Crown Wealth Group, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 392,992
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 150 | 392,992 | 13F-HR | Crown Wealth Group, LLC |
| Q1 2026 | 4/21/2026 | 145 | 340,468 | 13F-HR | Crown Wealth Group, LLC |
| Q4 2025 | 1/28/2026 | 143 | 357,916 | 13F-HR | Crown Wealth Group, LLC |
| Q3 2025 | 10/22/2025 | 127 | 332,843 | 13F-HR | Crown Wealth Group, LLC |
| Q2 2025 | 7/16/2025 | 119 | 266,195 | 13F-HR | Crown Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158 K | 40.2% | 18.12 K | 0 | 18.12 K |
| ETFs | 235 K | 59.8% | 34.41 K | 0 | 34.41 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
392,992
Holdings
150
QoQ value change ($000)
52,524
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.