Crown Wealth Group, LLC

Q1 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$340,468
Net value change ($000)
-17,448 (-4.9%)
New positions
20
Sold out positions
18
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DYNF 5,450 NEW
SGOV 3,823 35.0%
DFAE 3,638 NEW
XLB 2,010 NEW
IAU 1,275 50.4%
PYLD 1,073 NEW
VIS 909 28.0%
SMH 821 12.5%
RSP 479 NEW
HEFT 465 NEW
Top Reduces (Value $000, Stocks/ETFs)
KBWB -5,493 -95.5%
VGUS -4,524 -90.7%
KDEC -3,227 -100.0%
VHT -2,968 -100.0%
QBUF -2,729 -78.3%
SPYM -2,642 -6.7%
VUG -2,553 -20.7%
IYW -2,282 -26.0%
MSFT -2,217 -19.9%
DFUS -1,504 -3.2%
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