Crown Wealth Group, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001845698 · Charlotte, NC

As of Sep 30, 2025, Crown Wealth Group, LLC reported 127 positions worth $332.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	625,230	$45.3M	13.61%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF	SPYM	—	482,326	$37.8M	11.35%
INNOVATOR DEFINED WEALTH SHIELD ETF	BALT	—	880,090	$28.9M	8.68%
VANGUARD GROWTH INDEX FUND	VUG	—	29,868	4.3M	4.30%
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	130,779	3.2M	3.96%
MICROSOFT CORP	MSFT	Technology	22,707	1.8M	3.53%
CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - JANUARY	CPRY	—	438,382	1.4M	3.43%
ISHARES US TECHNOLOGY ETF	IYW	—	54,508	0.7M	3.21%
ISHARES TR	DMAX	—	401,375	0.6M	3.19%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	53,681	0.4M	3.14%
NVIDIA CORP	NVDA	Technology	43,431	$8.1M	2.43%
VANECK SEMICONDUCTOR ETF	SMH	—	24,510	$8.0M	2.40%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	211,664	$8.0M	2.40%
APPLE INC	AAPL	Technology	29,415	$7.5M	2.25%
VANGUARD COMMUNICATION SERVICES INDEX FUND	VOX	—	37,019	$6.9M	2.09%
INNOVATOR US EQUITY BUFFER ETF - JANUARY	BJAN	—	91,824	$4.9M	1.46%
AMAZON.COM INC	AMZN	Equity	21,485	$4.7M	1.42%
ALPHABET INC	GOOGL	Equity	19,236	$4.7M	1.40%
LEGACY HOUSING CORP	LEGH	Consumer Cyclical	140,500	$3.9M	1.16%
VANGUARD INSTL INDEX FD	—	—	49,092	$3.7M	1.12%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	7,268	$3.7M	1.10%
GLOBAL X CYBERSECURITY ETF	BUG	—	98,183	$3.5M	1.04%
META PLATFORMS INC	META	Communication Services	3,808	$2.8M	0.84%
SPOTIFY TECHNOLOGY SA	SPOT	Communication Services	3,800	$2.7M	0.80%
ELI LILLY & CO	LLY	Healthcare	3,081	$2.4M	0.71%