Universe · entity
GenWealth Group, Inc.
Institutional manager (13F) · CIK 1713678
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $573M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $82M | 996,294 |
| 2 | ISHARES GOLD TR | $55M | 625,200 |
| 3 | SCHWAB STRATEGIC TR | $52M | 1,703,484 |
| 4 | ISHARES TR | $50M | 577,770 |
| 5 | ISHARES TR | $47M | 489,306 |
| 6 | VANGUARD INDEX FDS | $42M | 96,720 |
| 7 | VANGUARD INDEX FDS | $38M | 63,183 |
| 8 | PIMCO ETF TR | $25M | 386,261 |
| 9 | VANGUARD SCOTTSDALE FDS | $22M | 393,841 |
| 10 | WISDOMTREE TR | $20M | 759,232 |
| 11 | SPDR SERIES TRUST | $13M | 172,196 |
| 12 | SPDR SERIES TRUST | $12M | 216,392 |
| 13 | SPDR SERIES TRUST | $12M | 118,799 |
| 14 | STATE STR SPDR S&P 500 ETF T | $10M | 14,852 |
| 15 | PROSHARES TR | $9M | 175,122 |
| 16 | PROSHARES TR | $9M | 165,475 |
| 17 | PROSHARES TR | $9M | 139,984 |
| 18 | ISHARES TR | $5M | 16,989 |
| 19 | APPLE INC | $5M | 19,937 |
| 20 | PIMCO EQUITY SER | $4M | 90,150 |
| 21 | ISHARES TR | $4M | 8,681 |
| 22 | ISHARES TR | $4M | 64,975 |
| 23 | SCHWAB STRATEGIC TR | $4M | 123,010 |
| 24 | ISHARES TR | $4M | 31,546 |
| 25 | VANGUARD INDEX FDS | $3M | 16,586 |
| 26 | DBX ETF TR | $3M | 52,993 |
| 27 | ISHARES TR | $3M | 14,166 |
| 28 | ISHARES TR | $3M | 31,224 |
| 29 | SCHWAB STRATEGIC TR | $2M | 100,065 |
| 30 | ISHARES TR | $2M | 6,287 |
| 31 | SPDR SERIES TRUST | $2M | 80,217 |
| 32 | ISHARES TR | $2M | 17,205 |
| 33 | ISHARES TR | $2M | 8,133 |
| 34 | SPDR SERIES TRUST | $2M | 60,520 |
| 35 | ISHARES TR | $2M | 17,495 |
| 36 | SCHWAB STRATEGIC TR | $1M | 54,663 |
| 37 | JPMORGAN CHASE & CO | $1M | 4,289 |
| 38 | ISHARES TR | $1M | 6,368 |
| 39 | PALANTIR TECHNOLOGIES INC | $951k | 6,504 |
| 40 | ISHARES TR | $945k | 7,971 |
| 41 | JOHNSON & JOHNSON | $936k | 3,828 |
| 42 | BERKSHIRE HATHAWAY INC DEL | $899k | 1,876 |
| 43 | META PLATFORMS INC | $801k | 1,400 |
| 44 | ISHARES TR | $760k | 3,055 |
| 45 | WISDOMTREE TR | $709k | 14,089 |
| 46 | ALPHABET INC | $691k | 2,409 |
| 47 | NVIDIA CORPORATION | $671k | 3,848 |
| 48 | ALPHABET INC | $565k | 1,964 |
| 49 | ISHARES TR | $541k | 5,836 |
| 50 | EXXON MOBIL CORP | $534k | 3,148 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.