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CIK: 0002023375
Total reported value
$359.7M
$359.7M
642 檔
12.4%
At the close of Q2 2025, Gen-Wealth Partners Inc disclosed equity holdings valued at approximately $359.7M, spread across 642 reported holdings.
During Q2 2025, Gen-Wealth Partners Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 642 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.16% | +3.16% | -29.26% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.17% | -1.13% | +39.22% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.10% | +0.29% | +2.40% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.98% | +0.45% | -10.74% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.87% | -1.10% | +7.08% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.25% | +3.76% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.16% | -0.21% | +5.01% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.88% | +0.12% | +93.20% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.46% | +0.06% | +1.89% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.43% | -0.27% | +310.52% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.25% | -1.81% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.07% | -1.44% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.14% | -0.01% | -12.07% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.10% | +5.64% | |
| 15 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.07% | — | EXIT | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.03% | +0.02% | -8.66% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | +0.36% | +3.05% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 0.91% | -0.11% | +9.73% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.89% | -0.02% | +15.39% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.86% | -0.04% | +2.99% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.14% | +0.03% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.02% | +2.03% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.18% | -3.35% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.03% | -3.42% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.02% | +15.41% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | -0.11% | -1.74% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.75% | -0.04% | +2.46% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.71% | -0.01% | +4.64% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.71% | +0.05% | -1.86% | |
| 30 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.71% | +0.04% | +1.05% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.31% | +7.69% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.67% | -0.04% | -16.43% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.15% | -1.24% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.05% | -9.12% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | +0.08% | +1.76% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.66% | +0.27% | -10.23% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | +0.01% | +5.08% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | -0.05% | +3.83% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.61% | -0.03% | -7.82% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.02% | +2.80% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.61% | +0.05% | +2.56% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.59% | -0.12% | +6.25% | |
| 43 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.59% | -0.16% | +93.45% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.20% | +1.18% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.06% | +2.67% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.56% | -0.03% | +7.83% | |
| 47 | FDS | Factset Research Systems Inc | Stock-Financials | 0.56% | -0.01% | +6.27% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.75% | EXIT | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.55% | -0.07% | +9.88% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.55% | — | -3.50% |
According to official SEC Form 13F filings, Gen-Wealth Partners Inc reported a total U.S. public equity portfolio value of $359.7M across 642 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, EFV, DYNF) accounted for 12.4% of total reported equity market value during Q2 2025.
During Q2 2025, Gen-Wealth Partners Inc's top holdings by market value included SPYM (5.2%)、EFV (3.2%)、DYNF (3.1%). The largest single position, SPYM, represented 5.2% of total portfolio value.
In Q2 2025, Gen-Wealth Partners Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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