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Crown Wealth Group, LLC
Crown Wealth Group, LLC is an SEC-registered investment adviser headquartered in Charlotte, North Carolina. Founded in 2021, the firm manages assets for individuals, primarily high-net-worth clients, and pension/profit-sharing plans. As of June 2025, the company reported assets under management of approximately $316.5 million and employs 11 staff, with the majority being investment professionals.
Investment Strategy
Crown Wealth Group, LLC provides personalized wealth management and investment advisory services with a focus on long-term capital growth for high-net-worth individuals and families. The firm emphasizes discretionary management of diversified equity portfolios, allocating capital across major technology and consumer stocks. Their investment philosophy is centered on building lasting client relationships and tailoring portfolios to individual financial goals and risk tolerances.
Latest 13F Filing Activity
Crown Wealth Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 120 equity positions with a total 13F market value of $333M. The fund increased holdings in Dimensional Etf Trust, SPDR Series Trust, Vanguard Index FDS among other positions. Crown Wealth Group, LLC reduced exposure to Wisdomtree TR, Global X FDS, Innovator Etfs Trust among others.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 13.61% | $45.3M | 625,230 | $58.32 | $72.44 | +$6.3M |
S SPLG | SPDR SERIES TRUST | 11.35% | $37.8M | 482,326 | $58.96 | $78.34 | +$6.3M |
B BALT | INNOVATOR ETFS TRUST | 8.68% | $28.9M | 880,090 | $29.94 | $32.82 | +$4.4M |
V VUG | VANGUARD INDEX FDS | 4.30% | $14.3M | 29,868 | $417.57 | $479.61 | +$6.3M |
S SGOV | ISHARES TR | 3.96% | $13.2M | 130,779 | $100.54 | $100.70 | +$2.3M |
Industry Allocation
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