1y return+17.2%S&P 500 +20.9%
3y return+61.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $153 against $157 in the S&P 500.2
Crown Wealth Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFUSDimensional Etf Trust | $53.9M | 13.7% | +2.0% |
| SPYMSpdr Series Trust | $43.5M | 11.1% | +2.1% |
| BALTInnovator Etfs Trust | $33.5M | 8.5% | +4.5% |
| DMAXIshares Tr | $14.0M | 3.6% | +3.0% |
| CPRYCalamos Etf Tr | $14.0M | 3.6% | +5.2% |
| DYNFBlackrock Etf Trust | $13.9M | 3.5% | +118.3% |
| SGOVIshares Tr | $13.3M | 3.4% | −9.9% |
| SMHVaneck Etf Trust | $12.9M | 3.3% | +1.5% |
| VUGVanguard Index Fds | $11.8M | 3.0% | +2.3% |
| IYWIshares Tr | $11.2M | 2.8% | +23.8% |
| AAPLApple Inc | $10.5M | 2.7% | +10.1% |
| NVDANvidia Corporation | $10.0M | 2.6% | +1.4% |
| MSFTMicrosoft Corp | $9.5M | 2.4% | +5.4% |
| Dimensional Etf TrustCUSIP 25434V831 | $8.7M | 2.2% | |
| GOOGLAlphabet Inc | $7.1M | 1.8% | |
| AMZNAmazon Com Inc | $5.7M | 1.4% | |
| VISVanguard World Fd | $5.4M | 1.4% | +13.1% |
| BJANInnovator Etfs Trust | $4.9M | 1.3% | −6.5% |
| DFAEDimensional Etf Trust | $4.5M | 1.2% | +4.7% |
| LLYEli Lilly & Co | $3.8M | 1.0% | |
| BRK/BBerkshire Hathaway Inc Del | $3.8M | 1.0% | −2.4% |
| PJANInnovator Etfs Trust | $3.5M | 0.9% | −8.2% |
| IAUIshares Gold Tr | $3.3M | 0.8% | +1.8% |
| GOOGAlphabet Inc | $3.3M | 0.8% | +5.2% |
| LEGHLegacy Housing Corp | $2.8M | 0.7% | −18.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $10.0M |
| SMHVaneck Etf Trust | September 30, 2023 | +352.4% | $12.9M |
| LLYEli Lilly & Co | March 31, 2022 | +318.8% | $3.8M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $2.5M |
| Spotify Technology S ACUSIP L8681T102 | March 31, 2022 | +204.0% | $1.8M |
| IYWIshares Tr | March 31, 2023 | +171.8% | $11.2M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $2.6M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $7.1M |
| GOOGAlphabet Inc | March 31, 2022 | +153.0% | $3.3M |
| JPMJpmorgan Chase & Co | March 31, 2022 | +140.1% | $1.8M |
Sold off last quarter
- QBUFInnovator Etfs Trust was $758K
- SIXOAim Etf Products Trust was $406K
- PMBSPimco Etf Tr was $373K
- Honeywell Intl IncCUSIP 438516106 was $349K
- NOWServicenow Inc was $271K
- SHWSherwin Williams Co was $270K
- ABTAbbott Laboratories was $259K
- TAt&t Inc was $224K
- TJXTjx Cos Inc New was $219K
- MCDMcdonalds Corp was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +11.1% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +3.5% | +5.4% |
| June 30, 2024 | +5.4% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | +7.6% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crown Wealth Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1845698&type=13F-HR&dateb=&owner=include&count=40CIK 1845698
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1845698/000208585326000791/Filed July 21, 2026 · accession 0002085853-26-000791