Crown Wealth Group, LLC
CIK 0001845698 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$393.0M
2026 Q2
Positions
150
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFUS
DIMENSIONAL ETF TRUST
13.7%
SPYM
SPDR SERIES TRUST
11.1%
BALT
INNOVATOR ETFS TRUST
8.5%
DMAX
ISHARES TR
3.6%
CPRY
CALAMOS ETF TR
3.6%
DYNF
BLACKROCK ETF TRUST
3.5%
SGOV
ISHARES TR
3.4%
SMH
VANECK ETF TRUST
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.