Crown Wealth Group, LLC 13F Holdings · Q2 2026
Crown Wealth Group, LLC reported 150 securities worth $392.99M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFUS (13.71%), SPYM (11.06%), BALT (8.54%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $53.9M | 13.71% | 657,362 | Added |
| 2 | SPYM | SPDR SERIES TRUST | $43.5M | 11.06% | 494,535 | Added |
| 3 | BALT | INNOVATOR ETFS TRUST | $33.5M | 8.54% | 978,870 | Added |
| 4 | DMAX | ISHARES TR | $14.0M | 3.57% | 513,454 | Added |
| 5 | CPRY | CALAMOS ETF TR | $14.0M | 3.56% | 499,424 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $13.9M | 3.54% | 204,467 | Added |
| 7 | SGOV | ISHARES TR | $13.3M | 3.38% | 131,917 | Trimmed |
| 8 | SMH | VANECK ETF TRUST | $12.9M | 3.28% | 19,624 | Added |
| 9 | VUG | VANGUARD INDEX FDS | $11.8M | 3.01% | 137,152 | Added |
| 10 | IYW | ISHARES TR | $11.2M | 2.84% | 44,221 | Added |
| 11 | AAPL | APPLE INC | $10.5M | 2.67% | 36,233 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $10.0M | 2.56% | 50,190 | Added |
| 13 | MSFT | MICROSOFT CORP | $9.5M | 2.41% | 25,392 | Added |
| 14 | DUHP | DIMENSIONAL ETF TRUST | $8.7M | 2.22% | 209,310 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $7.1M | 1.82% | 19,969 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $5.7M | 1.44% | 23,825 | Added |
| 17 | VIS | VANGUARD WORLD FD | $5.4M | 1.38% | 15,058 | Added |
| 18 | BJAN | INNOVATOR ETFS TRUST | $4.9M | 1.25% | 83,622 | Trimmed |
| 19 | DFAE | DIMENSIONAL ETF TRUST | $4.5M | 1.15% | 112,549 | Added |
| 20 | LLY | ELI LILLY & CO | $3.8M | 0.97% | 3,191 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.8M | 0.96% | 7,501 | Trimmed |
| 22 | PJAN | INNOVATOR ETFS TRUST | $3.5M | 0.88% | 70,230 | Trimmed |
| 23 | GOOG | ALPHABET INC | $3.3M | 0.84% | 9,336 | Added |
| 24 | IAU | ISHARES GOLD TR | $3.3M | 0.84% | 43,935 | Added |
| 25 | LEGH | LEGACY HOUSING CORP | $2.8M | 0.72% | 108,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR