§ 13F · FUND PROFILE
Crown Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $333M (13F)Positions · 127Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 645K | $46M | 13.4% | +1% |
| 2 | SPYM | SPDR SERIES TRUST | 484K | $37M | 10.9% | −2% |
| 3 | BALT | INNOVATOR ETFS TRUST | 937K | $31M | 9.2% | −1% |
| 4 | SGOV | ISHARES TR | 146K | $15M | 4.3% | +35% |
| 5 | DMAX | ISHARES TR | 499K | $13M | 3.9% | +3% |
| 6 | CPRY | CALAMOS ETF TR | 475K | $13M | 3.8% | +1% |
| 7 | VUG | VANGUARD INDEX FDS | 22K | $10M | 2.9% | −11% |
| 8 | QUAL | ISHARES TR | 51K | $10M | 2.9% | −1% |
| 9 | MSFT | MICROSOFT CORP | 24K | $9M | 2.6% | +5% |
| 10 | NVDA | NVIDIA CORPORATION | 49K | $9M | 2.5% | +7% |
§ 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 $333 million in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed