account_balance
Investment manager · 13F filer · SEC CIK 1845698
Crown Wealth Group, LLC
Reported value$404Mas of Sep 30, 2026
Positions148 12 new, 14 sold out
Top 10 weight59.5%DFUS alone is 14%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
13.7%
SPYMSPDR Series Trust
11.4%Added +4%
BALTInnovator Etfs Trust
9.2%Added +9%
DYNFBlackRock ETF Trust
5.1%Added +46%
SGOViShares Tr
4.0%Added +21%
DMAXiShares Tr
3.5%
CPRYCalamos ETF Tr
3.5%
VUGVanguard Index FDS
3.2%Added +5%
MSFTMicrosoft Corp
3.1%Trimmed −3%
NVDANVIDIA Corp
2.7%Trimmed −3%
AAPLApple Inc.
2.6%Trimmed −13%
IYWiShares Tr
2.3%Trimmed −21%
DFUSDimensional ETF Trust
13.7%
SPYMSPDR Series Trust
11.4%Added +4%
BALTInnovator Etfs Trust
9.2%+9%
DYNFBlackRock ETF Trust
5.1%+46%
SGOViShares Tr
4.0%+21%
DMAXiShares Tr
3.5%
CPRY3.5%
VUG3.2%
MSFTNVDAAAPLIYW2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional ETF Trust 13.7% Held
SPYM SPDR Series Trust 11.4% Added +4%
BALT Innovator Etfs Trust 9.2% Added +9%
DYNF BlackRock ETF Trust 5.1% Added +46%
SGOV iShares Tr 4.0% Added +21%
DMAX iShares Tr 3.5% Held
CPRY Calamos ETF Tr 3.5% Held
VUG Vanguard Index FDS 3.2% Added +5%
MSFT Microsoft Corp 3.1% Trimmed −3%NVDA NVIDIA Corp 2.7% Trimmed −3%AAPL Apple Inc. 2.6% Trimmed −13%IYW iShares Tr 2.3% Trimmed −21%
What changed
Biggest moves since Jun 30, 2026
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