13F Filings History of Crown Wealth Group, LLC

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$332,842,865
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 127 stock holdings with total value $332,842,865 as of Q3 2025. Top holdings included DFUS, SPLG, BALT, VUG, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 127 $332,842,865 +$63,330,194 -$14,878,914 +$48,451,280 DFUS, SPLG, BALT, VUG, SGOV 13F-HR 22 Oct 2025, 11:00
Q2 2025 119 $266,195,446 +$64,420,329 -$12,033,730 +$52,386,599 DFUS, SPLG, BALT, QUAL, MSFT 13F-HR 16 Jul 2025, 12:12
Q1 2025 108 $192,808,852 +$11,392,932 -$53,446,955 -$42,054,023 DFUS, SPLG, BALT, QUAL, MSFT 13F-HR 25 Apr 2025, 09:39
Q4 2024 113 $245,828,144 +$36,628,022 -$26,051,562 +$10,576,460 DFUS, SPLG, BALT, BJAN, QUAL 13F-HR 05 Feb 2025, 09:15
Q3 2024 114 $229,967,965 +$46,509,600 -$22,834,270 +$23,675,330 SPLG, DFUS, BALT, BJAN, QUAL 13F-HR 13 Nov 2024, 13:31
Q2 2024 105 $200,175,367 +$22,519,756 -$22,960,548 -$440,792 SPLG, DFUS, BJAN, MSFT, QUAL 13F-HR 26 Jul 2024, 15:42
Q1 2024 108 $194,001,616 +$19,609,511 -$6,426,804 +$13,182,707 SPLG, DFUS, BJAN, BALT, QUAL 13F-HR 01 May 2024, 12:50
Q4 2023 98 $166,070,626 +$34,988,961 -$16,086,607 +$18,902,354 SPLG, DFUS, BJAN, BALT, QUAL 13F-HR 23 Jan 2024, 15:53
Q3 2023 70 $133,043,928 +$17,374,576 -$2,914,231 +$14,460,345 SPLG, DFUS, PDEC, BALT, QUAL 13F-HR 25 Oct 2023, 16:09
Q2 2023 66 $126,779,712 +$42,497,093 -$41,698,763 +$798,330 SPLG, DFUS, PDEC, BALT, DUHP 13F-HR 25 Jul 2023, 11:57
Q1 2023 65 $119,447,053 +$35,246,286 -$23,759,466 +$11,486,820 PMAY, DUHP, BALT, SPLG, MSFT 13F-HR 28 Apr 2023, 16:40
Q4 2022 68 $106,442,374 +$19,242,848 -$10,477,986 +$8,764,862 SPLG, DUHP, BALT, ESGU, MSFT 13F-HR 09 Feb 2023, 13:42
Q3 2022 56 $97,543,000 +$30,537,023 -$5,602,703 +$24,934,320 SPLG, ESGU, BALT, DUHP, MSFT 13F-HR 21 Oct 2022, 11:05
Q2 2022 69 $110,248,000 +$29,384,057 -$7,481,026 +$21,903,031 SPLG, ESGU, VTIP, DFCF, MSFT 13F-HR 25 Jul 2022, 12:18
Q1 2022 97 $143,542,000 +$80,421,137 -$17,068,614 +$63,352,523 SPLG, ESGU, DFCF, MSFT, GOVT 13F-HR 13 Jul 2022, 13:05
Q4 2021 67 $107,737,000 $0 SPLG, ESGU, DFAI, GOVT, IVV 13F-HR 13 Jul 2022, 13:04