Latest Crown Wealth Group, LLC Stock Portfolio

Crown Wealth Group, LLC Performance:

2026 Q1: -3.85%YTD: -3.85%2025: 12.69%

Performance for 2026 Q1 is -3.85%, and YTD is -3.85%, and 2025 is 12.69%.

About Crown Wealth Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crown Wealth Group, LLC reported an equity portfolio of $340.5 Millions as of 31 Mar, 2026.

The top stock holdings of Crown Wealth Group, LLC are DFAC, BIL, BALT. The fund has invested 13.4% of it's portfolio in DIMENSIONAL ETF TRUST and 10.9% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off INNOVATOR ETFS TRUST, VANGUARD WORLD FD (VAW) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), VANGUARD INSTL INDEX FD and INNOVATOR ETFS TRUST (BALT). Crown Wealth Group, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), DIMENSIONAL ETF TRUST (DFAC) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), PROCTER & GAMBLE CO (PG) and PIMCO ETF TR (BOND).

Crown Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Crown Wealth Group, LLC made a return of -3.85% in the last quarter. In trailing 12 months, it's portfolio return was 13.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust	5,449,840
dimensional etf trust	3,638,220
select sector spdr tr	2,009,540
pimco etf tr	1,073,360
invesco exchange traded fd t	479,416
etf opportunities trust	464,519
aim etf products trust	405,765
blackrock etf trust	381,858

New stocks bought by Crown Wealth Group, LLC

Additions

Ticker	% Inc.
innovator etfs trust	131
procter & gamble co	94.41
pimco etf tr	76.3
innovator etfs trust	58.65
spdr gold tr	53.63
ishares gold tr	38.46
ishares tr	34.63
mastercard incorporated	33.85

Additions to existing portfolio by Crown Wealth Group, LLC

Reductions

Ticker	% Reduced
invesco exch traded fd tr ii	-95.24
vanguard instl index fd	-90.75
innovator etfs trust	-78.18
select sector spdr tr	-73.65
first tr exchange-traded fd	-49.28
ishares tr	-44.34
state str spdr s&p 500 etf t	-41.76
invesco qqq tr	-20.00

Crown Wealth Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
innovator etfs trust	-3,226,710
global x fds	-471,704
calamos etf tr	-360,752
vanguard world fd	-2,968,310
ark 21shares bitcoin etf	-269,056
select sector spdr tr	-427,589
bitwise bitcoin etf tr	-364,310
tidal trust iii	-203,335

Crown Wealth Group, LLC got rid off the above stocks

Sector Distribution

Crown Wealth Group, LLC has about 75.8% of it's holdings in Others sector.

Sector	%
Others	75.8
Technology	10
Communication Services	3.8
Consumer Cyclical	3.3
Financial Services	2.4
Healthcare	1.6
Industrials	1.1
Consumer Defensive	1.1

Market Cap. Distribution

Crown Wealth Group, LLC has about 22.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.8
MEGA-CAP	20.2
LARGE-CAP	2.5

Stocks belong to which Index?

About 23.7% of the stocks held by Crown Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76.3
S&P 500	22.2
RUSSELL 2000	1.5

Top 5 Winners (%)		%
ESOA	energy services of amer corp	60.7 %
XOM	exxon mobil corp	40.7 %
	arm holdings plc	38.4 %
PL	planet labs pbc	37.6 %
CVX	chevron corporation	34.9 %

Top 5 Winners ($)		$
AFK	vaneck etf trust	0.4 M
XOM	exxon mobil corp	0.3 M
IAU	ishares gold tr	0.3 M
PL	planet labs pbc	0.2 M
VAW	vanguard world fd	0.2 M

Top 5 Losers (%)		%
AMBC	octave specialty group inc	-40.2 %
	grail inc	-38.0 %
COMP	compass inc	-30.8 %
NOW	servicenow inc	-29.4 %
CRM	salesforce inc	-29.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.7 M
DFAC	dimensional etf trust	-2.1 M
BIL	spdr series trust	-1.8 M
VB	vanguard index fds	-1.2 M
IJR	ishares tr	-0.7 M

Crown Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Crown Wealth Group, LLC

Crown Wealth Group, LLC has 145 stocks in it's portfolio. About 56.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for Crown Wealth Group, LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.45	32,898	8,349,200	added	3.36

ABBV	abbvie inc	0.16	2,555	555,687	added	4.71

ABT	abbott laboratories	0.08	2,523	259,036	added	13.39

AFK	vaneck etf trust	2.18	19,340	7,414,970	added	5.63

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	0.31	7,556	1,068,500	reduced	-5.49

AMAT	applied matls inc	0.09	856	292,572	reduced	-13.97

AMBC	octave specialty group inc	0.01	11,162	51,903	unchanged	0.00

AMD	advanced micro devices inc	0.08	1,409	286,633	added	25.8

AMGN	amgen inc	0.10	1,008	354,665	added	2.75

AMZN	amazon com inc	1.44	23,602	4,915,650	added	1.72

ANET	arista networks inc	0.13	3,689	452,935	added	13.93

APH	amphenol corp	0.06	1,763	222,755	added	7.63

AVGO	broadcom inc	0.59	6,531	2,021,410	added	2.05

AXP	american express co	0.06	669	202,359	added	5.19

AZAA	aim etf products trust	0.17	18,289	587,995	unchanged	0.00

AZAA	aim etf products trust	0.12	12,012	405,765	new

AZO	autozone inc	0.08	84.00	283,734	added	3.7

BAC	bank america corp	0.12	8,256	402,480	added	6.1

BALT	innovator etfs trust	9.21	936,959	31,355,300	reduced	-1.25