GenWealth Group, Inc. — Q1 2026 13F Holdings

Name: GenWealth Group, Inc. — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001713678

Total reported value

$641.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	14.07%	-14.07%	EXIT
2	IAU	Ishares Gold Trust	ETF-Commodities	9.43%	-1.94%	-9.16%
3	SCHV	Schwab US Large-cap Value	ETF-Other	8.89%	+0.23%	+3.37%
4	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	8.57%	-8.57%	EXIT
5	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	7.99%	-0.48%	+7.02%
6	VUG	Vanguard Growth ETF	ETF-Other	7.23%	+0.60%	+6.05%
7	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.46%	+0.39%	+5.07%
8	ZROZ	Pimco 25+ Yr Zero Cpn US Tif	ETF-Other	4.23%	-0.17%	+52.57%
9	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	3.73%	-0.17%	+11.57%
10	USDU	Wisdomtree Bbg Usd Bullish	ETF-Other	3.42%	-0.16%	+30.82%
11	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	2.25%	+0.08%	+5.78%
12	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	2.09%	-0.05%	+4.06%
13	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	1.99%	+0.20%	+4.72%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.65%	+0.06%	-0.47%
15	SSO	Proshares Ultra S&p500	ETF-Other	1.55%	+0.22%	+2.87%
16	DDM	Proshares Ultra Dow30	ETF-Other	1.47%	+0.21%	+3.45%
17	QLD	Proshares Ultra Qqq	ETF-Other	1.46%	+0.57%	+3.59%
18	OEF	Ishares S&p 100 ETF	ETF-Other	0.92%	+0.02%	-0.73%
19	AAPL	Apple INC	Stock-Tech	0.87%	+0.02%	+0.25%
20	RAFE	Pimco Rafi Esg US ETF	ETF-Other	0.64%	+0.01%	+6.06%
21	IWF	Ishares Russell 1000 Growth	ETF-Other	0.63%	+0.06%	-0.09%
22	USXF	Ishares Esg Advance Msci USA	ETF-Other	0.61%	+0.05%	+2.22%
23	SCHG	Schwab US Large-cap Growth	ETF-Other	0.61%	+0.04%	-0.02%
24	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.61%	+0.02%	-0.02%
25	VTV	Vanguard Value ETF	ETF-Other	0.56%	—	+16.98%
26	SNPE	Xtrckr S&p 500 Scor&scrn ETF	ETF-Large Cap & Growth	0.54%	+0.02%	+5.21%
27	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.51%	—	-0.15%
28	ILCG	Ishares Morningstar Growth E	ETF-Other	0.51%	+0.05%	-0.51%
29	SCHR	Schwab Intermediate-term US	ETF-Other	0.43%	—	+8.38%
30	IWB	Ishares Russell 1000 ETF	ETF-Other	0.38%	+0.02%	-0.11%
31	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	ETF-Other	0.36%	—	-1.26%
32	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.32%	—	-3.05%
33	IWD	Ishares Russell 1000 Value E	ETF-Other	0.30%	+0.05%	-0.43%
34	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	0.30%	—	+24.10%
35	ILCV	Ishares Morningstar Value Et	ETF-Other	0.28%	—	-0.17%
36	SCHX	Schwab US Large-cap ETF	ETF-Other	0.24%	+0.04%	-1.23%
37	JPM	Jpmorgan Chase & Co	Stock-Financials	0.22%	—	+0.23%
38	IYY	Ishares Dow Jones U.s. ETF	ETF-Other	0.17%	—	—
39	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.16%	-0.16%	EXIT
40	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.16%	—	-0.26%
41	JNJ	Johnson & Johnson	Stock-Healthcare	0.16%	—	-0.57%
42	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.15%	+0.02%	+41.48%
43	META	Meta Platforms Inc-class A	Stock-Comm Services	0.14%	—	—
44	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.13%	—	-0.42%
45	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.12%	—	+25.07%
46	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.12%	—	+30.50%
47	NVDA	Nvidia CORP	Stock-Tech	0.11%	—	+15.38%
48	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.10%	—	-0.20%
49	IWX	Ishares Russell Top 200 Valu	ETF-Other	0.09%	—	—
50	XOM	Exxon Mobil CORP	Stock-Energy	0.09%	—	+14.68%

1–50 of 85

Holding changes this quarter

Position changes disclosed by GenWealth Group, Inc. for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ZROZ	Pimco 25+ Yr Zero Cpn US Tif	+1.5%	+52.57%	Add
2	USDU	Wisdomtree Bbg Usd Bullish	+0.9%	+30.82%	Add
3	IEF	Ishares 7-10 Year Treasury B	+0.5%	+7.02%	Add
4	VGLT	Vanguard Long-term Treasury	+0.4%	+11.57%	Add
5	SCHV	Schwab US Large-cap Value	+0.3%	+3.37%	Add
6	VTV	Vanguard Value ETF	+0.1%	+16.98%	Add
7	SPTI	Ss Spdr P Int Term Tsy ETF	+0.1%	+24.10%	Add
8	BRK-B	Berkshire Hathaway Inc-cl B	0%	+41.48%	Add
9	SPYV	Ss Spdr P S&p 500 Value ETF	0%	+4.06%	Add
10	XOM	Exxon Mobil CORP	0%	+14.68%	Add
11	SCHR	Schwab Intermediate-term US	0%	+8.38%	Add
12	JNJ	Johnson & Johnson	0%	-0.57%	Trim
13	USFR	Wisdomtree Floating Rate Tre	0%	+25.07%	Add
14	JPM	Jpmorgan Chase & Co	0%	+0.23%	Add
15	AAPL	Apple INC	0%	+0.25%	Add
16	META	Meta Platforms Inc-class A	0%	—	Unchanged
17	SCHX	Schwab US Large-cap ETF	0%	-1.23%	Trim
18	USXF	Ishares Esg Advance Msci USA	0%	+2.22%	Add
19	IWB	Ishares Russell 1000 ETF	0%	-0.11%	Trim
20	ILCG	Ishares Morningstar Growth E	-0.1%	-0.51%	Trim
21	VOO	Vanguard S&p 500 ETF	-0.1%	+5.07%	Add
22	IVW	Ishares S&p 500 Growth ETF	-0.1%	-0.02%	Trim
23	IWF	Ishares Russell 1000 Growth	-0.1%	-0.09%	Trim
24	SCHG	Schwab US Large-cap Growth	-0.1%	-0.02%	Trim
25	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.1%	+4.72%	Add
26	OEF	Ishares S&p 100 ETF	-0.1%	-0.73%	Trim
27	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-0.47%	Trim
28	DDM	Proshares Ultra Dow30	-0.2%	+3.45%	Add
29	SSO	Proshares Ultra S&p500	-0.2%	+2.87%	Add
30	QLD	Proshares Ultra Qqq	-0.2%	+3.59%	Add
31	VUG	Vanguard Growth ETF	-0.4%	+6.05%	Add
32	IAU	Ishares Gold Trust	-0.5%	-9.16%	Trim
33	IVV	Ishares Core S&p 500 ETF	-4.4%	-97.96%	Trim
34	QQQ	Invesco Qqq Trust Series 1	-4.6%	-98.08%	Trim
35	SHY	Ishares 1-3 Year Treasury Bo	—	NEW	New buy
36	TLT	Ishares 20+ Year Treasury Bd	—	NEW	New buy
37	IWP	Ishares Russell Mid-cap Grow	—	EXIT	Sold out
38	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
39	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	Sold out
40	TLH	Ishares 10-20 Year Treasury	—	EXIT	Sold out
41	SGOV	Ishares 0-3 Month Treasury B	—	EXIT	Sold out
42	PLTR	Palantir Technologies Inc-a	—	NEW	New buy
43	PDI	Pimco Dynamic Income Fund	—	NEW	New buy
44	CVX	Chevron CORP	—	NEW	New buy
45	PFE	Pfizer INC	—	NEW	New buy
46	BAC	Bank Of America CORP	—	EXIT	Sold out
47	ROKU	Roku INC	—	NEW	New buy
48	EMR	Emerson Electric Co	—	EXIT	Sold out
49	NRK	Nuveen Ny Amt-fr Muni INC	—	NEW	New buy
50	RCAT	Red Cat Holdings INC	—	NEW	New buy