Holders — by stockHoldings — by fund
Crown Wealth Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001845698
$393.0M
disclosed book value
150
positions
13.7%
largest position share
Positions, as of 2026-06-30
top 100 of 150 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 657,362 | $53.9M | 13.7% |
| 2 | SPYMSPDR SERIES TRUST | 494,535 | $43.5M | 11.1% |
| 3 | BALTINNOVATOR ETFS TRUST | 978,870 | $33.5M | 8.5% |
| 4 | DMAXISHARES TR | 513,454 | $14.0M | 3.6% |
| 5 | CPRYCALAMOS ETF TR | 499,424 | $14.0M | 3.6% |
| 6 | DYNFBLACKROCK ETF TRUST | 204,467 | $13.9M | 3.5% |
| 7 | SGOVISHARES TR | 131,917 | $13.3M | 3.4% |
| 8 | SMHVANECK ETF TRUST | 19,624 | $12.9M | 3.3% |
| 9 | VUGVANGUARD INDEX FDS | 137,152 | $11.8M | 3% |
| 10 | IYWISHARES TR | 44,221 | $11.2M | 2.8% |
| 11 | AAPLAPPLE INC | 36,233 | $10.5M | 2.7% |
| 12 | NVDANVIDIA CORPORATION | 50,190 | $10.0M | 2.6% |
| 13 | MSFTMICROSOFT CORP | 25,392 | $9.5M | 2.4% |
| 14 | DUHPDIMENSIONAL ETF TRUST | 209,310 | $8.7M | 2.2% |
| 15 | GOOGLALPHABET INC | 19,969 | $7.1M | 1.8% |
| 16 | AMZNAMAZON COM INC | 23,825 | $5.7M | 1.4% |
| 17 | VISVANGUARD WORLD FD | 15,058 | $5.4M | 1.4% |
| 18 | BJANINNOVATOR ETFS TRUST | 83,622 | $4.9M | 1.3% |
| 19 | DFAEDIMENSIONAL ETF TRUST | 112,549 | $4.5M | 1.2% |
| 20 | LLYELI LILLY & CO | 3,191 | $3.8M | 1% |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,501 | $3.8M | 1% |
| 22 | PJANINNOVATOR ETFS TRUST | 70,230 | $3.5M | 0.9% |
| 23 | IAUISHARES GOLD TR | 43,935 | $3.3M | 0.8% |
| 24 | GOOGALPHABET INC | 9,336 | $3.3M | 0.8% |
| 25 | LEGHLEGACY HOUSING CORP | 108,000 | $2.8M | 0.7% |
| 26 | TSLATESLA INC | 6,303 | $2.7M | 0.7% |
| 27 | METAMETA PLATFORMS INC | 4,676 | $2.6M | 0.7% |
| 28 | QUALISHARES TR | 11,775 | $2.6M | 0.7% |
| 29 | AVGOBROADCOM INC | 6,691 | $2.5M | 0.6% |
| 30 | SPYSTATE STR SPDR S&P 500 ETF T | 3,265 | $2.4M | 0.6% |
| 31 | XLBSELECT SECTOR SPDR TR | 45,067 | $2.3M | 0.6% |
| 32 | NJANINNOVATOR ETFS TRUST | 38,337 | $2.3M | 0.6% |
| 33 | JPMJPMORGAN CHASE & CO | 5,581 | $1.8M | 0.5% |
| 34 | SPOTIFY TECHNOLOGY S A | 3,918 | $1.8M | 0.5% |
| 35 | IVVISHARES TR | 2,089 | $1.6M | 0.4% |
| 36 | WFCWELLS FARGO & CO | 18,632 | $1.5M | 0.4% |
| 37 | UBSIUNITED BANKSHARES INC WEST V | 33,031 | $1.5M | 0.4% |
| 38 | MINTPIMCO ETF TR | 14,873 | $1.5M | 0.4% |
| 39 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.4% |
| 40 | CIBRFIRST TR EXCHANGE-TRADED FD | 16,600 | $1.5M | 0.4% |
| 41 | MGKVANGUARD WORLD FD | 16,734 | $1.5M | 0.4% |
| 42 | VOOVANGUARD INDEX FDS | 2,052 | $1.4M | 0.4% |
| 43 | VVISA INC | 4,057 | $1.4M | 0.4% |
| 44 | WMTWALMART INC | 12,136 | $1.4M | 0.3% |
| 45 | ESGUISHARES TR | 7,556 | $1.2M | 0.3% |
| 46 | VOXVANGUARD WORLD FD | 6,576 | $1.2M | 0.3% |
| 47 | COSTCOSTCO WHOLESALE CORPORATION | 1,268 | $1.2M | 0.3% |
| 48 | CATCATERPILLAR INC | 1,093 | $1.2M | 0.3% |
| 49 | CRWDCROWDSTRIKE HLDGS INC | 1,524 | $1.2M | 0.3% |
| 50 | NFLXNETFLIX INC. | 15,662 | $1.1M | 0.3% |
| 51 | MUMICRON TECHNOLOGY INC | 962 | $1.1M | 0.3% |
| 52 | PHYSSPROTT ASSET MANAGEMENT LP | 35,982 | $1.1M | 0.3% |
| 53 | PANWPALO ALTO NETWORKS INC | 2,688 | $916,662 | 0.2% |
| 54 | AAPRINNOVATOR ETFS TRUST | 29,483 | $869,569 | 0.2% |
| 55 | KJANINNOVATOR ETFS TRUST | 18,762 | $856,110 | 0.2% |
| 56 | EXMOCEXXON MOBIL CORP | 6,231 | $851,902 | 0.2% |
| 57 | AMDADVANCED MICRO DEVICES INC | 1,458 | $846,967 | 0.2% |
| 58 | ARMARM HOLDINGS PLC | 2,345 | $831,467 | 0.2% |
| 59 | QQQINVESCO QQQ TR | 961 | $707,684 | 0.2% |
| 60 | FJULFIRST TR EXCHNG TRADED FD VI | 11,699 | $696,558 | 0.2% |
| 61 | JNJJOHNSON & JOHNSON | 2,736 | $694,971 | 0.2% |
| 62 | RSPINVESCO EXCHANGE TRADED FD T | 3,160 | $672,353 | 0.2% |
| 63 | CSCOCISCO SYS INC | 5,719 | $671,754 | 0.2% |
| 64 | ABBVABBVIE INC | 2,560 | $644,198 | 0.2% |
| 65 | BAIBLACKROCK ETF TRUST | 12,140 | $640,021 | 0.2% |
| 66 | AUGWAIM ETF PRODUCTS TRUST | 18,289 | $622,649 | 0.2% |
| 67 | MRKMERCK & CO INC | 4,810 | $618,085 | 0.2% |
| 68 | ANETARISTA NETWORKS INC | 3,609 | $613,097 | 0.2% |
| 69 | VGTVANGUARD WORLD FD | 5,088 | $608,118 | 0.2% |
| 70 | HDHOME DEPOT INC | 1,690 | $595,967 | 0.2% |
| 71 | PLTRPALANTIR TECHNOLOGIES INC | 5,060 | $590,350 | 0.2% |
| 72 | AMATAPPLIED MATLS INC | 796 | $575,508 | 0.1% |
| 73 | PLPLANET LABS PBC | 17,358 | $575,071 | 0.1% |
| 74 | MAMASTERCARD INCORPORATED | 1,073 | $551,093 | 0.1% |
| 75 | MRVLMARVELL TECHNOLOGY INC | 1,825 | $543,649 | 0.1% |
| 76 | NNOVINNOVATOR ETFS TRUST | 16,600 | $522,017 | 0.1% |
| 77 | INTCINTEL CORP | 3,722 | $519,703 | 0.1% |
| 78 | BACBANK OF AMER CORP | 8,453 | $481,652 | 0.1% |
| 79 | GRALGRAIL INC | 7,016 | $478,982 | 0.1% |
| 80 | CVXCHEVRON CORPORATION | 2,878 | $477,057 | 0.1% |
| 81 | CRMSALESFORCE INC | 3,038 | $475,877 | 0.1% |
| 82 | ORCLORACLE CORP | 3,219 | $471,744 | 0.1% |
| 83 | SMAXISHARES TR | 16,701 | $465,373 | 0.1% |
| 84 | LRCXLAM RESEARCH CORP | 1,044 | $452,397 | 0.1% |
| 85 | PNOVINNOVATOR ETFS TRUST | 10,035 | $445,052 | 0.1% |
| 86 | PGPROCTER & GAMBLE CO | 2,992 | $438,806 | 0.1% |
| 87 | GLDSPDR GOLD TR | 1,190 | $438,372 | 0.1% |
| 88 | SPYGSPDR SERIES TRUST | 3,589 | $427,057 | 0.1% |
| 89 | FDNFIRST TR EXCHANGE-TRADED FD | 1,605 | $424,876 | 0.1% |
| 90 | PYLDPIMCO ETF TR | 14,517 | $385,004 | 0.1% |
| 91 | IRMIRON MTN INC DEL | 2,995 | $378,298 | 0.1% |
| 92 | RTXRTX CORPORATION | 1,990 | $377,563 | 0.1% |
| 93 | AMGNAMGEN INC | 1,035 | $374,794 | 0.1% |
| 94 | CEFSPROTT ASSET MANAGEMENT LP | 9,183 | $369,432 | 0.1% |
| 95 | HEFTETF OPPORTUNITIES TRUST | 13,880 | $368,098 | 0.1% |
| 96 | EATON CORP PLC | 853 | $363,480 | 0.1% |
| 97 | GEGE AEROSPACE | 948 | $354,296 | 0.1% |
| 98 | VGUSVANGUARD INSTL INDEX FD | 4,640 | $351,062 | 0.1% |
| 99 | GEVGE VERNOVA INC | 296 | $347,759 | 0.1% |
| 100 | UNHUNITEDHEALTH GROUP INC | 822 | $341,648 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.