← Every investor
GenWealth Group, Inc. Portfolio
$641.3M across 88 positions as of 2026-09-30, with 62% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $56.7M | 8.8% | 726,552 |
| SCHVSchwab U.S. Large-Cap Value ETF | $55.1M | 8.6% | 1,653,013 |
| VUGVanguard Growth ETF | $51.2M | 8.0% | 568,487 |
| IEFiShares 7-10 Year Treasury Bond ETF | $47.5M | 7.4% | 531,925 |
| VOOVanguard S&P 500 ETF | $45.3M | 7.1% | 64,585 |
| QQQInvesco QQQ Trust, Series 1 | $30.4M | 4.7% | 41,064 |
| IVViShares Core S&P 500 ETF | $29.6M | 4.6% | 38,713 |
| IWPiShares Russell Midcap Growth ETF | $28.9M | 4.5% | 210,262 |
| IJHiShares Core S&P Mid-Cap ETF | $28.3M | 4.4% | 393,223 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $27.7M | 4.3% | 54,423 |
| PIMCO ETF TR | $23.8M | 3.7% | 441,103 |
| VGLTVanguard Long-Term Treasury ETF | $22.5M | 3.5% | 448,673 |
| WISDOMTREE TR | $21.1M | 3.3% | 780,822 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $15.8M | 2.5% | 176,567 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $14.5M | 2.3% | 117,499 |
| SPDR SERIES TRUST | $13M | 2.0% | 212,693 |
| PROSHARES TR | $11.9M | 1.9% | 124,594 |
| PROSHARES TR | $11.3M | 1.8% | 163,583 |
| SPYState Street SPDR S&P 500 ETF Trust | $10.7M | 1.7% | 14,046 |
| PROSHARES TR | $9.8M | 1.5% | 160,451 |
| AAPLApple Inc | $6.5M | 1.0% | 19,473 |
| OEFiShares S&P 100 Fund | $6.1M | 0.9% | 15,935 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $4.4M | 0.7% | 122,526 |
| IWFiShares Russell 1000 Growth ETF | $4.4M | 0.7% | 34,748 |
| IVWiShares S&P 500 Growth ETF | $4.1M | 0.6% | 29,142 |
| USXFiShares ESG Advanced MSCI USA ETF | $3.9M | 0.6% | 57,444 |
| PIMCO EQUITY SER | $3.9M | 0.6% | 79,152 |
| VTVVanguard Value ETF | $3.6M | 0.6% | 16,881 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $3.6M | 0.6% | 30,463 |
| DBX ETF TR | $3.5M | 0.5% | 49,544 |
| IVEiShares S&P 500 Value ETF | $2.9M | 0.5% | 12,828 |
| IWBiShares Russell 1000 ETF | $2.5M | 0.4% | 6,067 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $2.4M | 0.4% | 101,973 |
| IWDiShares Russell 1000 Value ETF | $2.3M | 0.4% | 9,334 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $2.1M | 0.3% | 76,358 |
| SHViShares 0-1 Year Treasury Bond ETF | $1.9M | 0.3% | 17,345 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $1.9M | 0.3% | 79,877 |
| SCHXSchwab U.S. Large-Cap ETF | $1.8M | 0.3% | 60,666 |
| ISHARES TR | $1.8M | 0.3% | 16,659 |
| JPMJPMorgan Chase & Co | $1.4M | 0.2% | 4,218 |
| IYYISHARES TR | $1.2M | 0.2% | 6,310 |
| BRK.BBerkshire Hathaway Inc | $1.1M | 0.2% | 2,242 |
| JNJJohnson & Johnson | $996K | 0.2% | 3,762 |
| METAMeta Platforms Inc | $993.5K | 0.2% | 1,369 |
| IEIiShares 3-7 Year Treasury Bond ETF | $899K | 0.1% | 7,925 |
| MSFTMicrosoft Corp | $792.9K | 0.1% | 1,545 |
| GOOGAlphabet Inc | $754.4K | 0.1% | 2,214 |
| IWYiShares Russell Top 200 Growth ETF | $712.2K | 0.1% | 2,415 |
| USFRWISDOMTREE TR | $680.3K | 0.1% | 13,500 |
| GOOGLAlphabet Inc | $654.4K | 0.1% | 1,902 |
| SCHDSchwab US Dividend Equity ETF | $646K | 0.1% | 19,860 |
| IWXiShares Russell Top 200 Value ETF | $639.2K | 0.1% | 5,836 |
| AMGNAmgen Inc | $586.3K | 0.1% | 1,391 |
| NVDANVIDIA Corp | $520.4K | 0.1% | 2,278 |
| AMZNAmazon.com Inc | $515.7K | 0.1% | 2,070 |
| XOMExxonmobil Holdings Corp | $491.5K | 0.1% | 3,020 |
| IUSGiShares Core S&P U.S. Growth ETF | $478.2K | 0.1% | 2,468 |
| LLYEli Lilly and Co | $464K | 0.1% | 401 |
| AVGOBroadcom Inc | $459.4K | 0.1% | 1,308 |
| FIRST TR EXCHANGE-TRADED FD | $451.4K | 0.1% | 2,774 |
| TSLATesla Inc | $401.3K | 0.1% | 1,131 |
| PIMCO DYNAMIC INCOME FD | $389.1K | 0.1% | 27,735 |
| MARMarriott International Inc | $343.2K | 0.1% | 965 |
| NFLXNetflix Inc | $333.1K | 0.1% | 4,788 |
| VGTVanguard Information Tech ETF | $319.1K | 0.0% | 2,539 |
| ALLAllstate Corp | $310.8K | 0.0% | 1,401 |
| IWLiShares Russell Top 200 ETF | $307.9K | 0.0% | 1,619 |
| ISHARES TR | $296.8K | 0.0% | 3,790 |
| PFFiShares Preferred and Income Securities ETF | $275.6K | 0.0% | 9,342 |
| CSCOCisco Systems Inc | $274.7K | 0.0% | 2,552 |
| ADPAutomatic Data Processing Inc | $269.7K | 0.0% | 1,045 |
| PMPhilip Morris International Inc | $268.7K | 0.0% | 1,408 |
| COPConocoPhillips | $266.4K | 0.0% | 2,129 |
| VZVerizon Communications Inc | $264.5K | 0.0% | 5,766 |
| TAT&T Inc | $255.7K | 0.0% | 10,478 |
| CVXChevron Corp | $242.2K | 0.0% | 1,186 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $237.3K | 0.0% | 3,642 |
| IBITiShares Bitcoin Trust ETF | $237.3K | 0.0% | 5,012 |
| IJRiShares Core S&P Small-Cap ETF | $232.4K | 0.0% | 1,708 |
| ORCLOracle Corp | $225.9K | 0.0% | 1,645 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $225.2K | 0.0% | 2,185 |
| INTCIntel Corp | $222.2K | 0.0% | 1,848 |
| EMREmerson Electric Co | $210.9K | 0.0% | 1,360 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $200K | 0.0% | 3,530 |
| NUVEEN NY AMT FREE | $162.3K | 0.0% | 17,565 |
| PGXInvesco Preferred ETF | $151.7K | 0.0% | 15,069 |
| NUVEEN MUN HIGH INCOME OPPOR | $98.2K | 0.0% | 10,957 |
| GLOBAL X FDS | $96.4K | 0.0% | 10,628 |
Quarter ending 2026-09-30.
Follow GenWealth Group, Inc. by email
GenWealth Group, Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.