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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$2.65 Million 0.9% of portfolio
3,800
Q4 2024 Reduced 5.0%
$150B
$1.96 Million 0.67% of portfolio
5,940
Q3 2025 Added 9.45%
$117B
$741,000 0.25% of portfolio
1,513
Q3 2025 Added 15.32%
$65.9B
$629,000 0.21% of portfolio
3,093
Q3 2025 Added 13.84%
$29.9B
$386,000 0.13% of portfolio
3,789
Q3 2025 Added 0.29%
$186B
$376,000 0.13% of portfolio
409
Q3 2025 Added 2.0%
$69.7B
$347,000 0.12% of portfolio
81
Q3 2025 New
$89.4B
$291,000 0.1% of portfolio
843
Q3 2025 Added 1.81%
$152B
$296,000 0.1% of portfolio
792
Q3 2025 Added 2.46%
$135B
$294,000 0.1% of portfolio
1,398
Q3 2025 Added 3.48%
$191B
$258,000 0.09% of portfolio
2,643
Q3 2025 Added 21.97%
$84.4B
$259,000 0.09% of portfolio
1,221
Q3 2025 Reduced 0.57%
$148B
$277,000 0.09% of portfolio
1,104
Q3 2025 Added 3.37%
$160B
$256,000 0.09% of portfolio
910
Q3 2025 Added 4.0%
$188B
$253,000 0.09% of portfolio
371
Q3 2025 Added 2.77%
$123B
$242,000 0.08% of portfolio
738
Q3 2025 Added 2.22%
$115B
$213,000 0.07% of portfolio
756
Q3 2025 Added 2.3%
$144B
$218,000 0.07% of portfolio
2,238
Q3 2025 Added 4.68%
$94.7B
$215,000 0.07% of portfolio
633
Q3 2025 New
$189B
$217,000 0.07% of portfolio
486
Q3 2025 Added 14.35%
$95.7B
$211,000 0.07% of portfolio
1,712
Q3 2025 New

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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