13F Insight
DOSSIER · 13F-HR · Q3 2026

Crown Wealth Group, LLC

$404M in tracked AUM across 148 positions as of Q3 2026.

CW
CIK 0001845698 · last filed Sep 30, 2026
Total AUM
$404M
as of Q3 2026
Holdings
148
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Crown Wealth Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$55M667K13.7%02
SPYM
SPDR SERIES TRUST
$46M513K11.4%03
BALT
INNOVATOR ETFS TRUST
$37M1.1M9.2%04
DYNF
BLACKROCK ETF TRUST
$21M298K5.1%05
SGOV
ISHARES TR
$16M159K4.0%06
DMAX
ISHARES TR
$14M505K3.5%07
CPRY
CALAMOS ETF TR
$14M496K3.5%08
VUG
VANGUARD INDEX FDS
$13M143K3.2%09
MSFT
MICROSOFT CORP
$13M25K3.1%10
NVDA
NVIDIA CORPORATION
$11M49K2.7%

Filing history

2026Q3Sep 30
$404M▲ 2.7%
148 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20