Crown Wealth Group, LLC Portfolio Holdings

Crown Wealth Group, LLC

  • $294 Million
  • Q3 2025

Crown Wealth Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $45.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $37.8M, Innovator Etfs Tr with a value of $28.9M, Vanguard Growth ETF with a value of $14.3M, and Ishares Trishares 0 3 Mnth Tre with a value of $13.2M.

Examining the 13F form we can see an increase of $38M in the current position value, from $256M to 294M.

Below you can find more details about Crown Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
ETFs: $178 Million
Technology: $34.3 Million
Communication Services: $14.2 Million
Financial Services: $13.1 Million
Consumer Cyclical: $12 Million
Healthcare: $4.79 Million
Consumer Defensive: $2.79 Million
Industrials: $2.5 Million
Other: $2.24 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$11.8 Million 4.01% of portfolio
22,707
Q3 2025 Added 1.7%
$465B
$8.1 Million 2.76% of portfolio
43,431
Q3 2025 Added 8.46%
$4.3T
$7.49 Million 2.55% of portfolio
29,415
Q3 2025 Added 4.68%
$2.39T
$4.72 Million 1.61% of portfolio
21,485
Q3 2025 Added 12.88%
$1.65T
$4.68 Million 1.59% of portfolio
19,236
Q3 2025 Added 4.03%
$485M
$3.87 Million 1.32% of portfolio
140,500
Q3 2025 New
$662B
$3.65 Million 1.24% of portfolio
7,268
Q3 2025 Reduced 27.25%
$1.37T
$2.8 Million 0.95% of portfolio
3,808
Q3 2025 Added 14.56%
$123B
$2.65 Million 0.9% of portfolio
3,800
Q4 2024 Reduced 5.0%
$971B
$2.35 Million 0.8% of portfolio
3,081
Q3 2025 Reduced 4.23%
$1.74T
$2.01 Million 0.68% of portfolio
8,238
Q3 2025 Added 33.04%
$139B
$1.96 Million 0.67% of portfolio
5,940
Q3 2025 Added 9.45%
$1.29T
$1.97 Million 0.67% of portfolio
4,425
Q3 2025 Added 16.11%
$49.1B
$1.81 Million 0.61% of portfolio
1,506
Q3 2025 Added 0.87%
$881B
$1.54 Million 0.52% of portfolio
4,872
Q3 2025 Added 12.65%
$453B
$1.51 Million 0.51% of portfolio
2
Q3 2025 Reduced 33.33%
$533B
$1.21 Million 0.41% of portfolio
3,543
Q3 2025 Added 3.23%
$404B
$1.14 Million 0.39% of portfolio
1,230
Q3 2025 Added 1.07%
$279B
$1.02 Million 0.35% of portfolio
9,919
Q3 2025 Added 46.34%
$0
$881,000 0.3% of portfolio
29,758
Q3 2025 Added 12.88%
$317B
$762,000 0.26% of portfolio
9,094
Q3 2025 Added 0.41%
$115B
$741,000 0.25% of portfolio
1,513
Q3 2025 Added 15.32%
$593B
$699,000 0.24% of portfolio
2,488
Q3 2025 Added 47.31%
$490B
$676,000 0.23% of portfolio
5,999
Q3 2025 Added 6.27%
$342B
$669,000 0.23% of portfolio
3,670
Q3 2025 Reduced 5.05%
$367B
$609,000 0.21% of portfolio
1,504
Q3 2025 Added 29.43%
$61.4B
$629,000 0.21% of portfolio
3,093
Q3 2025 Added 13.84%
$237B
$627,000 0.21% of portfolio
2,649
Q3 2025 Reduced 1.52%
$414B
$500,000 0.17% of portfolio
2,163
Q3 2025 Added 0.37%
$512B
$477,000 0.16% of portfolio
840
Q3 2025 Added 4.35%
$291B
$455,000 0.15% of portfolio
954
Q3 2025 Added 13.44%
$0
$400,000 0.14% of portfolio
10,925
Q3 2025 Reduced 2.62%
$346B
$424,000 0.14% of portfolio
2,766
Q3 2025 Added 0.14%
$26.6B
$386,000 0.13% of portfolio
3,789
Q3 2025 Added 0.29%
$169B
$376,000 0.13% of portfolio
409
Q3 2025 Added 2.0%
$522B
$383,000 0.13% of portfolio
2,068
Q3 2025 Added 5.67%
$303B
$374,000 0.13% of portfolio
2,412
Q3 2025 Added 2.46%
$235B
$361,000 0.12% of portfolio
4,303
Q3 2025 Reduced 3.33%
$319B
$359,000 0.12% of portfolio
5,254
Q3 2025 Added 4.1%
$73.2B
$347,000 0.12% of portfolio
81
Q3 2025 New
$413B
$362,000 0.12% of portfolio
7,021
Q3 2025 Added 1.46%
$86.1B
$291,000 0.1% of portfolio
843
Q3 2025 Added 1.81%
$258B
$280,000 0.1% of portfolio
1,676
Q3 2025 Reduced 2.5%
$140B
$296,000 0.1% of portfolio
792
Q3 2025 Added 2.46%
$132B
$294,000 0.1% of portfolio
1,398
Q3 2025 Added 3.48%
$328B
$300,000 0.1% of portfolio
1,000
Q3 2025 New
$228B
$299,000 0.1% of portfolio
2,233
Q3 2025 Added 0.59%
$2.84B
$261,000 0.09% of portfolio
20,148
Q3 2025 Reduced 5.35%
$181B
$258,000 0.09% of portfolio
2,643
Q3 2025 Added 21.97%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $294 Million
  • Prior Value $256 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email