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 101–143 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | 779 | $100K–$500K | SH |
| AZO | AUTOZONE INC | 81 | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 481 | $100K–$500K | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 9K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 821 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 813 | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 995 | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 808 | $100K–$500K | SH |
| KJUL | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 6K | $100K–$500K | SH |
| INTU | INTUIT | 370 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 278 | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| CLBK | COLUMBIA FINL INC | 16K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 636 | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| BMAR | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 785 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 578 | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 916 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 669 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 2K | $100K–$500K | SH |
| SNTH | TIDAL TRUST III | 7K | $100K–$500K | SH |
| RDDT | REDDIT INC | 875 | $100K–$500K | SH |
| COMP | COMPASS INC | 16K | $100K–$500K | SH |
| ESOA | ENERGY SVCS ACQUISITION CORP | 16K | $100K–$500K | SH |
| OSG | OCTAVE SPECIALTY GROUP INC | 11K | $50K–$100K | SH |