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CIK: 0001713678
Total reported value
$641.8M
$641.8M
70 檔
30.4%
During the Q2 2025 filing period, GenWealth Group, Inc. (CIK: 0001713678) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $641.8M across 70 reported positions.
In Q2 2025, GenWealth Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.62% | -1.94% | -13.86% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.58% | +0.23% | +7.29% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.13% | +0.60% | +7.43% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.50% | -0.48% | +1.91% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.58% | +0.39% | +10.93% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 5.38% | +4.75% | NEW | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.14% | +4.66% | NEW | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.58% | +4.84% | +4811.68% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.38% | +4.36% | +4455.54% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.21% | +4.38% | NEW | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 3.99% | -0.17% | +0.94% | |
| 12 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 3.07% | -0.16% | +1.26% | |
| 13 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.04% | -0.17% | +6.14% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.51% | +0.08% | +1.74% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.25% | +0.20% | +2.25% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | -0.05% | +2.87% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | +0.06% | -0.80% | |
| 18 | QLD | Proshares Ultra Qqq | ETF-Other | 1.89% | +0.57% | +23.11% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.79% | +0.22% | +13.39% | |
| 20 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.51% | +0.21% | +7.91% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.09% | +0.02% | +0.16% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | +0.06% | -0.89% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.75% | +0.04% | +8.05% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.02% | -0.28% | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.69% | +0.05% | +1.75% | |
| 26 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.64% | +0.01% | +3.33% | |
| 27 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.63% | +0.05% | — | |
| 28 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | +3.46% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.05% | -0.49% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.02% | +3.04% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.45% | -0.04% | +1.44% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.44% | +0.02% | -0.23% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.42% | -0.04% | +4.50% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | — | +14.80% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.36% | -0.02% | +0.68% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.30% | -0.02% | -2.63% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.30% | +0.05% | -12.09% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | +0.04% | +25.71% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.28% | -0.01% | -3.74% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | +13.42% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.02% | — | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.19% | -0.01% | -7.39% | |
| 43 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.18% | +0.01% | -8.42% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.17% | -0.01% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.01% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | -1.90% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.02% | -0.92% | |
| 48 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.10% | +0.01% | — | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.09% | — | -8.34% | |
| 50 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.09% | — | -3.44% |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.8M across 70 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHV, VUG) accounted for 30.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWP
市值: $26.7M
Top Position Liquidated / Trimmed
TLT
前期市值: $58.9M
During Q2 2025, GenWealth Group, Inc.'s top holdings by market value included IAU (8.6%)、SCHV (8.6%)、VUG (8.1%). The largest single position, IAU, represented 8.6% of total portfolio value.
In Q2 2025, GenWealth Group, Inc. made 45 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 8 holdings, and fully liquidating 7 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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