Crown Wealth Group, LLC
RIA/Wealth
Crown Wealth Group, LLC is a RIA/Wealth based in Charlotte, NC led by Nicholas Martin Kolbenschlag, reporting $316.5M in AUM as of Q3 2025 with 61% ETF concentration and 62% concentrated in top 10 holdings.
CEONicholas Martin Kolbenschlag
- Portfolio Value
- $305.7M
- Positions
- 121
- Top Holding
- DFUS at 14.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Crown Wealth Group, LLC's portfolio (61.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $45.3M | 14.81% | +$3.2M Bought | — 625.2K shares | |
ETF ETF | $37.8M | 12.36% | +$3.9M Bought | — 482.3K shares | |
Unknown Unknown | $28.9M | 9.45% | +$3.8M Bought | — 880.1K shares | |
ETF ETF | $14.3M | 4.69% | +$5.5M Bought | — 29.9K shares | |
ETF ETF | $13.2M | 4.31% | +$2.3M Bought | — 130.8K shares | |
Software - Infrastructure Technology | $11.8M | 3.85% | +$196.8K Bought | 0.00% 22.7K shares | |
ETF ETF | $10.7M | 3.49% | +$837.7K Bought | — 54.5K shares | |
ETF ETF | $10.4M | 3.41% | -$1.4M Sold | — 53.7K shares | |
Semiconductors Technology | $8.1M | 2.65% | +$632.1K Bought | 0.00% 43.4K shares | |
ETF ETF | $8.0M | 2.62% | +$899.1K Bought | — 24.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Crown Wealth Group, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Crown Wealth Group, LLC
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