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GenWealth Group

Latest statistics and disclosures from GenWealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, SCHV, VUG, IEF, VOO, and represent 39.89% of GenWealth Group's stock portfolio.
Added to shares of these 10 stocks: IAU (+$7.0M), IEF, ZROZ, VGLT, SPYM, XOM, IVV, VOO, IJH, DIA.
Started 4 new stock positions in CVX, EMR, XOM, IBIT.
Reduced shares in these 10 stocks: QQQ, VUG, QLD, SCHV, SPY, , RAFE, SSO, NVDA, DDM.
Sold out of its positions in BAC, CAT, Exxon Mobil Corporation, MCD, VTI.
GenWealth Group was a net buyer of stock by $7.2M.
GenWealth Group has $641M in assets under management (AUM), dropping by -0.08%.
Central Index Key (CIK): 0001713678

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Portfolio Holdings for GenWealth Group

GenWealth Group holds 88 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	8.8	$57M	+14%	727k	78.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.6	$55M		1.7M	33.31	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	8.0	$51M	-2%	569k	90.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	7.4	$48M	+4%	532k	89.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.1	$45M		65k	700.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$30M	-4%	41k	739.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$30M		39k	765.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	4.5	$29M		210k	137.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$28M		393k	71.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	4.3	$28M		54k	508.55	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	3.7	$24M	+8%	441k	53.92	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.5	$23M	+8%	449k	50.14	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	3.3	$21M		781k	26.97	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.5	$16M	+3%	177k	89.76	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.3	$15M		118k	123.08	View chart
Spdr Series Trust St Str P500val (SPYV)	2.0	$13M		213k	61.13	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.9	$12M	-7%	125k	95.65	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.8	$11M	-3%	164k	69.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$11M	-4%	14k	762.63	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	1.5	$9.8M	-2%	161k	61.20	View chart
Apple (AAPL)	1.0	$6.5M		20k	333.03	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$6.1M	-3%	16k	382.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$4.4M		123k	35.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$4.4M		35k	125.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$4.1M		29k	142.26	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$3.9M	-6%	57k	68.06	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.6	$3.9M	-8%	79k	49.21	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.6	$3.6M		17k	216.09	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$3.6M		31k	116.97	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.5	$3.5M	-4%	50k	69.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.9M		13k	228.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$2.5M	-2%	6.1k	416.13	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$2.4M		102k	23.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$2.3M		9.3k	247.93	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.3	$2.1M	+15%	76k	27.28	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$1.9M		17k	110.32	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.3	$1.9M		80k	23.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.8M		61k	30.00	View chart
Ishares Tr Morningstar Valu (ILCV)	0.3	$1.8M		17k	105.34	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M		4.2k	330.83	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$1.2M		6.3k	185.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M		2.2k	497.95	View chart
Johnson & Johnson (JNJ)	0.2	$996k		3.8k	264.74	View chart
Meta Platforms Cl A (META)	0.2	$994k		1.4k	725.71	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$899k		7.9k	113.44	View chart
Microsoft Corporation (MSFT)	0.1	$793k	+14%	1.5k	513.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$754k	-4%	2.2k	340.74	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$712k	-5%	2.4k	294.91	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$680k		14k	50.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$654k		1.9k	344.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$646k	+28%	20k	32.53	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$639k		5.8k	109.53	View chart
Amgen (AMGN)	0.1	$586k	-2%	1.4k	421.51	View chart
NVIDIA Corporation (NVDA)	0.1	$520k	-40%	2.3k	228.44	View chart
Amazon (AMZN)	0.1	$516k	-12%	2.1k	249.15	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$492k	NEW	3.0k	162.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$478k		2.5k	193.75	View chart
Eli Lilly & Co. (LLY)	0.1	$464k		401.00	1157.08	View chart
Broadcom (AVGO)	0.1	$459k		1.3k	351.19	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$451k	-7%	2.8k	162.73	View chart
Tesla Motors (TSLA)	0.1	$401k	-20%	1.1k	354.81	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$389k	+2%	28k	14.03	View chart
Marriott Intl Cl A (MAR)	0.1	$343k		965.00	355.67	View chart
Netflix (NFLX)	0.1	$333k	-8%	4.8k	69.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$319k		2.5k	125.67	View chart
Allstate Corporation (ALL)	0.0	$311k		1.4k	221.86	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$308k	-14%	1.6k	190.16	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$297k		3.8k	78.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$276k		9.3k	29.50	View chart
Cisco Systems (CSCO)	0.0	$275k		2.6k	107.63	View chart
Automatic Data Processing (ADP)	0.0	$270k	-6%	1.0k	258.06	View chart
Philip Morris International (PM)	0.0	$269k		1.4k	190.82	View chart
ConocoPhillips (COP)	0.0	$266k		2.1k	125.15	View chart
Verizon Communications (VZ)	0.0	$265k	-9%	5.8k	45.87	View chart
At&t (T)	0.0	$256k	-21%	11k	24.40	View chart
Chevron Corporation (CVX)	0.0	$242k	NEW	1.2k	204.21	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$237k	+9%	3.6k	65.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$237k	NEW	5.0k	47.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$232k		1.7k	136.08	View chart
Oracle Corporation (ORCL)	0.0	$226k		1.6k	137.30	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$225k		2.2k	103.05	View chart
Intel Corporation (INTC)	0.0	$222k	-2%	1.8k	120.26	View chart
Emerson Electric (EMR)	0.0	$211k	NEW	1.4k	155.10	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$200k		3.5k	56.66	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.0	$162k		18k	9.24	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$152k		15k	10.07	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$98k		11k	8.96	View chart
Global X Fds Glbx Suprinc Etf (SPFF)	0.0	$96k		11k	9.07	View chart

Past Filings by GenWealth Group

SEC 13F filings are viewable for GenWealth Group going back to 2017

GenWealth Group 2026 Q3 filed Oct. 16, 2026
GenWealth Group 2026 Q2 filed July 10, 2026
GenWealth Group 2026 Q1 filed May 11, 2026
GenWealth Group 2025 Q4 filed Jan. 12, 2026
GenWealth Group 2025 Q3 filed Nov. 14, 2025
GenWealth Group 2025 Q2 filed July 16, 2025
GenWealth Group 2025 Q1 filed April 10, 2025
GenWealth Group 2024 Q4 filed Jan. 15, 2025
GenWealth Group 2024 Q3 filed Oct. 11, 2024
GenWealth Group 2024 Q2 filed July 17, 2024
GenWealth Group 2024 Q1 filed April 11, 2024
GenWealth Group 2023 Q4 filed Jan. 11, 2024
GenWealth Group 2023 Q3 filed Nov. 13, 2023
GenWealth Group 2023 Q2 filed July 13, 2023
GenWealth Group 2023 Q1 filed April 11, 2023
GenWealth Group 2022 Q4 filed Jan. 19, 2023

View all past filings

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