Crown Wealth Group, LLC Portfolio Holdings

Crown Wealth Group, LLC

$294 Million
Q3 2025

Crown Wealth Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $45.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $37.8M, Innovator Etfs Tr with a value of $28.9M, Vanguard Growth ETF with a value of $14.3M, and Ishares Trishares 0 3 Mnth Tre with a value of $13.2M.

Examining the 13F form we can see an increase of $38M in the current position value, from $256M to 294M.

Below you can find more details about Crown Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million

ETFs: $178 Million

Technology: $34.3 Million

Communication Services: $14.2 Million

Financial Services: $13.1 Million

Consumer Cyclical: $12 Million

Healthcare: $4.79 Million

Consumer Defensive: $2.79 Million

Industrials: $2.5 Million

Other: $2.24 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$45.3 Million 15.43% of portfolio	625,230	Q3 2025 Added 7.55%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$37.8 Million 12.87% of portfolio	482,326	Q3 2025 Added 11.39%
BALT Innovator Etfs Tr	$0	$28.9 Million 9.84% of portfolio	880,090	Q3 2025 Added 15.14%
VUG Vanguard Growth ETF ETFs	$0	$14.3 Million 4.88% of portfolio	29,868	Q3 2025 Added 62.53%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$13.2 Million 4.49% of portfolio	130,779	Q3 2025 Added 20.83%
MSFT Microsoft Corp Technology	$3.86T	$11.8 Million 4.01% of portfolio	22,707	Q3 2025 Added 1.7%
IYW Ishares Dj Us Tech ETF ETFs	$0	$10.7 Million 3.64% of portfolio	54,508	Q3 2025 Added 8.51%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$10.4 Million 3.56% of portfolio	53,681	Q3 2025 Reduced 11.76%
NVDA Nvidia Corp Technology	$505B	$8.1 Million 2.76% of portfolio	43,431	Q3 2025 Added 8.46%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$8 Million 2.72% of portfolio	24,510	Q3 2025 Added 12.66%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$7.99 Million 2.72% of portfolio	211,664	Q3 2025 Added 6.23%
AAPL Apple Inc. Technology	$4.35T	$7.49 Million 2.55% of portfolio	29,415	Q3 2025 Added 4.68%
VOX Vanguard Communication Service ETFs	$0	$6.95 Million 2.37% of portfolio	37,019	Q3 2025 Added 13.52%
BJAN Innovator U.S. Equity Buffer E ETFs	$0	$4.87 Million 1.66% of portfolio	91,824	Q3 2025 Added 3.01%
AMZN Amazon Com Inc Consumer Cyclical	$2.49T	$4.72 Million 1.61% of portfolio	21,485	Q3 2025 Added 12.88%
GOOGL Alphabet Inc. Communication Services	$1.68T	$4.68 Million 1.59% of portfolio	19,236	Q3 2025 Added 4.03%
LEGH Legacy Housing Corp Consumer Cyclical	$544M	$3.87 Million 1.32% of portfolio	140,500	Q3 2025 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$3.65 Million 1.24% of portfolio	7,268	Q3 2025 Reduced 27.25%
BUG Global X Fds Cybersecurity ETF ETFs	$0	$3.46 Million 1.18% of portfolio	98,183	Q3 2025 Reduced 43.32%
META Meta Platforms, Inc. Communication Services	$1.46T	$2.8 Million 0.95% of portfolio	3,808	Q3 2025 Added 14.56%
SPOT Spotify Technology S.A. Communication Services	$127B	$2.65 Million 0.9% of portfolio	3,800	Q4 2024 Reduced 5.0%
LLY Eli Lilly & CO Healthcare	$820B	$2.35 Million 0.8% of portfolio	3,081	Q3 2025 Reduced 4.23%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.02 Million 0.69% of portfolio	3,034	Q3 2025 Added 7.74%
GOOG Alphabet Inc. Communication Services	$1.72T	$2.01 Million 0.68% of portfolio	8,238	Q3 2025 Added 33.04%
AVGO Broadcom Inc. Technology	$150B	$1.96 Million 0.67% of portfolio	5,940	Q3 2025 Added 9.45%
TSLA Tesla, Inc. Consumer Cyclical	$1.44T	$1.97 Million 0.67% of portfolio	4,425	Q3 2025 Added 16.11%
NFLX Netflix Inc Communication Services	$498B	$1.81 Million 0.61% of portfolio	1,506	Q3 2025 Added 0.87%
JPM Jpmorgan Chase & CO Financial Services	$913B	$1.54 Million 0.52% of portfolio	4,872	Q3 2025 Added 12.65%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$1.51 Million 0.51% of portfolio	3,743	Q3 2025 Added 13.36%
BRK-A Berkshire Hathaway Inc Financial Services	$429B	$1.51 Million 0.51% of portfolio	2	Q3 2025 Reduced 33.33%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.42 Million 0.48% of portfolio	2,124	Q3 2025 Added 0.81%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$1.3 Million 0.44% of portfolio	28,387	Q2 2025 Added 10.47%
UBSI United Bankshares Inc Financial Services	$4.82B	$1.23 Million 0.42% of portfolio	33,031	Q2 2025 New
V Visa Inc. Financial Services	$557B	$1.21 Million 0.41% of portfolio	3,543	Q3 2025 Added 3.23%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$1.16 Million 0.4% of portfolio	7,995	Q3 2025 Reduced 4.69%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.17 Million 0.4% of portfolio	1,908	Q3 2025 Added 10.23%
COST Costco Wholesale Corp Consumer Defensive	$403B	$1.14 Million 0.39% of portfolio	1,230	Q3 2025 Added 1.07%
WMT Walmart Inc. Consumer Defensive	$275B	$1.02 Million 0.35% of portfolio	9,919	Q3 2025 Added 46.34%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1 Million 0.34% of portfolio	13,160	Q3 2025 Reduced 5.28%
UDEC Innovator U.S. Equity Ultra Bu ETFs	$0	$959,000 0.33% of portfolio	25,004	Q3 2025 Reduced 4.48%
PHYS Sprott Physical Gold Trust Financial Services	$0	$881,000 0.3% of portfolio	29,758	Q3 2025 Added 12.88%
WFC Wells Fargo & Company Financial Services	$330B	$762,000 0.26% of portfolio	9,094	Q3 2025 Added 0.41%
CRWD Crowd Strike Holdings, Inc. Technology	$117B	$741,000 0.25% of portfolio	1,513	Q3 2025 Added 15.32%
ORCL Oracle Corp Technology	$708B	$699,000 0.24% of portfolio	2,488	Q3 2025 Added 47.31%
XOM Exxon Mobil Corp Energy	$477B	$676,000 0.23% of portfolio	5,999	Q3 2025 Added 6.27%
PLTR Palantir Technologies Inc. Technology	$394B	$669,000 0.23% of portfolio	3,670	Q3 2025 Reduced 5.05%
FJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$640,000 0.22% of portfolio	11,699	Q3 2024 New
VGT Vanguard Information Technolog ETFs	$0	$621,000 0.21% of portfolio	833	Q3 2025 Added 28.95%
HD Home Depot, Inc. Consumer Cyclical	$389B	$609,000 0.21% of portfolio	1,504	Q3 2025 Added 29.43%
PANW Palo Alto Networks Inc Technology	$65.9B	$629,000 0.21% of portfolio	3,093	Q3 2025 Added 13.84%

Summary

Portfolio
No. of Stocks 127
Current Value $294 Million
Prior Value $256 Million
Filing
Period Q3 2025
Filing Date October 22, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 20 stocks
Additional Purchases 65 stocks
Sold out of 0 stocks
Reduced holdings in 29 stocks

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Crown Wealth Group, LLC Portfolio Holdings