StockDriftsStockDriftsTop 50 Crown Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 13.43% | 644.6K | $45.7M | +1.27%(+8.06K) | $56.81(+42.09%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 10.88% | 484.2K | $37.1M | -2.17%(-10.73K) | $57.40(+52.21%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 9.21% | 937.0K | $31.4M | -1.25%(-11.81K) | $30.26(+12.39%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.33% | 146.5K | $14.7M | +34.63%(+37.68K) | $100.60(-0.09%) | 2026-03-31 | |
| DMAX | ISHARES TR | 3.89% | 498.6K | $13.2M | +3.43%(+16.54K) | $26.12(+4.10%) | 2026-03-31 | |
| CPRY | CALAMOS ETF TR | 3.78% | 474.6K | $12.9M | +1.00%(+4.72K) | $25.60(+8.24%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.87% | 22.3K | $9.8M | -11.47%(-2.89K) | $67.17(+30.28%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.86% | 50.8K | $9.7M | -1.02%(-526) | $139.39(+51.35%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.62% | 24.1K | $8.9M | +4.63%(+1.07K) | $336.40(+20.45%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 49.5K | $8.6M | +6.97%(+3.22K) | $91.41(+147.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.77% | +55.16% |
| Top 20 Holdings Unweighted | +19.87% | +72.22% |
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