• 13F History

Crown Wealth Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$246M
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 113 stock holdings with total value $246M as of Q4 2024. Top holdings included DFUS, SPLG, BALT, BJAN, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 113 $246M +$36.6M -$26.1M +$10.6M DFUS, SPLG, BALT, BJAN, QUAL 13F-HR 2/5/2025, 09:15 AM
Q3 2024 114 $230M +$46.5M -$22.8M +$23.7M SPLG, DFUS, BALT, BJAN, QUAL 13F-HR 11/13/2024, 01:31 PM
Q2 2024 105 $200M +$22.5M -$23M -$441K SPLG, DFUS, BJAN, MSFT, QUAL 13F-HR 7/26/2024, 03:42 PM
Q1 2024 108 $194M +$19.6M -$6.43M +$13.2M SPLG, DFUS, BJAN, BALT, QUAL 13F-HR 5/1/2024, 12:50 PM
Q4 2023 98 $166M +$35M -$16.1M +$18.9M SPLG, DFUS, BJAN, BALT, QUAL 13F-HR 1/23/2024, 03:53 PM
Q3 2023 70 $133M +$17.4M -$2.91M +$14.5M SPLG, DFUS, PDEC, BALT, QUAL 13F-HR 10/25/2023, 04:09 PM
Q2 2023 66 $127M +$42.5M -$41.7M +$798K SPLG, DFUS, PDEC, BALT, DUHP 13F-HR 7/25/2023, 11:57 AM
Q1 2023 65 $119M +$35.2M -$23.8M +$11.5M PMAY, DUHP, BALT, SPLG, MSFT 13F-HR 4/28/2023, 04:40 PM
Q4 2022 68 $106M +$19.2M -$10.5M +$8.76M SPLG, DUHP, BALT, ESGU, MSFT 13F-HR 2/9/2023, 01:42 PM
Q3 2022 56 $97.5M +$30.5M -$5.6M +$24.9M SPLG, ESGU, BALT, DUHP, MSFT 13F-HR 10/21/2022, 11:05 AM
Q2 2022 69 $110M +$29.4M -$7.48M +$21.9M SPLG, ESGU, VTIP, DFCF, MSFT 13F-HR 7/25/2022, 12:18 PM
Q1 2022 97 $144M +$80.4M -$17.1M +$63.4M SPLG, ESGU, DFCF, MSFT, GOVT 13F-HR 7/13/2022, 01:05 PM
Q4 2021 67 $108M SPLG, ESGU, DFAI, GOVT, IVV 13F-HR 7/13/2022, 01:04 PM