Crown Wealth Group, LLC
152 holdingsFiling period: 2026-06-30Current AUM: $403.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional ETF Trust | 657.4K | $53.9M | $55.0M | 13.63% | +12.7K | 2026-06-30 |
| 2 | SPYM | Spdr Series Trust | 494.5K | $43.5M | $44.8M | 11.09% | +10.4K | 2026-06-30 |
| 3 | BALT | Innovator ETFs Trust | 978.9K | $33.5M | $34.3M | 8.50% | +41.9K | 2026-06-30 |
| 4 | DMAX | iShares TR | 513.5K | $14.0M | $14.3M | 3.55% | +14.9K | 2026-06-30 |
| 5 | CPRY | Calamos ETF TR | 499.4K | $14.0M | $14.1M | 3.50% | +24.8K | 2026-06-30 |
| 6 | DYNF | BlackRock ETF Trust | 204.5K | $13.9M | $14.1M | 3.50% | +110.8K | 2026-06-30 |
| 7 | SGOV | iShares TR | 131.9K | $13.3M | $13.3M | 3.29% | -14,548 | 2026-06-30 |
| 8 | SMH | VanEck ETF Trust | 19.6K | $12.9M | $10.7M | 2.66% | +284 | 2026-06-30 |
| 9 | VUG | Vanguard Index Fds | 137.2K | $11.8M | $12.2M | 3.01% | +114.8K | 2026-06-30 |
| 10 | IYW | iShares TR | 44.2K | $11.2M | $11.2M | 2.78% | +8.5K | 2026-06-30 |
| 11 | AAPL | Apple Inc | 36.2K | $10.5M | $12.3M | 3.05% | +3.3K | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 50.2K | $10.0M | $10.9M | 2.69% | +704 | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 25.4K | $9.5M | $13.5M | 3.35% | +1.3K | 2026-06-30 |
| 14 | DUHP | Dimensional ETF Trust | 209.3K | $8.7M | $8.9M | 2.21% | -1,934 | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 20.0K | $7.1M | $6.8M | 1.68% | -118 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 23.8K | $5.7M | $6.3M | 1.55% | +223 | 2026-06-30 |
| 17 | VIS | Vanguard World FD | 15.1K | $5.4M | $4.8M | 1.19% | +1.8K | 2026-06-30 |
| 18 | BJAN | Innovator ETFs Trust | 83.6K | $4.9M | $5.1M | 1.26% | -5,852 | 2026-06-30 |
| 19 | DFAE | Dimensional ETF Trust | 112.5K | $4.5M | $4.2M | 1.05% | +5.1K | 2026-06-30 |
| 20 | LLY | Eli Lilly & Co | 3.2K | $3.8M | $4.1M | 1.01% | +13 | 2026-06-30 |
| 21 | BRK-B | Berkshire Hathaway Inc Del | 7.5K | $3.8M | $3.8M | 0.93% | -181 | 2026-06-30 |
| 22 | PJAN | Innovator ETFs Trust | 70.2K | $3.5M | $3.6M | 0.89% | -6,234 | 2026-06-30 |
| 23 | IAU | iShares Gold TR | 43.9K | $3.3M | $3.4M | 0.84% | +763 | 2026-06-30 |
| 24 | GOOG | Alphabet Inc | 9.3K | $3.3M | $3.1M | 0.78% | +463 | 2026-06-30 |
| 25 | LEGH | Legacy Housing Corp | 108.0K | $2.8M | $2.9M | 0.73% | -24,000 | 2026-06-30 |
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