Crown Wealth Group, LLC

Q4 2025 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$357,916
Net value change ($000)
+25,073 (7.5%)
New positions
25
Sold out positions
9
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KBWB 5,750 NEW
QBUF 3,487 NEW
VIS 3,246 NEW
KDEC 3,227 NEW
VHT 2,968 NEW
BALT 2,908 10.1%
IAU 2,531 NEW
DMAX 2,252 21.2%
PJAN 2,034 156.5%
DFUS 1,923 4.2%
Top Reduces (Value $000, Stocks/ETFs)
VOX -5,473 -78.7%
BUG -2,983 -86.3%
SGOV -2,249 -17.1%
VUG -2,013 -14.1%
PDEC -1,979 -89.7%
IYW -1,914 -17.9%
SMH -1,405 -17.6%
KOCT -1,358 -100.0%
LEGH -1,288 -33.3%
UDEC -959 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type