Institutions / CrossGen Wealth, LLC
CrossGen Wealth, LLC
CIK 2112179 · Institution · as of Dec 31, 2025
Portfolio value
$113.53M
Positions
198
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 198 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr Core S&P500 ETF | $13.88M | 12.2% |
| Apple Inc. | $5.79M | 5.1% |
| Microsoft Corp | $5.77M | 5.1% |
| Broadcom Inc. | $5.23M | 4.6% |
| Alphabet Inc. | $4.78M | 4.2% |
| JPMorgan Chase & Co | $4.44M | 3.9% |
| Walmart Inc. | $4.42M | 3.9% |
| Amazon.com Inc | $3.87M | 3.4% |
| The Goldman Sachs Group, Inc. | $3.60M | 3.2% |
| Valero Energy Corp | $3.44M | 3.0% |
| Eaton Corp plc | $2.98M | 2.6% |
| Vanguard Index Funds S&P 500 ETF Shs New | $2.73M | 2.4% |
| Marathon Petroleum Corp | $2.61M | 2.3% |
| Chubb Ltd | $2.22M | 2.0% |
| Cisco Systems, Inc. | $2.20M | 1.9% |
| Union Pacific Corp | $2.02M | 1.8% |
| Air Products & Chemicals, Inc. | $2.00M | 1.8% |
| United Bankshares INC/WV | $1.99M | 1.8% |
| TJX Cos Inc/The | $1.88M | 1.7% |
| Motorola Solutions, Inc. | $1.86M | 1.6% |
| CME Group Inc | $1.85M | 1.6% |
| Johnson Controls International plc | $1.82M | 1.6% |
| Johnson & Johnson | $1.79M | 1.6% |
| iShares Tr Core S&P McP ETF | $1.69M | 1.5% |
| SPDR Gold Shares | $1.67M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.