CrossGen Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2112179
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13F Reported Value
ⓘ$128.7M
Holdings
214
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CrossGen Wealth, LLC disclosed 214 positions worth $128.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 9 — including a new stake in $SPCX and a full exit from $EQIX. The portfolio is most concentrated in Other (26.8% of disclosed assets). All figures are sourced directly from CrossGen Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2112179.
AI Fund Analysis
StableSector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF
—Quality
$14.8M19,739 shISHARES TR CORE MSCI EAFE - CORE MSCI EAFE
—Quality
$6.2M64,385 sh- 76.4#84
Quality
$6.0M20,683 sh - 84.5
Quality
$5.5M14,442 sh - 57.8
Quality
$5.2M19,854 sh - 78.2
Quality
$5.2M14,423 sh - 70.7
Quality
$4.5M13,849 sh - 60.2
Quality
$4.4M38,868 sh - 79.8
Quality
$4.4M11,698 sh - 61.0
Quality
$4.0M15,679 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF | — | $14.8M | 19,739 |
| ISHARES TR CORE MSCI EAFE - CORE MSCI EAFE | — | $6.2M | 64,385 |
 Apple Inc.$AAPL | 76.4#84 | $6.0M | 20,683 |
 Broadcom Inc.$AVGO | 84.5 | $5.5M | 14,442 |
 VALERO ENERGY CORP/TX$VLO | 57.8 | $5.2M | 19,854 |
 Alphabet Inc.$GOOG | 78.2 | $5.2M | 14,423 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $4.5M | 13,849 |
 Walmart Inc.$WMT | 60.2 | $4.4M | 38,868 |
 MICROSOFT CORP$MSFT | 79.8 | $4.4M | 11,698 |
 Marathon Petroleum Corp$MPC | 61.0 | $4.0M | 15,679 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CrossGen Wealth, LLC's 214 positions.
Showing top 10 of 214 holdings.
Sector Allocation
Other
$34.5M
Technology
$30.4M
Financials
$18.8M
Consumer Discretionary
$13.2M
Industrials
$10.4M
Energy
$10.3M
Healthcare
$6.2M
Materials
$2.6M
Top Holdings — CrossGen Wealth, LLC (Q2 2026)
Top 150 of 214 disclosed positions (by reported value) 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 - CORE S&P500 ETF | $14.8M | 11.5% | -1% | — |
| 2 | — | ISHARES TR CORE MSCI EAFE - CORE MSCI EAFE | $6.2M | 4.8% | +137% | — |
| 3 | $AAPL | Apple Inc. | $6.0M | 4.7% | -2% | 76.4 |
| 4 | $AVGO | Broadcom Inc. | $5.5M | 4.2% | -3% | 84.5 |
| 5 | $VLO | VALERO ENERGY CORP/TX | $5.2M | 4.0% | -3% | 57.8 |
| 6 | $GOOG | Alphabet Inc. | $5.2M | 4.0% | -2% | 78.2 |
| 7 | $JPM | JPMORGAN CHASE & CO | $4.5M | 3.5% | +1% | 70.7 |
| 8 | $WMT | Walmart Inc. | $4.4M | 3.4% | -1% | 60.2 |
| 9 | $MSFT | MICROSOFT CORP | $4.4M | 3.4% | -1% | 79.8 |
| 10 | $MPC | Marathon Petroleum Corp | $4.0M | 3.1% | -2% | 61 |
| 11 |  $AMZN | AMAZON COM INC | $4.0M | 3.1% | +0% | 68.7 |
| 12 |  $ETN | Eaton Corp plc | $4.0M | 3.1% | +2% | — |
| 13 |  $GS | GOLDMAN SACHS GROUP INC | $4.0M | 3.1% | +0% | 73.5 |
| 14 |  $CSCO | CISCO SYSTEMS, INC. | $3.1M | 2.4% | -5% | 70.3 |
| 15 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | $2.6M | 2.0% | -5% | — |
| 16 |  $UNP | UNION PACIFIC CORP | $2.4M | 1.9% | +2% | 69.7 |
| 17 |  $CB | Chubb Ltd | $2.4M | 1.9% | +0% | — |
| 18 |  $UBSI | UNITED BANKSHARES INC/WV | $2.4M | 1.8% | +0% | 66.4 |
| 19 |  $APD | Air Products & Chemicals, Inc. | $2.3M | 1.8% | -0% | 46.4 |
| 20 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 1.8% | +2% | 69 |
| 21 |  $JCI | Johnson Controls International plc | $2.2M | 1.7% | -0% | — |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $2.1M | 1.7% | +10% | 68.7 |
| 23 |  $MSI | Motorola Solutions, Inc. | $2.0M | 1.5% | +1% | 71.8 |
| 24 | — | ISHARES TR CORE S&P MCP ETF - CORE S&P MCP ETF | $1.9M | 1.5% | -3% | — |
| 25 |  $HD | HOME DEPOT, INC. | $1.6M | 1.3% | +4% | 60.3 |
| 26 |  $GLD | SPDR GOLD TRUST | $1.6M | 1.3% | +1% | — |
| 27 |  $ABBV | AbbVie Inc. | $1.5M | 1.2% | +9% | 72.6 |
| 28 |  $CME | CME GROUP INC. | $1.5M | 1.1% | +2% | 69.5 |
| 29 | — | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF - INTERNL DIVID | $1.2M | 1.0% | +620% | — |
| 30 |  $O | REALTY INCOME CORP | $1.2M | 0.9% | +24% | 73.7 |
| 31 | — | ISHARES TR U.S. TECH ETF - U.S. TECH ETF | $1.1M | 0.9% | +2% | — |
| 32 | — | ISHARES TR CORE S&P SCP ETF - CORE S&P SCP ETF | $1.1M | 0.8% | -3% | — |
| 33 |  $MDT | Medtronic plc | $1.1M | 0.8% | +7% | 68.7 |
| 34 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $971,521 | 0.8% | +0% | — |
| 35 |  $TT | Trane Technologies plc | $897,023 | 0.7% | +39% | — |
| 36 |  $FBNC | FIRST BANCORP /NC/ | $712,052 | 0.6% | -43% | 51.4 |
| 37 | — | ISHARES TR ASIA 50 ETF - ASIA 50 ETF | $668,166 | 0.5% | +797% | — |
| 38 |  $MRK | Merck & Co., Inc. | $641,527 | 0.5% | -9% | 59.9 |
| 39 |  $F | FORD MOTOR CO | $626,199 | 0.5% | +1% | 54.9 |
| 40 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ST STR FINL ETF | $620,107 | 0.5% | +1% | — |
| 41 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - US INFR DEV ETF | $607,230 | 0.5% | +2% | — |
| 42 |  $NVDA | NVIDIA CORP | $603,986 | 0.5% | +32% | 85.9 |
| 43 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $538,209 | 0.4% | NEW | — |
| 44 | — | ISHARES TR U.S. ENERGY ETF - U.S. ENERGY ETF | $527,532 | 0.4% | +1% | — |
| 45 |  $ORCL | ORACLE CORP | $430,235 | 0.3% | +0% | 66.2 |
| 46 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR - ST STR DISCR ETF | $396,993 | 0.3% | +1% | — |
| 47 | — | VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF | $384,751 | 0.3% | -1% | — |
| 48 |  $CVX | CHEVRON CORP | $380,041 | 0.3% | -2% | 62.8 |
| 49 | — | ISHARES INCORPORATED CORE MSCI EMKT - CORE MSCI EMKT | $373,988 | 0.3% | +224% | — |
| 50 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $371,478 | 0.3% | +19% | 70 |
| 51 |  $PSX | Phillips 66 | $361,286 | 0.3% | +0% | 57.8 |
| 52 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ST STR INDL ETF | $352,122 | 0.3% | +2% | — |
| 53 |  $TRV | TRAVELERS COMPANIES, INC. | $330,120 | 0.3% | +0% | 75.9 |
| 54 | — | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND - ST STR SVC ETF | $289,680 | 0.2% | +2% | — |
| 55 |  $RTX | RTX Corp | $272,590 | 0.2% | +0% | 73.2 |
| 56 |  $XOM.R34088 | EXXON MOBIL CORP | $271,936 | 0.2% | +0% | 57.9 |
| 57 |  $YUM | YUM BRANDS INC | $263,769 | 0.2% | +0% | 73.7 |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $247,693 | 0.2% | -9% | 73.8 |
| 59 |  $LOW | LOWES COMPANIES INC | $230,412 | 0.2% | -22% | 60.8 |
| 60 |  $GOOGL | Alphabet Inc. | $226,623 | 0.2% | +0% | 78.2 |
| 61 |  $TFC | TRUIST FINANCIAL CORP | $223,042 | 0.2% | +0% | 76.4 |
| 62 |  $AON | Aon plc | $210,955 | 0.2% | +0% | — |
| 63 | — | AKRE FOCUS ETF - AKRE FOCUS ETF | $206,005 | 0.2% | -9% | — |
| 64 |  $MMM | 3M CO | $200,930 | 0.2% | +0% | 64.9 |
| 65 |  $NUE | NUCOR CORP | $189,338 | 0.1% | +0% | 61.7 |
| 66 |  $DUK | Duke Energy CORP | $187,396 | 0.1% | -22% | 56.4 |
| 67 |  $DLTR | DOLLAR TREE, INC. | $182,514 | 0.1% | -3% | 68 |
| 68 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $171,013 | 0.1% | +0% | 66.8 |
| 69 | — | ISHARES TR CORE US AGGBD ET - CORE US AGGBD ET | $169,157 | 0.1% | -2% | — |
| 70 |  $MET | METLIFE INC | $161,897 | 0.1% | +0% | 56.2 |
| 71 |  $LMT | LOCKHEED MARTIN CORP | $160,567 | 0.1% | -27% | 65.6 |
| 72 | — | ISHARES TR CORE DIV GRWTH - CORE DIV GRWTH | $158,932 | 0.1% | +0% | — |
| 73 |  $TSLA | Tesla, Inc. | $150,575 | 0.1% | -81% | 53.9 |
| 74 |  $PEP | PEPSICO INC | $150,023 | 0.1% | +0% | 63.4 |
| 75 |  $V | VISA INC. | $146,687 | 0.1% | -65% | 82.9 |
| 76 |  $BMY | BRISTOL MYERS SQUIBB CO | $146,281 | 0.1% | +0% | 70.4 |
| 77 |  $CRM | Salesforce, Inc. | $143,314 | 0.1% | -52% | 77 |
| 78 |  $MO | ALTRIA GROUP, INC. | $129,510 | 0.1% | +0% | 67.4 |
| 79 |  $ISRG | INTUITIVE SURGICAL INC | $122,883 | 0.1% | -6% | 79.9 |
| 80 |  $SPY | SPDR S&P 500 ETF TRUST | $121,767 | 0.1% | +0% | — |
| 81 |  $BP | BP PLC | $121,652 | 0.1% | +1% | — |
| 82 |  $ADP | AUTOMATIC DATA PROCESSING INC | $116,463 | 0.1% | -17% | 69.8 |
| 83 |  $DG | DOLLAR GENERAL CORP | $107,052 | 0.1% | +0% | 59.5 |
| 84 |  $HTB | HomeTrust Bancshares, Inc. | $106,765 | 0.1% | +0% | 44.6 |
| 85 |  $META | Meta Platforms, Inc. | $92,694 | 0.1% | -69% | 79.6 |
| 86 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - VG TL INTL STK F | $89,594 | 0.1% | +0% | — |
| 87 |  $VZ | VERIZON COMMUNICATIONS INC | $84,738 | 0.1% | +0% | 65.8 |
| 88 |  $RJF | RAYMOND JAMES FINANCIAL INC | $83,389 | 0.1% | +1% | 66.3 |
| 89 |  $AMGN | AMGEN INC | $82,940 | 0.1% | +1% | 79.2 |
| 90 |  $ORLY | O REILLY AUTOMOTIVE INC | $75,974 | 0.1% | +0% | 67.4 |
| 91 |  $ALL | ALLSTATE CORP | $73,575 | 0.1% | +0% | 78.5 |
| 92 |  $RIVN | Rivian Automotive, Inc. / DE | $72,003 | 0.1% | +4900% | 35.9 |
| 93 |  $CSX | CSX CORP | $71,290 | 0.1% | +0% | 65.2 |
| 94 |  $KO | COCA COLA CO | $70,055 | 0.1% | +0% | 69.5 |
| 95 | — | VANGUARD HIGH DIVIDEND YIELD ETF - HIGH DIV YLD | $67,005 | 0.1% | +0% | — |
| 96 |  $APLD | Applied Digital Corp. | $65,462 | 0.1% | +0% | 35.8 |
| 97 |  $ABT | ABBOTT LABORATORIES | $62,748 | 0.1% | +1% | 65.5 |
| 98 |  $MCD | MCDONALDS CORP | $58,329 | 0.1% | +1% | 69 |
| 99 |  $SO | SOUTHERN CO | $57,077 | 0.0% | +0% | 62 |
| 100 |  $COST | COSTCO WHOLESALE CORP /NEW | $49,811 | 0.0% | +0% | 66.2 |
| 101 |  $PLTR | Palantir Technologies Inc. | $49,585 | 0.0% | +0% | 84.6 |
| 102 |  $NSC | NORFOLK SOUTHERN CORP | $47,556 | 0.0% | +0% | 63.2 |
| 103 | — | VANGUARD INFORMATION TECHNOLOGY ETF - INF TECH ETF | $46,852 | 0.0% | +700% | — |
| 104 | — | ISHARES TR MSCI EMG MKT ETF - MSCI EMG MKT ETF | $41,593 | 0.0% | +0% | — |
| 105 |  $PG | PROCTER & GAMBLE Co | $37,980 | 0.0% | -32% | 64.6 |
| 106 | — | ISHARES TR MSCI USA MIN ETF - MSCI USA MIN ETF | $33,761 | 0.0% | +0% | — |
| 107 | — | TOWNEBANK PORTSMOUTH VA - COM | $33,631 | 0.0% | +0% | — |
| 108 |  $EMR | EMERSON ELECTRIC CO | $33,068 | 0.0% | +0% | 65.3 |
| 109 |  $NVS | NOVARTIS AG | $32,986 | 0.0% | +0% | — |
| 110 |  $OKLO | Oklo Inc. | $32,863 | 0.0% | +0% | — |
| 111 | — | SCHWAB U.S. LARGE-CAP ETF - US LRG CAP ETF | $32,667 | 0.0% | NEW | — |
| 112 | — | SCHWAB INTERNATIONAL EQUITY ETF - INTL EQTY ETF | $32,520 | 0.0% | NEW | — |
| 113 |  $BAC | BANK OF AMERICA CORP /DE/ | $31,678 | 0.0% | +1% | 67.6 |
| 114 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - FUNDAMENTAL US L | $31,567 | 0.0% | NEW | — |
| 115 |  $KMB | KIMBERLY CLARK CORP | $30,199 | 0.0% | +0% | 58.7 |
| 116 |  $ADBE | ADOBE INC. | $30,138 | 0.0% | +0% | 77.6 |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $27,983 | 0.0% | +0% | — |
| 118 | — | CAPITAL GROUP INTL EQUITY ETF - SHS | $25,158 | 0.0% | +0% | — |
| 119 |  $GE | GENERAL ELECTRIC CO | $25,040 | 0.0% | +0% | 73.8 |
| 120 |  $COF | CAPITAL ONE FINANCIAL CORP | $24,912 | 0.0% | +0% | 62.4 |
| 121 |  $D | DOMINION ENERGY, INC | $24,653 | 0.0% | +0% | 69.9 |
| 122 |  $IQV | IQVIA HOLDINGS INC. | $24,346 | 0.0% | +0% | 61.4 |
| 123 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - FUND EM EQUI ETF | $24,086 | 0.0% | NEW | — |
| 124 |  $SOLV | Solventum Corp | $23,917 | 0.0% | +0% | 55.2 |
| 125 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - FUNDAMENTAL INTL | $23,531 | 0.0% | NEW | — |
| 126 |  $FULT | FULTON FINANCIAL CORP | $21,989 | 0.0% | +0% | 62.4 |
| 127 | — | SCHWAB 5-10 YEAR CORPORATE BOND ETF - 5 10YR CORP BD | $21,644 | 0.0% | NEW | — |
| 128 |  $DVN | DEVON ENERGY CORP/DE | $21,197 | 0.0% | +0% | 74.8 |
| 129 | — | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF - FUNDAMENTAL US S | $20,629 | 0.0% | NEW | — |
| 130 | — | SCHWAB U.S. SMALL-CAP ETF - US SML CAP ETF | $18,932 | 0.0% | NEW | — |
| 131 |  $GEV | GE Vernova Inc. | $18,798 | 0.0% | +0% | 81.1 |
| 132 |  $CTVA | Corteva, Inc. | $18,378 | 0.0% | +0% | 47.2 |
| 133 |  $NOW | ServiceNow, Inc. | $18,268 | 0.0% | -35% | 72.9 |
| 134 |  $Q | Qnity Electronics, Inc. | $17,637 | 0.0% | +0% | 68.4 |
| 135 |  $SITE | SiteOne Landscape Supply, Inc. | $17,162 | 0.0% | +0% | 52.1 |
| 136 |  $W | Wayfair Inc. | $16,913 | 0.0% | +0% | 43.8 |
| 137 |  $ED | CONSOLIDATED EDISON INC | $16,595 | 0.0% | +0% | 67.3 |
| 138 |  $C | CITIGROUP INC | $16,570 | 0.0% | +0% | 65 |
| 139 |  $UPS | UNITED PARCEL SERVICE INC | $16,504 | 0.0% | +2% | 58.6 |
| 140 | — | SCHWAB EMERGING MARKETS EQUITY ETF - EMRG MKTEQ ETF | $15,918 | 0.0% | NEW | — |
| 141 |  $CLX | CLOROX CO /DE/ | $14,698 | 0.0% | +0% | 54.1 |
| 142 | — | VANGUARD GROWTH ETF - GROWTH ETF | $14,472 | 0.0% | +409% | — |
| 143 |  $ACN | Accenture plc | $14,440 | 0.0% | +1% | — |
| 144 |  $WM | WASTE MANAGEMENT INC | $14,169 | 0.0% | +2% | 67.6 |
| 145 |  $MDLZ | Mondelez International, Inc. | $13,535 | 0.0% | +0% | 56.4 |
| 146 |  $DEO | DIAGEO PLC | $13,280 | 0.0% | +1% | — |
| 147 | — | SCHWAB MORTGAGE BACKED SECS ETF - MORTGAGE BACKED | $12,888 | 0.0% | NEW | — |
| 148 |  $INTU | INTUIT INC. | $12,528 | 0.0% | -34% | 79.3 |
| 149 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - US LCAP GR ETF | $12,182 | 0.0% | NEW | — |
| 150 |  $MCHP | MICROCHIP TECHNOLOGY INC | $12,038 | 0.0% | +0% | 52.9 |
New Positions (23)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$538,209 SCHWAB U.S. LARGE-CAP ETF - US LRG CAP ETF$32,667
SCHWAB INTERNATIONAL EQUITY ETF - INTL EQTY ETF$32,520
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - FUNDAMENTAL US L$31,567
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - FUND EM EQUI ETF$24,086
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - FUNDAMENTAL INTL$23,531
SCHWAB 5-10 YEAR CORPORATE BOND ETF - 5 10YR CORP BD$21,644
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF - FUNDAMENTAL US S$20,629
SCHWAB U.S. SMALL-CAP ETF - US SML CAP ETF$18,932
SCHWAB EMERGING MARKETS EQUITY ETF - EMRG MKTEQ ETF$15,918
SCHWAB MORTGAGE BACKED SECS ETF - MORTGAGE BACKED$12,888
SCHWAB U.S. LARGE-CAP GROWTH ETF - US LCAP GR ETF$12,182
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF - INT-TRM U.S TRES$9,223
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF - INTL SCEQT ETF$9,143
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND - NASDQ CLN EDGE$8,054
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