Crown Wealth Group, LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$197.9M
Holdings
56
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 494.9k shares)
42.8%
02
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
16.2%
03
$DEXC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
11.3%
04
$IWB
ISHARES TR
Held since at least Q1 2024
5.3%
05
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
4.6%
06
$VONE
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.8%
07
$DFAR
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.4%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +5.3% (7.7k → 8.1k shares)
1.1%
09
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
1.1%
10
$IWF
ISHARES TR
Q1 2026: New position (988 shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.