Crown Wealth Group, LLC holds a focused book of 150 stocks worth $393.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Dimensional US Eq MKT ETF at 14% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1845698/holdings"
Use Arkolith to show Crown Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Crown Wealth Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US EQUI MARK ETF | $53.9M | 657.4K | 13.7% | ▲+2.0% Added · +13K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $43.5M | 494.5K | 11.1% | ▲+2.1% Added · +10K sh | |
| 3 | Innovator Etfs Trust DEFINED WLT SHLD | $33.5M | 978.9K | 8.5% | ▲+4.5% Added · +42K sh | |
| 4 | Ishares TR LARG CAP DEC ETF | $14.0M | 513.5K | 3.6% | ▲+3.0% Added · +15K sh | |
| 5 | Calamos ETF TR RUSSE 2000 JANUA | $14.0M | 499.4K | 3.6% | ▲+5.2% Added · +25K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $13.9M | 204.5K | 3.5% | ▲+118% Added · +111K sh | |
| 7 | Ishares TR 0-3 MTH TREASURY | $13.3M | 131.9K | 3.4% | ▼−9.9% Reduced · −15K sh | |
| 8 | Vaneck ETF Trust SEMICONDUCTR ETF | $12.9M | 19.6K | 3.3% | ▲+1.5% Added · +284 sh | |
| 9 | Vanguard Index FDS GROWTH ETF | $11.8M | 137.2K | 3.0% | ▲+514% Added · +115K sh | |
| 10 | Ishares TR U.S. TECH ETF | $11.2M | 44.2K | 2.8% | ▲+24% Added · +9K sh | |
| 11 | Apple Inc COM | $10.5M | 36.2K | 2.7% | ▲+10% Added · +3K sh | |
| 12 | Nvidia Corporation COM | $10.0M | 50.2K | 2.6% | ▲+1.4% Added · +704 sh | |
| 13 | Microsoft Corp COM | $9.5M | 25.4K | 2.4% | ▲+5.4% Added · +1K sh | |
| 14 | Dimensional ETF Trust US HIGH PROF ETF | $8.7M | 209.3K | 2.2% | ▼−0.9% Reduced · −2K sh | |
| 15 | Alphabet Inc CAP STK CL A | $7.1M | 20.0K | 1.8% | ▼−0.6% Reduced · −118 sh | |
| 16 | Amazon Com Inc COM | $5.7M | 23.8K | 1.4% | ▲+0.9% Added · +223 sh | |
| 17 | Vanguard World FD INDUSTRIAL ETF | $5.4M | 15.1K | 1.4% | ▲+13% Added · +2K sh | |
| 18 | Innovator Etfs Trust US EQTY BUFR JAN | $4.9M | 83.6K | 1.3% | ▼−6.5% Reduced · −6K sh | |
| 19 | Dimensional ETF Trust EMGR CRE EQT MNG | $4.5M | 112.5K | 1.2% | ▲+4.7% Added · +5K sh | |
| 20 | Eli Lilly & Co COM | $3.8M | 3.2K | 1.0% | ▲+0.4% Added · +13 sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $3.8M | 7.5K | 1.0% | ▼−2.4% Reduced · −181 sh | |
| 22 | Innovator Etfs Trust US EQTY PWR BUF | $3.5M | 70.2K | 0.9% | ▼−8.2% Reduced · −6K sh | |
| 23 | Ishares Gold TR ISHARES NEW | $3.3M | 43.9K | 0.8% | ▲+1.8% Added · +763 sh | |
| 24 | Alphabet Inc CAP STK CL C | $3.3M | 9.3K | 0.8% | ▲+5.2% Added · +463 sh | |
| 25 | Legacy Housing Corp COM | $2.8M | 108.0K | 0.7% | ▼−18% Reduced · −24K sh | |
| 26 | Tesla Inc COM | $2.7M | 6.3K | 0.7% | ▲+16% Added · +862 sh | |
| 27 | Meta Platforms Inc CL A | $2.6M | 4.7K | 0.7% | ▲+3.0% Added · +136 sh | |
| 28 | Ishares TR MSCI USA QLT FCT | $2.6M | 11.8K | 0.7% | ▼−77% Reduced · −39K sh | |
| 29 | Broadcom Inc COM | $2.5M | 6.7K | 0.6% | ▲+2.4% Added · +160 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $2.4M | 3.3K | 0.6% | ▲+14% Added · +410 sh | |
| 31 | Select Sector SPDR TR ST STR MATER ETF | $2.3M | 45.1K | 0.6% | ▲+12% Added · +5K sh | |
| 32 | Innovator Etfs Trust GRWT100 PWR BF | $2.3M | 38.3K | 0.6% | —Held | |
| 33 | JPMorgan Chase & Co COM | $1.8M | 5.6K | 0.5% | ▲+1.4% Added · +76 sh | |
| 34 | Spotify Technology S A SHS | $1.8M | 3.9K | 0.5% | ▼−2.5% Reduced · −100 sh | |
| 35 | Ishares TR CORE S&P500 ETF | $1.6M | 2.1K | 0.4% | ▲+5.9% Added · +116 sh | |
| 36 | Wells Fargo & Co COM | $1.5M | 18.6K | 0.4% | ▲+17% Added · +3K sh | |
| 37 | United Bankshares Inc West V COM | $1.5M | 33.0K | 0.4% | —Held | |
| 38 | Pimco ETF TR ENHAN SHRT MA AC | $1.5M | 14.9K | 0.4% | ▲+96% Added · +7K sh | |
| 39 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.4% | —Held | |
| 40 | First TR Exchange-Traded FD NASDAQ CYB ETF | $1.5M | 16.6K | 0.4% | ▼−4.0% Reduced · −689 sh | |
| 41 | Vanguard World FD MEGA GRWTH IND | $1.5M | 16.7K | 0.4% | ▲+451% Added · +14K sh | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $1.4M | 2.1K | 0.4% | ▲+10% Added · +187 sh | |
| 43 | Visa Inc COM CL A | $1.4M | 4.1K | 0.4% | ▲+0.5% Added · +20 sh | |
| 44 | Walmart Inc COM | $1.4M | 12.1K | 0.3% | ▲+2.3% Added · +272 sh | |
| 45 | Ishares TR ESG AWR MSCI USA | $1.2M | 7.6K | 0.3% | —Held | |
| 46 | Vanguard World FD COMM SRVC ETF | $1.2M | 6.6K | 0.3% | ▼−0.3% Reduced · −21 sh | |
| 47 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 0.3% | ▼−5.3% Reduced · −71 sh | |
| 48 | Caterpillar Inc COM | $1.2M | 1.1K | 0.3% | ▲+2.7% Added · +29 sh | |
| 49 | Crowdstrike Hldgs Inc CL A | $1.2M | 1.5K | 0.3% | ▲+0.1% Added · +1 sh | |
| 50 | Netflix Inc. COM | $1.1M | 15.7K | 0.3% | ▼−3.2% Reduced · −519 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 150 | $393.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 145 | $340.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 143 | $357.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 127 | $332.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 119 | $266.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 108 | $192.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 113 | $245.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 114 | $230.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.