Crown Wealth Group, LLC

Q4 2025 13F Holdings

Location
Charlotte, NC
Holdings as of
12/31/2025
Value ($000)
$357,916
Num holdings
143
Date filed
1/28/2026
Form type
13F-HR
Prev filing
10/22/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type