0001845698-24-000003.txt : 20240501 0001845698-24-000003.hdr.sgml : 20240501 20240501125050 ACCESSION NUMBER: 0001845698-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240501 EFFECTIVENESS DATE: 20240501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Crown Wealth Group, LLC CENTRAL INDEX KEY: 0001845698 ORGANIZATION NAME: 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: 24901799 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 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001845698 XXXXXXXX 03-31-2024 03-31-2024 false Crown Wealth Group, LLC

2108 South Boulevard, Suite 300 Charlotte NC 28203

13F HOLDINGS REPORT 028-22565 000299732 801-120589 N Nicholas M. Kolbenschlag 704-360-3995 /s/ Nicholas M. Kolbenschlag Charlotte NC 05-01-2024 0 108 194001616 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 248347 2185 SH SOLE 2185 0 0 ABBVIE INC COM 00287Y109 337613 1854 SH SOLE 1854 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 233962 675 SH SOLE 675 0 0 ADOBE INC COM 00724F101 684742 1357 SH SOLE 1357 0 0 ADVANCED MICRO DEVICES INC COM 007903107 292935 1623 SH SOLE 1623 0 0 ALPHABET INC CAP STK CL C 02079K107 866512 5691 SH SOLE 5691 0 0 ALPHABET INC CAP STK CL A 02079K305 2877631 19066 SH SOLE 19066 0 0 AMAZON COM INC COM 023135106 3693822 20478 SH SOLE 20478 0 0 AMGEN INC COM 031162100 235701 829 SH SOLE 829 0 0 APPLE INC COM 037833100 5143954 29997 SH SOLE 29997 0 0 ARISTA NETWORKS INC COM 040413106 223575 771 SH SOLE 771 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 275478 2204 SH SOLE 2204 0 0 BANK AMERICA CORP COM 060505104 212959 5616 SH SOLE 5616 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1659792 3947 SH SOLE 3947 0 0 BOEING CO COM 097023105 219044 1135 SH 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