Crown Wealth Group, LLC

CIK

1845698

Location

Charlotte, NC

Portfolio Value

Small $109,542,429

Diversification

Diversified

Filing Date

Global Rank

#5,747 / 8,517 ▲ 243

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

+39.8%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+308.4%

SPY

+75.3%

Annualised alpha

+39.3%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

95 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.6%

+0.8 pts

Top 5

39.1%

+0.5 pts

Top 10

54.0%

−1.2 pts

HHI

410

Diversified−0

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.0%	$43,830,338	27
Financial Services	13.3%	$14,587,889	17
Communication Services	11.8%	$12,889,719	5
Consumer Cyclical	11.2%	$12,288,670	6
Healthcare	6.7%	$7,322,029	9
Unclassified	6.6%	$7,226,056	5
Industrials	4.3%	$4,741,502	12
Consumer Defensive	3.3%	$3,576,519	5
Energy	1.4%	$1,545,511	3
Utilities	0.7%	$760,774	3
Real Estate	0.5%	$573,112	2
Basic Materials	0.2%	$200,310	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+3,335	36,233	$10,484,380
WFC	Wells Fargo & Company/Mn	+2,739	18,632	$1,539,748
MSFT	Microsoft Corp	+1,304	25,392	$9,471,723
TSLA	Tesla, Inc.	+862	6,303	$2,651,041
IAU	Ishares Gold Trust	+763	43,935	$3,317,531
NVDA	Nvidia Corp	+704	50,190	$10,042,517
XOM	ExxonMobil Holdings Corp	+435	6,231	$851,902
SPY	Spdr S&P 500 ETF Trust	+410	3,265	$2,438,204
GLD	Spdr Gold Trust	+302	1,190	$438,372
WMT	Walmart Inc.	+272	12,136	$1,374,523
DUK	Duke Energy CORP	+239	2,320	$293,665
ORCL	Oracle Corp	+229	3,219	$471,744
AMZN	Amazon Com Inc	+223	23,825	$5,678,450
CRM	Salesforce, Inc.	+212	3,038	$475,933
BAC	Bank Of America Corp /De/	+197	8,453	$481,651
QQQ	Invesco Qqq Trust, Series 1	+185	961	$707,680
AVGO	Broadcom Inc.	+160	6,691	$2,527,525
APH	Amphenol Corp /De/	+143	1,906	$336,065
META	Meta Platforms, Inc.	+136	4,676	$2,633,944
PLTR	Palantir Technologies Inc.	+118	5,060	$590,350
HD	Home Depot, Inc.	+89	1,690	$596,029
RTX	RTX Corp	+80	1,990	$377,562
JPM	Jpmorgan Chase & Co	+76	5,581	$1,826,828
PG	PROCTER & GAMBLE Co	+68	2,992	$438,746
PM	Philip Morris International Inc.	+64	1,503	$271,907
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
LEGH	Legacy Housing Corp	−24,000	108,000	$2,837,160
GOOGL	Alphabet Inc.	−8,991	19,969	$7,136,321
PL	Planet Labs PBC	−1,350	17,358	$575,070
PHYS	Sprott Physical Gold Trust	−804	35,982	$1,085,576
GRAL	GRAIL, Inc.	−600	7,016	$478,982
NFLX	Netflix Inc	−519	15,662	$1,118,266
QCOM	Qualcomm Inc/De	−384	1,284	$237,270
CEF	Sprott Physical Gold & Silver Trust	−295	9,183	$369,432
ARM	Arm Holdings PLC /Uk	−259	2,345	$831,466
BRK-B	Berkshire Hathaway Inc	−183	7,501	$3,753,425
PANW	Palo Alto Networks Inc	−123	2,688	$916,661
SPOT	Spotify Technology S.A.	−100	3,918	$1,798,871
ANET	Arista Networks, Inc.	−80	3,609	$613,096
COST	Costco Wholesale Corp /New	−71	1,268	$1,186,175
AMAT	Applied Materials Inc /De	−60	796	$575,508
CSCO	Cisco Systems, Inc.	−48	5,719	$671,753
DIS	Walt Disney Co	−28	2,102	$202,317
UBER	Uber Technologies, Inc	−18	3,146	$227,015
KO	Coca Cola Co	−13	3,755	$305,168
GD	General Dynamics Corp	−11	688	$243,717
ISRG	Intuitive Surgical Inc	−8	519	$206,395
CVX	Chevron Corp	−1	2,878	$477,057
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,825	$543,649
INTC	Intel Corp	3,722	$519,702
UNH	Unitedhealth Group Inc	822	$341,647
KLAC	Kla Corp	1,087	$327,958
SNDK	Sandisk Corp	118	$268,300
UNP	Union Pacific Corp	820	$223,040
MPC	Marathon Petroleum Corp	847	$216,552
DELL	Dell Technologies Inc.	490	$211,415
GLW	Corning Inc /Ny	793	$202,555
LIN	Linde PLC	386	$200,310
ANNX	Annexon, Inc.	23,763	$135,686
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
XLB	State Street Materials Select Sector SPDR ETF	40,215	$2,009,543
BAI	iShares A.I. Innovation and Tech Active ETF	11,589	$381,857
HON	Honeywell International Inc	1,545	$349,216
CLBK	Columbia Financial, Inc./MD/	15,500	$271,405
NOW	ServiceNow, Inc.	2,594	$271,202
SHW	Sherwin Williams Co	842	$269,903
ABT	Abbott Laboratories	2,523	$259,036
CGGR	Capital Group Growth ETF	5,658	$227,395
T	At&T Inc.	7,713	$223,599
TJX	Tjx Companies Inc /De/	1,374	$219,427
MCD	Mcdonalds Corp	678	$210,715
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 tracked positions · $109,542,429 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	36,233	+3,335	$10,484,380	+25.6%	9.57%
NVDA	Nvidia Corp Technology	Added	50,190	+704	$10,042,517	+16.4%	9.17%
MSFT	Microsoft Corp Technology	Added	25,392	+1,304	$9,471,723	+6.2%	8.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,969	-8,991	$7,136,321	−14.2%	6.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,825	+223	$5,678,450	+15.5%	5.18%
LLY	ELI LILLY & Co Healthcare	Added	3,191	+13	$3,827,381	+30.9%	3.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,501	-183	$3,753,425	−26.7%	3.43%
IAU	Ishares Gold Trust	Added	43,935	+763	$3,317,531	−12.8%	3.03%
LEGH	Legacy Housing Corp Consumer Cyclical	Reduced	108,000	-24,000	$2,837,160	+5.2%	2.59%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,303	+862	$2,651,041	+31.1%	2.42%
META	Meta Platforms, Inc. Communication Services	Added	4,676	+136	$2,633,944	+1.4%	2.40%
AVGO	Broadcom Inc. Technology	Added	6,691	+160	$2,527,525	+25.0%	2.31%
SPY	Spdr S&P 500 ETF Trust	Added	3,265	+410	$2,438,204	+31.3%	2.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,581	+76	$1,826,828	+12.8%	1.67%
SPOT	Spotify Technology S.A. Communication Services	Reduced	3,918	-100	$1,798,871	−7.7%	1.64%
WFC	Wells Fargo & Company/Mn Financial Services	Added	18,632	+2,739	$1,539,748	+21.7%	1.41%
UBSI	United Bankshares Inc/Wv Financial Services	Held	33,031	0	$1,513,810	+10.6%	1.38%
V	Visa Inc. Financial Services	Added	4,057	+20	$1,391,916	+14.1%	1.27%
WMT	Walmart Inc. Consumer Defensive	Added	12,136	+272	$1,374,523	−6.8%	1.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,268	-71	$1,186,175	−11.1%	1.08%
CAT	Caterpillar Inc Industrials	Added	1,093	+29	$1,163,935	+54.4%	1.06%
NFLX	Netflix Inc Communication Services	Reduced	15,662	-519	$1,118,266	−28.1%	1.02%
MU	Micron Technology Inc Technology	Added	962	+51	$1,110,426	+260.8%	1.01%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	35,982	-804	$1,085,576	−16.7%	0.99%
PANW	Palo Alto Networks Inc Technology	Reduced	2,688	-123	$916,661	+103.4%	0.84%
XOM	ExxonMobil Holdings Corp Energy	Added	6,231	+435	$851,902	−13.4%	0.78%
AMD	Advanced Micro Devices Inc Technology	Added	1,458	+49	$846,966	+195.5%	0.77%
ARM	Arm Holdings PLC /Uk Technology	Reduced	2,345	-259	$831,466	+111.1%	0.76%
QQQ	Invesco Qqq Trust, Series 1	Added	961	+185	$707,680	+58.0%	0.65%
JNJ	Johnson & Johnson Healthcare	Added	2,736	+42	$694,861	+5.5%	0.63%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,719	-48	$671,753	+50.1%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	2,560	+5	$644,198	+15.9%	0.59%
MRK	Merck & Co., Inc. Healthcare	Added	4,810	+18	$618,085	+7.2%	0.56%
ANET	Arista Networks, Inc. Technology	Reduced	3,609	-80	$613,096	+35.4%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,690	+89	$596,029	+13.2%	0.54%
PLTR	Palantir Technologies Inc. Technology	Added	5,060	+118	$590,350	−18.3%	0.54%
AMAT	Applied Materials Inc /De Technology	Reduced	796	-60	$575,508	+96.7%	0.53%
PL	Planet Labs PBC Industrials	Reduced	17,358	-1,350	$575,070	+10.0%	0.52%
MA	Mastercard Inc Financial Services	Added	1,073	+41	$551,092	+6.9%	0.50%
MRVL	Marvell Technology, Inc. Technology	NEW	1,825	NEW	$543,649	NEW	0.50%
INTC	Intel Corp Technology	NEW	3,722	NEW	$519,702	NEW	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,453	+197	$481,651	+19.7%	0.44%
GRAL	GRAIL, Inc. Healthcare	Reduced	7,016	-600	$478,982	+21.7%	0.44%
CVX	Chevron Corp Energy	Reduced	2,878	-1	$477,057	−19.9%	0.44%
CRM	Salesforce, Inc. Technology	Added	3,038	+212	$475,933	−9.8%	0.43%
ORCL	Oracle Corp Technology	Added	3,219	+229	$471,744	+7.2%	0.43%
LRCX	Lam Research Corp Technology	Added	1,044	+25	$452,396	+107.8%	0.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,992	+68	$438,746	+3.9%	0.40%
GLD	Spdr Gold Trust	Added	1,190	+302	$438,372	+14.7%	0.40%
IRM	Iron Mountain Inc Real Estate	Added	2,995	+47	$378,298	+25.6%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.