Crown Wealth Group, LLC - Portfolio Stock Holdings
Crown Wealth Group, LLC disclosed 162 stock positions in a recent SEC 13F filing. $403,533,806 of stock holdings were filed, with the largest holdings including DFUS, SPYM, and BALT. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 19, 2026.We estimate the fund has a total AUM of $502,353,310 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
162Est. Stock Holding Value:
$403,533,806Top Stock Holdings By Sector
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Portfolio Stock Holdings - Crown Wealth Group, LLC
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% of Portfolio
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