CrossGen Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2112179
Institutional-grade research for retail investors
13F Reported Value
ⓘ$113.9M
Holdings
200
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CrossGen Wealth, LLC disclosed 200 positions worth $113.9M in its Form 13F-HR for Q1 2026, followed by $AAPL and $VLO. During the quarter the fund opened 11 new positions and exited 9 and a full exit from $TYL. The portfolio is most concentrated in Technology (22.9% of disclosed assets). All figures are sourced directly from CrossGen Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2112179.
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR CORE S&P500 ETF
—Quality
$13.0M19,865 sh- 76.1#112
Quality
$5.4M21,118 sh - 51.4#1,393
Quality
$5.0M20,424 sh - 63.2
Quality
$4.9M39,329 sh - 86.4
Quality
$4.6M14,851 sh - 83.7
Quality
$4.4M11,770 sh - 80.2
Quality
$4.2M14,762 sh - 35.6
Quality
$4.0M13,763 sh - 50.7
Quality
$3.9M15,929 sh - 74.6
Quality
$3.5M16,806 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | — | $13.0M | 19,865 |
 Apple Inc.$AAPL | 76.1#112 | $5.4M | 21,118 |
 VALERO ENERGY CORP/TX$VLO | 51.4#1,393 | $5.0M | 20,424 |
 Walmart Inc.$WMT | 63.2 | $4.9M | 39,329 |
 Broadcom Inc.$AVGO | 86.4 | $4.6M | 14,851 |
 MICROSOFT CORP$MSFT | 83.7 | $4.4M | 11,770 |
 Alphabet Inc.$GOOG | 80.2 | $4.2M | 14,762 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $4.0M | 13,763 |
 Marathon Petroleum Corp$MPC | 50.7 | $3.9M | 15,929 |
 AMAZON COM INC$AMZN | 74.6 | $3.5M | 16,806 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CrossGen Wealth, LLC's 200 positions.
Showing top 10 of 200 holdings.
Sector Allocation
Technology
$26.1M
Other
$25.7M
Financials
$18.5M
Consumer Discretionary
$13.0M
Energy
$10.3M
Industrials
$9.6M
Healthcare
$5.9M
Materials
$2.6M
Full Holdings — CrossGen Wealth, LLC (Q1 2026)
All 200 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR CORE S&P500 ETF | $13.0M | 11.4% | -2% | — |
| 2 | $AAPL | Apple Inc. | $5.4M | 4.7% | -1% | 76.1 |
| 3 | $VLO | VALERO ENERGY CORP/TX | $5.0M | 4.4% | -3% | 51.4 |
| 4 | $WMT | Walmart Inc. | $4.9M | 4.3% | -1% | 63.2 |
| 5 | $AVGO | Broadcom Inc. | $4.6M | 4.0% | -2% | 86.4 |
| 6 | $MSFT | MICROSOFT CORP | $4.4M | 3.8% | -1% | 83.7 |
| 7 | $GOOG | Alphabet Inc. | $4.2M | 3.7% | -3% | 80.2 |
| 8 | $JPM | JPMORGAN CHASE & CO | $4.0M | 3.6% | -0% | 35.6 |
| 9 | $MPC | Marathon Petroleum Corp | $3.9M | 3.4% | -1% | 50.7 |
| 10 | $AMZN | AMAZON COM INC | $3.5M | 3.1% | +0% | 74.6 |
| 11 |  $GS | GOLDMAN SACHS GROUP INC | $3.3M | 2.9% | -4% | — |
| 12 |  $ETN | Eaton Corp plc | $3.3M | 2.9% | -1% | — |
| 13 | — | ISHARES TR CORE MSCI EAFE | $2.5M | 2.2% | +57% | — |
| 14 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2.4M | 2.1% | -9% | — |
| 15 |  $APD | Air Products & Chemicals, Inc. | $2.3M | 2.0% | -1% | 41.2 |
| 16 |  $CB | Chubb Ltd | $2.3M | 2.0% | -2% | — |
| 17 |  $CSCO | CISCO SYSTEMS, INC. | $2.2M | 1.9% | -2% | 72.3 |
| 18 |  $UBSI | UNITED BANKSHARES INC/WV | $2.1M | 1.9% | +0% | — |
| 19 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 1.9% | +1% | 72.8 |
| 20 |  $UNP | UNION PACIFIC CORP | $2.1M | 1.8% | -1% | 74 |
| 21 |  $TJX | TJX COMPANIES INC /DE/ | $2.1M | 1.8% | +5% | 70.7 |
| 22 |  $MSI | Motorola Solutions, Inc. | $2.0M | 1.8% | -3% | 73.8 |
| 23 |  $JCI | Johnson Controls International plc | $2.0M | 1.7% | -2% | — |
| 24 |  $CME | CME GROUP INC. | $1.9M | 1.7% | -3% | 74.5 |
| 25 |  $GLD | SPDR GOLD TRUST | $1.9M | 1.6% | +3% | — |
| 26 | — | ISHARES TR CORE S&P MCP ETF | $1.7M | 1.5% | +1% | — |
| 27 |  $HD | HOME DEPOT, INC. | $1.5M | 1.3% | -2% | 69.2 |
| 28 |  $ABBV | AbbVie Inc. | $1.2M | 1.1% | +7% | 59.3 |
| 29 |  $FBNC | FIRST BANCORP /NC/ | $1.1M | 1.0% | +0% | 37.3 |
| 30 |  $MDT | Medtronic plc | $1.1M | 1.0% | -3% | — |
| 31 |  $O | REALTY INCOME CORP | $953,882 | 0.8% | +5% | 74.6 |
| 32 | — | ISHARES TR CORE S&P SCP ETF | $939,269 | 0.8% | -1% | — |
| 33 | — | ISHARES TR U.S. TECH ETF | $801,530 | 0.7% | +0% | — |
| 34 |  $TSLA | Tesla, Inc. | $690,712 | 0.6% | +272% | 50.1 |
| 35 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $687,469 | 0.6% | +0% | — |
| 36 |  $MRK | Merck & Co., Inc. | $662,118 | 0.6% | -12% | 70.9 |
| 37 | — | ISHARES TR U.S. ENERGY ETF | $594,912 | 0.5% | +1% | — |
| 38 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $562,966 | 0.5% | -0% | — |
| 39 |  $TT | Trane Technologies plc | $546,934 | 0.5% | -1% | — |
| 40 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $515,772 | 0.5% | +1% | — |
| 41 |  $F | FORD MOTOR CO | $515,426 | 0.5% | +1% | 58.5 |
| 42 |  $CVX | CHEVRON CORP | $482,988 | 0.4% | -3% | 54.7 |
| 43 |  $ORCL | ORACLE CORP | $431,291 | 0.4% | -27% | 67.2 |
| 44 |  $NVDA | NVIDIA CORP | $400,216 | 0.3% | +0% | 90.2 |
| 45 |  $PSX | Phillips 66 | $388,308 | 0.3% | +0% | 47.6 |
| 46 |  $V | VISA INC. | $367,318 | 0.3% | -4% | 83.5 |
| 47 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $363,448 | 0.3% | +0% | — |
| 48 |  $CRM | Salesforce, Inc. | $358,283 | 0.3% | -38% | 75.2 |
| 49 | — | VANGUARD DIVIDEND APPRECIATION ETF | $351,798 | 0.3% | +28% | — |
| 50 |  $XOM | EXXON MOBIL CORP | $337,454 | 0.3% | +0% | 61.8 |
| 51 |  $LOW | LOWES COMPANIES INC | $315,031 | 0.3% | +14% | 63.5 |
| 52 |  $META | Meta Platforms, Inc. | $307,786 | 0.3% | -2% | 80.9 |
| 53 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $302,759 | 0.3% | +0% | — |
| 54 | — | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $294,998 | 0.3% | +0% | — |
| 55 |  $TRV | TRAVELERS COMPANIES, INC. | $291,680 | 0.3% | +0% | 71.5 |
| 56 |  $RTX | RTX Corp | $277,055 | 0.2% | +0% | 70 |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $268,083 | 0.2% | +0% | 66.7 |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $261,164 | 0.2% | +0% | 64.5 |
| 59 |  $LMT | LOCKHEED MARTIN CORP | $259,716 | 0.2% | +0% | 65 |
| 60 |  $YUM | YUM BRANDS INC | $256,542 | 0.2% | +0% | 71.7 |
| 61 |  $DUK | Duke Energy CORP | $249,057 | 0.2% | -2% | 64 |
| 62 | — | AKRE FOCUS ETF | $223,925 | 0.2% | -62% | — |
| 63 |  $TFC | TRUIST FINANCIAL CORP | $205,749 | 0.2% | +0% | — |
| 64 |  $AON | Aon plc | $205,288 | 0.2% | +0% | — |
| 65 |  $GOOGL | Alphabet Inc. | $183,961 | 0.2% | +0% | 80.2 |
| 66 |  $MMM | 3M CO | $180,230 | 0.2% | +0% | 60.7 |
| 67 | — | ISHARES TR CORE US AGGBD ET | $173,226 | 0.1% | -38% | — |
| 68 |  $PEP | PEPSICO INC | $172,061 | 0.1% | +0% | 62.7 |
| 69 | — | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $171,066 | 0.1% | NEW | — |
| 70 |  $DLTR | DOLLAR TREE, INC. | $170,945 | 0.1% | +0% | 53.2 |
| 71 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $163,850 | 0.1% | +0% | 75.4 |
| 72 |  $BMY | BRISTOL MYERS SQUIBB CO | $153,698 | 0.1% | +0% | 70.1 |
| 73 |  $BP | BP PLC | $152,753 | 0.1% | +1% | — |
| 74 |  $ISRG | INTUITIVE SURGICAL INC | $150,744 | 0.1% | -13% | 81.4 |
| 75 | — | ISHARES TR CORE DIV GRWTH | $147,167 | 0.1% | +0% | — |
| 76 |  $NUE | NUCOR CORP | $143,735 | 0.1% | +0% | 58.9 |
| 77 |  $MET | METLIFE INC | $135,184 | 0.1% | +0% | 73.9 |
| 78 |  $ADP | AUTOMATIC DATA PROCESSING INC | $127,891 | 0.1% | -3% | 77.9 |
| 79 |  $MO | ALTRIA GROUP, INC. | $118,782 | 0.1% | -5% | 72.1 |
| 80 |  $DG | DOLLAR GENERAL CORP | $110,419 | 0.1% | +0% | 60.4 |
| 81 |  $SPY | SPDR S&P 500 ETF TRUST | $106,001 | 0.1% | +0% | — |
| 82 |  $VZ | VERIZON COMMUNICATIONS INC | $100,312 | 0.1% | -1% | 71.6 |
| 83 | — | ISHARES INCORPORATED CORE MSCI EMKT | $97,301 | 0.1% | NEW | — |
| 84 |  $HTB | HomeTrust Bancshares, Inc. | $91,271 | 0.1% | +0% | — |
| 85 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $80,811 | 0.1% | NEW | — |
| 86 |  $AMGN | AMGEN INC | $80,002 | 0.1% | +0% | 79.5 |
| 87 |  $RJF | RAYMOND JAMES FINANCIAL INC | $78,366 | 0.1% | -57% | 63.8 |
| 88 |  $ORLY | O REILLY AUTOMOTIVE INC | $76,156 | 0.1% | +0% | 72.7 |
| 89 |  $ABT | ABBOTT LABORATORIES | $70,473 | 0.1% | +0% | 67 |
| 90 |  $MCD | MCDONALDS CORP | $66,631 | 0.1% | +0% | 73.9 |
| 91 |  $KO | COCA COLA CO | $65,555 | 0.1% | +0% | 74 |
| 92 |  $ALL | ALLSTATE CORP | $63,825 | 0.1% | +0% | 76.6 |
| 93 | — | VANGUARD HIGH DIVIDEND YIELD ETF | $62,794 | 0.1% | +2% | — |
| 94 |  $PLTR | Palantir Technologies Inc. | $62,169 | 0.1% | +0% | 85.8 |
| 95 |  $CSX | CSX CORP | $61,391 | 0.1% | +0% | 66.4 |
| 96 |  $EQIX | EQUINIX INC | $59,322 | 0.1% | +2% | 61.4 |
| 97 |  $SO | SOUTHERN CO | $57,327 | 0.1% | +0% | 65.1 |
| 98 | — | ISHARES TR ASIA 50 ETF | $55,835 | 0.1% | NEW | — |
| 99 |  $PG | PROCTER & GAMBLE Co | $55,019 | 0.1% | +0% | 72.9 |
| 100 |  $COST | COSTCO WHOLESALE CORP /NEW | $52,981 | 0.1% | +0% | 67 |
| 101 |  $ICE | Intercontinental Exchange, Inc. | $51,273 | 0.1% | +0% | 73.8 |
| 102 |  $NSC | NORFOLK SOUTHERN CORP | $43,295 | 0.0% | +0% | 70.8 |
| 103 |  $APLD | Applied Digital Corp. | $41,664 | 0.0% | +0% | 35.4 |
| 104 |  $STE | STERIS plc | $40,025 | 0.0% | +0% | — |
| 105 |  $NFLX | NETFLIX INC | $37,499 | 0.0% | +0% | 86.7 |
| 106 |  $ADBE | ADOBE INC. | $35,733 | 0.0% | +0% | 80.4 |
| 107 | — | ISHARES TR MSCI EMG MKT ETF | $34,528 | 0.0% | NEW | — |
| 108 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $34,188 | 0.0% | +277% | — |
| 109 | — | ISHARES TR MSCI USA MIN VOL | $32,459 | 0.0% | -53% | — |
| 110 |  $NVS | NOVARTIS AG | $32,150 | 0.0% | +2% | — |
| 111 |  $INTU | INTUIT INC. | $31,564 | 0.0% | NEW | 82 |
| 112 | — | TOWNEBANK PORTSMOUTH VA | $31,246 | 0.0% | -42% | — |
| 113 |  $OKLO | Oklo Inc. | $31,143 | 0.0% | +0% | — |
| 114 |  $EMR | EMERSON ELECTRIC CO | $30,266 | 0.0% | +0% | 65.9 |
| 115 |  $NOW | ServiceNow, Inc. | $29,483 | 0.0% | NEW | 76 |
| 116 |  $BAC | BANK OF AMERICA CORP /DE/ | $26,974 | 0.0% | +1% | 68.4 |
| 117 |  $KMB | KIMBERLY CLARK CORP | $26,388 | 0.0% | +1% | 61.7 |
| 118 |  $DVN | DEVON ENERGY CORP/DE | $25,814 | 0.0% | +0% | 70.2 |
| 119 |  $BA | BOEING CO | $23,486 | 0.0% | +0% | 51.8 |
| 120 | — | CAPITAL GROUP INTL EQUITY ETF | $23,133 | 0.0% | NEW | — |
| 121 |  $ACN | Accenture plc | $22,872 | 0.0% | -72% | — |
| 122 |  $COF | CAPITAL ONE FINANCIAL CORP | $22,558 | 0.0% | +1% | 71 |
| 123 |  $D | DOMINION ENERGY, INC | $22,317 | 0.0% | -53% | 74.9 |
| 124 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $21,933 | 0.0% | +0% | — |
| 125 | — | CAPITAL GROUP CORE BOND ETF | $21,770 | 0.0% | NEW | — |
| 126 |  $LTBR | LIGHTBRIDGE Corp | $21,682 | 0.0% | +0% | — |
| 127 |  $IQV | IQVIA HOLDINGS INC. | $21,488 | 0.0% | +0% | 59.7 |
| 128 |  $PM | Philip Morris International Inc. | $20,620 | 0.0% | +1% | 80.5 |
| 129 |  $SOLV | Solventum Corp | $20,243 | 0.0% | +0% | 55.7 |
| 130 |  $SITE | SiteOne Landscape Supply, Inc. | $19,967 | 0.0% | +0% | 47 |
| 131 |  $GE | GENERAL ELECTRIC CO | $19,013 | 0.0% | +0% | 74.8 |
| 132 | — | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $18,973 | 0.0% | NEW | — |
| 133 |  $FULT | FULTON FINANCIAL CORP | $18,489 | 0.0% | +0% | 52.1 |
| 134 |  $CTVA | Corteva, Inc. | $18,165 | 0.0% | +0% | 48.4 |
| 135 |  $ED | CONSOLIDATED EDISON INC | $16,977 | 0.0% | +0% | 71.6 |
| 136 |  $CE | Celanese Corp | $16,523 | 0.0% | +0% | 38.3 |
| 137 |  $CLX | CLOROX CO /DE/ | $15,959 | 0.0% | +0% | 63.5 |
| 138 |  $UPS | UNITED PARCEL SERVICE INC | $14,881 | 0.0% | -55% | 58.2 |
| 139 |  $WM | WASTE MANAGEMENT INC | $14,546 | 0.0% | +0% | 70.7 |
| 140 | — | VANGUARD GROWTH ETF | $14,414 | 0.0% | +0% | — |
| 141 |  $GEV | GE Vernova Inc. | $13,966 | 0.0% | +0% | 70.1 |
| 142 |  $W | Wayfair Inc. | $13,763 | 0.0% | +0% | 40.5 |
| 143 |  $MDLZ | Mondelez International, Inc. | $13,488 | 0.0% | +0% | 53.9 |
| 144 |  $C | CITIGROUP INC | $13,363 | 0.0% | +1% | 54.8 |
| 145 |  $Q | Qnity Electronics, Inc. | $12,461 | 0.0% | +0% | — |
| 146 |  $DEO | DIAGEO PLC | $12,183 | 0.0% | +0% | — |
| 147 |  $SMR | NUSCALE POWER Corp | $11,469 | 0.0% | +0% | 26.6 |
| 148 |  $HCA | HCA Healthcare, Inc. | $10,571 | 0.0% | +0% | 70.5 |
| 149 |  $IR | Ingersoll Rand Inc. | $9,985 | 0.0% | -38% | 55.4 |
| 150 |  $DD | DuPont de Nemours, Inc. | $9,939 | 0.0% | +0% | 31.1 |
| 151 |  $ET | Energy Transfer LP | $9,650 | 0.0% | +0% | 64.5 |
| 152 |  $SJM | J M SMUCKER Co | $9,644 | 0.0% | +0% | 46.4 |
| 153 |  $BABA | Alibaba Group Holding Ltd | $9,401 | 0.0% | +0% | — |
| 154 |  $DOW | DOW INC. | $9,038 | 0.0% | +0% | 38 |
| 155 |  $NEE | NEXTERA ENERGY INC | $8,916 | 0.0% | +0% | 71.7 |
| 156 |  $MCHP | MICROCHIP TECHNOLOGY INC | $8,529 | 0.0% | -43% | 40 |
| 157 |  $LOB | Live Oak Bancshares, Inc. | $8,117 | 0.0% | -65% | — |
| 158 | — | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $7,574 | 0.0% | +0% | — |
| 159 |  $QCOM | QUALCOMM INC/DE | $7,273 | 0.0% | +0% | 81.9 |
| 160 |  $NNE | Nano Nuclear Energy Inc. | $7,045 | 0.0% | +0% | — |
| 161 |  $UBER | Uber Technologies, Inc | $5,826 | 0.0% | +0% | 79.3 |
| 162 |  $DTIL | PRECISION BIOSCIENCES INC | $5,500 | 0.0% | +0% | 3.9 |
| 163 |  $CI | Cigna Group | $5,283 | 0.0% | +0% | 66.8 |
| 164 |  $PFE | PFIZER INC | $5,251 | 0.0% | -11% | 69 |
| 165 | — | ISHARES TR ISHARES SEMICDTR | $5,060 | 0.0% | +0% | — |
| 166 |  $CVS | CVS HEALTH Corp | $4,508 | 0.0% | +2% | 51.3 |
| 167 | — | ARK ETF TRUST INNOVATION ETF | $3,312 | 0.0% | -80% | — |
| 168 |  $LEN | LENNAR CORP /NEW/ | $3,152 | 0.0% | +0% | 49.2 |
| 169 |  $NEOG | NEOGEN CORP | $2,954 | 0.0% | +0% | 36.9 |
| 170 |  $XYZ | Block, Inc. | $2,768 | 0.0% | +0% | 60.3 |
| 171 |  $FIS | Fidelity National Information Services, Inc. | $2,747 | 0.0% | +2% | 69.6 |
| 172 |  $AAP | ADVANCE AUTO PARTS INC | $2,672 | 0.0% | +2% | 42.3 |
| 173 |  $DIS | Walt Disney Co | $2,270 | 0.0% | +4% | 68.9 |
| 174 |  $CC | Chemours Co | $2,225 | 0.0% | +0% | 36.5 |
| 175 |  $INTC | INTEL CORP | $2,207 | 0.0% | +0% | 41.5 |
| 176 | — | ISHARES TR RUSSELL 2000 ETF | $1,984 | 0.0% | +0% | — |
| 177 | — | ISHARES TR GLOBAL 100 ETF | $1,936 | 0.0% | +0% | — |
| 178 |  $SERV | Serve Robotics Inc. /DE/ | $1,756 | 0.0% | NEW | 26 |
| 179 |  $BX | Blackstone Inc. | $1,725 | 0.0% | +0% | 68 |
| 180 |  $GEHC | GE HealthCare Technologies Inc. | $1,566 | 0.0% | +0% | 58.2 |
| 181 |  $RIVN | Rivian Automotive, Inc. / DE | $1,249 | 0.0% | +0% | 36 |
| 182 |  $NCNO | nCino, Inc. | $1,198 | 0.0% | +0% | 53.7 |
| 183 | — | VANGUARD HEALTH CARE ETF | $1,089 | 0.0% | +0% | — |
| 184 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $1,079 | 0.0% | +0% | 57.7 |
| 185 |  $SYY | SYSCO CORP | $999 | 0.0% | +0% | 58.4 |
| 186 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $903 | 0.0% | +0% | 59.5 |
| 187 |  $KEYS | Keysight Technologies, Inc. | $847 | 0.0% | -97% | 72.3 |
| 188 |  $AEG | AEGON LTD. | $682 | 0.0% | +0% | — |
| 189 | — | ISHARES TR MSCI EAFE ETF | $680 | 0.0% | +0% | — |
| 190 |  $BHF | Brighthouse Financial, Inc. | $599 | 0.0% | +0% | 54.9 |
| 191 |  $MRP | Millrose Properties, Inc. | $510 | 0.0% | +0% | 77.2 |
| 192 |  $WBD | Warner Bros. Discovery, Inc. | $467 | 0.0% | -11% | 42.1 |
| 193 |  $NXPI | NXP Semiconductors N.V. | $394 | 0.0% | +0% | — |
| 194 |  $QBTS | D-Wave Quantum Inc. | $390 | 0.0% | +0% | 24.7 |
| 195 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $381 | 0.0% | +0% | 70.8 |
| 196 |  $PYPL | PayPal Holdings, Inc. | $271 | 0.0% | +0% | 70.5 |
| 197 |  $VTRS | Viatris Inc | $257 | 0.0% | -10% | 47.1 |
| 198 |  $WKSP | Worksport Ltd | $137 | 0.0% | +0% | — |
| 199 |  $FISV | FISERV INC | $112 | 0.0% | +0% | 67.4 |
| 200 |  $WOLF | WOLFSPEED, INC. | $49 | 0.0% | +50% | 28.4 |
New Positions (11)
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF$171,066
ISHARES INCORPORATED CORE MSCI EMKT$97,301
VANGUARD TOTAL INTERNATIONAL STOCK ETF$80,811
ISHARES TR ASIA 50 ETF$55,835
ISHARES TR MSCI EMG MKT ETF$34,528
$INTU INTUIT INC.$31,564$NOW ServiceNow, Inc.$29,483 CAPITAL GROUP INTL EQUITY ETF$23,133
CAPITAL GROUP CORE BOND ETF$21,770
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT$18,973
$SERV Serve Robotics Inc. /DE/$1,756
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Available Analysis
13F Pro tracks comprehensive institutional data for CrossGen Wealth, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
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AI-Powered Hedge Fund Analysis: CrossGen Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For CrossGen Wealth, LLC (SEC CIK: 2112179), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CrossGen Wealth, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.