Crown Wealth Group, LLC: 13F holdings
CIK 18456982026Q2
| Positions | 150 |
|---|
| Reported value | $393.0m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 150 (+5 vs prior quarter) |
|---|
| Reported value | $393.0m (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 657,362 | $53.9m | 13.7% |
| SPYM SPDR SERIES TRUST | 494,535 | $43.5m | 11.1% |
| BALT INNOVATOR ETFS TRUST | 978,870 | $33.5m | 8.5% |
| ISHARES TR | 513,454 | $14.0m | 3.6% |
| CALAMOS ETF TR | 499,424 | $14.0m | 3.6% |
| DYNF BLACKROCK ETF TRUST | 204,467 | $13.9m | 3.5% |
| SGOV ISHARES TR | 131,917 | $13.3m | 3.4% |
| SMH VANECK ETF TRUST | 19,624 | $12.9m | 3.3% |
| VUG VANGUARD INDEX FDS | 137,152 | $11.8m | 3.0% |
| IYW ISHARES TR | 44,221 | $11.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845698")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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