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CrossGen Wealth

Latest statistics and disclosures from CrossGen Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, AAPL, AVGO, VLO, and represent 29.22% of CrossGen Wealth's stock portfolio.
Added to shares of these 10 stocks: IEFA, SCHY, AIA, SPCX, IEMG, TT, O, TJX, NVDA, ABBV.
Started 24 new stock positions in FNDX, EBND, MBB, SCHH, GRID, FNDC, DD, SCHX, VNQI, SCHG. HAUZ, SCHC, SCHF, FNDE, SCHI, ICLN, ONC, SCHE, SPCX, SCHR, SCHA, FNDF, FNDA, SMBS.
Reduced shares in these 10 stocks: TSLA, FBNC, V, META, CSCO, CRM, AVGO, VLO, VOO, AAPL.
Sold out of its positions in CGDV, CGCB, Dupont De Nemours, EQIX, FISV, BOTZ, LTBR, NEE, SMR, NXPI.
CrossGen Wealth was a net buyer of stock by $4.3M.
CrossGen Wealth has $129M in assets under management (AUM), dropping by 13.05%.
Central Index Key (CIK): 0002112179

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Portfolio Holdings for CrossGen Wealth

CrossGen Wealth holds 214 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	11.5	$15M		20k	748.91	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	4.8	$6.2M	+136%	64k	96.58	View chart
Apple (AAPL)	4.6	$6.0M	-2%	21k	289.37	View chart
Broadcom (AVGO)	4.2	$5.5M	-2%	14k	377.75	View chart
Valero Energy Corporation (VLO)	4.0	$5.2M	-2%	20k	260.44	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	4.0	$5.2M	-2%	14k	357.37	View chart
JPMorgan Chase & Co. (JPM)	3.5	$4.5M		14k	327.34	View chart
Wal-Mart Stores (WMT)	3.4	$4.4M		39k	113.26	View chart
Microsoft Corporation (MSFT)	3.4	$4.4M		12k	373.02	View chart
Marathon Petroleum Corp (MPC)	3.1	$4.0M		16k	255.68	View chart
Amazon (AMZN)	3.1	$4.0M		17k	238.34	View chart
Eaton Corporation SHS (ETN)	3.1	$4.0M		9.4k	426.12	View chart
Goldman Sachs (GS)	3.1	$4.0M		3.9k	1011.39	View chart
Cisco Systems (CSCO)	2.4	$3.1M	-4%	27k	117.46	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	2.0	$2.6M	-5%	3.8k	686.81	View chart
Union Pacific Corporation (UNP)	1.9	$2.4M	+2%	8.8k	272.01	View chart
Chubb (CB)	1.9	$2.4M		7.0k	340.72	View chart
United Bankshares (UBSI)	1.8	$2.4M		52k	45.83	View chart
Air Products & Chemicals (APD)	1.8	$2.3M		8.0k	293.18	View chart
Johnson & Johnson (JNJ)	1.8	$2.3M	+2%	8.9k	253.96	View chart
Johnson Controls Internation SHS (JCI)	1.7	$2.2M		15k	146.11	View chart
TJX Companies (TJX)	1.7	$2.1M	+10%	14k	151.50	View chart
Motorola Solutions Incorporated Com New (MSI)	1.5	$2.0M		4.8k	415.28	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	1.5	$1.9M	-2%	25k	77.11	View chart
Home Depot (HD)	1.3	$1.6M	+3%	4.7k	352.68	View chart
Spdr Gold Shares Gold Shs (GLD)	1.3	$1.6M		4.4k	368.38	View chart
Abbvie (ABBV)	1.2	$1.5M	+9%	6.0k	251.63	View chart
Cme (CME)	1.2	$1.5M		6.7k	220.81	View chart
Schwab International Dividend Equity Etf Internl Divid (SCHY)	1.0	$1.2M	+619%	39k	31.73	View chart
Realty Income (O)	0.9	$1.2M	+23%	19k	61.96	View chart
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)	0.9	$1.1M		4.5k	252.24	View chart
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)	0.8	$1.1M	-3%	7.3k	148.31	View chart
Medtronic SHS (MDT)	0.8	$1.1M	+6%	14k	78.23	View chart
Taiwan Semiconductor Manufact Sponsored Ads (TSM)	0.8	$972k		2.0k	477.64	View chart
Trane Technologies SHS (TT)	0.7	$897k	+39%	1.8k	491.25	View chart
First Ban (FBNC)	0.6	$712k	-42%	11k	63.93	View chart
Ishares Tr Asia 50 Etf Asia 50 Etf (AIA)	0.5	$668k	+796%	4.7k	141.65	View chart
Merck & Co (MRK)	0.5	$642k	-9%	5.0k	128.51	View chart
Ford Motor Company (F)	0.5	$626k		45k	13.90	View chart
State Street Financial Select Sector Spdr Etf St Str Finl Etf (XLF)	0.5	$620k		12k	53.61	View chart
Global X U.s. Infrastructure Development Etf Us Infr Dev Etf (PAVE)	0.5	$607k		10k	58.92	View chart
NVIDIA Corporation (NVDA)	0.5	$604k	+31%	3.0k	200.06	View chart
Space Exploration Techn Corporation Class A Com Stk Class A Com Stk (SPCX)	0.4	$538k	NEW	3.2k	170.86	View chart
Ishares Tr U.s. Energy Etf U.s. Energy Etf (IYE)	0.4	$528k		9.3k	56.59	View chart
Oracle Corporation (ORCL)	0.3	$430k		2.9k	146.54	View chart
State Street Consumer Discretionary Select Sector St Str Discr Etf (XLY)	0.3	$397k		3.4k	117.28	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.3	$385k		1.6k	236.62	View chart
Chevron Corporation (CVX)	0.3	$380k		2.3k	165.74	View chart
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG)	0.3	$374k	+223%	4.5k	82.83	View chart
International Business Machines (IBM)	0.3	$372k	+19%	1.3k	281.21	View chart
Phillips 66 (PSX)	0.3	$361k		2.1k	169.06	View chart
State Street Industrial Select Sector Spdr Etf St Str Indl Etf (XLI)	0.3	$352k		1.9k	185.23	View chart
Travelers Companies (TRV)	0.3	$330k		1.0k	330.12	View chart
Spdr Communication Services Select Sector Fund St Str Svc Etf (XLC)	0.2	$290k		2.7k	107.13	View chart
Raytheon Technologies Corp (RTX)	0.2	$273k		1.4k	189.69	View chart
Exxon Mobil Corporation (XOM)	0.2	$272k		2.0k	136.72	View chart
Yum! Brands (YUM)	0.2	$264k		1.7k	159.86	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.2	$248k	-9%	495.00	500.39	View chart
Lowe's Companies (LOW)	0.2	$230k	-21%	1.0k	220.49	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.2	$227k		641.00	353.55	View chart
Truist Financial Corp equities (TFC)	0.2	$223k		4.5k	49.82	View chart
Aon Plc Shs Cl A Shs Cl A (AON)	0.2	$211k		636.00	331.69	View chart
Akre Focus Etf Akre Focus Etf (AKRE)	0.2	$206k	-8%	3.9k	53.19	View chart
3M Company (MMM)	0.2	$201k		1.2k	161.91	View chart
Nucor Corporation (NUE)	0.1	$189k		850.00	222.75	View chart
Duke Energy Corporation Com New (DUK)	0.1	$187k	-22%	1.5k	126.62	View chart
Dollar Tree (DLTR)	0.1	$183k	-3%	1.5k	120.95	View chart
American Electric Power Company (AEP)	0.1	$171k		1.3k	136.81	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	0.1	$169k	-2%	1.7k	98.98	View chart
MetLife (MET)	0.1	$162k		1.9k	84.63	View chart
Lockheed Martin Corporation (LMT)	0.1	$161k	-26%	315.00	509.74	View chart
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)	0.1	$159k		2.1k	75.79	View chart
Tesla Motors (TSLA)	0.1	$151k	-80%	358.00	420.60	View chart
Pepsi (PEP)	0.1	$150k		1.1k	135.40	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.1	$147k	-64%	428.00	342.73	View chart
Bristol Myers Squibb (BMY)	0.1	$146k		2.5k	57.61	View chart
salesforce (CRM)	0.1	$143k	-52%	915.00	156.63	View chart
Altria (MO)	0.1	$130k		1.8k	71.95	View chart
Intuitive Surgical Incorporated Com New (ISRG)	0.1	$123k	-5%	309.00	397.68	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.1	$122k		163.00	747.04	View chart
BP Sponsored Adr (BP)	0.1	$122k		3.3k	36.95	View chart
Automatic Data Processing (ADP)	0.1	$117k	-17%	520.00	223.97	View chart
Dollar General (DG)	0.1	$107k		930.00	115.11	View chart
Hometrust Bancshares (HTB)	0.1	$107k		2.1k	49.89	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.1	$93k	-69%	165.00	561.78	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	0.1	$90k		1.0k	85.49	View chart
Verizon Communications (VZ)	0.1	$85k		2.0k	42.35	View chart
Raymond James Financial (RJF)	0.1	$83k		549.00	151.89	View chart
Amgen (AMGN)	0.1	$83k		229.00	362.18	View chart
O'reilly Automotive (ORLY)	0.1	$76k		825.00	92.09	View chart
Allstate Corporation (ALL)	0.1	$74k		309.00	238.11	View chart
Rivian Automotive Incorporated Com Class A Com Cl A (RIVN)	0.1	$72k	+4900%	4.2k	17.35	View chart
CSX Corporation (CSX)	0.1	$71k		1.5k	47.53	View chart
Coca-Cola Company (KO)	0.1	$70k		862.00	81.27	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.1	$67k		424.00	158.03	View chart
Applied Digital Corporation Com New (APLD)	0.1	$66k		1.8k	37.30	View chart
Abbott Laboratories (ABT)	0.0	$63k		692.00	90.68	View chart
McDonald's Corporation (MCD)	0.0	$58k		216.00	270.04	View chart
Southern Company (SO)	0.0	$57k		596.00	95.77	View chart
Costco Wholesale Corporation (COST)	0.0	$50k		53.00	939.83	View chart
Palantir Technologies Cl A (PLTR)	0.0	$50k		425.00	116.67	View chart
Norfolk Southern (NSC)	0.0	$48k		151.00	314.94	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.0	$47k	+700%	392.00	119.52	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.0	$42k		608.00	68.41	View chart
Procter & Gamble Company (PG)	0.0	$38k	-32%	259.00	146.64	View chart
Ishares Tr Msci Usa Min Etf Msci Usa Min Etf (USMV)	0.0	$34k		350.00	96.46	View chart
TowneBank (TOWN)	0.0	$34k		928.00	36.24	View chart
Emerson Electric (EMR)	0.0	$33k		231.00	143.15	View chart
Novartis Sponsored Adr (NVS)	0.0	$33k		210.00	157.08	View chart
Oklo Incorporated Com Class A Com Cl A (OKLO)	0.0	$33k		628.00	52.33	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.0	$33k	NEW	1.1k	29.43	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$33k	NEW	1.2k	27.70	View chart
Bank of America Corporation (BAC)	0.0	$32k		556.00	56.97	View chart
Schwab Fundamental U.s. Large Company Etf Fundamental Us L (FNDX)	0.0	$32k	NEW	1.0k	31.10	View chart
Kimberly-Clark Corporation (KMB)	0.0	$30k		275.00	109.81	View chart
Adobe Systems Incorporated (ADBE)	0.0	$30k		147.00	205.02	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.0	$28k		38.00	736.39	View chart
Capital Group Intl Equity Etf SHS (CGIE)	0.0	$25k		684.00	36.78	View chart
Ge Aerospace Com New (GE)	0.0	$25k		67.00	373.73	View chart
Capital One Financial (COF)	0.0	$25k		124.00	200.90	View chart
Dominion Resources (D)	0.0	$25k		361.00	68.29	View chart
Iqvia Holdings (IQV)	0.0	$24k		126.00	193.22	View chart
Schwab Fundamental Emerging Markets Equity Etf Fund Em Equi Etf (FNDE)	0.0	$24k	NEW	607.00	39.68	View chart
Solventum Corporation Com Shs (SOLV)	0.0	$24k		310.00	77.15	View chart
Schwab Fundamental International Equity Etf Fundamental Intl (FNDF)	0.0	$24k	NEW	446.00	52.76	View chart
Fulton Financial (FULT)	0.0	$22k		909.00	24.19	View chart
Schwab 5-10 Year Corporate Bond Etf 5 10yr Corp Bd (SCHI)	0.0	$22k	NEW	956.00	22.64	View chart
Devon Energy Corporation (DVN)	0.0	$21k		513.00	41.32	View chart
Schwab Fundamental U.s. Small Company Etf Fundamental Us S (FNDA)	0.0	$21k	NEW	542.00	38.06	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	0.0	$19k	NEW	524.00	36.13	View chart
Ge Vernova (GEV)	0.0	$19k		16.00	1174.88	View chart
Corteva (CTVA)	0.0	$18k		217.00	84.69	View chart
Servicenow (NOW)	0.0	$18k	-34%	184.00	99.28	View chart
Qnity Electronics Incorporated Common Stock (Q)	0.0	$18k		108.00	163.31	View chart
Siteone Landscape Supply (SITE)	0.0	$17k		150.00	114.41	View chart
Wayfair Incorporated Class A Cl A (W)	0.0	$17k		183.00	92.42	View chart
Consolidated Edison (ED)	0.0	$17k		150.00	110.63	View chart
Citigroup Incorporated Com New (C)	0.0	$17k		118.00	140.42	View chart
United Parcel Svcs Incorporated Class B CL B (UPS)	0.0	$17k		154.00	107.17	View chart
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE)	0.0	$16k	NEW	439.00	36.26	View chart
Clorox Company (CLX)	0.0	$15k		154.00	95.44	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.0	$15k	+409%	168.00	86.14	View chart
Accenture Plc Ireland Shs Class A Shs Class A (ACN)	0.0	$14k		116.00	124.48	View chart
Waste Management (WM)	0.0	$14k		64.00	221.39	View chart
Mondelez International Incorporated Class A Cl A (MDLZ)	0.0	$14k		234.00	57.84	View chart
Diageo Spon Adr New (DEO)	0.0	$13k		165.00	80.48	View chart
Schwab Mortgage Backed Secs Etf Mortgage Backed (SMBS)	0.0	$13k	NEW	507.00	25.42	View chart
Intuit (INTU)	0.0	$13k	-34%	48.00	261.00	View chart
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$12k	NEW	360.00	33.84	View chart
Microchip Technology (MCHP)	0.0	$12k		132.00	91.20	View chart
Celanese Corporation (CE)	0.0	$12k		251.00	46.06	View chart
Boeing Company (BA)	0.0	$12k	-55%	53.00	216.47	View chart
Smucker J M Company Com New (SJM)	0.0	$11k		100.00	112.50	View chart
Qualcomm (QCOM)	0.0	$11k		57.00	183.95	View chart
Ingersoll Rand (IR)	0.0	$10k		125.00	81.76	View chart
Live Oak Bancshares (LOB)	0.0	$10k		245.00	40.92	View chart
Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX)	0.0	$9.9k		15.00	658.00	View chart
Dupont De Nemours Incorporated Common Stock (DD)	0.0	$9.8k	NEW	72.00	135.64	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.0	$9.6k		500.00	19.12	View chart
Schwab Intermediate-term U.s. Treasury Etf Int-trm U.s Tres (SCHR)	0.0	$9.2k	NEW	374.00	24.66	View chart
Schwab International Small-cap Equity Etf Intl Sceqt Etf (SCHC)	0.0	$9.1k	NEW	190.00	48.12	View chart
Philip Morris International (PM)	0.0	$9.0k	-60%	50.00	180.92	View chart
Hca Holdings (HCA)	0.0	$8.7k		22.00	396.64	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrast Index Fund Nasdq Cln Edge (GRID)	0.0	$8.1k	NEW	42.00	191.76	View chart
Precision Biosciences Incorporated Com New (DTIL)	0.0	$7.9k		1.0k	7.86	View chart
Intercontinental Exchange (ICE)	0.0	$7.5k	-81%	61.00	123.11	View chart
Nano Nuclear Energy (NNE)	0.0	$7.3k		344.00	21.14	View chart
Netflix (NFLX)	0.0	$7.1k	-74%	100.00	71.40	View chart
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN)	0.0	$7.0k	NEW	344.00	20.49	View chart
Intel Corporation (INTC)	0.0	$7.0k		50.00	139.64	View chart
CVS Caremark Corporation (CVS)	0.0	$6.5k		63.00	103.90	View chart
Schwab Fundamental International Small Equity Etf Fundamental Intl (FNDC)	0.0	$6.1k	NEW	126.00	48.56	View chart
Dow (DOW)	0.0	$5.9k		217.00	27.36	View chart
Uber Technologies (UBER)	0.0	$5.8k		81.00	72.16	View chart
Cigna Corp (CI)	0.0	$5.5k		20.00	274.45	View chart
Schwab U.s. Reit Etf Us Reit Etf (SCHH)	0.0	$5.4k	NEW	226.00	23.68	View chart
Pfizer (PFE)	0.0	$4.5k		187.00	24.08	View chart
Beone Medicines Sponsored Ads (ONC)	0.0	$4.3k	NEW	15.00	285.00	View chart
Ark Etf Trust Innovation Etf Innovation Etf (ARKK)	0.0	$4.0k		49.00	80.82	View chart
Spdr Bloomberg Emerging Markets Local Bo Sst Spdr Bloombe (EBND)	0.0	$3.8k	NEW	184.00	20.92	View chart
Block Incorporated Class A Cl A (XYZ)	0.0	$3.5k		46.00	76.00	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$3.3k	+2%	37.00	89.27	View chart
Advance Auto Parts (AAP)	0.0	$3.2k		51.00	62.08	View chart
Neogen Corporation (NEOG)	0.0	$2.9k		318.00	8.99	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$2.7k	+271%	26.00	103.88	View chart
Vanguard Global Ex-u.s. Real Estate Etf Glb Ex Us Etf (VNQI)	0.0	$2.5k	NEW	56.00	44.86	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$2.4k		8.00	300.50	View chart
Fidelity National Information Services (FIS)	0.0	$2.3k		59.00	39.03	View chart
Walt Disney Company (DIS)	0.0	$2.3k		24.00	94.46	View chart
Ishares Tr Global 100 Etf Global 100 Etf (IOO)	0.0	$2.2k		16.00	136.62	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$2.1k	-70%	22.00	95.68	View chart
Chemours (CC)	0.0	$2.1k		101.00	20.52	View chart
Xtrackers International Real Estate Etf Xtrack Intl Real (HAUZ)	0.0	$2.0k	NEW	91.00	22.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.8k		15.00	117.67	View chart
Ge Healthcare Technologies Incorporated Common Stock (GEHC)	0.0	$1.4k		22.00	64.00	View chart
Serve Robotics (SERV)	0.0	$1.4k		208.00	6.58	View chart
Ishares Tr Mbs Etf Mbs Etf (MBB)	0.0	$1.3k	NEW	14.00	94.50	View chart
Ncino (NCNO)	0.0	$1.3k		80.00	16.35	View chart
Vanguard Health Care Etf Health Car Etf (VHT)	0.0	$1.2k		4.00	299.00	View chart
SYSCO Corporation (SYY)	0.0	$1.2k		14.00	83.57	View chart
American International Group Incorporated Com New (AIG)	0.0	$894.000000		12.00	74.50	View chart
Aegon Limited Amer Reg 1 Cert Amer Reg 1 Cert (AEG)	0.0	$793.002800		94.00	8.44	View chart
Charter Communications Incorporated Class A Cl A (CHTR)	0.0	$711.000000		5.00	142.20	View chart
D-wave Quantum (QBTS)	0.0	$648.000000		27.00	24.00	View chart
Brighthouse Finl (BHF)	0.0	$633.000000		10.00	63.30	View chart
Millrose Pptys Incorporated Com Class A Reit Com Cl A (MRP)	0.0	$560.999700	+5%	19.00	29.53	View chart
Warner Bros Discovery Incorporated Com Ser A Com Ser A (WBD)	0.0	$453.000700		17.00	26.65	View chart
Wabtec Corporation (WAB)	0.0	$411.000000		2.00	205.50	View chart
Keysight Technologies (KEYS)	0.0	$350.000000	-66%	1.00	350.00	View chart
Viatris (VTRS)	0.0	$301.999300		19.00	15.89	View chart
Paypal Holdings (PYPL)	0.0	$259.000200		6.00	43.17	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.0	$211.000000	-99%	1.00	211.00	View chart
Wolfspeed Incorporated Common Stock (WOLF)	0.0	$144.999900		3.00	48.33	View chart
Worksport Com New (WKSP)	0.0	$141.999000		130.00	1.09	View chart

Past Filings by CrossGen Wealth

SEC 13F filings are viewable for CrossGen Wealth going back to 2025

CrossGen Wealth 2026 Q2 filed July 24, 2026
CrossGen Wealth 2026 Q1 filed April 22, 2026
CrossGen Wealth 2025 Q4 filed Feb. 19, 2026

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