0001845698-22-000003.txt : 20220713 0001845698-22-000003.hdr.sgml : 20220713 20220713130528 ACCESSION NUMBER: 0001845698-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 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: 221080703 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 13F-HR LIVE false false false 0001845698 XXXXXXXX 03-31-2022 03-31-2022 false Crown Wealth Group, LLC

2108 South Boulevard, Suite 300 Charlotte NC 28203

13F HOLDINGS REPORT 028-22565 N Nicholas M. Kolbenschlag 704-360-3995 /s/ Nicholas M. Kolbenschlag Charlotte NC 07-13-2022 0 97 143542 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 265 2239 SH SOLE 2239 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 228 676 SH SOLE 676 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1346 2955 SH SOLE 2955 0 0 AGCO CORP COM 001084102 292 2000 SH SOLE 2000 0 0 ALPHABET INC CAP STK CL C 02079K107 614 220 SH SOLE 220 0 0 ALPHABET INC CAP STK CL A 02079K305 3115 1120 SH SOLE 1120 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 380 9931 SH SOLE 9931 0 0 AMAZON COM INC COM 023135106 2621 804 SH SOLE 804 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 204 5449 SH SOLE 5449 0 0 APPLE INC COM 037833100 4893 28021 SH SOLE 28021 0 0 ARK ETF TR FINTECH INNOVA 00214Q708 309 10625 SH SOLE 10625 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1346 3815 SH SOLE 3815 0 0 BNY MELLON STRATEGIC MUN BD COM 09662E109 274 38708 SH SOLE 38708 0 0 BNY MELLON STRATEGIC MUNS IN COM 05588W108 464 64534 SH SOLE 64534 0 0 BOEING CO COM 097023105 646 3373 SH SOLE 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