Crown Wealth Group, LLC ETF holdings
Charlotte, NC
Reported $284.7M in 57 ETFs in its Form 13F for June 30, 2026.
ETF value
$284.7M
ETFs held
57
Change from prior quarter
+14.8%
With price moves
ETFs as a share of its 13F
72.4%
of $393.0M
Top 10 of 57 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFUS | Dimensional U.S. Equity Market ETF | $53.9M | 657,362 | +12,726 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $43.5M | 494,535 | +10,375 shares |
| BALT | Innovator Defined Wealth Shield ETF - Quarterly | $33.5M | 978,870 | +41,911 shares |
| DMAX | iShares Large Cap Max Buffer Dec ETF | $14.0M | 513,454 | +14,887 shares |
| CPRY | Calamos Russell 2000 Structured Alt Protection ETF - January | $14.0M | 499,424 | +24,787 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $13.9M | 204,467 | +110,795 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $13.3M | 131,917 | −14,548 shares |
| SMH | VanEck Semiconductor ETF | $12.9M | 19,624 | +284 shares |
| VUG | Vanguard Morningstar Growth ETF | $11.8M | 137,152 | +114,810 shares |
| IYW | iShares U.S. Technology ETF | $11.2M | 44,221 | +8,505 shares |
47 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001845698. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Crown Wealth Group, LLC own?
Crown Wealth Group, LLC reported 57 ETF positions worth $284.7M in its Form 13F for June 30, 2026. The largest was DFUS, at $53.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.