StockDriftsStockDriftsTop 50 Crown Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 13.72% | 666.9K | $55.4M | +1.45%(+9.56K) | $57.53(+44.91%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 11.4% | 512.6K | $46.0M | +3.65%(+18.07K) | $58.99(+52.97%) | 2026-09-30 | |
| BALT | INNOVATOR ETFS TRUST | 9.24% | 1.07M | $37.3M | +8.96%(+87.73K) | $30.47(+14.92%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.12% | 298.4K | $20.7M | +45.95%(+93.94K) | $63.26(+9.02%) | 2026-09-30 | |
| SGOV | ISHARES TR | 3.98% | 159.4K | $16.0M | +20.83%(+27.48K) | $100.62(-0.03%) | 2026-09-30 | |
| DMAX | ISHARES TR | 3.48% | 504.9K | $14.0M | -1.67%(-8.57K) | $26.15(+6.63%) | 2026-09-30 | |
| CPRY | CALAMOS ETF TR | 3.47% | 495.8K | $14.0M | -0.73%(-3.63K) | $25.71(+9.67%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.2% | 143.5K | $12.9M | +4.60%(+6.31K) | $68.33(+29.99%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.14% | 24.7K | $12.7M | -2.78%(-705) | $337.92(+57.88%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.75% | 48.6K | $11.1M | -3.20%(-1.61K) | $92.69(+134.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.99% | +72.75% | — | — | +59.70% |
| Top 20 Holdings Unweighted | +23.53% | +88.49% | — | — | +82.42% |
Crown Wealth Group LLC reports $403.53M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (13.7%), SPYM (11.4%) and BALT (9.2%). The top 20 holdings account for 74.87% of reported assets. Its disclosed equity book has returned +72.75% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crown Wealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845698). View Crown Wealth Group LLC’s 13F filings on SEC