Crown Wealth Group, LLC holds a focused book of 150 stocks worth $393.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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.
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
Other tracked managers holding the same core names as Crown Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $20.5B |
| IFP Advisors, Inc | 79 / 80 | $1.6B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $104.2B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $92.8B |
| Cetera Investment Advisers | 78 / 80 | $23.5B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $19.1B |
| Farther Finance Advisors, LLC | 78 / 80 | $3.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Crown Wealth Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.