Crown Wealth Group, LLC
Top Portfolio Positions
92 positions ·
$95,474,148 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
24,088 | $8,916,654 | 9.34% | |
| NVDA |
Nvidia Corp
Technology
|
49,486 | $8,630,358 | 9.04% | |
| AAPL |
Apple Inc.
Technology
|
32,898 | $8,349,183 | 8.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,087 | $5,776,217 | 6.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,602 | $4,915,588 | 5.15% | |
| IAU |
Ishares Gold Trust
|
43,172 | $3,806,043 | 3.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,682 | $3,681,214 | 3.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,178 | $2,923,029 | 3.06% | |
| LEGH |
Legacy Housing Corp
Consumer Cyclical
|
132,000 | $2,696,760 | 2.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,540 | $2,597,470 | 2.72% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ESOA
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,961 | 15,991 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $130,646 | 15,991 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $165,506 | 15,991 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $158,950 | 15,991 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $151,114 | 15,991 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $201,806 | 15,991 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $151,914 | 15,991 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $114,495 | 15,991 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $131,925 | 15,991 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $95,626 | 15,991 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $64,763 | 15,991 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $46,373 | 15,991 | Shares | Sole | 2023-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||