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CIK: 0001713678
Total reported value
$641.8M
$641.8M
85 檔
44.6%
The Q1 2026 SEC filing reveals that GenWealth Group, Inc. held a total portfolio value of $641.8M, covering 85 public equity positions.
GenWealth Group, Inc. executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 7 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including SHY, IAU, SCHV) accounted for 44.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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% | -0.05% | -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% | -0.04% | +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% | -0.04% | -1.26% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.32% | -0.02% | -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% | -0.01% | +24.10% | |
| 35 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.28% | -0.02% | -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% | +0.01% | — | |
| 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% | -0.01% | -0.26% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.01% | -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% | -0.02% | — | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.13% | -0.01% | -0.42% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.12% | -0.01% | +25.07% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.01% | +30.50% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.01% | +15.38% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.01% | -0.20% | |
| 49 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.09% | +0.01% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.02% | +14.68% |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.8M across 85 disclosed positions in Q1 2026.
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Top New Position Initiated
SHY
市值: $82.3M
Top Position Liquidated / Trimmed
IWP
前期市值: $28.8M
During Q1 2026, GenWealth Group, Inc.'s top holdings by market value included SHY (14.1%)、IAU (9.4%)、SCHV (8.9%). The largest single position, SHY, represented 14.1% of total portfolio value.
In Q1 2026, GenWealth Group, Inc. made 75 total portfolio adjustments, initiating 9 new buys, adding to 32 positions, trimming 27 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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