CIK 1845698
Crown Wealth Group, LLC
Institutional 13F holdings & portfolio
Holdings
143
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 637K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 495K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 949K | $1M+ | SH |
| DMAX | ISHARES TR | 482K | $1M+ | SH |
| CPRY | CALAMOS ETF TR | 470K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 23K | $1M+ | SH |
| SGOV | ISHARES TR | 109K | $1M+ | SH |
| QUAL | ISHARES TR | 51K | $1M+ | SH |
| IYW | ISHARES TR | 44K | $1M+ | SH |
| AAPL | APPLE INC | 32K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 46K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 216K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 18K | $1M+ | SH |
| GOOGL | ALPHABET INC | 20K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 68K | $1M+ | SH |
| AMZN | AMAZON COM INC | 23K | $1M+ | SH |
| VGUS | VANGUARD INSTL INDEX FD | 66K | $1M+ | SH |
| BJAN | INNOVATOR ETFS TRUST | 90K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| QBUF | INNOVATOR ETFS TRUST | 119K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 71K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 11K | $1M+ | SH |
| KDEC | INNOVATOR ETFS TRUST | 126K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 10K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| LEGH | LEGACY HOUSING CORP | 132K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 31K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 34K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 4K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| NJAN | INNOVATOR ETFS TRUST | 39K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 8K | $1M+ | SH |
| NFLX | NETFLIX INC | 16K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 33K | $1M+ | SH |
| WMT | WALMART INC | 11K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 13K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| ESGU | ISHARES TR | 8K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 36K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |