Crown Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 148 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds. The top individual holdings include Microsoft Corporation, which the firm holds 12,661,955 shares, and NVIDIA Corporation, with 11,095,246 shares. Other significant positions include Apple Inc. (10,465,077 shares), Amazon.com Inc. (5,681,192 shares), and Alphabet Inc. Class A (6,447,411 shares).
The filing also details substantial stakes in various exchange-traded funds. The BlackRock iShares Core S&P 500 ETF is listed with 20,667,954 shares, while the Vanguard Morningstar Large Growth ETF holds 12,927,046 shares. Other notable ETF positions include the Vanguard Morningstar Large Cap ETF (14,045,678 shares) and the iShares 0-3 Month Treasury Bond ETF (16,048,350 shares).
Outside of the top tier, the portfolio includes positions in Johnson & Johnson, Eli Lilly & Co., Visa Inc., and Procter & Gamble Co. The filing indicates that Nicholas M. Kolbenschlag is the Chief Compliance Officer for Crown Wealth Group, LLC.
