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CX Institutional, LLC
David Hefty · Investment Advisor · Multi-Strategy
CX Institutional, LLC is a registered investment advisory firm headquartered in Auburn, Indiana, established in 2018 following the merger of Hefty Wealth Partners and Oak Point Wealth Management. Operating primarily under the brand name Credent Wealth Management, the firm provides comprehensive financial planning and discretionary investment management services to a diverse range of clients, including high-net-worth individuals, charitable organizations, and businesses. With over $4 billion in assets under management, the firm offers a boutique approach characterized by its proprietary Advisor Solutions platform and a commitment to fee-only, commission-free advice. CX Institutional has established a national presence through robust organic growth and a strategic acquisition model, supported by significant capital investment to enhance its technology and service offerings for independent advisors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.8% |
| YTD return | +14.6% |
| Sharpe ratio | 3.68 |
| Win rate | 52% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.cxinstitutional.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 12.9% | +29.8% |
| NVDA | NVIDIA Corporation | 10.8% | +18.6% |
| MSFT | Microsoft Corporation | 9.2% | +2.1% |
| GOOGL | Alphabet Inc Class A | 9.1% | +34.5% |
| AMZN | Amazon.com Inc | 7.0% | +14.4% |
| LLY | Eli Lilly and Company | 6.4% | +30.9% |
| V | Visa Inc. Class A | 5.5% | +8.1% |
| META | Meta Platforms Inc. | 5.3% | +9.3% |
| AVGO | Broadcom Inc | 5.1% | +5.3% |
| TSLA | Tesla Inc | 4.5% | -10.8% |
| ABBV | AbbVie Inc | 3.3% | +10.6% |
| UNP | Union Pacific Corporation | 2.7% | +11.1% |
| BMY | Bristol-Myers Squibb Company | 2.6% | +6.4% |
| MA | Mastercard Inc | 2.4% | +7.4% |
| CSCO | Cisco Systems Inc | 2.3% | +32.7% |
| HPQ | HP Inc | 2.2% | 0.0% |
| MRK | Merck & Company Inc | 2.2% | -1.6% |
| SCHW | Charles Schwab Corp | 2.2% | +3.9% |
| MCK | McKesson Corporation | 2.1% | +9.4% |
| QCOM | Qualcomm Incorporated | 2.1% | +5.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | NUE | 2.2% → 0.0% |
| Sep 21, 2026 | SELL | META | 5.2% → 5.3% |
| Sep 21, 2026 | BUY | GOOGL | 8.7% → 9.1% |
| Sep 21, 2026 | BUY | MCK | 2.2% → 2.1% |
| Sep 21, 2026 | SELL | TSLA | 4.7% → 4.5% |
Investment Style Analysis
CX Institutional, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, CX Institutional, LLC made a significant move by reducing the position in NUE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
CX Institutional follows a client-centric, evidence-based investment philosophy centered on strategic asset allocation and the integration of comprehensive financial planning. The firm utilizes a fee-only, fiduciary model to ensure transparency and align its interests with those of its clients. Its investment process leverages the proprietary CX Multi-Strategy Platform, which primarily employs exchange-traded funds (ETFs) and individual securities to create diversified portfolios tailored to specific risk tolerances. By focusing on low-cost implementation and disciplined risk management, the firm aims to deliver consistent long-term results while avoiding the conflicts of interest associated with commission-based products.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with CX Institutional, LLC.
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Frequently asked questions
How is the simulated portfolio for CX Institutional, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is CX Institutional, LLC's largest holding?
As of the latest filing, CX Institutional, LLC's top position is Apple Inc (AAPL), representing 12.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is CX Institutional, LLC's historical performance and risk profile?
Our simulation indicates a total return of +22.8% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 3.68, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does CX Institutional, LLC primarily invest in?
CX Institutional, LLC has a strong preference for the Semiconductors sector, which makes up 18.0% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is CX Institutional, LLC's portfolio concentrated or diversified?
CX Institutional, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has CX Institutional, LLC performed in 2026?
Our AI-simulated model portfolio for CX Institutional, LLC tracks a Year-to-Date (YTD) return of +14.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Hefty manage CX Institutional, LLC directly?
Yes, David Hefty serves as the key portfolio manager for CX Institutional, LLC, overseeing the investment strategy and final capital allocation decisions.