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CIK: 0001713678
Total reported value
$641.8M
$641.8M
75 檔
33.4%
According to the latest 13F quarterly dataset, GenWealth Group, Inc. managed an equity portfolio of $641.8M at the end of Q3 2025, spanning 75 distinct U.S. exchange-listed positions.
In Q3 2025, GenWealth Group, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.77% | -1.94% | +5.13% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.38% | +0.23% | +0.51% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.87% | +0.60% | -4.09% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.41% | -0.48% | +6.25% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.47% | +0.39% | -1.24% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.90% | +4.75% | NEW | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.83% | +4.66% | NEW | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.66% | +4.84% | +1.10% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | +4.36% | +1.68% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.17% | +4.38% | NEW | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 4.13% | -0.17% | +10.38% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.40% | -0.17% | +19.71% | |
| 13 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 3.14% | -0.16% | +8.20% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.39% | +0.08% | -4.41% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.18% | +0.20% | -4.24% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | -0.05% | +2.72% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | +0.06% | -2.23% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.79% | +0.22% | -5.99% | |
| 19 | QLD | Proshares Ultra Qqq | ETF-Other | 1.74% | +0.57% | -14.81% | |
| 20 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.55% | +0.21% | +1.91% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.06% | +0.02% | -3.83% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | +0.06% | -4.43% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.74% | +0.04% | -2.09% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.02% | -3.14% | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.68% | +0.05% | +1.49% | |
| 26 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.65% | +0.01% | +2.88% | |
| 27 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.61% | +0.05% | -2.29% | |
| 28 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | +0.14% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.05% | -1.20% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.02% | -4.51% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | +0.02% | -1.19% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.43% | -0.04% | +2.81% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | — | +3.14% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.40% | -0.04% | -0.07% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.32% | -0.02% | -2.17% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.32% | +0.05% | +11.19% | |
| 37 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.30% | -0.02% | -1.01% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | +0.04% | -3.02% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.26% | -0.01% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | -1.17% | |
| 41 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.19% | +0.01% | +6.42% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | -14.97% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.18% | -0.01% | -0.33% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.17% | -0.01% | -2.22% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.01% | +0.11% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.01% | -3.31% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | +0.02% | — | |
| 48 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.10% | +0.01% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.08% | -0.01% | +38.57% |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.8M across 75 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHV, VUG) accounted for 33.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWP
市值: $26.3M
Top Position Liquidated / Trimmed
TLT
前期市值: $58.9M
During Q3 2025, GenWealth Group, Inc.'s top holdings by market value included IAU (9.8%)、SCHV (8.4%)、VUG (7.9%). The largest single position, IAU, represented 9.8% of total portfolio value.
In Q3 2025, GenWealth Group, Inc. made 49 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 6 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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