CX Institutional Portfolio holdings
CX Institutional is a fee-only wealth manager that also uses the name Credent Wealth Management. It was created in 2018 by combining two advisory firms, Hefty Wealth Partners and Oak Point Wealth Management, both started in 2010. It is owned by Credent Holdings, which Hefty Wealth Partners principally controls. Its clients include individuals, high net worth individuals, charities and businesses, and it spreads their money across stocks, bonds and ETFs.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Treasury Index ETF
SPTS
|
+$141M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$50.7M |
| 3 |
NVIDIA
NVDA
|
+$38.7M |
| 4 |
Micron Technology
MU
|
+$21.2M |
| 5 |
Intuit
INTU
|
+$15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$72.4M |
| 2 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$48.3M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$26.9M |
| 4 |
Visa
V
|
+$22.1M |
| 5 |
State Street SPDR Portfolio Mortgage Backed Bond Index ETF
SPMB
|
+$20.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 50.38% |
| 2 | Technology | 18.41% |
| 3 | Industrials | 7.52% |
| 4 | Financials | 5.17% |
| 5 | Consumer Discretionary | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1526
Sphere Entertainment
SPHR
$4.59B
| $3K | ﹤0.01% |
20
| – | – |
2026 Q2
1 quarter
|
|
1527
Wintrust Financial
WTFC
$10.5B
| $3K | ﹤0.01% |
22
| – | – |
2026 Q1
2 quarters
|
|
1528
Tempus AI
TEM
$14.5B
| $3K | ﹤0.01% |
+40
| New | +$2.42K |
2026 Q3
0 quarters
|
|
1529
Aebi Schmidt Holding AG
AEBI
$830M
| $3K | ﹤0.01% |
254
| – | – |
2025 Q3
4 quarters
|
|
1530
Advance Auto Parts
AAP
$2.76B
| $2K | ﹤0.01% |
42
| – | – |
2025 Q1
6 quarters
|
|
1531
Alaska Air
ALK
$4.63B
| $2K | ﹤0.01% |
62
| – | – |
2025 Q1
6 quarters
|
|
1532
AutoNation
AN
$5.99B
| $2K | ﹤0.01% |
13
| – | – |
2025 Q4
3 quarters
|
|
1533
Apogee Enterprises
APOG
$1B
| $2K | ﹤0.01% |
48
| – | – |
2025 Q1
6 quarters
|
|
1534
Avantis Emerging Markets Equity ETF
AVEM
$27.3B
| $2K | ﹤0.01% |
23
-388
| -94% | -$36.1K |
2025 Q3
4 quarters
|
|
1535
Banco Bilbao Vizcaya Argentaria
BBVA
$143B
| $2K | ﹤0.01% |
77
| – | – |
2025 Q1
6 quarters
|
|
1536
Bath & Body Works
BBWI
$4.38B
| $2K | ﹤0.01% |
146
-45
| -24% | -$861 |
2025 Q1
6 quarters
|
|
1537
BellRing Brands
BRBR
$1.16B
| $2K | ﹤0.01% |
210
| – | – |
2025 Q1
6 quarters
|
|
1538
BRC Inc
BRCC
$253M
| $2K | ﹤0.01% |
201
| – | – |
2026 Q2
1 quarter
|
|
1539
Commerce Bancshares
CBSH
$7.91B
| $2K | ﹤0.01% |
39
| – | – |
2025 Q1
6 quarters
|
|
1540
Celanese
CE
$5.65B
| $2K | ﹤0.01% |
35
-5
| -13% | -$228 |
2025 Q1
6 quarters
|
|
1541
Century Aluminum
CENX
$3.63B
| $2K | ﹤0.01% |
62
| – | – |
2025 Q4
3 quarters
|
|
1542
Chemed
CHE
$7.14B
| $2K | ﹤0.01% |
4
| – | – |
2025 Q4
3 quarters
|
|
1543
Check Point Software Technologies
CHKP
$15B
| $2K | ﹤0.01% |
17
| – | – |
2025 Q4
3 quarters
|
|
1544
Calamos Convertible and High Income Fund
CHY
$883M
| $2K | ﹤0.01% |
166
+3
| +2% | +$39 |
2025 Q3
4 quarters
|
|
1545
Creative Media & Community Trust
CMCT
$13.9M
| $2K | ﹤0.01% |
652
| – | – |
2026 Q1
2 quarters
|
|
1546
Carter's
CRI
$1.27B
| $2K | ﹤0.01% |
75
| – | – |
2025 Q1
6 quarters
|
|
1547
Carpenter Technology
CRS
$15.1B
| $2K | ﹤0.01% |
4
| – | – |
2026 Q1
2 quarters
|
|
1548
DNP Select Income Fund
DNP
$3.82B
| $2K | ﹤0.01% |
208
| – | – |
2025 Q1
6 quarters
|
|
1549
iShares MSCI New Zealand ETF
ENZL
$66.4M
| $2K | ﹤0.01% |
43
| – | – |
2025 Q1
6 quarters
|
|
1550
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.03B
| $2K | ﹤0.01% |
250
| – | – |
2026 Q2
1 quarter
|
|
Similar funds
CX Institutional's Q3 2026 Portfolio in Review
As of Q3 2026, CX Institutional held 1,755 positions worth $3.69B, up 6.5% from $3.46B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
CX Institutional deployed $236M of net new capital in Q3 2026, opening 187 new positions and adding to 754 existing holdings. Its largest new stake was Range Resources: 171,693 shares worth $6.36M.
By sector, the portfolio is most concentrated in Miscellaneous at 50% of assets, down from 53% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $72.4M trimmed.
- CX Institutional's largest Q3 2026 buy was Range Resources: 171,693 shares worth $6.36M.
- CX Institutional added most to State Street SPDR Portfolio Short Term Treasury Index ETF in Q3 2026, an estimated $141M increase.
- CX Institutional's biggest Q3 2026 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $72.4M.
- CX Institutional fully exited Iridium Communications in Q3 2026, selling an estimated $9.38M.
- CX Institutional's ten largest holdings make up 25% of its $3.69B portfolio in Q3 2026.
- CX Institutional opened 187 new positions and closed 87 in Q3 2026.
- CX Institutional's portfolio value rose 6.5% quarter-over-quarter to $3.69B.
Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.