Crown Wealth Group, LLC - Q22026 Holdings

Crown Wealth Group, LLC holds 150 stocks with a total portfolio value of $ 392.99M as of Q22026. In Q22026, Crown Wealth Group, LLC added 15 new positions, increased stakes in 77 stocks, reduced 40 holdings, and fully exited 10 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 13.71% of the total portfolio.