CrossGen Wealth, LLC — 13F holdings

CrossGen Wealth, LLC reported 214 holdings worth $129M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. IVV ISHARES TR — $14.8M (11.5%)
2. IEFA ISHARES TR — $6.22M (4.8%)
3. AAPL APPLE INC — $5.98M (4.6%)
4. AVGO BROADCOM INC — $5.46M (4.2%)
5. VLO VALERO ENERGY CORP — $5.17M (4.0%)
6. GOOGL ALPHABET INC — $5.15M (4.0%)
7. JPM JPMorgan Chase & Co. — $4.53M (3.5%)
8. WMT Walmart Inc — $4.40M (3.4%)
9. MSFT MICROSOFT CORP — $4.36M (3.4%)
10. MPC MARATHON PETE CORP — $4.01M (3.1%)