# EDGAR Filing Document

**Accession Number:** 0001845698
**File Stem:** 0001667731-25-000836
**Filing Date:** 2025-7
**Character Count:** 15467
**Document Hash:** 17e560eb8335603e799be1a1928aed7b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000836.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0001667731-25-000836

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Crown Wealth Group, LLC
- **CENTRAL INDEX KEY:** 0001845698

**ORGANIZATION NAME:**
- **EIN:** 825260054
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1230

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22565
- **FILM NUMBER:** 251126707

**BUSINESS ADDRESS:**
- **STREET 1:** 2108 SOUTH BOULEVARD, SUITE 300
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28203
- **BUSINESS PHONE:** 704-650-6786

**MAIL ADDRESS:**
- **STREET 1:** 2108 SOUTH BOULEVARD, SUITE 300
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28203

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Crown Wealth Group LLC<br>**Address:** 2108 South Boulevard Suite 300<br>Charlotte, NC 28203

**Form 13F File Number:** 028-22565

**CRD Number (if applicable):** 000299732

**SEC File Number (if applicable):** 801-120589

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nicholas M. Kolbenschlag<br>**Title:** CCO<br>**Phone:** 704-360-3995

**Signature, Place, and Date of Signing:**

/s/ Nicholas M. Kolbenschlag  Charlotte, NC  07-16-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 119

**Form 13F Information Table Value Total:** $266195446

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 301942 | 2220 | SH |  | SOLE |  | 2220 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 400011 | 2155 | SH |  | SOLE |  | 2155 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 00888H687 |  | 434335 | 14396 | SH |  | SOLE |  | 14396 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 00888H711 |  | 610134 | 19886 | SH |  | SOLE |  | 19886 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1098374 | 6192 | SH |  | SOLE |  | 6192 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3258669 | 18491 | SH |  | SOLE |  | 18491 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4175869 | 19034 | SH |  | SOLE |  | 19034 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 244309 | 875 | SH |  | SOLE |  | 875 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 5765289 | 28100 | SH |  | SOLE |  | 28100 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 317161 | 3100 | SH |  | SOLE |  | 3100 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 |  | 421171 | 2604 | SH |  | SOLE |  | 2604 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 327454 | 6920 | SH |  | SOLE |  | 6920 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2186400 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4852842 | 9990 | SH |  | SOLE |  | 9990 | 0 | 0 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 |  | 213678 | 3647 | SH |  | SOLE |  | 3647 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 229643 | 2138 | SH |  | SOLE |  | 2138 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1495953 | 5427 | SH |  | SOLE |  | 5427 | 0 | 0 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 213601 | 5409 | SH |  | SOLE |  | 5409 | 0 | 0 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 229998 | 5658 | SH |  | SOLE |  | 5658 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 261269 | 1228 | SH |  | SOLE |  | 1228 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 326485 | 841 | SH |  | SOLE |  | 841 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 337069 | 2354 | SH |  | SOLE |  | 2354 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 213974 | 739 | SH |  | SOLE |  | 739 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 350161 | 5047 | SH |  | SOLE |  | 5047 | 0 | 0 |
| COLUMBIA FINL INC | COM | 197641103 |  | 224905 | 15500 | SH |  | SOLE |  | 15500 | 0 | 0 |
| COMPASS INC | CL A | 20464U100 |  | 99224 | 15800 | SH |  | SOLE |  | 15800 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 233033 | 722 | SH |  | SOLE |  | 722 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1204757 | 1217 | SH |  | SOLE |  | 1217 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 668215 | 1312 | SH |  | SOLE |  | 1312 | 0 | 0 |
| DENISON MINES CORP | COM | 248356107 |  | 77736 | 42712 | SH |  | SOLE |  | 42712 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 337362 | 7983 | SH |  | SOLE |  | 7983 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 38962179 | 581352 | SH |  | SOLE |  | 581352 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 7085680 | 199260 | SH |  | SOLE |  | 199260 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 248764 | 2006 | SH |  | SOLE |  | 2006 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 275953 | 773 | SH |  | SOLE |  | 773 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 2507375 | 3217 | SH |  | SOLE |  | 3217 | 0 | 0 |
| ENERGY SVCS ACQUISITION CORP | COM | 29271Q103 |  | 158951 | 15991 | SH |  | SOLE |  | 15991 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 608531 | 5645 | SH |  | SOLE |  | 5645 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 1050109 | 13894 | SH |  | SOLE |  | 13894 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 432275 | 1605 | SH |  | SOLE |  | 1605 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 |  | 605300 | 11699 | SH |  | SOLE |  | 11699 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F425 |  | 200107 | 5385 | SH |  | SOLE |  | 5385 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQTY MAX | 33740U356 |  | 253247 | 8100 | SH |  | SOLE |  | 8100 | 0 | 0 |
| GLOBAL X FDS | CYBRSCURTY ETF | 37954Y384 |  | 6426981 | 173234 | SH |  | SOLE |  | 173234 | 0 | 0 |
| GRAIL INC | COM | 384747101 |  | 462060 | 8986 | SH |  | SOLE |  | 8986 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 425979 | 1162 | SH |  | SOLE |  | 1162 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 314621 | 1351 | SH |  | SOLE |  | 1351 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 221042 | 894 | SH |  | SOLE |  | 894 | 0 | 0 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | 45783Y335 |  | 938189 | 34410 | SH |  | SOLE |  | 34410 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 45782C409 |  | 4477272 | 89145 | SH |  | SOLE |  | 89145 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 |  | 1767202 | 44169 | SH |  | SOLE |  | 44169 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 |  | 1250447 | 28387 | SH |  | SOLE |  | 28387 | 0 | 0 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 45782C466 |  | 1838825 | 36233 | SH |  | SOLE |  | 36233 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 |  | 249659 | 6045 | SH |  | SOLE |  | 6045 | 0 | 0 |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 45782C284 |  | 1674158 | 57344 | SH |  | SOLE |  | 57344 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 45782C532 |  | 953890 | 26177 | SH |  | SOLE |  | 26177 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C573 |  | 679270 | 17188 | SH |  | SOLE |  | 17188 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | 45782C391 |  | 215778 | 4400 | SH |  | SOLE |  | 4400 | 0 | 0 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 45782C276 |  | 322128 | 4733 | SH |  | SOLE |  | 4733 | 0 | 0 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 24519883 | 764336 | SH |  | SOLE |  | 764336 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 284334 | 361 | SH |  | SOLE |  | 361 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 230949 | 425 | SH |  | SOLE |  | 425 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 469446 | 851 | SH |  | SOLE |  | 851 | 0 | 0 |
| IRON MTN INC DEL | COM | 46284V101 |  | 387509 | 3778 | SH |  | SOLE |  | 3778 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 1134829 | 8388 | SH |  | SOLE |  | 8388 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 10897891 | 108232 | SH |  | SOLE |  | 108232 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 423077 | 5068 | SH |  | SOLE |  | 5068 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1307929 | 2107 | SH |  | SOLE |  | 2107 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 11121348 | 60832 | SH |  | SOLE |  | 60832 | 0 | 0 |
| ISHARES TR | LARGE CAP MAX BU | 46438G588 |  | 462288 | 17753 | SH |  | SOLE |  | 17753 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 8703580 | 50231 | SH |  | SOLE |  | 50231 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 227540 | 1731 | SH |  | SOLE |  | 1731 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 298908 | 1957 | SH |  | SOLE |  | 1957 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1253828 | 4325 | SH |  | SOLE |  | 4325 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 236957 | 1068 | SH |  | SOLE |  | 1068 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 452362 | 805 | SH |  | SOLE |  | 805 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 352341 | 4451 | SH |  | SOLE |  | 4451 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2453401 | 3324 | SH |  | SOLE |  | 3324 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 11105483 | 22327 | SH |  | SOLE |  | 22327 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1999321 | 1493 | SH |  | SOLE |  | 1493 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6326404 | 40043 | SH |  | SOLE |  | 40043 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 369266 | 1689 | SH |  | SOLE |  | 1689 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 526877 | 3865 | SH |  | SOLE |  | 3865 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 556007 | 2717 | SH |  | SOLE |  | 2717 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 246604 | 1354 | SH |  | SOLE |  | 1354 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 446381 | 4440 | SH |  | SOLE |  | 4440 | 0 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 241051 | 2615 | SH |  | SOLE |  | 2615 | 0 | 0 |
| PLANET LABS PBC | COM CL A | 72703X106 |  | 129845 | 21286 | SH |  | SOLE |  | 21286 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 440073 | 2762 | SH |  | SOLE |  | 2762 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 217231 | 1364 | SH |  | SOLE |  | 1364 | 0 | 0 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 |  | 1726889 | 34541 | SH |  | SOLE |  | 34541 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 251008 | 1719 | SH |  | SOLE |  | 1719 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 733615 | 2690 | SH |  | SOLE |  | 2690 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 412260 | 401 | SH |  | SOLE |  | 401 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 284302 | 828 | SH |  | SOLE |  | 828 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1740075 | 2816 | SH |  | SOLE |  | 2816 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 31475541 | 433011 | SH |  | SOLE |  | 433011 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 289773 | 3040 | SH |  | SOLE |  | 3040 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 2915892 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| SPROTT PHYSICAL GOLD  SILVE | TR UNIT | 85208R101 |  | 337692 | 11219 | SH |  | SOLE |  | 11219 | 0 | 0 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 668302 | 26363 | SH |  | SOLE |  | 26363 | 0 | 0 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 |  | 201091 | 16429 | SH |  | SOLE |  | 16429 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1210602 | 3811 | SH |  | SOLE |  | 3811 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 202315 | 612 | SH |  | SOLE |  | 612 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 202181 | 2167 | SH |  | SOLE |  | 2167 | 0 | 0 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 |  | 1203319 | 33031 | SH |  | SOLE |  | 33031 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 233042 | 747 | SH |  | SOLE |  | 747 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 6066955 | 21755 | SH |  | SOLE |  | 21755 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 983096 | 1731 | SH |  | SOLE |  | 1731 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 8056496 | 18377 | SH |  | SOLE |  | 18377 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 287733 | 1628 | SH |  | SOLE |  | 1628 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 218811 | 4424 | SH |  | SOLE |  | 4424 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 428479 | 646 | SH |  | SOLE |  | 646 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 1209216 | 3302 | SH |  | SOLE |  | 3302 | 0 | 0 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 5577322 | 32610 | SH |  | SOLE |  | 32610 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1218671 | 3432 | SH |  | SOLE |  | 3432 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 662780 | 6778 | SH |  | SOLE |  | 6778 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 725647 | 9057 | SH |  | SOLE |  | 9057 | 0 | 0 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 3132403 | 65987 | SH |  | SOLE |  | 65987 | 0 | 0 |

---