Crown Wealth Group, LLC
•CIK: 1845698•Filing: Q4 2025
**Crown Wealth Group, LLC** manages $358M across a diversified portfolio of 143 positions. The fund exhibits significant concentration in technology and sector-specific plays, notably holding DFUS at $47.2M and SPYM at $39.7M. Further substantial allocations include BALT ($31.8M) and DMAX ($12.9M), indicating a tactical focus on growth and specific market segments. This positioning suggests a mandate targeting outsized returns through concentrated, high-conviction equity bets.
Total AUM
$357.9M
QoQ Performance
+7.5%
Positions
106
Top 10 Concentration
55.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
SPYM
BALT
DFUS13.2%
SPYM11.1%
BALT8.9%
DMAX3.6%
CPRY3.5%
VUG3.4%
MSFT3.1%
SGOV3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.0%
Technology12.5%
Financial3.2%
Consumer3.0%
ETF1.7%
Healthcare1.6%
Communication1.1%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW25 new positions
↑66 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023