Crown Wealth Group, LLC Portfolio Holdings

Crown Wealth Group, LLC

  • $256 Million
  • Q2 2025

Crown Wealth Group, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Million distributed in 119 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 $39M, Spdr Portfolio S&P 500 ETF (Ma with a value of $31.5M, Innovator Etfs Tr with a value of $24.5M, Ishares Msci Usa Quality Facto with a value of $11.1M, and Microsoft Corp with a value of $11.1M.

Examining the 13F form we can see an increase of $70M in the current position value, from $186M to 256M.

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

Portfolio value $256 Million
ETFs: $156 Million
Technology: $29.1 Million
Financial Services: $14.1 Million
Communication Services: $12 Million
Consumer Cyclical: $6.05 Million
Healthcare: $5 Million
Consumer Defensive: $2.55 Million
Industrials: $1.67 Million
Other: $1.93 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$11.1 Million 4.34% of portfolio
22,327
Q2 2025 Added 0.23%
$456B
$6.33 Million 2.48% of portfolio
40,043
Q2 2025 Added 1.88%
$3.69T
$5.77 Million 2.26% of portfolio
28,100
Q2 2025 Reduced 1.68%
$621B
$4.85 Million 1.9% of portfolio
9,990
Q2 2025 Added 277.69%
$2.26T
$4.18 Million 1.63% of portfolio
19,034
Q2 2025 Added 4.23%
$1.21T
$3.26 Million 1.27% of portfolio
18,491
Q2 2025 Reduced 1.19%
$133B
$2.92 Million 1.14% of portfolio
3,800
Q4 2024 Reduced 5.0%
$608B
$2.51 Million 0.98% of portfolio
3,217
Q2 2025 Reduced 1.98%
$1.78T
$2.45 Million 0.96% of portfolio
3,324
Q2 2025 Added 11.24%
$423B
$2.19 Million 0.86% of portfolio
3
Q2 2025 New
$545B
$2 Million 0.78% of portfolio
1,493
Q2 2025 Added 3.39%
$127B
$1.5 Million 0.58% of portfolio
5,427
Q2 2025 Added 14.83%
$859B
$1.25 Million 0.49% of portfolio
4,325
Q2 2025 Added 0.12%
$551B
$1.22 Million 0.48% of portfolio
3,432
Q2 2025 Reduced 2.19%
$439B
$1.2 Million 0.47% of portfolio
1,217
Q2 2025 Added 3.57%
$1.08T
$1.21 Million 0.47% of portfolio
3,811
Q2 2025 Reduced 17.13%
$1.24T
$1.1 Million 0.43% of portfolio
6,192
Q2 2025 Added 10.67%
$232B
$733,000 0.29% of portfolio
2,690
Q2 2025 Reduced 0.26%
$302B
$725,000 0.28% of portfolio
9,057
Q2 2025 Reduced 0.52%
$281B
$662,000 0.26% of portfolio
6,778
Q2 2025 Added 17.35%
$0
$668,000 0.26% of portfolio
26,363
Q2 2025 Added 5.17%
$93.6B
$668,000 0.26% of portfolio
1,312
Q2 2025 Added 18.09%
$442B
$608,000 0.24% of portfolio
5,645
Q2 2025 Added 1.11%
$52.5B
$556,000 0.22% of portfolio
2,717
Q2 2025 Added 66.28%
$367B
$526,000 0.21% of portfolio
3,865
Q2 2025 Reduced 1.23%
$548B
$452,000 0.18% of portfolio
805
Q2 2025 Reduced 3.01%
$405B
$426,000 0.17% of portfolio
1,162
Q2 2025 Reduced 1.94%
$368B
$440,000 0.17% of portfolio
2,762
Q2 2025 Added 3.1%
$172B
$412,000 0.16% of portfolio
401
Q2 2025 Reduced 0.74%
$351B
$400,000 0.16% of portfolio
2,155
Q2 2025 Added 4.56%
$26.8B
$387,000 0.15% of portfolio
3,778
Q2 2025 Reduced 0.5%
$684B
$369,000 0.14% of portfolio
1,689
Q2 2025 Reduced 8.9%
$203B
$352,000 0.14% of portfolio
4,451
Q2 2025 Reduced 17.04%
$293B
$350,000 0.14% of portfolio
5,047
Q2 2025 Added 26.33%
$0
$337,000 0.13% of portfolio
11,219
Q2 2025 Reduced 6.87%
$302B
$337,000 0.13% of portfolio
2,354
Q2 2025 Added 2.26%
$381B
$327,000 0.13% of portfolio
6,920
Q2 2025 Added 13.82%
$218B
$326,000 0.13% of portfolio
841
Q2 2025 Reduced 3.0%
$452B
$298,000 0.12% of portfolio
1,957
Q2 2025 Added 33.95%
$229B
$301,000 0.12% of portfolio
2,220
Q2 2025 Reduced 2.46%
$146B
$314,000 0.12% of portfolio
1,351
Q2 2025 Reduced 2.74%
$92.8B
$284,000 0.11% of portfolio
828
Q2 2025 Added 0.12%
$201B
$284,000 0.11% of portfolio
361
Q2 2025 Reduced 0.28%
$145B
$275,000 0.11% of portfolio
773
Q2 2025 Added 1.18%
$229B
$251,000 0.1% of portfolio
1,719
Q2 2025 New
$261B
$246,000 0.1% of portfolio
1,354
Q1 2025 New
$207B
$248,000 0.1% of portfolio
2,006
Q2 2025 New
$83.2B
$261,000 0.1% of portfolio
1,228
Q2 2025 New
$152B
$244,000 0.1% of portfolio
875
Q2 2025 Added 3.06%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $256 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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