Crown Wealth Group, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$266.2B
Holdings
119
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 581,352 | $39.0B | 14.64% | |
| 2 | SPYMSPDR SERIES TRUST | 433,011 | $31.5B | 11.82% | |
| 3 | DDTOINNOVATOR ETFS TRUST | 764,336 | $24.5B | 9.21% | |
| 4 | QUALISHARES TR | 60,832 | $11.1B | 4.18% | |
| 5 | MSFTMICROSOFT CORP | 22,327 | $11.1B | 4.17% | |
| 6 | SGOVISHARES TR | 108,232 | $10.9B | 4.09% | |
| 7 | IYWISHARES TR | 50,231 | $8.7B | 3.27% | |
| 8 | VUGVANGUARD INDEX FDS | 18,377 | $8.1B | 3.03% | |
| 9 | DUHPDIMENSIONAL ETF TRUST | 199,260 | $7.1B | 2.66% | |
| 10 | BUGGLOBAL X FDS | 173,234 | $6.4B | 2.41% | |
| 11 | NVDANVIDIA CORPORATION | 40,043 | $6.3B | 2.38% | |
| 12 | SMHVANECK ETF TRUST | 21,755 | $6.1B | 2.28% | |
| 13 | AAPLAPPLE INC | 28,100 | $5.8B | 2.17% | |
| 14 | VOXVANGUARD WORLD FD | 32,610 | $5.6B | 2.10% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,990 | $4.9B | 1.82% | |
| 16 | BJANINNOVATOR ETFS TRUST | 89,145 | $4.5B | 1.68% | |
| 17 | AMZNAMAZON COM INC | 19,034 | $4.2B | 1.57% | |
| 18 | GOOGLALPHABET INC | 18,491 | $3.3B | 1.22% | |
| 19 | EPIWISDOMTREE TR | 65,987 | $3.1B | 1.18% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 3,800 | $2.9B | 1.10% | |
| 21 | LLYELI LILLY & CO | 3,217 | $2.5B | 0.94% | |
| 22 | METAMETA PLATFORMS INC | 3,324 | $2.5B | 0.92% | |
| 23 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.2B | 0.82% | |
| 24 | NFLXNETFLIX INC | 1,493 | $2.0B | 0.75% | |
| 25 | NJANINNOVATOR ETFS TRUST | 36,233 | $1.8B | 0.69% | |
| 26 | PDECINNOVATOR ETFS TRUST | 44,169 | $1.8B | 0.66% | |
| 27 | SPYSPDR S&P 500 ETF TR | 2,816 | $1.7B | 0.65% | |
| 28 | TBILRBB FD INC | 34,541 | $1.7B | 0.65% | |
| 29 | KJULINNOVATOR ETFS TRUST | 57,344 | $1.7B | 0.63% | |
| 30 | AVGOBROADCOM INC | 5,427 | $1.5B | 0.56% | |
| 31 | IVVISHARES TR | 2,107 | $1.3B | 0.49% | |
| 32 | JPMJPMORGAN CHASE & CO. | 4,325 | $1.3B | 0.47% | |
| 33 | PJANINNOVATOR ETFS TRUST | 28,387 | $1.3B | 0.47% | |
| 34 | VVISA INC | 3,432 | $1.2B | 0.46% | |
| 35 | TSLATESLA INC | 3,811 | $1.2B | 0.45% | |
| 36 | MGKVANGUARD WORLD FD | 3,302 | $1.2B | 0.45% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 1,217 | $1.2B | 0.45% | |
| 38 | UBSIUNITED BANKSHARES INC WEST V | 33,031 | $1.2B | 0.45% | |
| 39 | ESGUISHARES TR | 8,388 | $1.1B | 0.43% | |
| 40 | GOOGALPHABET INC | 6,192 | $1.1B | 0.41% | |
| 41 | CIBRFIRST TR EXCHANGE TRADED FD | 13,894 | $1.1B | 0.39% | |
| 42 | VOOVANGUARD INDEX FDS | 1,731 | $983.1M | 0.37% | |
| 43 | UDECINNOVATOR ETFS TRUST | 26,177 | $953.9M | 0.36% | |
| 44 | AAPRINNOVATOR ETFS TRUST | 34,410 | $938.2M | 0.35% | |
| 45 | CRMSALESFORCE INC | 2,690 | $733.6M | 0.28% | |
| 46 | WFCWELLS FARGO CO NEW | 9,057 | $725.6M | 0.27% | |
| 47 | PNOVINNOVATOR ETFS TRUST | 17,188 | $679.3M | 0.26% | |
| 48 | PHYS/USPROTT PHYSICAL GOLD TR | 26,363 | $668.3M | 0.25% | |
| 49 | CRWDCROWDSTRIKE HLDGS INC | 1,312 | $668.2M | 0.25% | |
| 50 | WMTWALMART INC | 6,778 | $662.8M | 0.25% | |
| 51 | AUGWAIM ETF PRODUCTS TRUST | 19,886 | $610.1M | 0.23% | |
| 52 | XOMEXXON MOBIL CORP | 5,645 | $608.5M | 0.23% | |
| 53 | FJULFIRST TR EXCHNG TRADED FD VI | 11,699 | $605.3M | 0.23% | |
| 54 | PANWPALO ALTO NETWORKS INC | 2,717 | $556.0M | 0.21% | |
| 55 | PLTRPALANTIR TECHNOLOGIES INC | 3,865 | $526.9M | 0.20% | |
| 56 | NDQINVESCO QQQ TR | 851 | $469.4M | 0.18% | |
| 57 | SMAXISHARES TR | 17,753 | $462.3M | 0.17% | |
| 58 | GRALGRAIL INC | 8,986 | $462.1M | 0.17% | |
| 59 | MAMASTERCARD INCORPORATED | 805 | $452.4M | 0.17% | |
| 60 | MINTPIMCO ETF TR | 4,440 | $446.4M | 0.17% | |
| 61 | PGPROCTER AND GAMBLE CO | 2,762 | $440.1M | 0.17% | |
| 62 | SEPWAIM ETF PRODUCTS TRUST | 14,396 | $434.3M | 0.16% | |
| 63 | FDNFIRST TR EXCHANGE-TRADED FD | 1,605 | $432.3M | 0.16% | |
| 64 | VGTVANGUARD WORLD FD | 646 | $428.5M | 0.16% | |
| 65 | HDHOME DEPOT INC | 1,162 | $426.0M | 0.16% | |
| 66 | AQLTISHARES TR | 5,068 | $423.1M | 0.16% | |
| 67 | ARMARM HOLDINGS PLC | 2,604 | $421.2M | 0.16% | |
| 68 | NOWSERVICENOW INC | 401 | $412.3M | 0.15% | |
| 69 | ABBVABBVIE INC | 2,155 | $400.0M | 0.15% | |
| 70 | IRMIRON MTN INC DEL | 3,778 | $387.5M | 0.15% | |
| 71 | ORCLORACLE CORP | 1,689 | $369.3M | 0.14% | |
| 72 | MRKMERCK & CO INC | 4,451 | $352.3M | 0.13% | |
| 73 | CSCOCISCO SYS INC | 5,047 | $350.2M | 0.13% | |
| 74 | CEF/USPROTT PHYSICAL GOLD & SILVE | 11,219 | $337.7M | 0.13% | |
| 75 | DFCFDIMENSIONAL ETF TRUST | 7,983 | $337.4M | 0.13% | |
| 76 | CVXCHEVRON CORP NEW | 2,354 | $337.1M | 0.13% | |
| 77 | BACBANK AMERICA CORP | 6,920 | $327.5M | 0.12% | |
| 78 | CATCATERPILLAR INC | 841 | $326.5M | 0.12% | |
| 79 | NJULINNOVATOR ETFS TRUST | 4,733 | $322.1M | 0.12% | |
| 80 | ANETARISTA NETWORKS INC | 3,100 | $317.2M | 0.12% | |
| 81 | HONHONEYWELL INTL INC | 1,351 | $314.6M | 0.12% | |
| 82 | ABTABBOTT LABS | 2,220 | $301.9M | 0.11% | |
| 83 | JNJJOHNSON & JOHNSON | 1,957 | $298.9M | 0.11% | |
| 84 | SPYGSPDR SERIES TRUST | 3,040 | $289.8M | 0.11% | |
| 85 | VTVVANGUARD INDEX FDS | 1,628 | $287.7M | 0.11% | |
| 86 | INTUINTUIT | 361 | $284.3M | 0.11% | |
| 87 | SHWSHERWIN WILLIAMS CO | 828 | $284.3M | 0.11% | |
| 88 | ETNEATON CORP PLC | 773 | $276.0M | 0.10% | |
| 89 | COFCAPITAL ONE FINL CORP | 1,228 | $261.3M | 0.10% | |
| 90 | MAYMFIRST TR EXCHNG TRADED FD VI | 8,100 | $253.2M | 0.10% | |
| 91 | RTXRTX CORPORATION | 1,719 | $251.0M | 0.09% | |
| 92 | POCTINNOVATOR ETFS TRUST | 6,045 | $249.7M | 0.09% | |
| 93 | DISDISNEY WALT CO | 2,006 | $248.8M | 0.09% | |
| 94 | 4I1PHILIP MORRIS INTL INC | 1,354 | $246.6M | 0.09% | |
| 95 | AMGNAMGEN INC | 875 | $244.3M | 0.09% | |
| 96 | BONDPIMCO ETF TR | 2,615 | $241.1M | 0.09% | |
| 97 | LOWLOWES COS INC | 1,068 | $237.0M | 0.09% | |
| 98 | UNHUNITEDHEALTH GROUP INC | 747 | $233.0M | 0.09% | |
| 99 | CEGCONSTELLATION ENERGY CORP | 722 | $233.0M | 0.09% | |
| 100 | ISRGINTUITIVE SURGICAL INC | 425 | $230.9M | 0.09% |
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