Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crown Wealth Group, LLC (CIK 1845698) reported $340.5M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($45.7M, 13.43%), SPLG ($37.1M, 10.88%), BALT ($31.4M, 9.21%), SGOV ($14.7M, 4.33%), DMAX ($13.2M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $45.7M | 13.43% | 644,636 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $37.1M | 10.88% | 484,160 | Trimmed |
| 3 | BALT | INNOVATOR ETFS TRUST | $31.4M | 9.21% | 936,959 | Trimmed |
| 4 | SGOV | ISHARES TR | $14.7M | 4.33% | 146,465 | Added |
| 5 | DMAX | ISHARES TR | $13.2M | 3.89% | 498,567 | Added |
| 6 | CPRY | CALAMOS ETF TR | $12.9M | 3.78% | 474,637 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $9.8M | 2.87% | 22,342 | Trimmed |
| 8 | QUAL | ISHARES TR | $9.7M | 2.86% | 50,824 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $8.9M | 2.62% | 24,088 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $8.6M | 2.53% | 49,486 | Added |
| 11 | AAPL | APPLE INC | $8.3M | 2.45% | 32,898 | Added |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $7.8M | 2.28% | 211,244 | Trimmed |
| 13 | SMH | VANECK ETF TRUST | $7.4M | 2.18% | 19,340 | Added |
| 14 | IYW | ISHARES TR | $6.5M | 1.90% | 35,716 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $5.8M | 1.70% | 20,087 | Added |
| 16 | DYNF | BLACKROCK ETF TRUST | $5.4M | 1.60% | 93,672 | New |
| 17 | AMZN | AMAZON COM INC | $4.9M | 1.44% | 23,602 | Added |
| 18 | BJAN | INNOVATOR ETFS TRUST | $4.8M | 1.40% | 89,474 | Trimmed |
| 19 | VIS | VANGUARD WORLD FD | $4.2M | 1.22% | 13,308 | Added |
| 20 | IAU | ISHARES GOLD TR | $3.8M | 1.12% | 43,172 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.08% | 7,682 | Trimmed |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $3.6M | 1.07% | 107,449 | New |
| 23 | PJAN | INNOVATOR ETFS TRUST | $3.5M | 1.04% | 76,464 | Added |
| 24 | LLY | ELI LILLY & CO | $2.9M | 0.86% | 3,178 | Trimmed |
| 25 | LEGH | LEGACY HOUSING CORP | $2.7M | 0.79% | 132,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31