Crown Wealth Group, LLC - Q12026 Holdings

Crown Wealth Group, LLC holds 145 stocks with a total portfolio value of $ 340.47M as of Q12026. In Q12026, Crown Wealth Group, LLC added 20 new positions, increased stakes in 71 stocks, reduced 40 holdings, and fully exited 18 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 13.43% of the total portfolio.