Crown Wealth Group, LLC - Q32026 Holdings

Crown Wealth Group, LLC holds 148 stocks with a total portfolio value of $ 403.53M as of Q32026. In Q32026, Crown Wealth Group, LLC added 14 new positions, increased stakes in 57 stocks, reduced 60 holdings, and fully exited 16 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 13.72% of the total portfolio.