13F Insight
DOSSIER · 13F-HR · Q1 2026

CrossGen Wealth, LLC

CrossGen Wealth's hedge fund based in San Francisco, CA — $114M in tracked AUM across 200 positions as of Q1 2026.

CW
CrossGen Wealth·San Francisco, CA·Hedge Fund
CIK 0002112179 · last filed Mar 31, 2026
Total AUM
$114M
▲ 13.2%
vs prior
Holdings
200
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CrossGen Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR CORE S&P500 ETF
$13M20K11.4%
02
AAPL
APPLE INCORPORATED
$5M21K4.7%
03
VLO
VALERO ENERGY CORPORATION
$5M20K4.4%
04
WMT
WALMART INCORPORATED
$5M39K4.3%
05
AVGO
BROADCOM INCORPORATED
$5M15K4.0%
06
MSFT
MICROSOFT CORPORATION
$4M12K3.8%
07
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
$4M15K3.7%
08
JPM
JPMORGAN CHASE & COMPANY
$4M14K3.6%
09
MPC
MARATHON PETE CORPORATION
$4M16K3.4%
10
AMZN
AMAZON COM INCORPORATED
$4M17K3.1%

Filing history

Filing history loading…