Crown Wealth Group, LLC - Portfolio overview

Crown Wealth Group, LLC has 162 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 11.78%
2. SPLG - SPDR SERIES TRUST, 9.74%
3. SPYM - SPDR SERIES TRUST, 9.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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