CrossGen Wealth, LLC

DOSSIER · 13F-HR · Q2 2026

CrossGen Wealth, LLC

$129M in tracked AUM across 214 positions as of Q2 2026.

CW

CIK 0002112179 · last filed Jun 30, 2026

Total AUM

$129M

as of Q2 2026

Holdings

214

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

CrossGen Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES TR CORE S&P500 ETF

$15M20K11.5%02

IEFA

ISHARES TR CORE MSCI EAFE

$6M64K4.8%03

AAPL

APPLE INCORPORATED

$6M21K4.6%04

AVGO

BROADCOM INCORPORATED

$5M14K4.2%05

VLO

VALERO ENERGY CORPORATION

$5M20K4.0%06

GOOGL

ALPHABET INCORPORATED CAP STK CLASS A