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Shannon Hemphill

Crossgen Wealth, Llc

Assets Managed
$128.734M
Holdings
214
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.06%(2Q avg: 6.68%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Crossgen Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Crossgen Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 128.734M in assets, with a quarterly growth rate of 13.06% and a 2-quarter average growth rate of 6.68%. The portfolio is managed by Shannon Hemphill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.63%
11.49%
$14.783M
19,739 shares@ $748.91 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 136.72%
4.84%
$6.218M
64,385 shares@ $96.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.05%
4.65%
$5.985M
20,683 shares@ $289.37 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.75%
4.24%
$5.455M
14,442 shares@ $377.75 avg price
VLO
Valero Energy Corp
Recent Activity
Decreased -2.79%
4.02%
$5.171M
19,854 shares@ $260.45 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.29%
4.01%
$5.154M
14,423 shares@ $357.38 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.63%
3.53%
$4.533M
13,849 shares@ $327.35 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.17%
3.42%
$4.402M
38,868 shares@ $113.26 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.61%
3.39%
$4.364M
11,698 shares@ $373.02 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Decreased -1.56%
3.12%
$4.009M
15,679 shares@ $255.68 avg price

1-10 of 214