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CIK: 0001713678
Total reported value
$641.3M
$641.3M
89 檔
38.8%
At the close of Q2 2026, GenWealth Group, Inc. disclosed equity holdings valued at approximately $641.3M, spread across 89 reported holdings.
In Q2 2026, GenWealth Group, Inc. adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHV, VUG, IEF) accounted for 38.8% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 9.12% | -0.53% | -1.28% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.83% | +0.16% | +503.13% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.51% | -0.10% | +4.23% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 7.49% | +1.36% | +1.81% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.85% | +0.21% | +1.35% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.92% | -0.18% | +5010.25% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.75% | -0.24% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.66% | -0.25% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.45% | +0.17% | +4869.88% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.38% | -0.06% | — | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 4.06% | -0.35% | +5.31% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.56% | -0.05% | +5.20% | |
| 13 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 3.26% | +0.02% | +2.94% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.33% | +0.14% | -1.21% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.06% | -0.37% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.04% | -0.01% | -0.33% | |
| 17 | QLD | Proshares Ultra Qqq | ETF-Other | 2.03% | -0.17% | -3.57% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.77% | — | -3.62% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.04% | -1.23% | |
| 20 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.68% | -0.15% | -0.42% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.94% | +0.01% | -2.65% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.12% | -1.41% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | -0.01% | +308.05% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.66% | -0.05% | -5.91% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | +0.04% | -0.12% | |
| 26 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.65% | -0.04% | -3.85% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | -6.48% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.01% | +0.08% | |
| 29 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | -1.99% | |
| 30 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.56% | — | -2.35% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | — | -8.60% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | -0.01% | -0.92% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.39% | -0.01% | +1.43% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | +0.01% | +15.25% | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.32% | -0.02% | -1.05% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.30% | — | +0.65% | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.29% | +0.03% | +9.24% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | — | +11.19% | |
| 39 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.26% | +0.01% | -4.05% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | -1.59% | |
| 41 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.18% | — | -0.91% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +19.51% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | +0.01% | -0.39% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.15% | -0.01% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | -0.01% | -4.11% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | +0.03% | -2.14% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | -0.04% | +0.03% | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.12% | -0.01% | -16.27% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.11% | — | -4.18% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | -0.01% | -3.16% |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.3M across 89 disclosed positions in Q2 2026.
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Top New Position Initiated
IWP
市值: $30.5M
Top Position Liquidated / Trimmed
SHY
前期市值: $82.3M
During Q2 2026, GenWealth Group, Inc.'s top holdings by market value included SCHV (9.1%)、VUG (7.8%)、IEF (7.5%). The largest single position, SCHV, represented 9.1% of total portfolio value.
In Q2 2026, GenWealth Group, Inc. made 83 total portfolio adjustments, initiating 13 new buys, adding to 21 positions, trimming 40 holdings, and fully liquidating 9 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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