Crown Wealth Group, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Crown Wealth Group, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 13.43% | 45.711 M $ | 644636 | 2023/06/30 | -2.075 M $ | -4.40 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 10.88% | 37.058 M $ | 484160 | 2021/12/31 | -1.821 M $ | -4.59 % |
| 2026/03/31 | BALT | INNOVATOR ETFS TRUST | 9.21% | 31.355 M $ | 936959 | 2022/09/30 | -37.950 K $ | -0.12 % |
| 2026/03/31 | SGOV | ISHARES TR | 4.33% | 14.743 M $ | 146465 | 2024/06/30 | 30.460 K $ | 0.28 % |
| 2026/03/31 | ISHARES TR | 3.89% | 13.247 M $ | 498567 | 2025/09/30 | -48.202 K $ | -0.38 % | |
| 2026/03/31 | CPRY | CALAMOS ETF TR | 3.78% | 12.880 M $ | 474637 | 2025/09/30 | 70.487 K $ | 0.56 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 2.87% | 9.759 M $ | 22342 | 2022/03/31 | -1.289 M $ | -10.47 % |
| 2026/03/31 | QUAL | ISHARES TR | 2.86% | 9.749 M $ | 50824 | 2023/03/31 | -349.693 K $ | -3.43 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.62% | 8.917 M $ | 24088 | 2021/12/31 | -2.612 M $ | -23.46 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.53% | 8.630 M $ | 49486 | 2022/03/31 | -559.770 K $ | -6.49 % |
| 2026/03/31 | AAPL | APPLE INC | 2.45% | 8.349 M $ | 32898 | 2021/12/31 | -575.150 K $ | -6.65 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 2.28% | 7.765 M $ | 211244 | 2022/03/31 | -273.795 K $ | -3.34 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 2.18% | 7.415 M $ | 19340 | 2023/09/30 | 426.073 K $ | 6.46 % |
| 2026/03/31 | IYW | ISHARES TR | 1.90% | 6.480 M $ | 35716 | 2023/03/31 | -801.248 K $ | -9.14 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.70% | 5.776 M $ | 20087 | 2022/03/31 | -504.297 K $ | -8.13 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 1.60% | 5.450 M $ | 93672 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.44% | 4.916 M $ | 23602 | 2021/12/31 | -523.250 K $ | -9.77 % |
| 2026/03/31 | BJAN | INNOVATOR ETFS TRUST | 1.40% | 4.772 M $ | 89474 | 2023/12/31 | -155.345 K $ | -3.12 % |
| 2026/03/31 | VIS | VANGUARD WORLD FD | 1.22% | 4.155 M $ | 13308 | 2025/12/31 | 150.565 K $ | 4.64 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 1.12% | 3.806 M $ | 43172 | 2025/12/31 | 217.955 K $ | 8.61 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.08% | 3.681 M $ | 7682 | 2021/12/31 | -181.385 K $ | -4.67 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETF TRUST | 1.07% | 3.638 M $ | 107449 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PJAN | INNOVATOR ETFS TRUST | 1.04% | 3.527 M $ | 76464 | 2023/12/31 | -63.107 K $ | -1.89 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.86% | 2.923 M $ | 3178 | 2022/03/31 | -505.781 K $ | -14.41 % |
| 2026/03/31 | LEGH | LEGACY HOUSING CORP | 0.79% | 2.697 M $ | 132000 | 2025/09/30 | 120.120 K $ | 4.66 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.76% | 2.597 M $ | 4540 | 2022/03/31 | -336.974 K $ | -13.33 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.75% | 2.545 M $ | 8873 | 2022/03/31 | -233.300 K $ | -8.58 % |
| 2026/03/31 | NJAN | INNOVATOR ETFS TRUST | 0.60% | 2.046 M $ | 38337 | 2023/12/31 | -60.022 K $ | -2.82 % |
| 2026/03/31 | TSLA | TESLA INC | 0.59% | 2.023 M $ | 5441 | 2022/03/31 | -376.439 K $ | -17.34 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.59% | 2.021 M $ | 6531 | 2023/12/31 | -234.176 K $ | -10.57 % |
| 2026/03/31 | XLB | SELECT SECTOR SPDR TR | 0.59% | 2.010 M $ | 40215 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPOT | SPOTIFY TECHNOLOGY S A | 0.57% | 1.948 M $ | 4018 | 2022/03/31 | -364.040 K $ | -16.50 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.55% | 1.857 M $ | 2855 | 2023/09/30 | -154.805 K $ | -4.63 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.48% | 1.619 M $ | 5505 | 2022/03/31 | -150.401 K $ | -8.71 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.46% | 1.556 M $ | 16181 | 2022/03/31 | 37.393 K $ | 2.55 % |
| 2026/03/31 | WMT | WALMART INC | 0.43% | 1.474 M $ | 11864 | 2023/09/30 | 146.241 K $ | 11.55 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.42% | 1.436 M $ | 2 | 2025/06/30 | -73.320 K $ | -4.86 % |
| 2026/03/31 | UBSI | UNITED BANKSHARES INC WEST V | 0.40% | 1.368 M $ | 33031 | 2025/06/30 | 99.753 K $ | 7.86 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.39% | 1.334 M $ | 1339 | 2022/03/31 | 153.935 K $ | 15.55 % |
| 2026/03/31 | PHYS | SPROTT ASSET MANAGEMENT LP | 0.38% | 1.304 M $ | 36786 | 2024/06/30 | 87.146 K $ | 7.33 % |
| 2026/03/31 | IVV | ISHARES TR | 0.38% | 1.289 M $ | 1973 | 2021/12/31 | -67.331 K $ | -4.63 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.37% | 1.265 M $ | 15893 | 2023/12/31 | -178.654 K $ | -14.58 % |
| 2026/03/31 | V | VISA INC | 0.36% | 1.220 M $ | 4037 | 2022/03/31 | -168.093 K $ | -13.82 % |
| 2026/03/31 | VOX | VANGUARD WORLD FD | 0.35% | 1.186 M $ | 6597 | 2022/12/31 | -105.176 K $ | -7.12 % |
| 2026/03/31 | MGK | VANGUARD WORLD FD | 0.33% | 1.115 M $ | 3035 | 2023/12/31 | -1.085 M $ | -82.21 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.33% | 1.114 M $ | 1865 | 2021/12/31 | -64.898 K $ | -4.72 % |
| 2026/03/31 | CIBR | FIRST TR EXCHANGE-TRADED FD | 0.32% | 1.084 M $ | 17289 | 2023/09/30 | -298.951 K $ | -12.27 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 0.32% | 1.073 M $ | 40968 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ESGU | ISHARES TR | 0.31% | 1.068 M $ | 7556 | 2021/12/31 | -60.442 K $ | -5.07 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.29% | 983.349 K $ | 5796 | 2022/03/31 | 282.652 K $ | 40.98 % |
| 2026/03/31 | INNOVATOR ETFS TRUST | 0.25% | 848.816 K $ | 29483 | 2024/06/30 | 12.693 K $ | 1.34 % | |
| 2026/03/31 | KJAN | INNOVATOR ETFS TRUST | 0.23% | 782.788 K $ | 18762 | 2024/09/30 | 2.429 K $ | 0.72 % |
| 2026/03/31 | MINT | PIMCO ETF TR | 0.22% | 764.784 K $ | 7604 | 2023/12/31 | 991.000 $ | 0.23 % |
| 2026/03/31 | QBUF | INNOVATOR ETFS TRUST | 0.22% | 758.262 K $ | 25959 | 2025/12/31 | -11.895 K $ | -0.34 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.22% | 753.801 K $ | 1064 | 2023/12/31 | 138.572 K $ | 23.67 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.21% | 722.916 K $ | 4942 | 2025/03/31 | -125.187 K $ | -17.70 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.19% | 658.611 K $ | 2694 | 2022/03/31 | 93.462 K $ | 18.11 % |
| 2026/03/31 | FJUL | FIRST TR EXCHNG TRADED FD VI | 0.19% | 640.169 K $ | 11699 | 2024/09/30 | -14.038 K $ | -2.15 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.18% | 595.665 K $ | 2879 | 2022/03/31 | 151.155 K $ | 35.75 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.17% | 594.594 K $ | 1523 | 2023/12/31 | -126.535 K $ | -16.71 % |
| 2026/03/31 | AUGW | AIM ETF PRODUCTS TRUST | 0.17% | 587.995 K $ | 18289 | 2025/06/30 | -6.949 K $ | -1.17 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.17% | 576.430 K $ | 4792 | 2021/12/31 | 70.024 K $ | 14.28 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.16% | 555.687 K $ | 2555 | 2023/12/31 | -26.840 K $ | -4.81 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.16% | 527.563 K $ | 2826 | 2023/12/31 | -210.152 K $ | -29.54 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.15% | 526.648 K $ | 1601 | 2023/12/31 | -19.773 K $ | -4.42 % |
| 2026/03/31 | PL | PLANET LABS PBC | 0.15% | 522.889 K $ | 18708 | 2024/12/31 | 191.413 K $ | 41.73 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.15% | 515.649 K $ | 1032 | 2023/12/31 | -54.910 K $ | -12.48 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.14% | 479.416 K $ | 2498 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ETF OPPORTUNITIES TRUST | 0.14% | 464.519 K $ | 17450 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | VGUS | VANGUARD INSTL INDEX FD | 0.14% | 462.207 K $ | 6109 | 2025/09/30 | 12.552 K $ | 0.25 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 0.13% | 452.935 K $ | 3689 | 2024/12/31 | -26.713 K $ | -6.30 % |
| 2026/03/31 | CEF | SPROTT ASSET MANAGEMENT LP | 0.13% | 452.290 K $ | 9478 | 2024/06/30 | 21.653 K $ | 4.19 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.13% | 450.660 K $ | 2811 | 2024/06/30 | -69.705 K $ | -12.96 % |
| 2026/03/31 | ISHARES TR | 0.13% | 449.297 K $ | 16751 | 2024/12/31 | -4.213 K $ | -0.52 % | |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.13% | 447.936 K $ | 642 | 2023/12/31 | -423.932 K $ | -88.43 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.13% | 447.895 K $ | 776 | 2023/03/31 | -36.016 K $ | -6.04 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.13% | 447.462 K $ | 5767 | 2022/12/31 | 3.227 K $ | 0.73 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.13% | 439.859 K $ | 2990 | 2024/09/30 | -109.414 K $ | -24.52 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.12% | 422.314 K $ | 2924 | 2022/03/31 | 1.699 K $ | 0.79 % |
| 2026/03/31 | PNOV | INNOVATOR ETFS TRUST | 0.12% | 410.030 K $ | 10035 | 2022/12/31 | -9.322 K $ | -2.20 % |
| 2026/03/31 | SIXO | AIM ETF PRODUCTS TRUST | 0.12% | 405.765 K $ | 12012 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.12% | 402.480 K $ | 8256 | 2024/03/31 | -48.631 K $ | -11.36 % |
| 2026/03/31 | POCT | INNOVATOR ETFS TRUST | 0.12% | 402.216 K $ | 9330 | 2023/12/31 | -4.763 K $ | -1.84 % |
| 2026/03/31 | ARM | ARM HOLDINGS PLC | 0.12% | 393.933 K $ | 2604 | 2024/03/31 | 109.289 K $ | 38.40 % |
| 2026/03/31 | GRAL | GRAIL INC | 0.12% | 393.595 K $ | 7616 | 2025/03/31 | -281.995 K $ | -39.62 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.11% | 382.098 K $ | 888 | 2025/12/31 | 19.640 K $ | 8.57 % |
| 2026/03/31 | BAI | BLACKROCK ETF TRUST | 0.11% | 381.858 K $ | 11589 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FDN | FIRST TR EXCHANGE-TRADED FD | 0.11% | 375.618 K $ | 1605 | 2021/12/31 | -56.415 K $ | -13.06 % |
| 2026/03/31 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 0.11% | 374.959 K $ | 6352 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PIMCO ETF TR | 0.11% | 373.494 K $ | 7530 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | RTX | RTX CORPORATION | 0.11% | 368.439 K $ | 1910 | 2025/06/30 | 17.765 K $ | 5.18 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.10% | 354.665 K $ | 1008 | 2023/12/31 | 24.073 K $ | 7.50 % |
| 2026/03/31 | HON | HONEYWELL INTL INC | 0.10% | 349.216 K $ | 1545 | 2022/12/31 | 42.171 K $ | 15.86 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 0.10% | 347.679 K $ | 3551 | 2025/03/31 | -29.279 K $ | -8.24 % |
| 2026/03/31 | PSLV | SPROTT ASSET MANAGEMENT LP | 0.09% | 310.680 K $ | 12738 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.09% | 307.772 K $ | 911 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.09% | 304.019 K $ | 850 | 2024/03/31 | 31.837 K $ | 12.29 % |
| 2026/03/31 | IRM | IRON MTN INC DEL | 0.09% | 301.109 K $ | 2948 | 2022/03/31 | 58.740 K $ | 23.13 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.09% | 292.572 K $ | 856 | 2025/12/31 | 84.376 K $ | 33.00 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.09% | 292.022 K $ | 483 | 2026/03/31 | 0.000 $ | 0.00 % |