Institutions / Crown Wealth Group, LLC

Crown Wealth Group, LLC

CIK 1845698 · Institution · as of Dec 31, 2025

Portfolio value

$357.92M

Positions

143

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 143 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$47.21M	636,576	13.2%
SPDR Series Trust	—	$39.70M	494,893	11.1%
Innovator Etfs Trust	—	$31.79M	948,772	8.9%
iShares Tr	—	$12.86M	482,027	3.6%
Calamos ETF Tr	—	$12.68M	469,915	3.5%
Vanguard Index Fds	—	$12.31M	25,236	3.4%
Microsoft Corp	—	$11.13M	23,021	3.1%
iShares Tr	—	$10.92M	108,788	3.1%
iShares MSCI UAE ETF	—	$10.20M	51,350	2.8%
iShares Tr	—	$8.76M	43,880	2.4%
Apple Inc.	—	$8.65M	31,829	2.4%
NVIDIA Corp	—	$8.63M	46,262	2.4%
Dimensional ETF Trust	—	$8.20M	215,587	2.3%
VanEck ETF Trust	—	$6.59M	18,310	1.8%
Alphabet Inc.	—	$6.20M	19,823	1.7%
Invesco Exch Traded Fd Tr II	—	$5.75M	68,215	1.6%
Amazon.com Inc	—	$5.36M	23,204	1.5%
Vanguard Instl Index Fd	—	$4.99M	66,066	1.4%
Innovator Etfs Trust	—	$4.97M	90,317	1.4%
Warren E. Buffett	—	$3.89M	7,735	1.1%
ELI LILLY & Co	—	$3.51M	3,265	1.0%
Innovator Etfs Trust	—	$3.49M	118,958	1.0%
SPDR S&P 500 ETF Tr	—	$3.34M	4,902	0.9%
Innovator Etfs Trust	—	$3.33M	70,907	0.9%
Vanguard World Fd	—	$3.25M	10,879	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.