SH	Decreased-4,927 SH
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$522K	0.1%	16,600 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.3M	0.6%Prev: 0.7%	38,337 SH	Increased+2,104 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.9M	1.3%Prev: 1.7%	83,622 SH	Increased-5,523 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$254K	0.1%Prev: 0.1%	4,400 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.5M	1.1%Prev: 1.5%	91,874 SH	Increased-3,915 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.1M	0.3%Prev: 0.6%	26,504 SH	Decreased-30,840 SH
INTEL CORP	COM	$520K	0.1%	3,722 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$245K	0.1%	873 SH	New
INTUITIVE SURGICAL INC	COM NEW	$206K	0.1%Prev: 0.1%	519 SH	Decreased+94 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$262K	0.1%	2,820 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$672K	0.2%	3,160 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$223K	0.1%	2,480 SH	New
INVESCO QQQ TR	UNIT SER 1	$708K	0.2%Prev: 0.2%	961 SH	Increased+110 SH
IRON MTN INC DEL	COM	$378K	0.1%Prev: 0.1%	2,995 SH	Decreased-783 SH
ISHARES GOLD TR	ISHARES NEW	$3.3M	0.8%	43,935 SH	New
ISHARES TR	0-3 MTH TREASURY	$13.3M	3.4%	131,917 SH	New
ISHARES TR	CORE S&P500 ETF	$1.6M	0.4%Prev: 0.5%	2,089 SH	Increased-18 SH
ISHARES TR	ESG AWR MSCI USA	$1.2M	0.3%Prev: 0.4%	7,556 SH	Increased-832 SH
ISHARES TR	IBOXX HI YD ETF	$230K	0.1%	2,879 SH	New
ISHARES TR	IBOXX INV CP ETF	$222K	0.1%	2,034 SH	New
ISHARES TR	LARG CAP DEC ETF	$14.0M	3.6%	513,454 SH	New
ISHARES TR	LARG CAP SEP ETF	$465K	0.1%	16,701 SH	New
ISHARES TR	MSCI USA QLT FCT	$2.6M	0.7%Prev: 4.2%	11,775 SH	Decreased-49,057 SH
ISHARES TR	U.S. TECH ETF	$11.2M	2.8%Prev: 3.3%	44,221 SH	Increased-6,010 SH
JOHNSON & JOHNSON	COM	$695K	0.2%Prev: 0.1%	2,736 SH	Increased+779 SH
JPMORGAN CHASE & CO	COM	$1.8M	0.5%	5,581 SH	New
KLA CORP	COM NEW	$328K	0.1%	1,087 SH	New
LAM RESEARCH CORP	COM NEW	$452K	0.1%	1,044 SH	New
LEGACY HOUSING CORP	COM	$2.8M	0.7%	108,000 SH	New
LINDE PLC	SHS	$200K	0.1%	386 SH	New
LOCKHEED MARTIN CORP	COM	$247K	0.1%	485 SH	New
LOWES COS INC	COM	$258K	0.1%Prev: 0.1%	1,168 SH	Increased+100 SH
MARATHON PETE CORP	COM	$217K	0.1%	847 SH	New
MARVELL TECHNOLOGY INC	COM	$544K	0.1%	1,825 SH	New
MASTERCARD INCORPORATED	CL A	$551K	0.1%Prev: 0.2%	1,073 SH	Increased+268 SH
MERCK & CO INC	COM	$618K	0.2%Prev: 0.1%	4,810 SH	Increased+359 SH
META PLATFORMS INC	CL A	$2.6M	0.7%Prev: 0.9%	4,676 SH	Increased+1,352 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.3%	962 SH	New
MICROSOFT CORP	COM	$9.5M	2.4%Prev: 4.2%	25,392 SH	Decreased+3,065 SH
MORGAN STANLEY	COM NEW	$320K	0.1%	1,532 SH	New
NETFLIX INC.	COM	$1.1M	0.3%	15,662 SH	New
NEXTERA ENERGY INC	COM	$256K	0.1%	2,911 SH	New
NVIDIA CORPORATION	COM	$10.0M	2.6%Prev: 2.4%	50,190 SH	Increased+10,147 SH
OCTAVE SPECIALTY GROUP INC	COM NEW	$70K	0.0%	11,162 SH	New
ORACLE CORP	COM	$472K	0.1%Prev: 0.1%	3,219 SH	Increased+1,530 SH
PALANTIR TECHNOLOGIES INC	CL A	$590K	0.2%Prev: 0.2%	5,060 SH	Increased+1,195 SH
PALO ALTO NETWORKS INC	COM	$917K	0.2%Prev: 0.2%	2,688 SH	Increased-29 SH
PARKER-HANNIFIN CORP	COM	$276K	0.1%	282 SH	New
PHILIP MORRIS INTL INC	COM	$272K	0.1%Prev: 0.1%	1,503 SH	Increased+149 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$1.5M	0.4%Prev: 0.2%	14,873 SH	Increased+10,433 SH
PIMCO ETF TR	MULTISECTOR BD	$385K	0.1%	14,517 SH	New
PLANET LABS PBC	COM CL A	$575K	0.1%Prev: 0.0%	17,358 SH	Increased-3,928 SH
PROCTER & GAMBLE CO	COM	$439K	0.1%	2,992 SH	New
QUALCOMM INC	COM	$237K	0.1%Prev: 0.1%	1,284 SH	Increased-80 SH
RBB FD INC	F/M US TREASURY	$274K	0.1%	5,500 SH	New
RTX CORPORATION	COM	$378K	0.1%Prev: 0.1%	1,990 SH	Increased+271 SH
SALESFORCE INC	COM	$476K	0.1%Prev: 0.3%	3,038 SH	Decreased+348 SH
SANDISK CORP	COM	$268K	0.1%	118 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$2.3M	0.6%	45,067 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$312K	0.1%	1,637 SH	New
SPDR GOLD TR	GOLD SHS	$438K	0.1%	1,190 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$43.5M	11.1%	494,535 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$427K	0.1%	3,589 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.8M	0.5%Prev: 1.1%	3,918 SH	Decreased+118 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$369K	0.1%	9,183 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.1M	0.3%	35,982 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$240K	0.1%	12,738 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.4M	0.6%	3,265 SH	New
TESLA INC	COM	$2.7M	0.7%Prev: 0.5%	6,303 SH	Increased+2,492 SH
TEXAS INSTRS INC	COM	$338K	0.1%	1,133 SH	New
UBER TECHNOLOGIES INC	COM	$227K	0.1%Prev: 0.1%	3,146 SH	Increased+979 SH
UNION PAC CORP	COM	$223K	0.1%	820 SH	New
UNITED BANKSHARES INC WEST V	COM	$1.5M	0.4%Prev: 0.5%	33,031 SH	Increased
UNITEDHEALTH GROUP INC	COM	$342K	0.1%Prev: 0.1%	822 SH	Increased+75 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$12.9M	3.3%Prev: 2.3%	19,624 SH	Increased-2,131 SH
VANGUARD INDEX FDS	GROWTH ETF	$11.8M	3.0%Prev: 3.0%	137,152 SH	Increased+118,775 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.4%Prev: 0.4%	2,052 SH	Increased+321 SH
VANGUARD INDEX FDS	VALUE ETF	$205K	0.1%Prev: 0.1%	941 SH	Decreased-687 SH
VANGUARD INSTL INDEX FD	ULTR SHOR TR ETF	$351K	0.1%	4,640 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$1.2M	0.3%Prev: 2.1%	6,576 SH	Decreased-26,034 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$5.4M	1.4%	15,058 SH	New
VANGUARD WORLD FD	INF TECH ETF	$608K	0.2%Prev: 0.2%	5,088 SH	Increased+4,442 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.5M	0.4%Prev: 0.5%	16,734 SH	Increased+13,432 SH
VISA INC	COM CL A	$1.4M	0.4%Prev: 0.5%	4,057 SH	Increased+625 SH
WALMART INC	COM	$1.4M	0.3%Prev: 0.2%	12,136 SH	Increased+5,358 SH
WELLS FARGO & CO	COM	$1.5M	0.4%	18,632 SH	New

Sold (vs prior filing)

ABBOTT LABS — $302K
AIM ETF PRODUCTS TRUST — $1.0M
BANK AMERICA CORP — $327K
BITWISE BITCOIN ETF TR — $214K
BOSTON SCIENTIFIC CORP — $230K
CAPITAL GROUP DIVIDEND VALUE — $214K
CAPITAL GROUP GROWTH ETF — $230K
CHEVRON CORP NEW — $337K
COSTCO WHSL CORP NEW — $1.2M
DENISON MINES CORP — $78K
DIMENSIONAL ETF TRUST — $337K
DIMENSIONAL ETF TRUST — $39.0M
DIMENSIONAL ETF TRUST — $7.1M
ENERGY SVCS ACQUISITION CORP — $159K
FIRST TR EXCHANGE TRADED FD — $1.1M
FIRST TR EXCHNG TRADED FD VI — $200K
FIRST TR EXCHNG TRADED FD VI — $253K
GLOBAL X FDS — $6.4M
HONEYWELL INTL INC — $315K
INNOVATOR ETFS TRUST — $322K
… and 23 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