account_balance
Investment manager · 13F filer · SEC CIK 2112179
CrossGen Wealth, LLC
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Reported value$136Mas of Sep 30, 2026
Positions202 17 new, 29 sold out
Top 10 weight49.5%IVV alone is 11%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr Core S&p500 ETF
10.8%Trimmed −3%
VLOValero Energy Corp
5.5%Trimmed −2%
IEFAiShares Tr Core MSCI EAFE
5.2%Added +12%
AAPLApple Inc.
5.1%
MPCMarathon Petroleum Corp
4.6%
MSFTMicrosoft Corp
4.5%
AVGOBroadcom Inc.
3.7%
GOOGLAlphabet Inc.
3.6%
JPMJPMorgan Chase & Co
3.4%
AMZNAmazon.com Inc
3.2%Added +2%
WMTWalmart Inc.
3.0%
ETNEaton Corp PLC
3.0%
IVViShares Tr Core S&p500 ETF
10.8%Trimmed −3%
VLOValero Energy Corp
5.5%−2%
IEFAiShares Tr Core MSCI EAFE
5.2%+12%
AAPLApple Inc.
5.1%
MPCMarathon Petroleum Corp
4.6%
MSFTMicrosoft Corp
4.5%
AVGOBroadcom Inc.
3.7%
GOOGLAlphabet Inc.
3.6%
JPMJPMorgan Chase & Co
3.4%
AMZN3.2%WMT3.0%ETN3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr Core S&p500 ETF 10.8% Trimmed −3%
VLO Valero Energy Corp 5.5% Trimmed −2%IEFA iShares Tr Core MSCI EAFE 5.2% Added +12%
AAPL Apple Inc. 5.1% HeldMPC Marathon Petroleum Corp 4.6% HeldMSFT Microsoft Corp 4.5% HeldAVGO Broadcom Inc. 3.7% HeldGOOGL Alphabet Inc. 3.6% HeldJPM JPMorgan Chase & Co 3.4% HeldAMZN Amazon.com Inc 3.2% Added +2%WMT Walmart Inc. 3.0% HeldETN Eaton Corp PLC 3.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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