GENESIS PRIVATE WEALTH, LLC: 13F holdings
CIK 19655292026Q2
| Positions | 192 |
|---|---|
| Reported value | $355.8m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 24,321 | $18.2m | 5.1% |
| IWF ISHARES TR | 127,737 | $15.9m | 4.5% |
| IWD ISHARES TR | 63,143 | $15.3m | 4.3% |
| FBND FIDELITY MERRIMACK STR TR | 328,860 | $15.0m | 4.2% |
| CGGR CAPITAL GROUP GROWTH ETF | 243,198 | $11.5m | 3.2% |
| GLD SPDR GOLD TR | 28,607 | $10.5m | 3.0% |
| PGIM ETF TR | 231,788 | $9.6m | 2.7% |
| RDVY FIRST TR EXCHANGE TRADED FD | 118,051 | $9.6m | 2.7% |
| VTEB VANGUARD MUN BD FDS | 169,793 | $8.6m | 2.4% |
| SCHF SCHWAB STRATEGIC TR | 308,046 | $8.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965529")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.