CrossGen Wealth, LLC - Portfolio overview

CrossGen Wealth, LLC has 200 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR CORE S&P500 ETF, 11.39%
2. AAPL - APPLE INCORPORATED, 4.71%
3. VLO - VALERO ENERGY CORPORATION, 4.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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