Crown Wealth Group, LLC

CIK

1845698

Location

Charlotte, NC

Portfolio Value

Micro $95,474,148

Diversification

Diversified

Filing Date

Global Rank

#5,450 / 8,232 ▲ 258

Top Industry

Semiconductors 13.6%

3Y Alpha vs SPY

0.0%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+76.3%

SPY

+76.3%

Annualised alpha

0.0%

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

9.3%

−2.1 pts

Top 5

38.3%

−2.7 pts

Top 10

54.8%

−2.5 pts

HHI

409

Diversified−50

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.0%	$34,402,485	22
Financial Services	14.6%	$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	6.2%	$5,963,900	8
Industrials	4.2%	$4,049,569	12
Consumer Defensive	3.9%	$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	$594,594
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 · $95,474,148 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
OSG	Octave Specialty Group Inc Financial Services	Held	11,162	0	$51,903	−40.2%	0.05%
COMP	Compass, Inc. Real Estate	Held	15,800	0	$115,498	−30.8%	0.12%
AXP	American Express Co Financial Services	Added	669	+33	$202,359	−14.0%	0.21%
DIS	Walt Disney Co Communication Services	Added	2,130	+143	$205,289	−9.2%	0.22%
IBM	International Business Machines Corp Technology	Added	850	+65	$206,031	−11.4%	0.22%
TXN	Texas Instruments Inc Technology	NEW	1,071	NEW	$207,923	NEW	0.22%
ESOA	Energy Services of America CORP Industrials	Held	15,991	0	$209,961	+60.7%	0.22%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	678	NEW	$210,715	NEW	0.22%
QCOM	Qualcomm Inc/De Technology	Added	1,668	+132	$214,805	−18.2%	0.22%
LRCX	Lam Research Corp Technology	NEW	1,019	NEW	$217,719	NEW	0.23%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,374	NEW	$219,427	NEW	0.23%
APH	Amphenol Corp /De/ Technology	Added	1,763	+125	$222,755	+0.6%	0.23%
T	At&T Inc. Communication Services	NEW	7,713	NEW	$223,599	NEW	0.23%
UBER	Uber Technologies, Inc Technology	Added	3,164	+482	$227,586	+3.9%	0.24%
CEG	Constellation Energy Corp Utilities	Added	834	+55	$232,894	−15.4%	0.24%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,439	NEW	$237,924	NEW	0.25%
GD	General Dynamics Corp Industrials	Added	699	+30	$239,910	+6.5%	0.25%
ISRG	Intuitive Surgical Inc Healthcare	Added	527	+46	$242,941	−10.8%	0.25%
MS	Morgan Stanley Financial Services	Added	1,484	+115	$244,221	+0.5%	0.26%
C	Citigroup Inc Financial Services	Reduced	2,165	-65	$245,532	−5.6%	0.26%
PH	Parker-Hannifin Corp Industrials	Reduced	276	-2	$247,086	+1.1%	0.26%
ITW	Illinois Tool Works Inc Industrials	Added	953	+37	$248,056	+9.9%	0.26%
GS	Goldman Sachs Group Inc Financial Services	Reduced	302	-18	$255,488	−9.2%	0.27%
GEV	GE Vernova Inc. Industrials	NEW	293	NEW	$255,759	NEW	0.27%
GE	General Electric Co Industrials	Reduced	911	-153	$258,514	−21.1%	0.27%
ABT	Abbott Laboratories Healthcare	Added	2,523	+298	$259,036	−7.1%	0.27%
COF	Capital One Financial Corp Financial Services	Added	1,437	+149	$262,151	−16.0%	0.27%
NEE	Nextera Energy Inc Utilities	Added	2,859	+152	$265,543	+22.2%	0.28%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,137	-116	$268,650	−11.1%	0.28%
SHW	Sherwin Williams Co Basic Materials	Added	842	+21	$269,903	+1.5%	0.28%
NOW	ServiceNow, Inc. Technology	Added	2,594	+555	$271,202	−13.2%	0.28%
CLBK	Columbia Financial, Inc. Financial Services	Held	15,500	0	$271,405	+12.7%	0.28%
DUK	Duke Energy CORP Utilities	Added	2,081	+199	$272,486	+23.5%	0.29%
CB	Chubb Ltd Financial Services	Added	846	+38	$275,736	+9.3%	0.29%
AZO	Autozone Inc Consumer Cyclical	Added	84	+3	$283,733	+3.3%	0.30%
KO	Coca Cola Co Consumer Defensive	Added	3,768	+412	$286,556	+22.1%	0.30%
AMD	Advanced Micro Devices Inc Technology	Added	1,409	+289	$286,632	+19.5%	0.30%
LMT	Lockheed Martin Corp Industrials	NEW	483	NEW	$291,920	NEW	0.31%
AMAT	Applied Materials Inc /De Technology	Reduced	856	-139	$292,572	+14.4%	0.31%
IRM	Iron Mountain Inc Real Estate	Reduced	2,948	-113	$301,108	+18.6%	0.32%
ETN	Eaton Corp plc Industrials	Added	850	+37	$304,019	+17.4%	0.32%
MU	Micron Technology Inc Technology	NEW	911	NEW	$307,772	NEW	0.32%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	12,738	NEW	$310,679	NEW	0.33%
HON	Honeywell International Inc Industrials	Added	1,545	+182	$349,216	+31.3%	0.37%
AMGN	Amgen Inc Healthcare	Added	1,008	+27	$354,664	+10.5%	0.37%
RTX	RTX Corp Industrials	Added	1,910	+40	$368,439	+7.4%	0.39%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	6,352	NEW	$374,958	NEW	0.39%
GLD	Spdr Gold Trust	Added	888	+310	$382,097	+66.8%	0.40%
GRAL	GRAIL, Inc. Healthcare	Reduced	7,616	-700	$393,594	−44.7%	0.41%
ARM	Arm Holdings PLC /Uk Technology	Held	2,604	0	$393,933	+38.4%	0.41%