Titelia

Holdings of Crown Wealth Group, LLC

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Net assets
-
Positions
128 in 2 countries
Top ten
57.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Innovator U.S. Small Cap Power Buffer ETF - July 7,946254.5K $
102Illinois Tool Works Inc 953248.1K $
103SELECT SECTOR SPDR TRUST (THE) 1,861247.3K $
104Parker-Hannifin Corp 276247.1K $
105Citigroup Inc 2,165245.5K $
106Morgan Stanley 1,484244.2K $
107Intuitive Surgical Inc 527242.9K $
108General Dynamics Corp 699240K $
109Philip Morris International Inc. 1,439237.9K $
110Constellation Energy Corp. 834232.9K $
111Innovator U.S. Equity Buffer E 4,400230.9K $
112Uber Technologies Inc 3,164227.6K $
113Capital Group Growth ETF 5,658227.4K $
114AT&T Inc 7,713223.6K $
115Amphenol Corp 1,763222.8K $
116Vanguard Value ETF 1,128221.3K $
117TJX Cos Inc/The 1,374219.4K $
118Lam Research Corp 1,019217.7K $
119Innovator U.S. Equity Power Bu 5,083216K $
120QUALCOMM Inc 1,668214.8K $
121McDonald's Corp. 678210.7K $
122Energy Services of America Corp 15,991210K $
123Texas Instruments Inc 1,071207.8K $
124International Business Machines Corp. 850206K $
125Walt Disney Co/The 2,130205.3K $
126American Express Co 669202.4K $
127Compass Inc 15,800115.5K $
128Octave Specialty Group Inc 11,16251.9K $

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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

  • United States 99.9 %
  • United Kingdom 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States127273.5M $99.86 %
2United Kingdom1393.9K $0.14 %
Cite this page

Titelia. "Holdings of Crown Wealth Group, LLC". https://titelia.com/en/funds/US13F1845698