13F Filings History of Crown Wealth Group, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$357,916,469
Signature - Title
Nicholas M. Kolbenschlag - CCO
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Crown Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crown Wealth Group, LLC reported 143 stock holdings with total value $357,916,469 as of Q4 2025. Top holdings included DFUS, SPYM, BALT, DMAX, and CPRY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 143 $357,916,469 +$47,342,143 -$26,783,593 +$20,558,550 DFUS, SPYM, BALT, DMAX, CPRY 13F-HR 28 Jan 2026, 08:37
Q3 2025 127 $332,842,865 +$63,330,191 -$14,878,916 +$48,451,275 DFUS, SPLG, BALT, VUG, SGOV 13F-HR 22 Oct 2025, 11:00
Q2 2025 119 $266,195,446 +$64,420,334 -$12,033,732 +$52,386,602 DFUS, SPLG, BALT, QUAL, MSFT 13F-HR 16 Jul 2025, 12:12
Q1 2025 108 $192,808,852 +$11,392,929 -$53,446,963 -$42,054,034 DFUS, SPLG, BALT, QUAL, MSFT 13F-HR 25 Apr 2025, 09:39
Q4 2024 113 $245,828,144 +$36,628,025 -$26,051,566 +$10,576,459 DFUS, SPLG, BALT, BJAN, QUAL 13F-HR 05 Feb 2025, 09:15
Q3 2024 114 $229,967,965 +$46,509,595 -$22,834,267 +$23,675,328 SPLG, DFUS, BALT, BJAN, QUAL 13F-HR 13 Nov 2024, 13:31
Q2 2024 105 $200,175,367 +$22,519,757 -$22,960,560 -$440,803 SPLG, DFUS, BJAN, MSFT, QUAL 13F-HR 26 Jul 2024, 15:42
Q1 2024 108 $194,001,616 +$19,609,510 -$6,426,804 +$13,182,706 SPLG, DFUS, BJAN, BALT, QUAL 13F-HR 01 May 2024, 12:50
Q4 2023 98 $166,070,626 +$34,988,961 -$16,086,604 +$18,902,357 SPLG, DFUS, BJAN, BALT, QUAL 13F-HR 23 Jan 2024, 15:53
Q3 2023 70 $133,043,928 +$17,374,575 -$7,667,991 +$9,706,584 SPLG, DFUS, PDEC, BALT, QUAL 13F-HR 25 Oct 2023, 16:09
Q2 2023 66 $126,779,712 +$42,497,094 -$44,806,096 -$2,309,002 SPLG, DFUS, PDEC, BALT, DUHP 13F-HR 25 Jul 2023, 11:57
Q1 2023 64 $119,395,959 +$35,195,193 -$30,395,607 +$4,799,586 PMAY, DUHP, BALT, SPLG, MSFT 13F-HR 28 Apr 2023, 16:40
Q4 2022 68 $106,442,374 +$19,242,848 -$15,314,987 +$3,927,861 SPLG, DUHP, BALT, ESGU, MSFT 13F-HR 09 Feb 2023, 14:42
Q3 2022 56 $97,543,000 +$30,537,036 -$36,301,702 -$5,764,666 SPLG, ESGU, BALT, DUHP, MSFT 13F-HR 21 Oct 2022, 11:05
Q2 2022 69 $110,248,000 +$29,384,051 -$42,935,030 -$13,550,979 SPLG, ESGU, VTIP, DFCF, MSFT 13F-HR 25 Jul 2022, 12:18
Q1 2022 97 $143,542,000 +$80,421,137 -$41,192,618 +$39,228,519 SPLG, ESGU, DFCF, MSFT, GOVT 13F-HR 13 Jul 2022, 13:05
Q4 2021 67 $107,737,000 $0 $0 $0 SPLG, ESGU, DFAI, GOVT, IVV 13F-HR 13 Jul 2022, 13:04