Crown Wealth Group, LLC

Q3 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$403,534
Net value change ($000)
+10,542 (2.7%)
New positions
14
Sold out positions
16
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 6,762 48.6%
IGV 4,464 NEW
BALT 3,732 11.1%
MSFT 3,190 33.7%
KBWB 3,045 1162.2%
SGOV 2,768 20.8%
SPYM 2,552 5.9%
JAJL 1,755 NEW
CPRJ 1,539 NEW
DFUS 1,511 2.8%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -8,735 -100.0%
SMH -4,616 -35.9%
IAU -3,318 -100.0%
LEGH -2,013 -71.0%
IYW -1,892 -17.0%
DFAE -1,261 -27.9%
XOM -852 -100.0%
GOOGL -689 -9.7%
VIS -661 -12.2%
TSLA -584 -22.0%
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