Investor
Crown Wealth Group, LLC
CIK 0001845698 · filed 2026-04-21 · SEC filing
13F book
$340.5M
Positions
145
20 new · 18 sold
Largest name
13.4%
Dimensional Etf Trust
Est. mark
−$13.8M
Price effect on 125 names still held. Flow −$3.63M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 644.6K | $45.7M | 13.4% | −$2.08M | Added−$1.5M |
| Spdr Series Trust | — | 484.2K | $37.1M | 10.9% | −$1.78M | Cut−$2.64M |
| Innovator Etfs Trust | — | 937K | $31.4M | 9.2% | −$42.2K | Cut−$438K |
| Ishares 0-3 Month | — | 146.5K | $14.7M | 4.3% | $30.4K | Added$3.82M |
| Ishares Tr | — | 498.6K | $13.2M | 3.9% | −$47.8K | Added$391.7K |
| Calamos Etf Tr | — | 474.6K | $12.9M | 3.8% | $70.3K | Added$198.5K |
| Vanguard Growth Etf | — | 22.3K | $9.76M | 2.9% | −$1.14M | Cut−$2.55M |
| Ishares Tr | — | 50.8K | $9.75M | 2.9% | −$346.2K | Cut−$450.7K |
| Microsoft Corp | MSFT | 24.1K | $8.92M | 2.6% | −$2.61M | Added−$2.22M |
| Nvidia Corp | NVDA | 49.5K | $8.63M | 2.5% | −$559.8K | Added$2.5K |
| Apple Inc. | AAPL | 32.9K | $8.35M | 2.5% | −$575K | Added−$303.7K |
| Dimensional Etf Trust | — | 211.2K | $7.77M | 2.3% | −$268.3K | Cut−$433.4K |
| Vaneck Etf Trust | — | 19.3K | $7.41M | 2.2% | $426.1K | Added$821K |
| Ishares Tr | — | 35.7K | $6.48M | 1.9% | −$652.2K | Cut−$2.28M |
| Alphabet Inc | — | 20.1K | $5.78M | 1.7% | −$504.3K | Added−$428.4K |
| Blackrock Etf Trust | — | 93.7K | $5.45M | 1.6% | — | New |
| Amazon Com Inc | AMZN | 23.6K | $4.92M | 1.4% | −$523.3K | Added−$440.4K |
| Innovator Etfs Trust | — | 89.5K | $4.77M | 1.4% | −$154.2K | Cut−$200.6K |
| Vanguard World Fd | — | 13.3K | $4.16M | 1.2% | $150.6K | Added$909K |
| Ishares Gold Tr | — | 43.2K | $3.81M | 1.1% | $218K | Added$1.28M |
| Berkshire Hathaway Inc Del | — | 7.68K | $3.68M | 1.1% | −$180.1K | Cut−$206.8K |
| Dimensional Etf Trust | — | 107.4K | $3.64M | 1.1% | — | New |
| Innovator Etfs Trust | — | 76.5K | $3.53M | 1.0% | −$63.1K | Added$193.2K |
| Eli Lilly & Co | LLY | 3.18K | $2.92M | 0.9% | −$492.3K | Cut−$585.8K |
| Legacy Housing Corp | LEGH | 132K | $2.7M | 0.8% | $120.1K | Held |
| Meta Platforms, Inc. | META | 4.54K | $2.6M | 0.8% | −$336.7K | Added$68.9K |
| Alphabet Inc | — | 8.87K | $2.55M | 0.7% | −$233.5K | Added−$172.4K |
| Innovator Etfs Trust | — | 38.3K | $2.05M | 0.6% | −$59.4K | Cut−$80.7K |
| Tesla, Inc. | TSLA | 5.44K | $2.02M | 0.6% | −$376.4K | Added−$148.6K |
| Broadcom Inc. | AVGO | 6.53K | $2.02M | 0.6% | −$234.2K | Added−$193.6K |
| Select Sector Spdr Tr | — | 40.2K | $2.01M | 0.6% | — | New |
| Spotify Technology S.A. | SPOT | 4.02K | $1.95M | 0.6% | −$364K | Added−$258.3K |
| Spdr S&P 500 Etf Tr | — | 2.85K | $1.86M | 0.5% | −$89.8K | Cut−$1.49M |
| Jpmorgan Chase & Co. | — | 5.5K | $1.62M | 0.5% | −$150.6K | Added−$108K |
| Netflix Inc | NFLX | 16.2K | $1.56M | 0.5% | $37.4K | Added$88.8K |
| Walmart Inc. | WMT | 11.9K | $1.47M | 0.4% | $146.2K | Added$208.5K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.4% | −$73.3K | Held |
| United Bankshares Inc West V | — | 33K | $1.37M | 0.4% | $99.8K | Held |
| Costco Whsl Corp New | — | 1.34K | $1.33M | 0.4% | $153.9K | Added$344.3K |
| Sprott Asset Management Lp | — | 36.8K | $1.3M | 0.4% | $87.1K | Added$114.6K |
| Ishares Tr | — | 1.97K | $1.29M | 0.4% | −$62.3K | Cut−$164.3K |
| Wells Fargo Co New | — | 15.9K | $1.27M | 0.4% | −$178.7K | Added$40K |
| Visa Inc. | V | 4.04K | $1.22M | 0.4% | −$168.2K | Added$3.74K |
| Vanguard World Fd | — | 6.6K | $1.19M | 0.3% | −$91K | Cut−$290.4K |
| Vanguard World Fd | — | 3.04K | $1.12M | 0.3% | −$137.5K | Cut−$204.8K |
| Vanguard Index Fds | — | 1.86K | $1.11M | 0.3% | −$55.2K | Cut−$261.5K |
| First Tr Exchange Traded Fd | — | 17.3K | $1.08M | 0.3% | −$151.6K | Cut−$1.35M |
| Pimco Etf Tr | — | 41K | $1.07M | 0.3% | — | New |
| Ishares Tr | — | 7.56K | $1.07M | 0.3% | −$57.1K | Cut−$122.5K |
| Exxon Mobil Corp | — | 5.8K | $983.3K | 0.3% | $282.7K | Added$293.7K |
| Innovator Etfs Trust | — | 29.5K | $848.8K | 0.2% | $11.1K | Cut−$100.3K |
| Innovator Etfs Trust | — | 18.8K | $782.8K | 0.2% | $2.45K | Added$447.3K |
| Pimco Etf Tr | — | 7.6K | $764.8K | 0.2% | $1.01K | Added$332K |
| Innovator Etfs Trust | — | 26K | $758.3K | 0.2% | −$2.7K | Cut−$2.73M |
| Caterpillar Inc | CAT | 1.06K | $753.8K | 0.2% | $138.6K | Added$168.3K |
| Palantir Technologies Inc. | PLTR | 4.94K | $722.9K | 0.2% | −$125.2K | Added$15.8K |
| Johnson & Johnson | JNJ | 2.69K | $658.6K | 0.2% | $93.5K | Added$142.6K |
| First Tr Exchng Traded Fd Vi | — | 11.7K | $640.2K | 0.2% | −$14K | Held |
| Chevron Corp New | CVX | 2.88K | $595.7K | 0.2% | $151.2K | Added$172.9K |
| Crowdstrike Hldgs Inc | — | 1.52K | $594.6K | 0.2% | −$119.3K | Cut−$162.5K |
| Aim Etf Products Trust | — | 18.3K | $588K | 0.2% | −$7.02K | Held |
| Merck & Co., Inc. | MRK | 4.79K | $576.4K | 0.2% | $70K | Added$86K |
| AbbVie Inc. | ABBV | 2.56K | $555.7K | 0.2% | −$26.8K | Added−$1.83K |
| Salesforce, Inc. | CRM | 2.83K | $527.6K | 0.2% | −$210.1K | Added−$184K |
| Home Depot, Inc. | HD | 1.6K | $526.6K | 0.2% | −$19.6K | Added$79.4K |
| Planet Labs Pbc | PL | 18.7K | $522.9K | 0.2% | $154K | Cut$64.2K |
| Mastercard Inc | MA | 1.03K | $515.6K | 0.2% | −$54.9K | Added$75.5K |
| Invesco Exchange Traded Fd T | — | 2.5K | $479.4K | 0.1% | — | New |
| Etf Opportunities Trust | — | 17.4K | $464.5K | 0.1% | — | New |
| Vanguard Ultra Short | — | 6.11K | $462.2K | 0.1% | $1.19K | Cut−$4.52M |
| Arista Networks, Inc. | ANET | 3.69K | $452.9K | 0.1% | −$26.7K | Added$28.7K |
| Sprott Asset Management Lp | — | 9.48K | $452.3K | 0.1% | $18.2K | Cut−$64.2K |
| Palo Alto Networks Inc | PANW | 2.81K | $450.7K | 0.1% | −$67.1K | Cut−$87K |
| Ishares Tr | — | 16.8K | $449.3K | 0.1% | −$2.23K | Cut−$361.9K |
| Vanguard World Fd | — | 642 | $447.9K | 0.1% | −$35.7K | Added−$31.5K |
| Invesco Qqq Tr | — | 776 | $447.9K | 0.1% | −$28.8K | Cut−$148K |
| Cisco Sys Inc | — | 5.77K | $447.5K | 0.1% | $3.23K | Added$3.46K |
| Oracle Corp | — | 2.99K | $439.9K | 0.1% | −$109.4K | Added−$6.29K |
| Procter And Gamble Co | PG | 2.92K | $422.3K | 0.1% | $1.73K | Added$206.8K |
| Innovator Etfs Trust | — | 10K | $410K | 0.1% | −$9.23K | Cut−$13.3K |
| Aim Etf Products Trust | — | 12K | $405.8K | 0.1% | — | New |
| Bank America Corp | — | 8.26K | $402.5K | 0.1% | −$48.6K | Added−$25.5K |
| Innovator Etfs Trust | — | 9.33K | $402.2K | 0.1% | −$4.76K | Added$143.9K |
| Arm Holdings Plc | — | 2.6K | $393.9K | 0.1% | $109.3K | Held |
| GRAIL, Inc. | GRAL | 7.62K | $393.6K | 0.1% | −$258.3K | Cut−$318.2K |
| Spdr Gold Tr | — | 888 | $382.1K | 0.1% | $19.6K | Added$153K |
| Blackrock Etf Trust | — | 11.6K | $381.9K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 1.6K | $375.6K | 0.1% | −$56.4K | Held |
| Fidelity Wise Origin Bitcoin | — | 6.35K | $375K | 0.1% | — | New |
| Pimco Etf Tr | — | 7.53K | $373.5K | 0.1% | — | New |
| RTX Corp | RTX | 1.91K | $368.4K | 0.1% | $17.8K | Added$25.5K |
| Amgen Inc | AMGN | 1.01K | $354.7K | 0.1% | $24.1K | Added$33.6K |
| Honeywell Intl Inc | — | 1.54K | $349.2K | 0.1% | $42.2K | Added$83.3K |
| Spdr Series Trust | — | 3.55K | $347.7K | 0.1% | −$29.3K | Added−$7.74K |
| Sprott Asset Management Lp | — | 12.7K | $310.7K | 0.1% | — | New |
| Micron Technology Inc | MU | 911 | $307.8K | 0.1% | — | New |
| Eaton Corp Plc | ETN | 850 | $304K | 0.1% | $31.8K | Added$45.1K |
| Iron Mtn Inc Del | — | 2.95K | $301.1K | 0.1% | $56.6K | Cut$47.2K |
| Applied Matls Inc | — | 856 | $292.6K | 0.1% | $72.6K | Cut$36.9K |
| Lockheed Martin Corp | LMT | 483 | $292K | 0.1% | — | New |
| Advanced Micro Devices Inc | AMD | 1.41K | $286.6K | 0.1% | −$12K | Added$46.8K |
| Coca Cola Co | KO | 3.77K | $286.6K | 0.1% | $20.6K | Added$51.9K |
| Rbb Fd Inc | — | 5.72K | $285.2K | 0.1% | −$103 | Cut−$27.3K |
| Autozone Inc | AZO | 84 | $283.7K | 0.1% | −$1.11K | Added$9.02K |
| Chubb Limited | — | 846 | $275.9K | 0.1% | $11.2K | Added$23.6K |
| Duke Energy Corp New | — | 2.08K | $272.5K | 0.1% | $25.8K | Added$51.9K |
| Columbia Finl Inc | — | 15.5K | $271.4K | 0.1% | $30.5K | Held |
| ServiceNow, Inc. | NOW | 2.59K | $271.2K | 0.1% | −$99.2K | Added−$41.2K |
| Sherwin Williams Co | SHW | 842 | $269.9K | 0.1% | −$2.86K | Added$3.87K |
| Lowes Cos Inc | — | 1.14K | $268.6K | 0.1% | −$5.55K | Cut−$33.5K |
| Nextera Energy Inc | — | 2.86K | $265.6K | 0.1% | $34.2K | Added$48.3K |
| Capital One Finl Corp | — | 1.44K | $262.2K | 0.1% | −$77.2K | Added−$50K |
| Abbott Labs | ABT | 2.52K | $259K | 0.1% | −$50.3K | Added−$19.7K |
| Ge Aerospace | — | 911 | $258.5K | 0.1% | −$22.1K | Cut−$69.2K |
| Invesco Exch Traded Fd Tr Ii | — | 3.25K | $257.1K | 0.1% | −$16.8K | Cut−$5.49M |
| GE Vernova Inc. | GEV | 293 | $255.8K | 0.1% | — | New |
| Goldman Sachs Group Inc | — | 302 | $255.5K | 0.1% | −$9.97K | Cut−$25.8K |
| Innovator Etfs Trust | — | 7.95K | $254.5K | 0.1% | $2.62K | Held |
| Illinois Tool Wks Inc | — | 953 | $248.1K | 0.1% | $12.8K | Added$22.4K |
| Select Sector Spdr Tr | — | 1.86K | $247.3K | 0.1% | −$20.6K | Cut−$769.4K |
| Parker-Hannifin Corp | PH | 276 | $247.1K | 0.1% | $4.49K | Cut$2.73K |
| Citigroup Inc | — | 2.17K | $245.5K | 0.1% | −$7.1K | Cut−$14.7K |
| Morgan Stanley | — | 1.48K | $244.2K | 0.1% | −$17.7K | Added$1.18K |
| Intuitive Surgical Inc | ISRG | 527 | $242.9K | 0.1% | −$50.7K | Added−$29.5K |
| General Dynamics Corp | GD | 699 | $240K | 0.1% | $4.43K | Added$14.7K |
| Philip Morris Intl Inc | — | 1.44K | $237.9K | 0.1% | — | New |
| Constellation Energy Corp | CEG | 834 | $232.9K | 0.1% | −$57.7K | Added−$42.3K |
| Innovator Etfs Trust | — | 4.4K | $230.9K | 0.1% | −$2.46K | Held |
| Uber Technologies, Inc | UBER | 3.16K | $227.6K | 0.1% | −$26.2K | Added$8.44K |
| Capital Group Growth Etf | — | 5.66K | $227.4K | 0.1% | −$24.2K | Held |
| At&T Inc | — | 7.71K | $223.6K | 0.1% | — | New |
| Amphenol Corp New | — | 1.76K | $222.8K | 0.1% | −$14.4K | Added$1.4K |
| Vanguard Index Fds | — | 1.13K | $221.3K | 0.1% | $5.88K | Cut$2.44K |
| Tjx Cos Inc New | — | 1.37K | $219.4K | 0.1% | — | New |
| Lam Research Corp | LRCX | 1.02K | $217.7K | 0.1% | — | New |
| Innovator Etfs Trust | — | 5.08K | $216K | 0.1% | −$4.47K | Cut−$10.6K |
| Qualcomm Inc | — | 1.67K | $214.8K | 0.1% | −$64.9K | Added−$47.9K |
| Mcdonalds Corp | MCD | 678 | $210.7K | 0.1% | — | New |
| Energy Svcs Acquisition Corp | — | 16K | $210K | 0.1% | $79.3K | Held |
| Texas Instrs Inc | — | 1.07K | $207.8K | 0.1% | — | New |
| International Business Machs | — | 850 | $206K | 0.1% | −$42.2K | Added−$26.5K |
| Disney Walt Co | — | 2.13K | $205.3K | 0.1% | −$34.6K | Added−$20.8K |
| American Express Co | AXP | 669 | $202.4K | 0.1% | −$42.9K | Added−$32.9K |
| Compass, Inc. | COMP | 15.8K | $115.5K | 0.0% | −$51.5K | Held |
| Octave Specialty Group Inc | OSG | 11.2K | $51.9K | 0.0% | −$34.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.