Crown Wealth Group
Crown Wealth Group reported 148 stocks worth $404M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are DFUS (13.7%), SPYM (11.4%) and BALT (9.2%). Compared with Q2 2026, the fund opened new positions in IGV, JAJL and CPRJ, added to DFUS, SPYM and BALT, trimmed DMAX, CPRY and MSFT and sold out of IAU, XOM and PL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUS Dimensional US Equity Market ETF | $55.4M | 13.7% | 667K | +9,560 (+1%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $46M | 11.4% | 513K | +18K (+4%) | 8 of 8 | |
| 3 |  BALT Innovator Etfs Trust | $37.3M | 9.2% | 1.1M | +88K (+9%) | 8 of 8 | |
| 4 |  DYNF Blackrock ETF Trust | $20.7M | 5.1% | 298K | +94K (+46%) | 3 of 8 | |
| 5 |  SGOV Ishares TR | $16M | 4.0% | 159K | +27K (+21%) | 8 of 8 | |
| 6 |  DMAX Ishares TR | $14M | 3.5% | 505K | −8,570 (−2%) | 5 of 8 | |
| 7 |  CPRY Calamos ETF Trust Russell 2000 Structured Alt Protect | $14M | 3.5% | 496K | −3,633 (−1%) | 5 of 8 | |
| 8 |  VUG Vanguard Index Fds | $12.9M | 3.2% | 143K | +6,307 (+5%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $12.7M | 3.1% | 25K | −705 (−3%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $11.1M | 2.8% | 49K | −1,608 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $8.7M | 209K |
 IAU Ishares Gold TR | $3.3M | 44K |
 XOM Exxon Mobil Corp | $852K | 6,231 |
 PL Planet Labs Pbc | $575K | 17K |
 GLD Spdr Gold TR | $438K | 1,190 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Crown Wealth Group 13F FAQ
What does Crown Wealth Group own?
Crown Wealth Group reported 148 stocks worth $404M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are DFUS (13.7%), SPYM (11.4%) and BALT (9.2%). The table above lists every position in the filing (the top 10 without an account).
What did Crown Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 57 added to, 59 trimmed and 16 sold out. New positions include IGV, JAJL and CPRJ. It sold all of IAU, XOM and PL.
When will Crown Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Crown Wealth Group's portfolio worth?
The Q3 2026 filing reports $404M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.