13F Insight
DOSSIER · 13F-HR · Q2 2026

Crown Wealth Group, LLC

$393M in tracked AUM across 150 positions as of Q2 2026.

CW
CIK 0001845698 · last filed Jun 30, 2026
Total AUM
$393M
as of Q2 2026
Holdings
150
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Crown Wealth Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$54M657K13.7%02
SPYM
SPDR SERIES TRUST
$43M495K11.1%03
BALT
INNOVATOR ETFS TRUST
$34M979K8.5%04
DMAX
ISHARES TR
$14M513K3.6%05
CPRY
CALAMOS ETF TR
$14M499K3.6%06
DYNF
BLACKROCK ETF TRUST
$14M204K3.5%07
SGOV
ISHARES TR
$13M132K3.4%08
SMH
VANECK ETF TRUST
$13M20K3.3%09
VUG
VANGUARD INDEX FDS
$12M137K3.0%10
IYW
ISHARES TR
$11M44K2.8%

Filing history

2026Q2Jun 30
$393M▲ 15.4%
150 positionsView →2026Q1Mar 31
$340M▼ 4.9%
145 positionsView →2025Q4Dec 31
$358M▲ 7.5%
143 positionsView →2025Q3Sep 30
$333M▲ 25.0%
127 positionsView →2025Q2Jun 30
$266M▲ 38.1%
119 positionsLocked2025Q1Mar 31
$193M▼ 21.6%
108 positionsLocked2024Q4Dec 31
$246M▲ 6.9%
113 positionsLocked2024Q3Sep 30
$230M▲ 14.9%
114 positionsLocked2024Q2Jun 30
$200M▲ 3.2%
105 positionsLocked2024Q1Mar 31
$194M▲ 16.8%
108 positionsLocked2023Q4Dec 31
$166M▲ 24.8%
98 positionsLocked2023Q3Sep 30
$133M▲ 4.9%
70 positionsLocked
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