Q3 2026 13F · SEC CIK 1845698

Crown Wealth Group, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $403.5M
Reported positions: 148
Top holdings a year, 3 yrs: +18.8%
Assets under management: $502.4M

Crown Wealth Group, LLC is a wealth manager that reported 148 positions worth $403.5M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Dimensional ETF Trust (DFUS, 13.7%), Spdr Series Trust (SPLG, 11.4%), Innovator Etfs Trust (BALT, 9.2%). A portfolio copying its top holdings returned 18.8% a year over the last 3 years, against 20.4% for the S&P 500.

Crown Wealth Group, LLC holdings largest 50 of 148 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crown Wealth Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFUSDimensional ETF Trust	13.7%	13.7%	666,922	+1.5%	$55.4M
SPLGSpdr Series Trust	11.4%	11.1%	512,609	+3.7%	$46.0M
BALTInnovator Etfs Trust	9.2%	8.5%	1,066,604	+9.0%	$37.3M
DYNFBlackrock ETF Trust	5.1%	3.5%	298,411	+45.9%	$20.7M
SGOVIshares Tr	4.0%	3.4%	159,400	+20.8%	$16.0M
DMAXIshares Tr	3.5%	3.6%	504,884	-1.7%	$14.0M
CPRYCalamos ETF Tr	3.5%	3.6%	495,791	-0.7%	$14.0M
VUGVanguard Index Fds	3.2%	3.0%	143,459	+4.6%	$12.9M
MSFTMicrosoft Corp	3.1%	2.4%	24,687	-2.8%	$12.7M
NVDANvidia Corporation	2.8%	2.6%	48,582	-3.2%	$11.1M
AAPLApple Inc	2.6%	2.7%	31,425	-13.3%	$10.5M
IYWIshares Tr	2.3%	2.8%	34,964	-20.9%	$9.3M
SMHVaneck ETF Trust	2.0%	3.3%	13,555	-30.9%	$8.3M
GOOGLAlphabet Inc	1.6%	1.8%	18,738	-6.2%	$6.4M
AMZNAmazon Com Inc	1.4%	1.4%	22,802	-4.3%	$5.7M
BJANInnovator Etfs Trust	1.2%	1.3%	82,047	-1.9%	$5.0M
VISVanguard Industrials ETF	1.2%	1.4%	14,871	-1.2%	$4.8M
IGVIshares Tr	1.1%	—	41,925	—	$4.5M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.0%	7,871	+4.9%	$3.9M
PJANInnovator Etfs Trust	0.9%	0.9%	73,750	+5.0%	$3.7M
LLYEli Lilly & Co	0.8%	1.0%	2,939	-7.9%	$3.4M
KBWBInvesco Exch Traded Fd Tr II	0.8%	—	37,909	—	$3.3M
DFAEDimensional ETF Trust	0.8%	1.2%	83,049	-26.2%	$3.3M
GOOGAlphabet Inc	0.8%	0.8%	9,563	+2.4%	$3.3M
METAMeta Platforms Inc	0.8%	0.7%	4,316	-7.7%	$3.1M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.6%	3,702	+13.4%	$2.8M
QUALIshares Tr	0.7%	0.7%	11,939	+1.4%	$2.7M
XLBSelect Sector Spdr Tr	0.6%	0.6%	50,231	+11.5%	$2.4M
AVGOBroadcom Inc	0.6%	0.6%	6,480	-3.2%	$2.3M
TSLATesla Inc	0.5%	0.7%	5,826	-7.6%	$2.1M
SPOTSpotify Technology SA	0.5%	0.5%	3,918	+0.0%	$1.9M
JPMJpmorgan Chase & Co	0.5%	0.5%	5,589	+0.1%	$1.8M
JAJLInnovator Etfs Trust	0.4%	—	58,010	—	$1.8M
CIBRFirst Tr Exchange-Traded Fd	0.4%	0.4%	16,884	+1.7%	$1.7M
NJANInnovator Etfs Trust	0.4%	0.6%	28,596	-25.4%	$1.7M
MGKVanguard World Fd	0.4%	0.4%	18,265	+9.1%	$1.7M
IVVIshares Tr	0.4%	0.4%	2,139	+2.4%	$1.6M
MINTPimco Enhanced Short Maturity Active Exc	0.4%	0.4%	15,463	+4.0%	$1.6M
CPRJCalamos ETF Tr	0.4%	—	56,301	—	$1.5M
CRWDCrowdstrike Hldgs Inc	0.4%	0.3%	5,777	+279.1%	$1.5M
UBSIUnited Bankshares Incorporated West Va	0.4%	0.4%	33,031	+0.0%	$1.5M
WFCWells Fargo & Co	0.4%	0.4%	18,878	+1.3%	$1.5M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	2	+0.0%	$1.5M
VOOVanguard Index Fds	0.4%	0.4%	2,108	+2.7%	$1.5M
VVisa Inc	0.3%	0.4%	3,932	-3.1%	$1.4M
ESGUIshares Tr	0.3%	0.3%	7,503	-0.7%	$1.3M
RSPInvesco Exchange Traded Fd T	0.3%	—	5,695	—	$1.2M
XOMExxonmobil Holdings Corp	0.3%	—	6,919	—	$1.1M
WMTWalmart Inc	0.3%	0.3%	10,793	-11.1%	$1.1M
MUMicron Technology Inc	0.3%	—	1,037	—	$1.1M

What Crown Wealth Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +20.1%
3 years: +18.8% /yr; S&P 500 +20.4%
5 years: +15.1% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$403.5M	148
Q2 2026	$393.0M	150
Q1 2026	$340.5M	145
Q4 2025	$357.9M	143
Q3 2025	$332.8M	127
Q2 2025	$266.2M	119
Q1 2025	$192.8M	108
Q4 2024	$245.8M	113
Q3 2024	$230.0M	114
Q2 2024	$200.2M	105
Q1 2024	$194.0M	108
Q4 2023	$166.1M	98

Questions about Crown Wealth Group, LLC's portfolio

What stocks does Crown Wealth Group, LLC own?

Crown Wealth Group, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 148 positions worth $403.5M. The largest are Dimensional ETF Trust (DFUS) at 13.7%, Spdr Series Trust (SPLG) at 11.4%, Innovator Etfs Trust (BALT) at 9.2%, Blackrock ETF Trust (DYNF) at 5.1% and Ishares Tr (SGOV) at 4.0%.

What did Crown Wealth Group, LLC buy last quarter?

In Q3 2026, Crown Wealth Group, LLC added Crowdstrike Hldgs Inc (CRWD) (+279.1% shares), Blackrock ETF Trust (DYNF) (+45.9% shares) and Ishares Tr (SGOV) (+20.8% shares), compared with its Q2 2026 filing.

What did Crown Wealth Group, LLC sell last quarter?

In Q3 2026, Crown Wealth Group, LLC cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Ishares Gold Tr (IAU), cut from its top 50 Legacy Housing Corp (LEGH), cut from its top 50 Vanguard Telecommunication Ser (VOX), cut from its top 50 Costco Wholesale Corporation (COST), Vaneck ETF Trust (SMH) (-30.9% shares), Dimensional ETF Trust (DFAE) (-26.2% shares) and Innovator Etfs Trust (NJAN) (-25.4% shares), compared with its Q2 2026 filing.

How has Crown Wealth Group, LLC's portfolio performed?

A portfolio copying Crown Wealth Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.4% against +20.1%. Over 5 years: +15.1% a year against +15.9%.

When is Crown Wealth Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Crown Wealth Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Crown Wealth Group, LLC manage?

Crown Wealth Group, LLC reported $502.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $403.5M.