§ 13F · FUND PROFILE
Crown Wealth Group, LLC.
AUM · $393M (13F)Positions · 150Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 657K | $54M | 13.7% | +2% |
| 2 | SPYM | SPDR SERIES TRUST | 495K | $43M | 11.1% | +2% |
| 3 | BALT | INNOVATOR ETFS TRUST | 979K | $34M | 8.5% | +4% |
| 4 | DMAX | ISHARES TR | 513K | $14M | 3.6% | +3% |
| 5 | CPRY | CALAMOS ETF TR | 499K | $14M | 3.6% | +5% |
| 6 | DYNF | BLACKROCK ETF TRUST | 204K | $14M | 3.5% | +118% |
| 7 | SGOV | ISHARES TR | 132K | $13M | 3.4% | −10% |
| 8 | SMH | VANECK ETF TRUST | 20K | $13M | 3.3% | +1% |
| 9 | VUG | VANGUARD INDEX FDS | 137K | $12M | 3.0% | +514% |
| 10 | IYW | ISHARES TR | 44K | $11M | 2.8% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CROWN SIGNAL
AC read
Crown Wealth Group, LLC is a Other fund managing $393 million in assets. The fund runs a portfolio of 150 positions.
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