Crown Wealth Group, LLC - Q42025 Holdings

Crown Wealth Group, LLC holds 143 stocks with a total portfolio value of $ 357.92M as of Q42025. In Q42025, Crown Wealth Group, LLC added 25 new positions, increased stakes in 66 stocks, reduced 35 holdings, and fully exited 9 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 13.19% of the total portfolio.