Crown Wealth Group, LLC - Portfolio Stock Holdings
Crown Wealth Group, LLC disclosed 159 stock positions in a recent SEC 13F filing. $392,119,653 of stock holdings were filed, with the largest holdings including DFUS, SPYM, and BALT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $437,507,251 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:
June 30, 2026No. of Stocks:
159Est. Stock Holding Value:
$392,119,653Top Stock Holdings By Sector
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Portfolio Stock Holdings - Crown Wealth Group, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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