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