Crown Wealth Group

Crown Wealth Group as of March 31, 2026

Portfolio Holdings for Crown Wealth Group

Crown Wealth Group holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 13.4 $46M 645k 70.91
Spdr Series Trust State Street Spd (SPYM) 10.9 $37M 484k 76.54
Innovator Etfs Trust Defined Wlt Shld (BALT) 9.2 $31M 937k 33.47
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.3 $15M 147k 100.66
Ishares Tr Large Cap Max Bu (DMAX) 3.9 $13M 499k 26.57
Calamos Etf Tr Russell 2000 Str (CPRY) 3.8 $13M 475k 27.14
Vanguard Index Fds Growth Etf (VUG) 2.9 $9.8M 22k 436.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $9.7M 51k 191.81
Microsoft Corporation (MSFT) 2.6 $8.9M 24k 370.17
NVIDIA Corporation (NVDA) 2.5 $8.6M 50k 174.40
Apple (AAPL) 2.5 $8.3M 33k 253.79
Dimensional Etf Trust Us High Profitab (DUHP) 2.3 $7.8M 211k 36.76
Vaneck Etf Trust Semiconductr Etf (SMH) 2.2 $7.4M 19k 383.40
Ishares Tr U.s. Tech Etf (IYW) 1.9 $6.5M 36k 181.42
Alphabet Cap Stk Cl A (GOOGL) 1.7 $5.8M 20k 287.56
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $5.4M 94k 58.18
Amazon (AMZN) 1.4 $4.9M 24k 208.27
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.4 $4.8M 90k 53.33
Vanguard World Industrial Etf (VIS) 1.2 $4.2M 13k 312.22
Ishares Gold Tr Ishares New (IAU) 1.1 $3.8M 43k 88.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.7M 7.7k 479.20
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $3.6M 107k 33.86
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 1.0 $3.5M 77k 46.13
Eli Lilly & Co. (LLY) 0.9 $2.9M 3.2k 919.77
Legacy Housing Corp (LEGH) 0.8 $2.7M 132k 20.43
Meta Platforms Cl A (META) 0.8 $2.6M 4.5k 572.12
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.5M 8.9k 286.85
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.6 $2.0M 38k 53.37
Tesla Motors (TSLA) 0.6 $2.0M 5.4k 371.75
Broadcom (AVGO) 0.6 $2.0M 6.5k 309.51
Select Sector Spdr Tr State Street Mat (XLB) 0.6 $2.0M 40k 49.97
Spotify Technology S A SHS (SPOT) 0.6 $1.9M 4.0k 484.91
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.9M 2.9k 650.38
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 5.5k 294.14
Netflix (NFLX) 0.5 $1.6M 16k 96.15
Wal-Mart Stores (WMT) 0.4 $1.5M 12k 124.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 718140.00
United Bankshares (UBSI) 0.4 $1.4M 33k 41.42
Costco Wholesale Corporation (COST) 0.4 $1.3M 1.3k 996.43
Sprott Asset Management Physical Gold Tr (PHYS) 0.4 $1.3M 37k 35.44
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.3M 2.0k 653.32
Wells Fargo & Company (WFC) 0.4 $1.3M 16k 79.61
Visa Com Cl A (V) 0.4 $1.2M 4.0k 302.24
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.2M 6.6k 179.84
Vanguard World Mega Grwth Ind (MGK) 0.3 $1.1M 3.0k 367.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 1.9k 597.43
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.3 $1.1M 17k 62.68
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $1.1M 41k 26.20
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.1M 7.6k 141.41
Exxon Mobil Corporation (XOM) 0.3 $983k 5.8k 169.66
Innovator Etfs Trust Equity Defined (AAPR) 0.2 $849k 30k 28.79
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.2 $783k 19k 41.72
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $765k 7.6k 100.58
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) 0.2 $758k 26k 29.21
Caterpillar (CAT) 0.2 $754k 1.1k 708.46
Palantir Technologies Cl A (PLTR) 0.2 $723k 4.9k 146.28
Johnson & Johnson (JNJ) 0.2 $659k 2.7k 244.47
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.2 $640k 12k 54.72
Chevron Corporation (CVX) 0.2 $596k 2.9k 206.90
Crowdstrike Hldgs Cl A (CRWD) 0.2 $595k 1.5k 390.41
Aim Etf Products Trust Allianzim Us Equ (AUGW) 0.2 $588k 18k 32.15
Merck & Co (MRK) 0.2 $576k 4.8k 120.29
Abbvie (ABBV) 0.2 $556k 2.6k 217.49
salesforce (CRM) 0.2 $528k 2.8k 186.68
Home Depot (HD) 0.2 $527k 1.6k 328.95
Planet Labs Pbc Com Cl A (PL) 0.2 $523k 19k 27.95
Mastercard Incorporated Cl A (MA) 0.2 $516k 1.0k 499.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $479k 2.5k 191.92
Etf Opportunities Trust Hedgeye Fourth T (HEFT) 0.1 $465k 18k 26.62
Vanguard Instl Index Ultra-short Trea (VGUS) 0.1 $462k 6.1k 75.66
Arista Networks Com Shs (ANET) 0.1 $453k 3.7k 122.78
Sprott Asset Management Physical Gold An (CEF) 0.1 $452k 9.5k 47.72
Palo Alto Networks (PANW) 0.1 $451k 2.8k 160.32
Ishares Tr Large Cap Max Bu (SMAX) 0.1 $449k 17k 26.82
Vanguard World Inf Tech Etf (VGT) 0.1 $448k 642.00 697.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $448k 776.00 577.18
Cisco Systems (CSCO) 0.1 $448k 5.8k 77.59
Oracle Corporation (ORCL) 0.1 $440k 3.0k 147.11
Procter & Gamble Company (PG) 0.1 $422k 2.9k 144.43
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $410k 10k 40.86
Aim Etf Products Trust Allianzim Us Eqt (SIXO) 0.1 $406k 12k 33.78
Bank of America Corporation (BAC) 0.1 $403k 8.3k 48.75
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $402k 9.3k 43.11
Arm Holdings Sponsored Ads (ARM) 0.1 $394k 2.6k 151.28
Grail (GRAL) 0.1 $394k 7.6k 51.68
Spdr Gold Tr Gold Shs (GLD) 0.1 $382k 888.00 430.29
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $382k 12k 32.95
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $376k 1.6k 234.03
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $375k 6.4k 59.03
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.1 $374k 7.5k 49.60
Raytheon Technologies Corp (RTX) 0.1 $368k 1.9k 192.90
Amgen (AMGN) 0.1 $355k 1.0k 351.85
Honeywell International (HON) 0.1 $349k 1.5k 226.03
Spdr Series Trust State Street Spd (SPYG) 0.1 $348k 3.6k 97.91
Sprott Asset Management Physical Silver (PSLV) 0.1 $311k 13k 24.39
Micron Technology (MU) 0.1 $308k 911.00 337.84
Eaton Corp SHS (ETN) 0.1 $304k 850.00 357.67
Iron Mountain (IRM) 0.1 $301k 2.9k 102.14
Applied Materials (AMAT) 0.1 $293k 856.00 341.79
Lockheed Martin Corporation (LMT) 0.1 $292k 483.00 604.60
Advanced Micro Devices (AMD) 0.1 $287k 1.4k 203.43
Coca-Cola Company (KO) 0.1 $287k 3.8k 76.05
RBB F/m Us Treasury (TBIL) 0.1 $285k 5.7k 49.86
AutoZone (AZO) 0.1 $284k 84.00 3377.79
Chubb (CB) 0.1 $276k 846.00 326.08
Duke Energy Corp Com New (DUK) 0.1 $273k 2.1k 130.94
Columbia Finl (CLBK) 0.1 $271k 16k 17.51
Servicenow (NOW) 0.1 $271k 2.6k 104.55
Sherwin-Williams Company (SHW) 0.1 $270k 842.00 320.55
Lowe's Companies (LOW) 0.1 $269k 1.1k 236.28
Nextera Energy (NEE) 0.1 $266k 2.9k 92.89
Capital One Financial (COF) 0.1 $262k 1.4k 182.43
Abbott Laboratories (ABT) 0.1 $259k 2.5k 102.67
Ge Aerospace Com New (GE) 0.1 $259k 911.00 283.77
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $257k 3.3k 79.12
Ge Vernova (GEV) 0.1 $256k 293.00 872.90
Goldman Sachs (GS) 0.1 $256k 302.00 845.99
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.1 $255k 7.9k 32.03
Illinois Tool Works (ITW) 0.1 $248k 953.00 260.29
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $247k 1.9k 132.90
Parker-Hannifin Corporation (PH) 0.1 $247k 276.00 895.24
Citigroup Com New (C) 0.1 $246k 2.2k 113.41
Morgan Stanley Com New (MS) 0.1 $244k 1.5k 164.57
Intuitive Surgical Com New (ISRG) 0.1 $243k 527.00 460.99
General Dynamics Corporation (GD) 0.1 $240k 699.00 343.41
Philip Morris International (PM) 0.1 $238k 1.4k 165.34
Constellation Energy (CEG) 0.1 $233k 834.00 279.25
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $231k 4.4k 52.49
Uber Technologies (UBER) 0.1 $228k 3.2k 71.93
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $227k 5.7k 40.19
At&t (T) 0.1 $224k 7.7k 28.99
Amphenol Corp Cl A (APH) 0.1 $223k 1.8k 126.35
Vanguard Index Fds Value Etf (VTV) 0.1 $221k 1.1k 196.20
TJX Companies (TJX) 0.1 $219k 1.4k 159.70
Lam Research Corp Com New (LRCX) 0.1 $218k 1.0k 213.66
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $216k 5.1k 42.50
Qualcomm (QCOM) 0.1 $215k 1.7k 128.78
McDonald's Corporation (MCD) 0.1 $211k 678.00 310.71
Energy Services of America (ESOA) 0.1 $210k 16k 13.13
Texas Instruments Incorporated (TXN) 0.1 $208k 1.1k 194.06
International Business Machines (IBM) 0.1 $206k 850.00 242.39
Walt Disney Company (DIS) 0.1 $205k 2.1k 96.38
American Express Company (AXP) 0.1 $202k 669.00 302.48
Compass Cl A (COMP) 0.0 $116k 16k 7.31
Octave Specialty Group Com New (OSG) 0.0 $52k 11k 4.65