Nicholas M. Kolbenschlag

Crown Wealth Group, Llc

Assets Managed

$392.992M

Holdings

150

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

15.43%(2Q avg: 5.28%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Crown Wealth Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 150 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 392.992M in assets, with a quarterly growth rate of 15.43% and a 2-quarter average growth rate of 5.28%. The portfolio is managed by Nicholas M. Kolbenschlag, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFUS Dimensional Us Eq Mkt Etf Recent Activity Increased 1.98%	13.71%	$53.864M 657,362 shares@ $81.95 avg price	Increased 1.98%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 2.15%	11.06%	$43.46M 494,535 shares@ $87.88 avg price	Increased 2.15%
BALT Inn Defined Wealth Shield Recent Activity Increased 4.48%	8.54%	$33.546M 978,870 shares@ $34.27 avg price	Increased 4.48%
DMAX Ishares Lg Cap Max Buff Dec Recent Activity Increased 2.99%	3.58%	$14.038M 513,454 shares@ $27.34 avg price	Increased 2.99%
CPRY Clmos R 2000 S A P Etf - Jan Recent Activity Increased 5.23%	3.56%	$13.976M 499,424 shares@ $27.99 avg price	Increased 5.23%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 118.28%	3.54%	$13.906M 204,467 shares@ $68.01 avg price	Increased 118.28%
SGOV Ishares 0-3 Month Treasury B Recent Activity Decreased -9.93%	3.38%	$13.28M 131,917 shares@ $100.67 avg price	Decreased -9.93%
SMH Vaneck Semiconductor Etf Recent Activity Increased 1.47%	3.28%	$12.871M 19,624 shares@ $655.9 avg price	Increased 1.47%
VUG Vanguard Growth Etf Recent Activity Increased 513.88%	3.01%	$11.814M 137,152 shares@ $86.14 avg price	Increased 513.88%
IYW Ishares Ustechnology Etf Recent Activity Increased 23.82%	2.84%	$11.154M 44,221 shares@ $252.24 avg price	Increased 23.82%

1-10 of 150