Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- Latest filing
- Jul 21, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jul 13, 2022. Long positions only.
- Positions
- 67
- No filing for Q3 2021
- Portfolio value
- $107.7M
- No filing for Q3 2021
Crown Wealth Group, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 262,546 | $14.7M | 13.6% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 128,876 | $13.9M | 12.9% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 357,190 | $10.6M | 9.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 213,924 | $5.71M | 5.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,727 | $4.64M | 4.3% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 85,165 | $4.51M | 4.2% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 71,350 | $3.54M | 3.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 66,491 | $3.33M | 3.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 25,879 | $2.65M | 2.5% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 22,998 | $2.52M | 2.3% | – | – | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 57,518 | $2.20M | 2.0% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 72,069 | $2.16M | 2.0% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 63,067 | $1.73M | 1.6% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 12,052 | $1.63M | 1.5% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 19,932 | $1.60M | 1.5% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,108 | $1.58M | 1.5% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 20,299 | $1.57M | 1.5% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,201 | $1.50M | 1.4% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 26,398 | $1.37M | 1.3% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,314 | $1.31M | 1.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,516 | $1.25M | 1.2% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 7,496 | $1.11M | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 306 | $1.02M | 0.9% | – | – | History |
| iShares Tr464288588 | MBS ETF | 8,844 | $950.0K | 0.9% | – | – | – |
| DSLDoubleLine Income Solutions Fund | COM | 54,789 | $883.0K | 0.8% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,085 | $794.0K | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,899 | $756.0K | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,510 | $750.0K | 0.7% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,443 | $747.0K | 0.7% | – | – | History |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 24,166 | $746.0K | 0.7% | – | – | – |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 84,432 | $705.0K | 0.7% | – | – | History |
| BABoeing Co | Stock | 3,368 | $678.0K | 0.6% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 13,405 | $675.0K | 0.6% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,062 | $669.0K | 0.6% | – | – | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 16,177 | $661.0K | 0.6% | – | – | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 31,225 | $637.0K | 0.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,202 | $612.0K | 0.6% | – | – | – |
| NXJNuveen New Jersey Quality Municipal Income Fund | COM | 39,765 | $612.0K | 0.6% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,356 | $592.0K | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 3,329 | $591.0K | 0.5% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,341 | $574.0K | 0.5% | – | – | – |
| INTCIntel Corp | Stock | 11,126 | $573.0K | 0.5% | – | – | History |
| LEOBNY Mellon Strategic Municipals, Inc. | COM | 64,753 | $548.0K | 0.5% | – | – | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 64,781 | $520.0K | 0.5% | – | – | History |
| Listed FD Tr53656F417 | ROUNDHILL BALL | 31,816 | $483.0K | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,963 | $464.0K | 0.4% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 1,106 | $423.0K | 0.4% | – | – | History |
| CLBKColumbia Financial, Inc. | COM | 20,000 | $417.0K | 0.4% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,743 | $394.0K | 0.4% | – | – | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 50,284 | $392.0K | 0.4% | – | – | History |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 23,950 | $380.0K | 0.4% | – | – | History |
| KREFKKR Real Estate Finance Trust Inc. | COM | 18,000 | $375.0K | 0.3% | – | – | History |
| Amplify ETF Tr032108755 | BLACKSWAN TECH | 14,500 | $360.0K | 0.3% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,086 | $354.0K | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 759 | $348.0K | 0.3% | – | – | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 6,605 | $330.0K | 0.3% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 8,827 | $325.0K | 0.3% | – | – | – |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 9,602 | $305.0K | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,686 | $282.0K | 0.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 825 | $277.0K | 0.3% | – | – | History |
| MMM3M Co | Stock | 1,470 | $261.0K | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,590 | $259.0K | 0.2% | – | – | – |
| SHWSherwin Williams Co | COM | 706 | $249.0K | 0.2% | – | – | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 5,040 | $238.0K | 0.2% | – | – | History |
| DOWDow Inc. | Stock | 4,008 | $227.0K | 0.2% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,100 | $227.0K | 0.2% | – | – | – |
| TELLTellurian Inc. | COM | 13,926 | $43.0K | <0.1% | – | – | History |