Long-term investor
Crown Wealth Group, LLC @crownwealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845698).
Record
- Tracked since 2025-12-31 (257 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFUS · 13.7% · long · since 2025-12-31
- SPYM · 11.1% · long · since 2025-12-31
- BALT · 8.5% · long · since 2025-12-31
- DMAX · 3.6% · long · since 2025-12-31
- CPRY · 3.6% · long · since 2025-12-31
- DYNF · 3.5% · long · since 2026-03-31
- SGOV · 3.4% · long · since 2025-12-31
- SMH · 3.3% · long · since 2025-12-31
- VUG · 3.0% · long · since 2025-12-31
- IYW · 2.8% · long · since 2025-12-31
- AAPL · 2.7% · long · since 2025-12-31
- NVDA · 2.6% · long · since 2025-12-31