Genesis Wealth Advisors, LLC

Institutional manager (13F) · CIK 1637241

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $147M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$23M	35,888
2	VANGUARD STAR FDS	$15M	191,361
3	VANGUARD WELLINGTON FD	$9M	59,399
4	BLACKROCK ETF TRUST	$9M	149,929
5	ISHARES TR	$9M	13,308
6	ISHARES INC	$8M	76,627
7	ISHARES TR	$8M	167,071
8	VANGUARD BD INDEX FDS	$7M	100,876
9	INVESCO EXCH TRD SLF IDX FD	$7M	372,338
10	VANGUARD INTL EQUITY INDEX F	$6M	117,169
11	ISHARES TR	$6M	59,167
12	VANGUARD MALVERN FDS	$4M	89,742
13	SPDR SERIES TRUST	$4M	201,657
14	JOHNSON & JOHNSON	$4M	16,630
15	WORLD GOLD TR	$3M	33,167
16	SPDR GOLD TR	$2M	5,308
17	INVESCO EXCH TRD SLF IDX FD	$2M	111,477
18	APPLE INC	$2M	8,358
19	INVESCO EXCH TRD SLF IDX FD	$2M	100,955
20	ISHARES TR	$2M	17,174
21	INVESCO QQQ TR	$943k	1,634
22	ISHARES TR	$727k	8,034
23	ISHARES TR	$621k	6,251
24	INVESCO EXCH TRD SLF IDX FD	$604k	32,350
25	ISHARES TR	$580k	2,713
26	ISHARES TR	$569k	2,967
27	ISHARES TR	$563k	4,977
28	ISHARES GOLD TR	$558k	6,326
29	ISHARES TR	$547k	3,839
30	META PLATFORMS INC	$544k	950
31	ALPHABET INC	$541k	1,880
32	AMAZON COM INC	$527k	2,532
33	STATE STR SPDR S&P MIDCAP 40	$522k	846
34	MICROSOFT CORP	$513k	1,387
35	ISHARES TR	$492k	3,555
36	ISHARES TR	$477k	9,079
37	CAMBRIA ETF TR	$458k	6,078
38	EASTERN BANKSHARES INC	$415k	21,234
39	MERCK & CO INC	$403k	3,349
40	ISHARES TR	$402k	8,700
41	AGNC INVT CORP	$374k	37,279
42	ISHARES TR	$370k	1,491
43	ISHARES TR	$365k	3,078
44	VANGUARD INTL EQUITY INDEX F	$339k	2,450
45	SIMPLIFY EXCHANGE TRADED FUN	$325k	10,766
46	INVESCO EXCHANGE TRADED FD T	$305k	5,570
47	GE AEROSPACE	$303k	1,068
48	ALPHABET INC	$294k	1,025
49	ISHARES TR	$286k	5,373
50	INVESCO EXCHANGE TRADED FD T	$282k	5,940

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.