Crown Wealth Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $47.21M | 13.2% |
| SPDR SERIES TRUST | $39.70M | 11.1% |
| INNOVATOR ETFS TRUST | $31.79M | 8.9% |
| ISHARES TR | $12.86M | 3.6% |
| CALAMOS ETF TR | $12.68M | 3.5% |
| VANGUARD INDEX FDS | $12.31M | 3.4% |
| MICROSOFT CORP | $11.13M | 3.1% |
| ISHARES TR | $10.92M | 3.1% |
| iShares MSCI UAE ETF | $10.20M | 2.8% |
| ISHARES TR | $8.76M | 2.4% |
| Apple Inc. | $8.65M | 2.4% |
| NVIDIA Corp | $8.63M | 2.4% |
| DIMENSIONAL ETF TRUST | $8.20M | 2.3% |
| VANECK ETF TRUST | $6.59M | 1.8% |
| Alphabet Inc. | $6.20M | 1.7% |
| INVESCO EXCH TRADED FD TR II | $5.75M | 1.6% |
| Amazon.com Inc | $5.36M | 1.5% |
| VANGUARD INSTL INDEX FD | $4.99M | 1.4% |
| INNOVATOR ETFS TRUST | $4.97M | 1.4% |
| Warren E. Buffett | $3.89M | 1.1% |
| ELI LILLY & Co | $3.51M | 1.0% |
| INNOVATOR ETFS TRUST | $3.49M | 1.0% |
| SPDR S&P 500 ETF TR | $3.34M | 0.9% |
| INNOVATOR ETFS TRUST | $3.33M | 0.9% |
| VANGUARD WORLD FD | $3.25M | 0.9% |
| INNOVATOR ETFS TRUST | $3.23M | 0.9% |
| VANGUARD WORLD FD | $2.97M | 0.8% |
| Alphabet Inc. | $2.72M | 0.8% |
| Legacy Housing CorpLEGH | $2.58M | 0.7% |
| ISHARES GOLD TR | $2.53M | 0.7% |
| Meta Platforms Inc | $2.53M | 0.7% |
| FIRST TR EXCHANGE TRADED FD | $2.44M | 0.7% |
| Broadcom Inc. | $2.22M | 0.6% |
| SPOTIFY TECHNOLOGY S A | $2.21M | 0.6% |
| Tesla Inc | $2.17M | 0.6% |
| INNOVATOR ETFS TRUST | $2.13M | 0.6% |
| JPMORGAN CHASE & CO | $1.73M | 0.5% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.4% |
| VANGUARD WORLD FD | $1.48M | 0.4% |
| Netflix Inc | $1.47M | 0.4% |
| ISHARES TR | $1.45M | 0.4% |
| VANGUARD INDEX FDS | $1.38M | 0.4% |
| VANGUARD WORLD FD | $1.32M | 0.4% |
| UNITED BANKSHARES INC/WV | $1.27M | 0.4% |
| Walmart Inc. | $1.27M | 0.4% |
| WELLS FARGO & COMPANY/MN | $1.23M | 0.3% |
| Visa Inc | $1.22M | 0.3% |
| ISHARES TR | $1.19M | 0.3% |
| SPROTT ASSET MANAGEMENT LP | $1.19M | 0.3% |
| SELECT SECTOR SPDR TR | $1.02M | 0.3% |