Genesis Wealth Advisors
$167M 13F equity value
75 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Genesis Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 37,062 | $28M | 16.5% |
| VXUS | VANGUARD STAR FDS | 186,785 | $16M | 9.5% |
| VFQY | VANGUARD WELLINGTON FD | 60,996 | $10M | 6.2% |
| DYNF | BLACKROCK ETF TRUST | 151,810 | $10M | 6.2% |
| IVV | ISHARES TR | 13,355 | $10M | 6.0% |
| EUSA | ISHARES INC | 78,386 | $9M | 5.4% |
| BND | VANGUARD BD INDEX FDS | 111,242 | $8M | 4.9% |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 392,529 | $8M | 4.6% |
| VIGI | VANGUARD WHITEHALL FDS | 80,470 | $8M | 4.5% |
| VWO | VANGUARD INTL EQUITY INDEX F | 116,486 | $7M | 4.2% |
Track Genesis Wealth Advisors's 13F portfolio: $167M in reported holdings, 75 positions. Top holdings and quarterly changes on SentiSense.
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