13F Insight
DOSSIER · 13F-HR · Q1 2026

Crown Wealth Group, LLC

Crown Wealth's holding co. based in San Francisco, CA — $340M in tracked AUM across 145 positions as of Q1 2026.

CW
Crown Wealth·San Francisco, CA·Holding Co.
CIK 0001845698 · last filed Mar 31, 2026
Total AUM
$340M
▲ 10.8%
vs prior
Holdings
145
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
49% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Crown Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$46M645K13.4%
02
SPYM
SPDR SERIES TRUST
$37M484K10.9%
03
BALT
INNOVATOR ETFS TRUST
$31M937K9.2%
04
SGOV
ISHARES TR
$15M146K4.3%
05
DMAX
ISHARES TR
$13M499K3.9%
06
CPRY
CALAMOS ETF TR
$13M475K3.8%
07
VUG
VANGUARD INDEX FDS
$10M22K2.9%
08
QUAL
ISHARES TR
$10M51K2.9%
09
MSFT
MICROSOFT CORP
$9M24K2.6%
10
NVDA
NVIDIA CORPORATION
$9M49K2.5%

Filing history

Filing history loading…