Crown Wealth Group, LLC
CIK 1845698 · Holdings on Dec 31, 2025 · First reported Jan 28, 2026
Top ten holdings
Q4 2025- DFUS13.19%
- SPYM11.09%
- BALT8.88%
- DMAX3.59%
- CPRY3.54%
- VUG3.44%
- MSFT3.11%
- SGOV3.05%
- QUAL2.85%
- IYW2.45%
Share classes counted separately55.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight decreased · -0.91 pp3.96% → 3.05%Shares -21.99K (-16.82%)
- VUGWeight decreased · -0.86 pp4.30% → 3.44%Shares -4.63K (-15.51%)
- IYWWeight decreased · -0.76 pp3.21% → 2.45%Shares -10.63K (-19.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $47.21M | 13.19% | 636.58K shares | 13.61% → 13.19%-0.42 pp +11.35K (+1.81%) | Added | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $39.70M | 11.09% | 494.89K shares | 11.35% → 11.09%-0.26 pp +12.57K (+2.61%) | Added | ↗▾ |
| 03 | BALTINN DEFINED WEALTH SHIELDDEFINED WLT SHLD View history and evidence | $31.79M | 8.88% | 948.77K shares | 8.68% → 8.88%+0.20 pp +68.68K (+7.80%) | Added | ↗▾ |
| 04 | DMAXISHARES LG CAP MAX BUFF DECLARGE CAP MAX BU View history and evidence | $12.86M | 3.59% | 482.03K shares | 3.19% → 3.59%+0.40 pp +80.65K (+20.09%) | Added | ↗▾ |
| 05 | CPRYCLMOS R 2000 S A P ETF - JANRUSSELL 2000 STR View history and evidence | $12.68M | 3.54% | 469.92K shares | 3.43% → 3.54%+0.11 pp +31.53K (+7.19%) | Added | ↗▾ |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $12.31M | 3.44% | 25.24K shares | 4.30% → 3.44%-0.86 pp -4.63K (-15.51%) | Reduced | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $11.13M | 3.11% | 23.02K shares | 3.53% → 3.11%-0.42 pp +314 (+1.38%) | Added | ↗▾ |
| 08 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $10.92M | 3.05% | 108.79K shares | 3.96% → 3.05%-0.91 pp -21.99K (-16.82%) | Reduced | ↗▾ |
| 09 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $10.20M | 2.85% | 51.35K shares | 3.14% → 2.85%-0.29 pp -2.33K (-4.34%) | Reduced | ↗▾ |
| 10 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $8.76M | 2.45% | 43.88K shares | 3.21% → 2.45%-0.76 pp -10.63K (-19.50%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KOCT INNOVATOR U.S. SMALL CAP POW | Non-derivative | -41,123 | -$1.36M | SEC filing ↗ | SEC filing ↗ |
| UDEC INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -25,004 | -$959.40K | SEC filing ↗ | SEC filing ↗ |
| MAXJ ISHARES LG CAP MAX BUFF JUN | Non-derivative | -31,244 | -$876.37K | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1845698 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 357916469
}Research all 143 reported holdings.
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