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CIK: 0001713678
Total reported value
$641.8M
$641.8M
83 檔
36.7%
In Q4 2025, GenWealth Group, Inc.'s U.S. equity holdings reached a combined market value of $641.8M, distributed across 83 disclosed stock positions.
In Q4 2025, GenWealth Group, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.93% | -1.94% | -4.50% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.56% | +0.23% | +6.64% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.62% | +0.60% | +3.45% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.51% | -0.48% | +10.77% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.52% | +0.39% | +5.95% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.91% | +4.75% | NEW | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.87% | +4.66% | NEW | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.65% | +4.84% | +4.93% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.45% | +4.36% | +5.83% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.33% | +4.38% | NEW | |
| 11 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.36% | -0.17% | +9.88% | |
| 12 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 2.77% | -0.17% | -22.34% | |
| 13 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 2.56% | -0.16% | -9.07% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | +0.08% | -0.71% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.08% | +0.20% | +1.12% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.05% | -0.05% | +3.77% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | +0.06% | -0.15% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.73% | +0.22% | +98.92% | |
| 19 | QLD | Proshares Ultra Qqq | ETF-Other | 1.67% | +0.57% | +98.95% | |
| 20 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.64% | +0.21% | +105.80% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.14% | — | +1446.77% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.01% | +0.02% | -0.13% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.02% | +90.38% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | +0.06% | -0.92% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | +0.04% | -1.34% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.02% | -0.79% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.64% | +0.05% | -0.92% | |
| 28 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.62% | +0.01% | -1.08% | |
| 29 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.56% | +0.05% | -0.09% | |
| 30 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | -2.80% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.05% | -0.13% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | — | +15.87% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | +0.02% | -0.25% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.40% | -0.04% | +1.32% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.37% | -0.04% | +2.67% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | -0.02% | +13.38% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.30% | +0.05% | -2.73% | |
| 39 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.29% | -0.02% | -1.62% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.26% | +0.04% | -3.03% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | +8.11% | |
| 42 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.24% | -0.01% | — | |
| 43 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.18% | +0.01% | — | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | -0.52% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | +4.87% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.15% | -0.01% | -5.69% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.01% | +7.96% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.02% | +23.58% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.01% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.01% | +115.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLH | Ishares 10-20 Year Treasury | +1.1% | +1446.77% | Add |
| 2 | AAPL | Apple Inc | +0.4% | +90.38% | Add |
| 3 | SCHV | Schwab US Large-cap Value | +0.2% | +6.64% | Add |
| 4 | IAU | Ishares Gold Trust | +0.2% | -4.50% | Trim |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +6.44% | Add |
| 6 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +10.77% | Add |
| 7 | DDM | Proshares Ultra Dow30 | +0.1% | +105.80% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +115.32% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.95% | Add |
| 10 | VTV | Vanguard Value ETF | +0.1% | +15.87% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.48% | Add |
| 12 | GOOG | Alphabet Inc-cl C | 0% | +38.28% | Add |
| 13 | LLY | Eli Lilly & Co | 0% | +43.21% | Add |
| 14 | TSLA | Tesla Inc | 0% | +39.43% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | +5.83% | Add |
| 16 | USFR | Wisdomtree Floating Rate Tre | 0% | +27.68% | Add |
| 17 | IWP | Ishares Russell Mid-cap Grow | 0% | +9.68% | Add |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +13.38% | Add |
| 19 | JPM | Jpmorgan Chase & Co | 0% | +8.11% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +7.96% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +23.58% | Add |
| 22 | MAR | Marriott International -cl A | 0% | +19.58% | Add |
| 23 | AMGN | Amgen Inc | 0% | +5.17% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.93% | Add |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +3.77% | Add |
| 26 | XOM | Exxon Mobil CORP | 0% | -27.09% | Trim |
| 27 | MSFT | Microsoft CORP | 0% | -7.89% | Trim |
| 28 | IWB | Ishares Russell 1000 ETF | 0% | -0.25% | Trim |
| 29 | RAFE | Pimco Rafi Esg US ETF | 0% | -1.08% | Trim |
| 30 | IVE | Ishares S&p 500 Value ETF | 0% | -0.13% | Trim |
| 31 | VGLT | Vanguard Long-term Treasury | 0% | +9.88% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.79% | Trim |
| 33 | USXF | Ishares Esg Advance Msci USA | 0% | -0.92% | Trim |
| 34 | OEF | Ishares S&p 100 ETF | -0.1% | -0.13% | Trim |
| 35 | SSO | Proshares Ultra S&p500 | -0.1% | +98.92% | Add |
| 36 | QLD | Proshares Ultra Qqq | -0.1% | +98.95% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.15% | Trim |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +1.12% | Add |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -0.71% | Trim |
| 40 | VUG | Vanguard Growth ETF | -0.3% | +3.45% | Add |
| 41 | USDU | Wisdomtree Bbg Usd Bullish | -0.6% | -9.07% | Trim |
| 42 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -1.4% | -22.34% | Trim |
| 43 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 44 | NVDA | Nvidia CORP | — | NEW | New buy |
| 45 | NFLX | Netflix Inc | — | NEW | New buy |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 48 | PM | Philip Morris International | — | NEW | New buy |
| 49 | BAC | Bank Of America CORP | — | NEW | New buy |
| 50 | COST | Costco Wholesale CORP | — | NEW | New buy |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.8M across 83 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHV, VUG) accounted for 36.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $2.4M
Top Position Liquidated / Trimmed
IAU
前期市值: $52.4M
During Q4 2025, GenWealth Group, Inc.'s top holdings by market value included IAU (9.9%)、SCHV (8.6%)、VUG (7.6%). The largest single position, IAU, represented 9.9% of total portfolio value.
In Q4 2025, GenWealth Group, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 29 positions, trimming 13 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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