Genesis Wealth Advisors, LLC: 13F holdings
CIK 16372412026Q2
| Positions | 72 |
|---|
| Reported value | $167.3m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 72 (+8 vs prior quarter) |
|---|
| Reported value | $167.3m (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 37,062 | $27.7m | 16.5% |
| VXUS VANGUARD STAR FDS | 186,785 | $16.0m | 9.5% |
| VFQY VANGUARD WELLINGTON FD | 60,996 | $10.4m | 6.2% |
| DYNF BLACKROCK ETF TRUST | 151,810 | $10.3m | 6.2% |
| IVV ISHARES TR | 13,355 | $10.0m | 6.0% |
| EUSA ISHARES INC | 78,386 | $9.0m | 5.4% |
| BND VANGUARD BD INDEX FDS | 111,242 | $8.2m | 4.9% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 392,529 | $7.7m | 4.6% |
| VIGI VANGUARD WHITEHALL FDS | 80,470 | $7.5m | 4.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 116,486 | $7.0m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1637241")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples