Crown Wealth Group, LLC
Crown Wealth Group, LLC reported 150 holdings worth US$393M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Crown Wealth Group, LLC reported 150 holdings worth US$393M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 150
- Value as reported
- US$393M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 36,233 | US$10.5M | 2.7% |
| Alphabet Inc (google) Class C | 29,199 | US$10.4M | 2.7% |
| Nvidia Corporation | 50,190 | US$10M | 2.6% |
| Microsoft Corp. | 25,392 | US$9.47M | 2.4% |
| Amazon.com, Inc. | 23,825 | US$5.68M | 1.4% |
| Berkshire Hathaway Inc. | 10,494 | US$5.25M | 1.3% |
| Eli Lilly And Company | 3,191 | US$3.83M | 0.97% |
| Legacy Housing Corporation | 108K | US$2.84M | 0.72% |
| Tesla, Inc. | 6,303 | US$2.65M | 0.67% |
| Meta Platforms, Inc. | 4,676 | US$2.63M | 0.67% |
| Broadcom Inc. | 6,691 | US$2.53M | 0.64% |
| Jp Morgan Chase & Co. | 5,581 | US$1.83M | 0.46% |
| Wells Fargo & Company | 18,632 | US$1.54M | 0.39% |
| United Bankshares, Inc. | 33,031 | US$1.51M | 0.39% |
| Visa Inc. | 4,057 | US$1.39M | 0.35% |
| Walmart Inc. | 12,136 | US$1.37M | 0.35% |
| Costco Wholesale Corporation | 1,268 | US$1.19M | 0.30% |
| Caterpillar, Inc. | 1,093 | US$1.16M | 0.30% |
| Crowdstrike Holdings, Inc. | 1,524 | US$1.16M | 0.30% |
| Netflix, Inc. | 15,662 | US$1.12M | 0.28% |
| Micron Technology, Inc. | 962 | US$1.11M | 0.28% |
| Palo Alto Networks, Inc. | 2,688 | US$917K | 0.23% |
| Exxon Mobil Corporation | 6,231 | US$852K | 0.22% |
| Advanced Micro Devices Inc | 1,458 | US$847K | 0.22% |
| Johnson & Johnson | 2,736 | US$695K | 0.18% |
| Cisco Systems, Inc. | 5,719 | US$672K | 0.17% |
| Abbvie Inc. | 2,560 | US$644K | 0.16% |
| Merck & Company, Inc. | 4,810 | US$618K | 0.16% |
| Arista Networks, Inc. | 3,609 | US$613K | 0.16% |
| Home Depot, Inc. (the) | 1,690 | US$596K | 0.15% |
| Palantir Technologies Inc. | 5,060 | US$590K | 0.15% |
| Applied Materials, Inc. | 796 | US$576K | 0.15% |
| Planet Labs Pbc | 17,358 | US$575K | 0.15% |
| Mastercard Incorporated | 1,073 | US$551K | 0.14% |
| Marvell Technology, Inc. | 1,825 | US$544K | 0.14% |
| Intel Corporation | 3,722 | US$520K | 0.13% |
| Bank Of America Corporation | 8,453 | US$482K | 0.12% |
| Grail, Inc. | 7,016 | US$479K | 0.12% |
| Chevron Corporation | 2,878 | US$477K | 0.12% |
| Salesforce, Inc. | 3,038 | US$476K | 0.12% |
| Oracle Corporation | 3,219 | US$472K | 0.12% |
| Lam Research Corporation | 1,044 | US$452K | 0.12% |
| Procter & Gamble Company (the) | 2,992 | US$439K | 0.11% |
| Iron Mountain Incorporated (delaware) | 2,995 | US$378K | 0.10% |
| Rtx Corporation | 1,990 | US$378K | 0.10% |
| Amgen Inc. | 1,035 | US$375K | 0.10% |
| Ge Aerospace | 948 | US$354K | 0.09% |
| Ge Vernova Inc. | 296 | US$348K | 0.09% |
| Unitedhealth Group Incorporated | 822 | US$342K | 0.09% |
| Texas Instruments Incorporated | 1,133 | US$338K | 0.09% |
| Amphenol Corporation | 1,906 | US$336K | 0.09% |
| Columbia Financial, Inc. | 15,500 | US$329K | 0.08% |
| Kla Corporation | 1,087 | US$328K | 0.08% |
| Goldman Sachs Group, Inc. (the) | 323 | US$327K | 0.08% |
| Morgan Stanley | 1,532 | US$320K | 0.08% |
| Energy Services Of America Corporation | 15,991 | US$309K | 0.08% |
| Coca-cola Company (the) | 3,755 | US$305K | 0.08% |
| Citigroup, Inc. | 2,166 | US$303K | 0.08% |
| Duke Energy Corporation (holding Company) | 2,320 | US$294K | 0.07% |
| Capital One Financial Corporation | 1,457 | US$292K | 0.07% |
| Parker-hannifin Corporation | 282 | US$276K | 0.07% |
| Philip Morris International Inc | 1,503 | US$272K | 0.07% |
| Autozone, Inc. | 84 | US$268K | 0.07% |
| Sandisk Corporation | 118 | US$268K | 0.07% |
| Illinois Tool Works Inc. | 963 | US$260K | 0.07% |
| Lowe's Companies, Inc. | 1,168 | US$258K | 0.07% |
| Nextera Energy, Inc. | 2,911 | US$256K | 0.07% |
| Lockheed Martin Corporation | 485 | US$247K | 0.06% |
| International Business Machines Corporation | 873 | US$245K | 0.06% |
| General Dynamics Corporation | 688 | US$244K | 0.06% |
| Qualcomm Incorporated | 1,284 | US$237K | 0.06% |
| American Express Company | 682 | US$231K | 0.06% |
| Uber Technologies, Inc. | 3,146 | US$227K | 0.06% |
| Union Pacific Corporation | 820 | US$223K | 0.06% |
| Marathon Petroleum Corporation | 847 | US$217K | 0.06% |
| Constellation Energy Corporation | 852 | US$212K | 0.05% |
| Dell Technologies Inc. | 490 | US$211K | 0.05% |
| Intuitive Surgical, Inc. | 519 | US$206K | 0.05% |
| Corning Incorporated | 793 | US$203K | 0.05% |
| Walt Disney Company (the) | 2,102 | US$202K | 0.05% |
| Compass, Inc. | 15,800 | US$195K | 0.05% |
| Annexon, Inc. | 23,763 | US$136K | 0.03% |
| Octave Specialty Group, Inc. | 11,162 | US$69,651 | 0.02% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Sherwin-williams Company (the) | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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