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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$11.8 Million 4.01% of portfolio
22,707
Q3 2025 Added 1.7%
$465B
$8.1 Million 2.76% of portfolio
43,431
Q3 2025 Added 8.46%
$4.3T
$7.49 Million 2.55% of portfolio
29,415
Q3 2025 Added 4.68%
$2.39T
$4.72 Million 1.61% of portfolio
21,485
Q3 2025 Added 12.88%
$1.65T
$4.68 Million 1.59% of portfolio
19,236
Q3 2025 Added 4.03%
$662B
$3.65 Million 1.24% of portfolio
7,268
Q3 2025 Reduced 27.25%
$1.37T
$2.8 Million 0.95% of portfolio
3,808
Q3 2025 Added 14.56%
$971B
$2.35 Million 0.8% of portfolio
3,081
Q3 2025 Reduced 4.23%
$1.74T
$2.01 Million 0.68% of portfolio
8,238
Q3 2025 Added 33.04%
$1.29T
$1.97 Million 0.67% of portfolio
4,425
Q3 2025 Added 16.11%
$881B
$1.54 Million 0.52% of portfolio
4,872
Q3 2025 Added 12.65%
$453B
$1.51 Million 0.51% of portfolio
2
Q3 2025 Reduced 33.33%
$533B
$1.21 Million 0.41% of portfolio
3,543
Q3 2025 Added 3.23%
$404B
$1.14 Million 0.39% of portfolio
1,230
Q3 2025 Added 1.07%
$279B
$1.02 Million 0.35% of portfolio
9,919
Q3 2025 Added 46.34%
$317B
$762,000 0.26% of portfolio
9,094
Q3 2025 Added 0.41%
$490B
$676,000 0.23% of portfolio
5,999
Q3 2025 Added 6.27%
$342B
$669,000 0.23% of portfolio
3,670
Q3 2025 Reduced 5.05%
$367B
$609,000 0.21% of portfolio
1,504
Q3 2025 Added 29.43%
$237B
$627,000 0.21% of portfolio
2,649
Q3 2025 Reduced 1.52%
$414B
$500,000 0.17% of portfolio
2,163
Q3 2025 Added 0.37%
$512B
$477,000 0.16% of portfolio
840
Q3 2025 Added 4.35%
$291B
$455,000 0.15% of portfolio
954
Q3 2025 Added 13.44%
$346B
$424,000 0.14% of portfolio
2,766
Q3 2025 Added 0.14%
$522B
$383,000 0.13% of portfolio
2,068
Q3 2025 Added 5.67%
$303B
$374,000 0.13% of portfolio
2,412
Q3 2025 Added 2.46%
$235B
$361,000 0.12% of portfolio
4,303
Q3 2025 Reduced 3.33%
$319B
$359,000 0.12% of portfolio
5,254
Q3 2025 Added 4.1%
$413B
$362,000 0.12% of portfolio
7,021
Q3 2025 Added 1.46%
$258B
$280,000 0.1% of portfolio
1,676
Q3 2025 Reduced 2.5%
$328B
$300,000 0.1% of portfolio
1,000
Q3 2025 New
$228B
$299,000 0.1% of portfolio
2,233
Q3 2025 Added 0.59%
$300B
$207,000 0.07% of portfolio
602
Q3 2025 Reduced 19.41%
$306B
$210,000 0.07% of portfolio
3,178
Q3 2025 New
$265B
$217,000 0.07% of portfolio
273
Q3 2025 New
$224B
$200,000 0.07% of portfolio
661
Q3 2025 New
$270B
$209,000 0.07% of portfolio
1,319
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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