Sponsored

The Analysis of Crown Wealth Group, LLC's Holdings & P&L

Currently, Crown Wealth Group, LLC holds 145 types of securities in its portfolio with a total value $340.5M. In the most recent quarter, they have increased their positions in DYNF (+93.7K shares, valued at $5.4M), SGOV (+37.7K shares, valued at $3.8M), DFAE (+107.4K shares, valued at $3.6M); decreased their positions in KBWB (-65.0K shares, valued at $5.1M), VGUS (-60.0K shares, valued at $4.5M), QBUF (-93.0K shares, valued at $2.7M); initiated new positions in DYNF (+93.7K shares, valued at $5.4M), DFAE (+107.4K shares, valued at $3.6M), XLB (+40.2K shares, valued at $2.0M).

1M P&L

+15.9M+4.73%

3M P&L

-35.2M-9.06%

HY P&L

-29.6M-7.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A245.1M

77.2%

2Software - Infrastructure11.1M

3.5%

3Semiconductors10.0M

3.2%

Top Industries by Stock Count

1N/A56 stocks

43.8%

2Semiconductors6 stocks

4.7%

3Software - Infrastructure5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST644.6K shares1.27%2026-03-312026-04-21

SPYM SPDR SERIES TRUST484.2K shares-2.17%2026-03-312026-04-21

BALT INNOVATOR ETFS TRUST937.0K shares-1.25%2026-03-312026-04-21

SGOV ISHARES TR146.5K shares34.63%2026-03-312026-04-21

DMAX ISHARES TR498.6K shares3.43%2026-03-312026-04-21

CPRY CALAMOS ETF TR474.6K shares1.00%2026-03-312026-04-21

VUG VANGUARD INDEX FDS22.3K shares-11.47%2026-03-312026-04-21

QUAL ISHARES TR50.8K shares-1.02%2026-03-312026-04-21

Sponsored

MSFT MICROSOFT CORP24.1K shares4.63%2026-03-312026-04-21

NVDA NVIDIA CORPORATION49.5K shares6.97%2026-03-312026-04-21

AAPL APPLE INC32.9K shares3.36%2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST211.2K shares-2.01%2026-03-312026-04-21

SMH VANECK ETF TRUST19.3K shares5.63%2026-03-312026-04-21

IYW ISHARES TR35.7K shares-18.61%2026-03-312026-04-21

ALPHABET INC ALPHABET INC20.1K shares1.33%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST93.7K sharesnew addition2026-03-312026-04-21

Sponsored

AMZN AMAZON COM INC23.6K shares1.72%2026-03-312026-04-21

BJAN INNOVATOR ETFS TRUST89.5K shares-0.93%2026-03-312026-04-21

VIS VANGUARD WORLD FD13.3K shares22.33%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR43.2K shares38.46%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.7K shares-0.69%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST107.4K sharesnew addition2026-03-312026-04-21

PJAN INNOVATOR ETFS TRUST76.5K shares7.84%2026-03-312026-04-21

LLY ELI LILLY & CO3.2K shares-2.66%2026-03-312026-04-21

Sponsored

LEGH LEGACY HOUSING CORP132.0K shares0.00%2026-03-312026-04-21

META META PLATFORMS INC4.5K shares18.51%2026-03-312026-04-21

ALPHABET INC ALPHABET INC8.9K shares2.46%2026-03-312026-04-21

NJAN INNOVATOR ETFS TRUST38.3K shares-1.00%2026-03-312026-04-21

TSLA TESLA INC5.4K shares12.70%2026-03-312026-04-21

BROADCOM INC BROADCOM INC6.5K shares2.05%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR40.2K sharesnew addition2026-03-312026-04-21

SPOT SPOTIFY TECHNOLOGY S A4.0K shares5.74%2026-03-312026-04-21

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.9K shares-41.76%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO5.5K shares2.71%2026-03-312026-04-21

NFLX NETFLIX INC.16.2K shares3.42%2026-03-312026-04-21

WMT WALMART INC11.9K shares4.41%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-21

UBSI UNITED BANKSHARES INC WEST V33.0K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION1.3K shares16.64%2026-03-312026-04-21

PHYS SPROTT ASSET MANAGEMENT LP36.8K shares2.15%2026-03-312026-04-21

Sponsored

IVV ISHARES TR2.0K shares-7.02%2026-03-312026-04-21

WFC WELLS FARGO & CO15.9K shares20.90%2026-03-312026-04-21

V VISA INC4.0K shares16.41%2026-03-312026-04-21

VOX VANGUARD WORLD FD6.6K shares-13.50%2026-03-312026-04-21

MGK VANGUARD WORLD FD3.0K shares-5.10%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-15.00%2026-03-312026-04-21

CIBR FIRST TR EXCHANGE-TRADED FD17.3K shares-49.28%2026-03-312026-04-21

PYLD PIMCO ETF TR41.0K sharesnew addition2026-03-312026-04-21

Sponsored

ESGU ISHARES TR7.6K shares-5.49%2026-03-312026-04-21

XOM EXXON MOBIL CORP5.8K shares1.13%2026-03-312026-04-21

AAPR INNOVATOR ETFS TRUST29.5K shares-11.74%2026-03-312026-04-21

KJAN INNOVATOR ETFS TRUST18.8K shares131.63%2026-03-312026-04-21

MINT PIMCO ETF TR7.6K shares76.30%2026-03-312026-04-21

QBUF INNOVATOR ETFS TRUST26.0K shares-78.18%2026-03-312026-04-21

CAT CATERPILLAR INC1.1K shares4.11%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC4.9K shares24.23%2026-03-312026-04-21

Sponsored

JNJ JOHNSON & JOHNSON2.7K shares8.06%2026-03-312026-04-21

FJUL FIRST TR EXCHNG TRADED FD VI11.7K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.9K shares3.79%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC1.5K shares-5.70%2026-03-312026-04-21

AUGW AIM ETF PRODUCTS TRUST18.3K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC4.8K shares2.85%2026-03-312026-04-21

ABBV ABBVIE INC2.6K shares4.71%2026-03-312026-04-21

CRM SALESFORCE INC2.8K shares5.21%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC1.6K shares23.15%2026-03-312026-04-21

PL PLANET LABS PBC18.7K shares-19.56%2026-03-312026-04-21

MA MASTERCARD INCORPORATED1.0K shares33.85%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-03-312026-04-21

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST17.4K sharesnew addition2026-03-312026-04-21

VGUS VANGUARD INSTL INDEX FD6.1K shares-90.75%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC3.7K shares13.93%2026-03-312026-04-21

CEF SPROTT ASSET MANAGEMENT LP9.5K shares-15.96%2026-03-312026-04-21

Sponsored

PANW PALO ALTO NETWORKS INC2.8K shares-3.70%2026-03-312026-04-21

SMAX ISHARES TR16.8K shares-44.34%2026-03-312026-04-21

VGT VANGUARD WORLD FD642 shares0.94%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR776 shares-20.00%2026-03-312026-04-21

CSCO CISCO SYS INC5.8K shares0.05%2026-03-312026-04-21

ORCL ORACLE CORP3.0K shares30.62%2026-03-312026-04-21

PG PROCTER & GAMBLE CO2.9K shares94.41%2026-03-312026-04-21

PNOV INNOVATOR ETFS TRUST10.0K shares-0.97%2026-03-312026-04-21

Sponsored

SIXO AIM ETF PRODUCTS TRUST12.0K sharesnew addition2026-03-312026-04-21

BAC BANK AMERICA CORP8.3K shares6.10%2026-03-312026-04-21

POCT INNOVATOR ETFS TRUST9.3K shares58.65%2026-03-312026-04-21

ARM ARM HOLDINGS PLC2.6K shares0.00%2026-03-312026-04-21

GRAL GRAIL INC7.6K shares-8.42%2026-03-312026-04-21

GLD SPDR GOLD TR888 shares53.63%2026-03-312026-04-21

BAI BLACKROCK ETF TRUST11.6K sharesnew addition2026-03-312026-04-21

FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-03-312026-04-21

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN6.4K sharesnew addition2026-03-312026-04-21

PMBS PIMCO ETF TR7.5K sharesnew addition2026-03-312026-04-21

RTX RTX CORPORATION1.9K shares2.14%2026-03-312026-04-21

AMGN AMGEN INC1.0K shares2.75%2026-03-312026-04-21

HON HONEYWELL INTL INC1.5K shares13.35%2026-03-312026-04-21

SPYG SPDR SERIES TRUST3.6K shares6.60%2026-03-312026-04-21

PSLV SPROTT ASSET MANAGEMENT LP12.7K sharesnew addition2026-03-312026-04-21

MU MICRON TECHNOLOGY INC911 sharesnew addition2026-03-312026-04-21

Sponsored

EATON CORP PLC EATON CORP PLC850 shares4.55%2026-03-312026-04-21

IRM IRON MTN INC DEL2.9K shares-3.69%2026-03-312026-04-21

AMAT APPLIED MATLS INC856 shares-13.97%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP483 sharesnew addition2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.4K shares25.80%2026-03-312026-04-21

KO COCA COLA CO3.8K shares12.28%2026-03-312026-04-21

TBIL RBB FD INC5.7K shares-8.70%2026-03-312026-04-21

AZO AUTOZONE INC84 shares3.70%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ846 shares4.70%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares10.57%2026-03-312026-04-21

CLBK COLUMBIA FINL INC15.5K shares0.00%2026-03-312026-04-21

NOW SERVICENOW INC2.6K shares27.22%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO842 shares2.56%2026-03-312026-04-21

LOW LOWES COS INC1.1K shares-9.26%2026-03-312026-04-21

NEE NEXTERA ENERGY INC2.9K shares5.62%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP1.4K shares11.57%2026-03-312026-04-21

Sponsored

ABT ABBOTT LABORATORIES2.5K shares13.39%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE911 shares-14.38%2026-03-312026-04-21

KBWB INVESCO EXCH TRADED FD TR II3.3K shares-95.24%2026-03-312026-04-21

GEV GE VERNOVA INC293 sharesnew addition2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC302 shares-5.63%2026-03-312026-04-21

KJUL INNOVATOR ETFS TRUST7.9K shares0.00%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC953 shares4.04%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR1.9K shares-73.65%2026-03-312026-04-21

Sponsored

PH PARKER-HANNIFIN CORP276 shares-0.72%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC2.2K shares-2.91%2026-03-312026-04-21

MS MORGAN STANLEY1.5K shares8.40%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC527 shares9.56%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP699 shares4.48%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC1.4K sharesnew addition2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP834 shares7.06%2026-03-312026-04-21

BMAR INNOVATOR ETFS TRUST4.4K shares0.00%2026-03-312026-04-21

Sponsored

UBER UBER TECHNOLOGIES INC3.2K shares17.97%2026-03-312026-04-21

CGGR CAPITAL GROUP GROWTH ETF5.7K shares0.00%2026-03-312026-04-21

T AT&T INC7.7K sharesnew addition2026-03-312026-04-21

APH AMPHENOL CORP1.8K shares7.63%2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.1K shares-1.57%2026-03-312026-04-21

TJX TJX COS INC NEW1.4K sharesnew addition2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-04-21

PDEC INNOVATOR ETFS TRUST5.1K shares-2.70%2026-03-312026-04-21

Sponsored

QCOM QUALCOMM INC1.7K shares8.59%2026-03-312026-04-21

MCD MCDONALDS CORP678 sharesnew addition2026-03-312026-04-21

ESOA ENERGY SERVICES OF AMER CORP16.0K shares0.00%2026-03-312026-04-21

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS850 shares8.28%2026-03-312026-04-21

DIS DISNEY WALT CO2.1K shares7.20%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO669 shares5.19%2026-03-312026-04-21

COMP COMPASS INC15.8K shares0.00%2026-03-312026-04-21

Sponsored

AMBC OCTAVE SPECIALTY GROUP INC11.2K shares0.00%2026-03-312026-04-21

DFUS

DIMENSIONAL ETF TRUST

1.27%

Shares644.6K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

-2.17%

Shares484.2K

Event2026-03-31

Filed2026-04-21

BALT

INNOVATOR ETFS TRUST

-1.25%

Shares937.0K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

34.63%

Shares146.5K

Event2026-03-31

Filed2026-04-21

DMAX

ISHARES TR

3.43%

Shares498.6K

Event2026-03-31

Filed2026-04-21

CPRY

CALAMOS ETF TR

1.00%

Shares474.6K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

-11.47%

Shares22.3K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

-1.02%

Shares50.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

4.63%

Shares24.1K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

6.97%

Shares49.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

3.36%

Shares32.9K

Event2026-03-31

Filed2026-04-21

DUHP

DIMENSIONAL ETF TRUST

-2.01%

Shares211.2K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

5.63%

Shares19.3K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

-18.61%

Shares35.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.33%

Shares20.1K

Event2026-03-31

Filed2026-04-21

DYNF

BLACKROCK ETF TRUST

New

Shares93.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

1.72%

Shares23.6K

Event2026-03-31

Filed2026-04-21

BJAN

INNOVATOR ETFS TRUST

-0.93%

Shares89.5K

Event2026-03-31

Filed2026-04-21

VIS

VANGUARD WORLD FD

22.33%

Shares13.3K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

38.46%

Shares43.2K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-0.69%

Shares7.7K

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

New

Shares107.4K

Event2026-03-31

Filed2026-04-21

PJAN

INNOVATOR ETFS TRUST

7.84%

Shares76.5K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-2.66%

Shares3.2K

Event2026-03-31

Filed2026-04-21

LEGH

LEGACY HOUSING CORP

0.00%

Shares132.0K

Event2026-03-31

Filed2026-04-21