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Nicholas M. Kolbenschlag

Crown Wealth Group, Llc

Assets Managed
$340.468M
Holdings
145
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-4.87%(2Q avg: 1.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crown Wealth Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Crown Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 340.468M in assets, with a quarterly growth rate of -4.87% and a 2-quarter average growth rate of 1.33%. The portfolio is managed by Nicholas M. Kolbenschlag, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 1.27%
13.43%
$45.711M
644,636 shares@ $70.91 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -2.16%
10.89%
$37.058M
484,160 shares@ $76.55 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -1.24%
9.21%
$31.355M
936,959 shares@ $33.47 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 34.64%
4.34%
$14.743M
146,465 shares@ $100.66 avg price
DMAX
Ishares Lg Cap Max Buff Dec
Recent Activity
Increased 3.44%
3.9%
$13.247M
498,567 shares@ $26.58 avg price
CPRY
Clmos R 2000 S A P Etf - Jan
Recent Activity
Increased 1.01%
3.79%
$12.88M
474,637 shares@ $27.14 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -11.46%
2.87%
$9.759M
22,342 shares@ $436.79 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.02%
2.87%
$9.749M
50,824 shares@ $191.81 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.64%
2.62%
$8.917M
24,088 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 6.97%
2.54%
$8.63M
49,486 shares@ $174.41 avg price

1-10 of 145