Managed by Crown Wealth Group, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $47.2M | 636.6K | 0.00% | — |
| 2 | ? N/A — | $45.3M | 625.2K | 0.00% | — |
| 3 | D DIA — | $39.7M | 494.9K | 0.00% | — |
| 4 | ? N/A — | $39M | 581.4K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $37.8M |
| 482.3K |
| 0.00% |
| — |
| 6 | D DIA — | $33.2M | 539.2K | 0.00% | — |
| 7 | ? N/A — | $31.8M | 948.8K | 0.00% | — |
| 8 | ? N/A — | $31.6M | 496.2K | 0.00% | — |
| 9 | D DIA — | $31.5M | 433.0K | 0.00% | — |
| 10 | D DIA — | $30.5M | 451.8K | 0.00% | — |
| 11 | D DIA — | $30.4M | 543.3K | 0.00% | — |
| 12 | ? N/A — | $28.9M | 880.1K | 0.00% | — |
| 13 | D DIA — | $28M | 437.0K | 0.00% | — |
| 14 | D DIA — | $27.1M | 392.5K | 0.00% | — |
| 15 | ? N/A — | $26.3M | 434.9K | 0.00% | — |
| 16 | D DIA — | $25.5M | 508.3K | 0.00% | — |
| 17 | ? N/A — | $24.5M | 764.3K | 0.00% | — |
| 18 | ? N/A — | $24.2M | 389.7K | 0.00% | — |
| 19 | D DIA — | $23.8M | 457.4K | 0.00% | — |
| 20 | D DIA — | $22.9M | 348.3K | 0.00% | — |