Crown Wealth Group, LLC

Est. AUM

$340.5M

13F long equity, this entity only

Positions

145

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$45.7M	644636	13.43%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$37.1M	484160	10.88%	SOLE
3	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$31.4M	936959	9.21%	SOLE
4	ISHARES TR	0-3 MNTH TREASRY	$14.7M	146465	4.33%	SOLE
5	ISHARES TR	LARGE CAP MAX BU	$13.2M	498567	3.89%	SOLE
6	CALAMOS ETF TR	RUSSELL 2000 STR	$12.9M	474637	3.78%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$9.8M	22342	2.87%	SOLE
8	ISHARES TR	MSCI USA QLT FCT	$9.7M	50824	2.86%	SOLE
9	MICROSOFT CORP	COM	$8.9M	24088	2.62%	SOLE
10	NVIDIA CORPORATION	COM	$8.6M	49486	2.53%	SOLE
11	APPLE INC	COM	$8.3M	32898	2.45%	SOLE
12	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$7.8M	211244	2.28%	SOLE
13	VANECK ETF TRUST	SEMICONDUCTR ETF	$7.4M	19340	2.18%	SOLE
14	ISHARES TR	U.S. TECH ETF	$6.5M	35716	1.90%	SOLE
15	ALPHABET INC	CAP STK CL A	$5.8M	20087	1.70%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.5M	93672	1.60%	SOLE
17	AMAZON COM INC	COM	$4.9M	23602	1.44%	SOLE
18	INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.8M	89474	1.40%	SOLE
19	VANGUARD WORLD FD	INDUSTRIAL ETF	$4.2M	13308	1.22%	SOLE
20	ISHARES GOLD TR	ISHARES NEW	$3.8M	43172	1.12%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	7682	1.08%	SOLE
22	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.6M	107449	1.07%	SOLE
23	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.5M	76464	1.04%	SOLE
24	ELI LILLY & CO	COM	$2.9M	3178	0.86%	SOLE
25	LEGACY HOUSING CORP	COM	$2.7M	132000	0.79%	SOLE
26	META PLATFORMS INC	CL A	$2.6M	4540	0.76%	SOLE
27	ALPHABET INC	CAP STK CL C	$2.5M	8873	0.75%	SOLE
28	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.0M	38337	0.60%	SOLE
29	TESLA INC	COM	$2.0M	5441	0.59%	SOLE
30	BROADCOM INC	COM	$2.0M	6531	0.59%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET MAT	$2.0M	40215	0.59%	SOLE
32	SPOTIFY TECHNOLOGY S A	SHS	$1.9M	4018	0.57%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2855	0.55%	SOLE
34	JPMORGAN CHASE & CO	COM	$1.6M	5505	0.48%	SOLE
35	NETFLIX INC.	COM	$1.6M	16181	0.46%	SOLE
36	WALMART INC	COM	$1.5M	11864	0.43%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.42%	SOLE
38	UNITED BANKSHARES INC WEST V	COM	$1.4M	33031	0.40%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1339	0.39%	SOLE
40	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.3M	36786	0.38%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$1.3M	1973	0.38%	SOLE
42	WELLS FARGO & CO	COM	$1.3M	15893	0.37%	SOLE
43	VISA INC	COM CL A	$1.2M	4037	0.36%	SOLE
44	VANGUARD WORLD FD	COMM SRVC ETF	$1.2M	6597	0.35%	SOLE
45	VANGUARD WORLD FD	MEGA GRWTH IND	$1.1M	3035	0.33%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1865	0.33%	SOLE
47	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.1M	17289	0.32%	SOLE
48	PIMCO ETF TR	MULTISECTOR BD	$1.1M	40968	0.32%	SOLE
49	ISHARES TR	ESG AWR MSCI USA	$1.1M	7556	0.31%	SOLE
50	EXXON MOBIL CORP	COM	$983K	5796	0.29%	SOLE

1–50 of 145

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.