Portfolio (Quarterly) Guide ↗

Crown Wealth Group, LLC

· CIK 0001845698

13F Portfolio $340M AUM 145 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 20 New 70 Added 40 Reduced 18 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	INNOVATOR ETFS TRUST	—	126,327	$3.2M	0.90%	SOLD
2	VHT	VANGUARD WORLD FD	—	10,312	$3.0M	0.83%	SOLD
3	BUG	GLOBAL X FDS	—	15,486	$472K	0.13%	SOLD
4	XLV	SELECT SECTOR SPDR TR	—	2,823	$437K	0.12%	SOLD
5	XLF	SELECT SECTOR SPDR TR	—	7,807	$428K	0.12%	SOLD
6	XLY	SELECT SECTOR SPDR TR	—	3,512	$419K	0.12%	SOLD
7	BITB	BITWISE BITCOIN ETF TR	Financial Services	7,660	$364K	0.10%	SOLD
8	—	CALAMOS ETF TR	—	13,261	$361K	0.10%	SOLD
9	XLI	SELECT SECTOR SPDR TR	—	2,183	$339K	0.10%	SOLD
10	OEF	ISHARES TR	—	871	$299K	0.08%	SOLD
11	IWM	ISHARES TR	—	1,162	$286K	0.08%	SOLD
12	ARKB	ARK 21SHARES BITCOIN ETF	Financial Services	9,265	$269K	0.07%	SOLD
13	INTU	INTUIT	Technology	370	$245K	0.07%	SOLD
14	XLC	SELECT SECTOR SPDR TR	—	2,071	$244K	0.07%	SOLD
15	J	JACOBS SOLUTIONS INC	Industrials	1,546	$205K	0.06%	SOLD
16	BSX	BOSTON SCIENTIFIC CORP	Healthcare	2,135	$204K	0.06%	SOLD
17	SNTH	TIDAL TRUST III	—	7,343	$203K	0.06%	SOLD
18	RDDT	REDDIT INC	Communication Services	875	$201K	0.06%	SOLD

Sector Allocation

Technology 36.6%

Financial Services 18.2%

Communication Services 15.7%

Consumer Cyclical 11.8%

Healthcare 6.3%

Industrials 4.0%

Consumer Defensive 4.0%

Energy 1.7%

Utilities 1.1%

Real Estate 0.3%