Q3 2026 13F · SEC CIK 1737089

CX Institutional

Wealth managerFiled 2026-10-02 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.7B
Reported positions: 1,668
Top holdings a year, 3 yrs: +10.6%
Assets under management: $4.5B

CX Institutional is a wealth manager that reported 1,668 positions worth $3.7B in its Q3 2026 13F, filed 2026-10-02. Its largest holdings were Ishares Tr (SGOV, 5.3%), Spdr Series Trust (SPTS, 3.8%), Nvidia Corporation (NVDA, 3.0%). A portfolio copying its top holdings returned 10.6% a year over the last 3 years, against 20.4% for the S&P 500.

CX Institutional holdings largest 50 of 1,668 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CX Institutional 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SGOVIshares Tr	5.3%	5.4%	1,933,047	+4.6%	$194.6M
SPTSSpdr Series Trust	3.8%	—	4,878,686	—	$139.9M
NVDANvidia Corporation	3.0%	1.8%	492,568	+57.8%	$112.5M
AAPLApple Inc	2.5%	2.0%	276,065	+13.2%	$91.9M
IEFAIshares Tr	2.4%	2.4%	906,032	+5.1%	$87.8M
SPTISpdr Series Trust	1.7%	1.5%	2,308,448	+24.8%	$63.0M
SUBIshares Tr	1.7%	—	599,280	—	$62.6M
MSFTMicrosoft Corp	1.7%	1.3%	121,105	+2.0%	$62.1M
VOVanguard Index Fds	1.6%	1.8%	763,681	-0.5%	$59.9M
IVEIshares Tr	1.3%	1.3%	215,726	+7.4%	$49.2M
VBVanguard Index Fds	1.3%	1.5%	162,723	-3.2%	$46.3M
RSPAInvesco S&p 500 Equal Weight Income Adva	1.2%	1.4%	838,877	-9.6%	$43.2M
GOOGLAlphabet Inc	1.1%	1.3%	116,471	-10.5%	$40.1M
AMZNAmazon Com Inc	1.1%	1.2%	156,953	-10.4%	$39.1M
BNDXVanguard Charlotte Fds	1.1%	1.6%	827,903	-28.6%	$38.8M
SPBOSpdr Series Trust	1.0%	1.8%	1,386,153	-33.9%	$38.1M
SPMBSpdr Ser Tr	1.0%	1.8%	1,791,424	-34.5%	$37.9M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.0%	1.0%	292,447	+3.2%	$36.0M
MGKVanguard World Fd	0.9%	0.9%	357,048	+3.7%	$33.1M
LLYEli Lilly & Co	0.9%	1.2%	28,563	-19.5%	$33.0M
METAMeta Platforms Inc	0.9%	0.8%	44,668	-11.2%	$32.4M
AVGOBroadcom Inc	0.9%	1.0%	92,006	+1.7%	$32.3M
MUMicron Technology Inc	0.9%	—	29,635	—	$31.6M
IUSGIshares Tr	0.8%	0.8%	159,903	+3.5%	$31.0M
IWFIshares Tr	0.8%	0.8%	244,028	+3.4%	$30.6M
IWDIshares Tr	0.8%	0.8%	122,927	+4.0%	$30.5M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.8%	0.5%	489,362	+58.9%	$29.9M
JAAAJanus Detroit Str Tr	0.8%	1.0%	585,687	-12.4%	$29.6M
SCHVSchwab Strategic Tr	0.8%	0.8%	869,829	+9.7%	$29.0M
IVVIshares Tr	0.7%	0.8%	34,570	-2.0%	$26.5M
TSLATesla Inc	0.7%	1.0%	73,668	-7.3%	$26.1M
MUBIshares Tr	0.7%	0.7%	253,468	+6.9%	$25.6M
ITMVaneck ETF Trust	0.7%	0.7%	572,494	+7.4%	$25.2M
RWLInvesco Exch Traded Fd Tr II	0.7%	—	189,765	—	$24.4M
QEFASpdr Index Shs Fds	0.6%	0.6%	242,926	+10.9%	$23.7M
VTEBVanguard Mun Bd Fds	0.6%	0.6%	492,818	+15.0%	$23.3M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.7%	30,149	-1.0%	$23.0M
XLKSelect Sector Spdr Tr	0.6%	0.7%	114,481	-4.8%	$22.4M
IVWIshares Tr	0.6%	0.5%	149,008	+10.6%	$21.2M
VTVVanguard Index Fds	0.6%	0.6%	96,361	+2.3%	$20.8M
FTCFirst Tr Exchange-Traded Alp	0.6%	0.6%	115,994	+6.2%	$20.6M
CATCaterpillar Inc	0.5%	—	23,527	—	$19.1M
HEFAIshares Tr	0.5%	—	403,920	—	$18.7M
PGProcter & Gamble Co	0.5%	—	127,365	—	$18.5M
LRCXLam Research Corp	0.5%	—	56,104	—	$18.4M
VVVanguard Index Fds	0.5%	0.5%	50,574	-0.9%	$17.8M
UNPUnion Pac Corp	0.5%	0.5%	65,291	+5.6%	$17.8M
JNJJohnson & Johnson	0.5%	—	64,782	—	$17.1M
TAXFAmerican Centy ETF Tr	0.5%	0.6%	358,295	-16.3%	$17.0M
QCOMQualcomm Inc	0.5%	0.4%	90,850	+19.2%	$16.7M

What CX Institutional bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPYV State Street Spdr Portfolio S&p 500 Valu+58.9% shares
NVDA Nvidia Corporation+57.8% shares
SPTI Spdr Series Trust+24.8% shares
QCOM Qualcomm Inc+19.2% shares
VTEB Vanguard Mun Bd Fds+15.0% shares
AAPL Apple Inc+13.2% shares
QEFA Spdr Index Shs Fds+10.9% shares
IVW Ishares Tr+10.6% shares

Reduced

SPMB Spdr Ser Tr-34.5% shares
SPBO Spdr Series Trust-33.9% shares
BNDX Vanguard Charlotte Fds-28.6% shares
LLY Eli Lilly & Co-19.5% shares
TAXF American Centy ETF Tr-16.3% shares
JAAA Janus Detroit Str Tr-12.4% shares
META Meta Platforms Inc-11.2% shares
GOOGL Alphabet Inc-10.5% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.8% /yr; S&P 500 +20.1%
3 years: +10.6% /yr; S&P 500 +20.4%
5 years: +4.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$3.7B	1,668
Q2 2026	$3.5B	1,568
Q1 2026	$3.3B	1,547
Q4 2025	$3.4B	1,517
Q3 2025	$3.3B	1,375
Q2 2025	$2.9B	1,213
Q1 2025	$2.6B	1,202
Q4 2024	$2.5B	535
Q3 2024	$2.3B	551
Q2 2024	$2.1B	542
Q1 2024	$2.1B	543
Q4 2023	$1.9B	524

Questions about CX Institutional's portfolio

What stocks does CX Institutional own?

CX Institutional's latest 13F, for Q3 2026 and filed Oct 2, 2026, lists 1,668 positions worth $3.7B. The largest are Ishares Tr (SGOV) at 5.3%, Spdr Series Trust (SPTS) at 3.8%, Nvidia Corporation (NVDA) at 3.0%, Apple Inc (AAPL) at 2.5% and Ishares Tr (IEFA) at 2.4%.

What did CX Institutional buy last quarter?

In Q3 2026, CX Institutional added State Street Spdr Portfolio S&p 500 Valu (SPYV) (+58.9% shares), Nvidia Corporation (NVDA) (+57.8% shares) and Spdr Series Trust (SPTI) (+24.8% shares), compared with its Q2 2026 filing.

What did CX Institutional sell last quarter?

In Q3 2026, CX Institutional cut from its top 50 Ishares Tr (SHY), cut from its top 50 Spdr Series Trust (SHM), cut from its top 50 Ishares Tr (IJR), cut from its top 50 Visa Inc (V), cut from its top 50 Vanguard Index Fds (VTI), Spdr Ser Tr (SPMB) (-34.5% shares), Spdr Series Trust (SPBO) (-33.9% shares) and Vanguard Charlotte Fds (BNDX) (-28.6% shares), compared with its Q2 2026 filing.

How has CX Institutional's portfolio performed?

A portfolio copying CX Institutional's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.8% against +20.1%. Over 5 years: +4.6% a year against +11.6%.

When is CX Institutional's next 13F filing due?

13F filings are due 45 days after each quarter ends. CX Institutional's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does CX Institutional manage?

CX Institutional reported $4.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.7B.