Crown Wealth Group, LLC

CIK

1845698

Location

Charlotte, NC

Portfolio Value

Micro $95,045,232

Diversification

Diversified

Filing Date

Global Rank

#5,824 / 8,605 ▲ 132 · as of Mar 2026

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

+0.4%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.8%

SPY

+76.5%

Annualised alpha

+0.1%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

92 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.4%

−2.1 pts

Top 5

38.5%

−2.8 pts

Top 10

55.0%

−2.6 pts

HHI

413

Diversified−52

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.7%	$33,956,539	22
Financial Services	14.7%	$13,947,679	18
Communication Services	12.9%	$12,306,746	6
Consumer Cyclical	11.7%	$11,144,116	8
Unclassified	7.2%	$6,867,709	5
Healthcare	6.3%	$5,963,900	8
Industrials	4.3%	$4,066,599	12
Consumer Defensive	4.0%	$3,755,498	5
Energy	1.7%	$1,579,014	2
Utilities	0.8%	$770,923	3
Real Estate	0.4%	$416,606	2
Basic Materials	0.3%	$269,903	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+11,991	43,172	$3,806,043
NVDA	Nvidia Corp	+3,224	49,486	$8,630,358
WFC	Wells Fargo & Company/Mn	+2,747	15,893	$1,265,241
PG	PROCTER & GAMBLE Co	+1,420	2,924	$422,342
AAPL	Apple Inc.	+1,069	32,898	$8,349,183
MSFT	Microsoft Corp	+1,067	24,088	$8,916,654
PLTR	Palantir Technologies Inc.	+964	4,942	$722,915
PHYS	Sprott Physical Gold Trust	+775	36,786	$1,303,695
META	Meta Platforms, Inc.	+709	4,540	$2,597,470
ORCL	Oracle Corp	+701	2,990	$439,858
TSLA	Tesla, Inc.	+613	5,441	$2,022,691
V	Visa Inc.	+569	4,037	$1,220,142
NOW	ServiceNow, Inc.	+555	2,594	$271,202
NFLX	Netflix Inc	+535	16,181	$1,555,803
WMT	Walmart Inc.	+501	11,864	$1,474,457
UBER	Uber Technologies, Inc	+482	3,164	$227,586
BAC	Bank Of America Corp /De/	+475	8,256	$402,480
ANET	Arista Networks, Inc.	+451	3,689	$452,935
KO	Coca Cola Co	+412	3,768	$286,556
AMZN	Amazon Com Inc	+398	23,602	$4,915,588
GLD	Spdr Gold Trust	+310	888	$382,097
HD	Home Depot, Inc.	+301	1,601	$526,552
ABT	Abbott Laboratories	+298	2,523	$259,036
AMD	Advanced Micro Devices Inc	+289	1,409	$286,632
GOOGL	Alphabet Inc.	+264	20,087	$5,776,217
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
PL	Planet Labs PBC	−4,550	18,708	$522,888
SPY	Spdr S&P 500 ETF Trust	−2,047	2,855	$1,856,720
CEF	Sprott Physical Gold & Silver Trust	−1,800	9,478	$452,290
GRAL	GRAIL, Inc.	−700	7,616	$393,594
QQQ	Invesco Qqq Trust, Series 1	−194	776	$447,891
GE	General Electric Co	−153	911	$258,514
AMAT	Applied Materials Inc /De	−139	856	$292,572
LOW	Lowes Companies Inc	−116	1,137	$268,650
IRM	Iron Mountain Inc	−113	2,948	$301,108
PANW	Palo Alto Networks Inc	−108	2,811	$450,659
CRWD	CrowdStrike Holdings, Inc.	−92	1,523	$148,648
LLY	ELI LILLY & Co	−87	3,178	$2,923,029
C	Citigroup Inc	−65	2,165	$245,532
BRK-B	Berkshire Hathaway Inc	−53	7,682	$3,681,214
GS	Goldman Sachs Group Inc	−18	302	$255,488
PH	Parker-Hannifin Corp	−2	276	$247,086
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	6,352	$374,958
PSLV	Sprott Physical Silver Trust	12,738	$310,679
MU	Micron Technology Inc	911	$307,772
LMT	Lockheed Martin Corp	483	$291,920
GEV	GE Vernova Inc.	293	$255,759
PM	Philip Morris International Inc.	1,439	$237,924
T	At&T Inc.	7,713	$223,599
TJX	Tjx Companies Inc /De/	1,374	$219,427
LRCX	Lam Research Corp	1,019	$217,719
MCD	Mcdonalds Corp	678	$210,715
TXN	Texas Instruments Inc	1,071	$207,923
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BITB	Bitwise Bitcoin ETF	7,660	$364,309
ARKB	Ark 21Shares Bitcoin ETF	9,265	$269,055
INTU	Intuit Inc.	370	$245,095
J	Jacobs Solutions Inc.	1,546	$204,783
BSX	Boston Scientific Corp	2,135	$203,572
RDDT	Reddit, Inc.	875	$201,136
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 positions · $95,045,232 total · as of Mar 31, 2026

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

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	24,088	+1,067	$8,916,654	−19.9%	9.38%
NVDA	Nvidia Corp Technology	Added	49,486	+3,224	$8,630,358	+0.0%	9.08%
AAPL	Apple Inc. Technology	Added	32,898	+1,069	$8,349,183	−3.5%	8.78%
GOOGL	Alphabet Inc. Communication Services	Added	20,087	+264	$5,776,217	−6.9%	6.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,602	+398	$4,915,588	−8.2%	5.17%
IAU	Ishares Gold Trust	Added	43,172	+11,991	$3,806,043	+50.4%	4.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,682	-53	$3,681,214	−5.3%	3.87%
LLY	ELI LILLY & Co Healthcare	Reduced	3,178	-87	$2,923,029	−16.7%	3.08%
LEGH	Legacy Housing Corp Consumer Cyclical	Held	132,000	0	$2,696,760	+4.7%	2.84%
META	Meta Platforms, Inc. Communication Services	Added	4,540	+709	$2,597,470	+2.7%	2.73%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,441	+613	$2,022,691	−6.8%	2.13%
AVGO	Broadcom Inc. Technology	Added	6,531	+131	$2,021,409	−8.7%	2.13%
SPOT	Spotify Technology S.A. Communication Services	Added	4,018	+218	$1,948,368	−11.7%	2.05%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,855	-2,047	$1,856,720	−44.5%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,505	+145	$1,619,350	−6.2%	1.70%
NFLX	Netflix Inc Communication Services	Added	16,181	+535	$1,555,803	+6.1%	1.64%
WMT	Walmart Inc. Consumer Defensive	Added	11,864	+501	$1,474,457	+16.5%	1.55%
UBSI	United Bankshares Inc/Wv Financial Services	Held	33,031	0	$1,368,144	+7.9%	1.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,339	+191	$1,334,219	+34.8%	1.40%
PHYS	Sprott Physical Gold Trust Financial Services	Added	36,786	+775	$1,303,695	+9.6%	1.37%
WFC	Wells Fargo & Company/Mn Financial Services	Added	15,893	+2,747	$1,265,241	+3.3%	1.33%
V	Visa Inc. Financial Services	Added	4,037	+569	$1,220,142	+0.3%	1.28%
XOM	Exxon Mobil Corp Energy	Added	5,796	+65	$983,349	+42.6%	1.03%
CAT	Caterpillar Inc Industrials	Added	1,064	+42	$753,801	+28.8%	0.79%
PLTR	Palantir Technologies Inc. Technology	Added	4,942	+964	$722,915	+2.2%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	2,694	+201	$658,521	+27.6%	0.69%
CVX	Chevron Corp Energy	Added	2,879	+105	$595,665	+40.9%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	4,792	+133	$576,429	+17.5%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	2,555	+115	$555,686	−0.3%	0.58%
CRM	Salesforce, Inc. Technology	Added	2,826	+140	$527,529	−25.9%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,601	+301	$526,552	+17.7%	0.55%
PL	Planet Labs PBC Industrials	Reduced	18,708	-4,550	$522,888	+14.0%	0.55%
MA	Mastercard Inc Financial Services	Added	1,032	+261	$515,649	+17.2%	0.54%
ANET	Arista Networks, Inc. Technology	Added	3,689	+451	$452,935	+6.8%	0.48%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	9,478	-1,800	$452,290	−12.4%	0.48%
PANW	Palo Alto Networks Inc Technology	Reduced	2,811	-108	$450,659	−16.2%	0.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	776	-194	$447,891	−24.8%	0.47%
CSCO	Cisco Systems, Inc. Technology	Added	5,767	+3	$447,461	+0.8%	0.47%
ORCL	Oracle Corp Technology	Added	2,990	+701	$439,858	−1.4%	0.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,924	+1,420	$422,342	+95.9%	0.44%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,256	+475	$402,480	−6.0%	0.42%
ARM	Arm Holdings PLC /Uk Technology	Held	2,604	0	$393,933	+38.4%	0.41%
GRAL	GRAIL, Inc. Healthcare	Reduced	7,616	-700	$393,594	−44.7%	0.41%
GLD	Spdr Gold Trust	Added	888	+310	$382,097	+66.8%	0.40%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	6,352	NEW	$374,958	NEW	0.39%
RTX	RTX Corp Industrials	Added	1,910	+40	$368,439	+7.4%	0.39%
HON	Honeywell International Inc Industrials	Added	1,545	+182	$366,246	+31.3%	0.39%
AMGN	Amgen Inc Healthcare	Added	1,008	+27	$354,664	+10.5%	0.37%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	12,738	NEW	$310,679	NEW	0.33%
MU	Micron Technology Inc Technology	NEW	911	NEW	$307,772	NEW	0.32%