§ 13F · FUND PROFILE
Crown Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $266.2T (13F)Positions · 119Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 637K | $47.2T | 13.2% | +2% |
| 2 | SPYM | SPDR SERIES TRUST | 495K | $39.7T | 11.1% | +3% |
| 3 | BALT | INNOVATOR ETFS TRUST | 949K | $31.8T | 8.9% | +8% |
| 4 | DMAX | ISHARES TR | 482K | $12.9T | 3.6% | +20% |
| 5 | CPRY | CALAMOS ETF TR | 470K | $12.7T | 3.5% | +7% |
| 6 | VUG | VANGUARD INDEX FDS | 25K | $12.3T | 3.4% | −16% |
| 7 | MSFT | MICROSOFT CORP | 23K | $11.1T | 3.1% | +1% |
| 8 | SGOV | ISHARES TR | 109K | $10.9T | 3.1% | −17% |
| 9 | QUAL | ISHARES TR | 51K | $10.2T | 2.8% | −4% |
| 10 | IYW | ISHARES TR | 44K | $8.8T | 2.4% | −19% |
§ 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 $266195.4 trillion in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed