Titelia

Holdings of Crown Wealth Group, LLC

128 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 57.7 % of the equity sleeve

Sector breakdown

  • Funds 12.4 %
  • Technology 12.3 %
  • Communication 4.7 %
  • Financials 4.1 %
  • Consumer discretionary 3.1 %
  • Health care 2.0 %
  • Consumer staples 1.4 %
  • Industrials 1.2 %
  • Energy 0.4 %
  • Utilities 0.3 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 57.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US127273.5M $99.86 %
2GB1393.9K $0.14 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 644,63645.7M $
2SPDR Series Trust 484,16037.1M $
3iShares Trust 146,46514.7M $
4Vanguard Growth ETF 22,3429.8M $
5iShares Trust 50,8249.7M $
6Microsoft Corp 24,0888.9M $
7NVIDIA Corp 49,4868.6M $
8Apple Inc 32,8988.3M $
9Dimensional ETF Trust 211,2447.8M $
10VanEck Semiconductor ETF 19,3407.4M $
11iShares U.S. Technology ETF 35,7166.5M $
12Alphabet Inc 20,0875.8M $
13BlackRock ETF Trust 93,6725.4M $
14Amazon.com Inc 23,6024.9M $
15Innovator U.S. Equity Buffer E 89,4744.8M $
16Vanguard World Fund 13,3084.2M $
17Ishares Gold Trust 43,1723.8M $
18Berkshire Hathaway Inc 7,6823.7M $
19Dimensional ETF Trust 107,4493.6M $
20Innovator U.S. Equity Power Bu 76,4643.5M $
21Eli Lilly & Co 3,1782.9M $
22Legacy Housing Corp 132,0002.7M $
23Meta Platforms Inc 4,5402.6M $
24Alphabet Inc 8,8732.5M $
25Innovator Growth 100 Power Buffer ETF - January 38,3372M $
26Tesla Inc 5,4412M $
27Broadcom Inc 6,5312M $
28State Street Materials Select Sector SPDR ETF 40,2152M $
29State Street SPDR S&P 500 ETF Trust 2,8551.9M $
30JPMorgan Chase & Co 5,5051.6M $
31Netflix Inc 16,1811.6M $
32Walmart Inc 11,8641.5M $
33Berkshire Hathaway Inc 21.4M $
34United Bankshares Inc/WV 33,0311.4M $
35Costco Wholesale Corp 1,3391.3M $
36iShares Core S&P 500 ETF 1,9731.3M $
37Wells Fargo & Co 15,8931.3M $
38Visa Inc 4,0371.2M $
39Vanguard World Fund 6,5971.2M $
40Vanguard Mega Cap Growth ETF 3,0351.1M $
41Vanguard S&P 500 ETF 1,8651.1M $
42First Trust NASDAQ Cybersecuri 17,2891.1M $
43PIMCO Multisector Bond Active 40,9681.1M $
44iShares ESG Aware MSCI USA ETF 7,5561.1M $
45Exxon Mobil Corp 5,796983.3K $
46PIMCO Enhanced Short Maturity 7,604764.8K $
47Caterpillar Inc 1,064753.8K $
48Palantir Technologies Inc 4,942722.9K $
49Johnson & Johnson 2,694658.6K $
50First Trust Exchange-Traded Fund VIII 11,699640.2K $
51Chevron Corp 2,879595.7K $
52Crowdstrike Holdings Inc 1,523594.6K $
53ALLIANZIM US EQ BUFFER20 AUG 18,289588K $
54Merck & Co Inc 4,792576.4K $
55AbbVie Inc 2,555555.7K $
56Salesforce Inc 2,826527.6K $
57Home Depot Inc/The 1,601526.6K $
58Planet Labs PBC 18,708522.9K $
59Mastercard Inc 1,032515.6K $
60Invesco S&P 500 Equal Weight ETF 2,498479.4K $
61Arista Networks Inc 3,689452.9K $
62Palo Alto Networks Inc 2,811450.7K $
63Vanguard Information Technology ETF 642447.9K $
64Invesco QQQ Trust Series 1 776447.9K $
65Cisco Systems, Inc. 5,767447.5K $
66Oracle Corp 2,990439.9K $
67Procter & Gamble Co/The 2,924422.3K $
68Innovator U.S. Equit 10,035410K $
69ALLIANZIM US 6M BF10 APR-OCT 12,012405.8K $
70Bank of America Corp 8,256402.5K $
71Innovator U.S. Equity Power Bu 9,330402.2K $
72ARM Holdings PLC 2,604393.9K $
73GRAIL Inc 7,616393.6K $
74SPDR Gold Shares 888382.1K $
75Fidelity Wise Origin Bitcoin Fund 6,352375K $
76PIMCO FUNDS 7,530373.5K $
77RTX Corp 1,910368.4K $
78Amgen Inc 1,008354.7K $
79Honeywell International Inc 1,545349.2K $
80SPDR Series Trust 3,551347.7K $
81Micron Technology Inc 911307.8K $
82Iron Mountain Inc 2,948301.1K $
83Applied Materials Inc 856292.6K $
84Lockheed Martin Corp 483292K $
85Advanced Micro Devices Inc 1,409286.6K $
86Coca-Cola Co/The 3,768286.6K $
87F/m US Treasury 3 Month Bill F 5,719285.2K $
88AutoZone Inc 84283.7K $
89Duke Energy Corp 2,081272.5K $
90Columbia Financial Inc 15,500271.4K $
91ServiceNow Inc 2,594271.2K $
92Sherwin-Williams Co/The 842269.9K $
93Lowe's Cos Inc 1,137268.7K $
94NextEra Energy Inc 2,859265.6K $
95Capital One Financial Corp 1,437262.2K $
96Abbott Laboratories 2,523259K $
97General Electric Co 911258.5K $
98Invesco KBW Bank ETF 3,250257.1K $
99GE Vernova Inc 293255.8K $
100Goldman Sachs Group Inc/The 302255.5K $