Crown Wealth Group, LLC

13F filer · CIK 0001845698

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$393MU.S. long equity reported on 13F

Positions10311 new · 8 closed

Net flow last quarter+$6.51MBuys minus sells

Top 10 positions weight30.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026103 positions
BALTBaltic Trading Ltd	$33.5M	8.54%	Not reported	+4.5%	Q3 2022
DMAXFamilymeds Group, Inc.	$14M	3.57%	Not reported	+3.0%	Q3 2025
CPRYChina Ruitai International Holdings Co., Ltd.	$14M	3.56%	1.92%	+5.2%	Q3 2025
SMHMarket Vectors ETF Trust	$12.9M	3.28%	Not reported	+1.5%	Q4 2021
AAPLApple Inc.	$10.5M	2.67%	0.00%	+10.1%	Q4 2021
NVDANvidia Corp	$10M	2.56%	0.00%	+1.4%	Q1 2022
MSFTMicrosoft Corp	$9.47M	2.41%	0.00%	+5.4%	Q4 2021
GOOGLAlphabet Inc.	$7.14M	1.82%	0.00%	-0.6%	Q1 2022
AMZNAmazon Com Inc	$5.68M	1.44%	0.00%	+0.9%	Q4 2021
LLYELI LILLY & Co	$3.83M	0.97%	0.00%	+0.4%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.75M	0.96%	Not reported	-2.4%	Q4 2021
IAUIshares Gold Trust	$3.32M	0.84%	0.01%	+1.8%	Q4 2025
GOOGAlphabet Inc.	$3.3M	0.84%	Not reported	+5.2%	Q1 2022
LEGHLegacy Housing Corp	$2.84M	0.72%	0.45%	-18.2%	Q3 2025
TSLATesla, Inc.	$2.65M	0.67%	0.00%	+15.8%	Q1 2022
METAMeta Platforms, Inc.	$2.63M	0.67%	Not reported	+3.0%	Q1 2022
AVGOBroadcom Inc.	$2.53M	0.64%	0.00%	+2.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.44M	0.62%	Not reported	+14.4%	Q4 2022
JPMJPMorgan Chase & Co	$1.83M	0.46%	0.00%	+1.4%	Q1 2022
SPOTSpotify Technology S.A.	$1.8M	0.46%	0.00%	-2.5%	Q1 2022
WFCWells Fargo & Company	$1.54M	0.39%	0.00%	+17.2%	Q4 2023
UBSIUnited Bankshares Inc	$1.51M	0.39%	0.02%	Not reported	Q2 2025
BRK.ABerkshire Hathaway Inc	$1.5M	0.38%	Not reported	Not reported	Q2 2025
VVisa Inc.	$1.39M	0.35%	0.00%	+0.5%	Q1 2022
WMTWalmart Inc.	$1.37M	0.35%	0.00%	+2.3%	Q3 2023
COSTCostco Wholesale Corp	$1.19M	0.30%	0.00%	-5.3%	Q1 2022
CATCaterpillar Inc	$1.16M	0.30%	0.00%	+2.7%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$1.16M	0.30%	0.00%	+0.1%	Q4 2023
NFLXNetflix Inc	$1.12M	0.28%	0.00%	-3.2%	Q1 2022
MUMicron Technology Inc	$1.11M	0.28%	0.00%	+5.6%	Q1 2026
PHYSSprott Physical Gold Trust	$1.09M	0.28%	0.01%	-2.2%	Q1 2022
PANWPalo Alto Networks Inc	$917K	0.23%	0.00%	-4.4%	Q2 2024
XOMExxonMobil Holdings Corp	$852K	0.22%	0.00%	+7.5%	Q1 2022
AMDAdvanced Micro Devices Inc	$847K	0.22%	0.00%	+3.5%	Q1 2024
ARMArm Holdings PLC	$831K	0.21%	0.00%	-10.0%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$708K	0.18%	Not reported	+23.8%	Q4 2021
JNJJohnson & Johnson	$695K	0.18%	0.00%	+1.6%	Q1 2022
CSCOCisco Systems, Inc.	$672K	0.17%	0.00%	-0.8%	Q1 2022
ABBVAbbVie Inc.	$644K	0.16%	0.00%	+0.2%	Q4 2023
MRKMerck & Co., Inc.	$618K	0.16%	0.00%	+0.4%	Q4 2021
ANETArista Networks, Inc.	$613K	0.16%	0.00%	-2.2%	Q1 2024
HDHome Depot, Inc.	$596K	0.15%	0.00%	+5.6%	Q4 2023
PLTRPalantir Technologies Inc.	$590K	0.15%	0.00%	+2.4%	Q1 2025
AMATApplied Materials Inc	$576K	0.15%	0.00%	-7.0%	Q2 2024
PLPlanet Labs PBC	$575K	0.15%	0.01%	-7.2%	Q4 2023
MAMastercard Inc	$551K	0.14%	0.00%	+4.0%	Q4 2023
MRVLMarvell Technology, Inc.	$544K	0.14%	0.00%	New	Q2 2026
INTCIntel Corp	$520K	0.13%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$482K	0.12%	0.00%	+2.4%	Q1 2024
GRALGRAIL, Inc.	$479K	0.12%	0.02%	-7.9%	Q1 2025

Q1 2026Reported Apr 21, 2026100 positions
BALTBaltic Trading Ltd	$31.4M	9.21%	Not reported	-1.3%	Q3 2022
DMAXFamilymeds Group, Inc.	$13.2M	3.89%	Not reported	+3.4%	Q3 2025
CPRYChina Ruitai International Holdings Co., Ltd.	$12.9M	3.78%	1.83%	+1.0%	Q3 2025
MSFTMicrosoft Corp	$8.92M	2.62%	0.00%	+4.6%	Q4 2021
NVDANvidia Corp	$8.63M	2.53%	0.00%	+7.0%	Q1 2022
AAPLApple Inc.	$8.35M	2.45%	0.00%	+3.4%	Q4 2021
SMHMarket Vectors ETF Trust	$7.41M	2.18%	Not reported	+5.6%	Q4 2021
GOOGLAlphabet Inc.	$5.78M	1.70%	0.00%	+1.3%	Q1 2022
AMZNAmazon Com Inc	$4.92M	1.44%	0.00%	+1.7%	Q4 2021
IAUIshares Gold Trust	$3.81M	1.12%	0.01%	+38.5%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.68M	1.08%	Not reported	-0.7%	Q4 2021
LLYELI LILLY & Co	$2.92M	0.86%	0.00%	-2.7%	Q1 2022
LEGHLegacy Housing Corp	$2.7M	0.79%	0.56%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$2.6M	0.76%	Not reported	+18.5%	Q1 2022
GOOGAlphabet Inc.	$2.55M	0.75%	Not reported	+2.5%	Q1 2022
TSLATesla, Inc.	$2.02M	0.59%	0.00%	+12.7%	Q1 2022
AVGOBroadcom Inc.	$2.02M	0.59%	0.00%	+2.1%	Q4 2023
SPOTSpotify Technology S.A.	$1.95M	0.57%	0.00%	+5.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.86M	0.55%	Not reported	-41.8%	Q4 2022
JPMJPMorgan Chase & Co	$1.62M	0.48%	0.00%	+2.7%	Q1 2022
NFLXNetflix Inc	$1.56M	0.46%	0.00%	+3.4%	Q1 2022
WMTWalmart Inc.	$1.47M	0.43%	0.00%	+4.4%	Q3 2023
BRK.ABerkshire Hathaway Inc	$1.44M	0.42%	Not reported	Not reported	Q2 2025
UBSIUnited Bankshares Inc	$1.37M	0.40%	0.02%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$1.33M	0.39%	0.00%	+16.6%	Q1 2022
PHYSSprott Physical Gold Trust	$1.3M	0.38%	0.01%	+2.2%	Q1 2022
WFCWells Fargo & Company	$1.27M	0.37%	0.00%	+20.9%	Q4 2023
VVisa Inc.	$1.22M	0.36%	0.00%	+16.4%	Q1 2022
XOMExxonMobil Holdings Corp	$983K	0.29%	0.00%	+1.1%	Q1 2022
CATCaterpillar Inc	$754K	0.22%	0.00%	+4.1%	Q1 2022
PLTRPalantir Technologies Inc.	$723K	0.21%	0.00%	+24.2%	Q1 2025
JNJJohnson & Johnson	$659K	0.19%	0.00%	+8.1%	Q1 2022
CVXChevron Corp	$596K	0.17%	0.00%	+3.8%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$595K	0.17%	0.00%	-5.7%	Q4 2023
MRKMerck & Co., Inc.	$576K	0.17%	0.00%	+2.9%	Q4 2021
ABBVAbbVie Inc.	$556K	0.16%	0.00%	+4.7%	Q4 2023
CRMSalesforce, Inc.	$528K	0.15%	0.00%	+5.2%	Q4 2023
HDHome Depot, Inc.	$527K	0.15%	0.00%	+23.2%	Q4 2023
PLPlanet Labs PBC	$523K	0.15%	0.01%	-19.6%	Q4 2023
MAMastercard Inc	$516K	0.15%	0.00%	+33.9%	Q4 2023
ANETArista Networks, Inc.	$453K	0.13%	0.00%	+13.9%	Q1 2024
CEFSprott Physical Gold & Silver Trust	$452K	0.13%	0.01%	-16.0%	Q1 2022
PANWPalo Alto Networks Inc	$451K	0.13%	0.00%	-3.7%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$448K	0.13%	Not reported	-20.0%	Q4 2021
CSCOCisco Systems, Inc.	$447K	0.13%	0.00%	+0.1%	Q1 2022
ORCLOracle Corp	$440K	0.13%	0.00%	+30.6%	Q3 2024
PGPROCTER & GAMBLE Co	$422K	0.12%	0.00%	+94.4%	Q1 2022
BACBank of America Corp	$402K	0.12%	0.00%	+6.1%	Q1 2024
ARMArm Holdings PLC	$394K	0.12%	0.00%	Not reported	Q1 2024
GRALGRAIL, Inc.	$394K	0.12%	0.02%	-8.4%	Q1 2025

Q4 2025Reported Jan 28, 202695 positions
BALTBaltic Trading Ltd	$31.8M	8.88%	Not reported	+7.8%	Q3 2022
DMAXFamilymeds Group, Inc.	$12.9M	3.59%	Not reported	+20.1%	Q3 2025
CPRYChina Ruitai International Holdings Co., Ltd.	$12.7M	3.54%	1.81%	+7.2%	Q3 2025
MSFTMicrosoft Corp	$11.1M	3.11%	0.00%	+1.4%	Q4 2021
AAPLApple Inc.	$8.65M	2.42%	0.00%	+8.2%	Q4 2021
NVDANvidia Corp	$8.63M	2.41%	0.00%	+6.5%	Q1 2022
SMHMarket Vectors ETF Trust	$6.59M	1.84%	Not reported	-25.3%	Q4 2021
GOOGLAlphabet Inc.	$6.2M	1.73%	0.00%	+3.1%	Q1 2022
AMZNAmazon Com Inc	$5.36M	1.50%	0.00%	+8.0%	Q4 2021
BRK.BBerkshire Hathaway Inc	$3.89M	1.09%	Not reported	+6.4%	Q4 2021
LLYELI LILLY & Co	$3.51M	0.98%	0.00%	+6.0%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.34M	0.93%	Not reported	+61.6%	Q4 2022
GOOGAlphabet Inc.	$2.72M	0.76%	Not reported	+5.1%	Q1 2022
LEGHLegacy Housing Corp	$2.58M	0.72%	0.55%	-6.1%	Q3 2025
IAUIshares Gold Trust	$2.53M	0.71%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$2.53M	0.71%	Not reported	+0.6%	Q1 2022
AVGOBroadcom Inc.	$2.22M	0.62%	0.00%	+7.7%	Q4 2023
SPOTSpotify Technology S.A.	$2.21M	0.62%	0.00%	Not reported	Q1 2022
TSLATesla, Inc.	$2.17M	0.61%	0.00%	+9.1%	Q1 2022
JPMJPMorgan Chase & Co	$1.73M	0.48%	0.00%	+10.0%	Q1 2022
BRK.ABerkshire Hathaway Inc	$1.51M	0.42%	Not reported	Not reported	Q2 2025
NFLXNetflix Inc	$1.47M	0.41%	0.00%	+3.9%	Q1 2022
UBSIUnited Bankshares Inc	$1.27M	0.35%	0.02%	Not reported	Q2 2025
WMTWalmart Inc.	$1.27M	0.35%	0.00%	+14.6%	Q3 2023
WFCWells Fargo & Company	$1.23M	0.34%	0.00%	+44.6%	Q4 2023
VVisa Inc.	$1.22M	0.34%	0.00%	-2.1%	Q1 2022
PHYSSprott Physical Gold Trust	$1.19M	0.33%	0.01%	+21.0%	Q1 2022
COSTCostco Wholesale Corp	$990K	0.28%	0.00%	-6.7%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$757K	0.21%	0.00%	+6.7%	Q4 2023
GRALGRAIL, Inc.	$712K	0.20%	0.02%	+9.2%	Q1 2025
CRMSalesforce, Inc.	$712K	0.20%	0.00%	+1.4%	Q4 2023
PLTRPalantir Technologies Inc.	$707K	0.20%	0.00%	+8.4%	Q1 2025
XOMExxonMobil Holdings Corp	$690K	0.19%	0.00%	-4.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$596K	0.17%	Not reported	+14.4%	Q4 2021
CATCaterpillar Inc	$585K	0.16%	0.00%	+7.1%	Q1 2022
ABBVAbbVie Inc.	$558K	0.16%	0.00%	+12.8%	Q4 2023
PANWPalo Alto Networks Inc	$538K	0.15%	0.00%	-5.6%	Q2 2024
CEFSprott Physical Gold & Silver Trust	$517K	0.14%	0.01%	+3.2%	Q1 2022
JNJJohnson & Johnson	$516K	0.14%	0.00%	+20.6%	Q1 2022
MRKMerck & Co., Inc.	$490K	0.14%	0.00%	+8.3%	Q4 2021
PLPlanet Labs PBC	$459K	0.13%	0.01%	+15.4%	Q4 2023
HDHome Depot, Inc.	$447K	0.12%	0.00%	-13.6%	Q4 2023
ORCLOracle Corp	$446K	0.12%	0.00%	-8.0%	Q3 2024
CSCOCisco Systems, Inc.	$444K	0.12%	0.00%	+9.7%	Q1 2022
MAMastercard Inc	$440K	0.12%	0.00%	-8.2%	Q4 2023
BACBank of America Corp	$428K	0.12%	0.00%	+10.8%	Q1 2024
ANETArista Networks, Inc.	$424K	0.12%	0.00%	+2.0%	Q1 2024
CVXChevron Corp	$423K	0.12%	0.00%	+15.0%	Q1 2022
BITBBitwise Bitcoin ETF	$364K	0.10%	0.01%	+110.1%	Q2 2025
CPSLChina Precision Steel, Inc.	$361K	0.10%	0.34%	+17.8%	Q4 2024

Q3 2025Reported Oct 22, 202585 positions
BALTBaltic Trading Ltd	$28.9M	8.68%	Not reported	+15.1%	Q3 2022
MSFTMicrosoft Corp	$11.8M	3.53%	0.00%	+1.7%	Q4 2021
CPRYChina Ruitai International Holdings Co., Ltd.	$11.4M	3.43%	1.69%	New	Q3 2025
DMAXFamilymeds Group, Inc.	$10.6M	3.19%	Not reported	New	Q3 2025
NVDANvidia Corp	$8.1M	2.43%	0.00%	+8.5%	Q1 2022
SMHMarket Vectors ETF Trust	$8M	2.40%	Not reported	+12.7%	Q4 2021
AAPLApple Inc.	$7.49M	2.25%	0.00%	+4.7%	Q4 2021
AMZNAmazon Com Inc	$4.72M	1.42%	0.00%	+12.9%	Q4 2021
GOOGLAlphabet Inc.	$4.68M	1.40%	0.00%	+4.0%	Q1 2022
LEGHLegacy Housing Corp	$3.87M	1.16%	0.59%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$3.65M	1.10%	Not reported	-27.3%	Q4 2021
METAMeta Platforms, Inc.	$2.8M	0.84%	Not reported	+14.6%	Q1 2022
SPOTSpotify Technology S.A.	$2.65M	0.80%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$2.35M	0.71%	0.00%	-4.2%	Q1 2022
PDECPetals Decorative Accents, Inc.	$2.21M	0.66%	Not reported	+18.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.02M	0.61%	Not reported	+7.7%	Q4 2022
GOOGAlphabet Inc.	$2.01M	0.60%	Not reported	+33.0%	Q1 2022
TSLATesla, Inc.	$1.97M	0.59%	0.00%	+16.1%	Q1 2022
AVGOBroadcom Inc.	$1.96M	0.59%	0.00%	+9.5%	Q4 2023
NFLXNetflix Inc	$1.81M	0.54%	0.00%	+0.9%	Q1 2022
JPMJPMorgan Chase & Co	$1.54M	0.46%	0.00%	+12.7%	Q1 2022
BRK.ABerkshire Hathaway Inc	$1.51M	0.45%	Not reported	-33.3%	Q2 2025
UBSIUnited Bankshares Inc	$1.23M	0.37%	0.02%	Not reported	Q2 2025
VVisa Inc.	$1.21M	0.36%	0.00%	+3.2%	Q1 2022
COSTCostco Wholesale Corp	$1.14M	0.34%	0.00%	+1.1%	Q1 2022
WMTWalmart Inc.	$1.02M	0.31%	0.00%	+46.3%	Q3 2023
PHYSSprott Physical Gold Trust	$881K	0.26%	0.01%	+12.9%	Q1 2022
WFCWells Fargo & Company	$762K	0.23%	0.00%	+0.4%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$742K	0.22%	0.00%	+15.3%	Q4 2023
ORCLOracle Corp	$700K	0.21%	0.00%	+47.3%	Q3 2024
XOMExxonMobil Holdings Corp	$676K	0.20%	0.00%	+6.3%	Q1 2022
PLTRPalantir Technologies Inc.	$669K	0.20%	0.00%	-5.1%	Q1 2025
PANWPalo Alto Networks Inc	$630K	0.19%	0.00%	+13.8%	Q2 2024
CRMSalesforce, Inc.	$628K	0.19%	0.00%	-1.5%	Q4 2023
HDHome Depot, Inc.	$610K	0.18%	0.00%	+29.4%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$509K	0.15%	Not reported	-0.4%	Q4 2021
ABBVAbbVie Inc.	$501K	0.15%	0.00%	+0.4%	Q4 2023
MAMastercard Inc	$478K	0.14%	0.00%	+4.4%	Q4 2023
ANETArista Networks, Inc.	$463K	0.14%	0.00%	+2.4%	Q1 2024
CATCaterpillar Inc	$455K	0.14%	0.00%	+13.4%	Q1 2022
GRALGRAIL, Inc.	$450K	0.14%	0.02%	-15.3%	Q1 2025
PGPROCTER & GAMBLE Co	$425K	0.13%	0.00%	+0.1%	Q1 2022
CEFSprott Physical Gold & Silver Trust	$401K	0.12%	0.01%	-2.6%	Q1 2022
IRMIron Mountain Inc	$386K	0.12%	0.00%	+0.3%	Q1 2022
JNJJohnson & Johnson	$383K	0.12%	0.00%	+5.7%	Q1 2022
NOWServiceNow, Inc.	$376K	0.11%	0.00%	+2.0%	Q4 2023
CVXChevron Corp	$375K	0.11%	0.00%	+2.5%	Q1 2022
ARMArm Holdings PLC	$368K	0.11%	0.00%	Not reported	Q1 2024
BACBank of America Corp	$362K	0.11%	0.00%	+1.5%	Q1 2024
MRKMerck & Co., Inc.	$361K	0.11%	0.00%	-3.3%	Q4 2021

Premium opens every quarter this fund has filed