Crown Wealth Group, LLC
Crown Wealth Group, LLC reported 150 positions worth $393.0M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: DFUS (13.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $53.9M | 13.71% | 657,362 | — | — | |
| ▸ 2 | SPYM | SH | $43.5M | 11.06% | 494,535 | — | — | |
| ▸ 3 | BALT | SH | $33.5M | 8.54% | 978,870 | — | — | |
| ▸ 4 | DMAX | SH | $14.0M | 3.57% | 513,454 | — | — | |
| ▸ 5 | CPRY | SH | $14.0M | 3.56% | 499,424 | — | — | |
| ▸ 6 | DYNF | SH | $13.9M | 3.54% | 204,467 | — | — | |
| ▸ 7 | SGOV | SH | $13.3M | 3.38% | 131,917 | — | — | |
| ▸ 8 | SMH | SH | $12.9M | 3.28% | 19,624 | — | — | |
| ▸ 9 | VUG | SH | $11.8M | 3.01% | 137,152 | — | — | |
| ▸ 10 | IYW | SH | $11.2M | 2.84% | 44,221 | — | — |
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Frequently Asked Questions
What stocks does Crown Wealth Group, LLC hold as of Q2 2026?
Crown Wealth Group, LLC reported 150 positions worth $393.0M in its Q2 2026 13F filing. Largest positions: DFUS (13.7%), SPYM (11.1%), BALT (8.5%), DMAX (3.6%) and CPRY (3.6%).
What did Crown Wealth Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Crown Wealth Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.