# EDGAR Filing Document

**Accession Number:** 0001845698
**File Stem:** 0001845698-23-000003
**Filing Date:** 2023-2
**Character Count:** 10382
**Document Hash:** 9b0386099bb353b1d68cf8af2877a02c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001845698-23-000003.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001845698-23-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Crown Wealth Group, LLC
- **CENTRAL INDEX KEY:** 0001845698
- **IRS NUMBER:** 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:** 23605657

**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:** 12-31-2022

**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  02-09-2023<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:** 68

**Form 13F Information Table Value Total:** $106442374

      (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 |  | 227485 | 2072 | SH |  | SOLE |  | 2072 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 441527 | 1312 | SH |  | SOLE |  | 1312 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 245486 | 1132 | SH |  | SOLE |  | 1132 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 347910 | 3921 | SH |  | SOLE |  | 3921 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1970794 | 22337 | SH |  | SOLE |  | 22337 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1463952 | 17428 | SH |  | SOLE |  | 17428 | 0 | 0 |
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 |  | 610902 | 11814 | SH |  | SOLE |  | 11814 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3981575 | 30644 | SH |  | SOLE |  | 30644 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 889632 | 2880 | SH |  | SOLE |  | 2880 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 629950 | 3307 | SH |  | SOLE |  | 3307 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 232373 | 970 | SH |  | SOLE |  | 970 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 299210 | 1667 | SH |  | SOLE |  | 1667 | 0 | 0 |
| CIGNA CORP NEW | COM | 125523100 |  | 203774 | 615 | SH |  | SOLE |  | 615 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 211903 | 4448 | SH |  | SOLE |  | 4448 | 0 | 0 |
| COLUMBIA FINL INC | COM | 197641103 |  | 324300 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 240576 | 527 | SH |  | SOLE |  | 527 | 0 | 0 |
| CREDIT SUISSE GROUP | SPONSORED ADR | 225401108 |  | 164859 | 54230 | SH |  | SOLE |  | 54230 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 245742 | 2637 | SH |  | SOLE |  | 2637 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 12675623 | 527931 | SH |  | SOLE |  | 527931 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 3376759 | 100859 | SH |  | SOLE |  | 100859 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 1978511 | 47652 | SH |  | SOLE |  | 47652 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 450245 | 4082 | SH |  | SOLE |  | 4082 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 330937 | 7535 | SH |  | SOLE |  | 7535 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 361445 | 2935 | SH |  | SOLE |  | 2935 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 33740U844 |  | 692790 | 22604 | SH |  | SOLE |  | 22604 | 0 | 0 |
| FLEX LNG LTD | SHS | G35947202 |  | 256943 | 7860 | SH |  | SOLE |  | 7860 | 0 | 0 |
| FORD MTR CO DEL | COM | 345370860 |  | 118498 | 10189 | SH |  | SOLE |  | 10189 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 215586 | 1006 | SH |  | SOLE |  | 1006 | 0 | 0 |
| ILLUMINA INC | COM | 452327109 |  | 424620 | 2100 | SH |  | SOLE |  | 2100 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C797 |  | 4274060 | 142137 | SH |  | SOLE |  | 142137 | 0 | 0 |
| INNOVATOR ETFS TR | DEFINED WLT SHLD | 45783Y855 |  | 7466203 | 280811 | SH |  | SOLE |  | 280811 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 |  | 5527015 | 188941 | SH |  | SOLE |  | 188941 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C573 |  | 1298442 | 43009 | SH |  | SOLE |  | 43009 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BF | 45782C680 |  | 664411 | 23436 | SH |  | SOLE |  | 23436 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C318 |  | 669834 | 23846 | SH |  | SOLE |  | 23846 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C813 |  | 1223359 | 40522 | SH |  | SOLE |  | 40522 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C540 |  | 727403 | 24336 | SH |  | SOLE |  | 24336 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 367076 | 8375 | SH |  | SOLE |  | 8375 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 261171 | 1849 | SH |  | SOLE |  | 1849 | 0 | 0 |
| IRON MTN INC DEL | COM | 46284V101 |  | 206878 | 4150 | SH |  | SOLE |  | 4150 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 620228 | 5950 | SH |  | SOLE |  | 5950 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 215335 | 1235 | SH |  | SOLE |  | 1235 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2241481 | 5834 | SH |  | SOLE |  | 5834 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 6393879 | 75444 | SH |  | SOLE |  | 75444 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 336196 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 260633 | 1475 | SH |  | SOLE |  | 1475 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 340078 | 2536 | SH |  | SOLE |  | 2536 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 988500 | 2702 | SH |  | SOLE |  | 2702 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 548648 | 4945 | SH |  | SOLE |  | 4945 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5564304 | 23202 | SH |  | SOLE |  | 23202 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 350317 | 1188 | SH |  | SOLE |  | 1188 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 400862 | 2743 | SH |  | SOLE |  | 2743 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 265628 | 5184 | SH |  | SOLE |  | 5184 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 316457 | 2088 | SH |  | SOLE |  | 2088 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 4810802 | 35413 | SH |  | SOLE |  | 35413 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 215970 | 910 | SH |  | SOLE |  | 910 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 241696 | 632 | SH |  | SOLE |  | 632 | 0 | 0 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 208602 | 5364 | SH |  | SOLE |  | 5364 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 19442290 | 432243 | SH |  | SOLE |  | 432243 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 438962 | 5560 | SH |  | SOLE |  | 5560 | 0 | 0 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 188094 | 13340 | SH |  | SOLE |  | 13340 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 419058 | 3402 | SH |  | SOLE |  | 3402 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 343026 | 647 | SH |  | SOLE |  | 647 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 229280 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 936192 | 4393 | SH |  | SOLE |  | 4393 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 769786 | 2191 | SH |  | SOLE |  | 2191 | 0 | 0 |
| VANGUARD WORLD FDS | COMM SRVC ETF | 92204A884 |  | 2509694 | 30513 | SH |  | SOLE |  | 30513 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 546617 | 2631 | SH |  | SOLE |  | 2631 | 0 | 0 |

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