Crown Wealth Group, LLC — 13F holdings

Crown Wealth Group, LLC reported 148 holdings worth $404M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $55.4M (13.7%)
  2. SPYM SPDR SERIES TRUST — $46.0M (11.4%)
  3. BALT INNOVATOR ETFS TRUST — $37.3M (9.2%)
  4. DYNF BLACKROCK ETF TRUST — $20.7M (5.1%)
  5. SGOV ISHARES TR — $16.0M (4.0%)
  6. DMAX ISHARES TR — $14.0M (3.5%)
  7. CPRY CALAMOS ETF TR — $14.0M (3.5%)
  8. VUG VANGUARD INDEX FDS — $12.9M (3.2%)
  9. MSFT MICROSOFT CORP — $12.7M (3.1%)
  10. NVDA NVIDIA CORPORATION — $11.1M (2.7%)