GenWealth Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, GenWealth Group, Inc. held in its portfolio 79 assets valued at $586,499,490 (i.e. $586.50M).
The most valuable assets in the portfolio included: ISHARES GOLD TR ($58.24M), SCHWAB STRATEGIC TR ($50.23M), and VANGUARD INDEX FDS ($44.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GenWealth Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GOLD TR | 688253 | 58239969 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 1647900 | 50227977 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 91201 | 44709224 | GROWTH ETF |
| ISHARES TR | 457196 | 44027933 | 7-10 YR TRSY BD |
| SPDR SERIES TRUST | 614185 | 41081877 | STATE STREET SPD |
| VANGUARD INDEX FDS | 60137 | 38259568 | S&P 500 ETF SHS |
| ISHARES TR | 202807 | 28774257 | RUS MD CP GR ETF |
| ISHARES TR | 415644 | 28579681 | CORE S&P MCP ETF |
| INVESCO QQQ TR | 43713 | 27251422 | UNIT SER 1 |
| ISHARES TR | 37598 | 26126544 | CORE S&P500 ETF |
| SPDR DOW JONES INDL AVERAGE | 51376 | 25411115 | UT SER 1 |
| VANGUARD SCOTTSDALE FDS | 353013 | 19712257 | LONG TERM TREAS |
| PIMCO ETF TR | 253170 | 16240880 | 25YR+ ZERO U S |
| WISDOMTREE TR | 580385 | 14985541 | BLMBG US BULL |
| SPDR S&P 500 ETF TR | 14922 | 10323189 | TR UNIT |
| PROSHARES TR | 170235 | 10140922 | PSHS ULT S&P 500 |
| PROSHARES TR | 135127 | 9791309 | PSHS ULTRA QQQ |
| PROSHARES TR | 159954 | 9619630 | PSHS ULTRA DOW30 |
| ISHARES TR | 65413 | 6659683 | 10-20 YR TRS ETF |
| ISHARES TR | 17114 | 5905186 | S&P 100 ETF |
| APPLE INC | 19887 | 5217570 | COM |
| ISHARES TR | 8689 | 4133618 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 123039 | 4040601 | US LCAP GR ETF |
| ISHARES TR | 31552 | 3926962 | S&P 500 GRWT ETF |
| ISHARES TR | 63564 | 3756817 | ESG MSCI USA ETF |
| PIMCO EQUITY SER | 85000 | 3648200 | RAFI ESG US |
| ISHARES TR | 31383 | 3311848 | MORNINGSTAR GRWT |
| DBX ETF TR | 50368 | 3188798 | XTRACKRS S&P 500 |
| ISHARES TR | 14187 | 3068610 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 14178 | 2782904 | VALUE ETF |
| ISHARES TR | 23784 | 2388627 | 0-3 MNTH TREASRY |
| ISHARES TR | 6294 | 2388258 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 92330 | 2317492 | INT-TRM U.S TRES |
| ISHARES TR | 17746 | 1955432 | TRUST ISHARE 0-1 |
| ISHARES TR | 8168 | 1768944 | RUS 1000 VAL ETF |
| ISHARES TR | 17524 | 1681165 | MORNINGSTAR VALU |
| SCHWAB STRATEGIC TR | 55343 | 1513078 | US LRG CAP ETF |
| JPMORGAN CHASE & CO. | 4279 | 1431796 | COM |
| ISHARES TR | 6368 | 1073199 | DOW JONES US ETF |
| ISHARES TR | 7992 | 955124 | 3 7 YR TREAS BD |
| META PLATFORMS INC | 1400 | 924735 | CL A |
| ISHARES TR | 3068 | 850940 | RUS TP200 GR ETF |
| JOHNSON & JOHNSON | 3850 | 788382 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1326 | 661740 | CL B NEW |
| NVIDIA CORPORATION | 3335 | 624495 | COM |
| ALPHABET INC | 1968 | 618621 | CAP STK CL A |
| TESLA INC | 1425 | 616968 | COM |
| ALPHABET INC | 1846 | 580659 | CAP STK CL C |
| WISDOMTREE TR | 11265 | 567193 | FLOATNG RAT TREA |
| ISHARES TR | 5836 | 549868 | RUS TP200 VL ETF |
| NETFLIX INC | 5630 | 510360 | COM |
| MICROSOFT CORP | 1051 | 502914 | COM |
| AMGEN INC | 1445 | 477096 | COM |
| BROADCOM INC | 1350 | 464090 | COM |
| AMAZON COM INC | 1916 | 461622 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3014 | 439110 | NASDAQ-100 SEL |
| ISHARES TR | 2525 | 428972 | CORE S&P US GWT |
| ELI LILLY & CO | 401 | 426680 | COM |
| SCHWAB STRATEGIC TR | 14256 | 400451 | US DIVIDEND EQ |
| ISHARES TR | 2004 | 345590 | RUS TOP 200 ETF |
| ALLSTATE CORP | 1602 | 333088 | COM |
| EXXON MOBIL CORP | 2745 | 332269 | COM |
| AT&T INC | 13410 | 326406 | COM |
| MARRIOTT INTL INC NEW | 965 | 310595 | CL A |
| HONEYWELL INTL INC | 1478 | 302901 | COM |
| ISHARES TR | 9342 | 293806 | PFD AND INCM SEC |
| VERIZON COMMUNICATIONS INC | 6507 | 262238 | COM |
| VANGUARD WORLD FD | 330 | 252942 | INF TECH ETF |
| ORACLE CORP | 1265 | 245094 | COM |
| AUTOMATIC DATA PROCESSING IN | 920 | 240230 | COM |
| PHILIP MORRIS INTL INC | 1408 | 218465 | COM |
| BANK AMERICA CORP | 3740 | 214115 | COM |
| ISHARES TR | 1716 | 213996 | CORE S&P SCP ETF |
| VANGUARD SCOTTSDALE FDS | 3530 | 211835 | INTER TERM TREAS |
| CONOCOPHILLIPS | 2136 | 207427 | COM |
| EMERSON ELEC CO | 1394 | 202994 | COM |
| COSTCO WHSL CORP NEW | 226 | 200937 | COM |
| INVESCO EXCH TRADED FD TR II | 15069 | 170430 | PFD ETF |
| GLOBAL X FDS | 10628 | 102029 | GLBX SUPRINC ETF |
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