GenWealth Group, Inc.

Est. AUM

$584.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	1 3 YR TREAS BD	$82.3M	996294	14.08%	SOLE
2	ISHARES GOLD TR	ISHARES NEW	$55.1M	625200	9.43%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP VA ETF	$52.0M	1703484	8.89%	SOLE
4	ISHARES TR	20 YR TR BD ETF	$50.1M	577770	8.57%	SOLE
5	ISHARES TR	7-10 YR TRSY BD	$46.7M	489306	7.99%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$42.2M	96720	7.23%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$37.8M	63183	6.46%	SOLE
8	PIMCO ETF TR	25YR+ ZERO U S	$24.7M	386261	4.23%	SOLE
9	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$21.8M	393841	3.73%	SOLE
10	WISDOMTREE TR	BLMBG US BULL	$20.0M	759232	3.42%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$13.2M	172196	2.26%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$12.2M	216392	2.10%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$11.6M	118799	1.99%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.7M	14852	1.65%	SOLE
15	PROSHARES TR	PSHS ULT S&P 500	$9.1M	175122	1.56%	SOLE
16	PROSHARES TR	PSHS ULTRA DOW30	$8.6M	165475	1.47%	SOLE
17	PROSHARES TR	PSHS ULTRA QQQ	$8.5M	139984	1.46%	SOLE
18	ISHARES TR	S&P 100 ETF	$5.4M	16989	0.92%	SOLE
19	APPLE INC	COM	$5.1M	19937	0.87%	SOLE
20	PIMCO EQUITY SER	RAFI ESG US	$3.8M	90150	0.64%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$3.7M	8681	0.63%	SOLE
22	ISHARES TR	ESG MSCI USA ETF	$3.6M	64975	0.61%	SOLE
23	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.6M	123010	0.61%	SOLE
24	ISHARES TR	S&P 500 GRWT ETF	$3.6M	31546	0.61%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$3.3M	16586	0.56%	SOLE
26	DBX ETF TR	XTRACKRS S&P 500	$3.2M	52993	0.54%	SOLE
27	ISHARES TR	S&P 500 VAL ETF	$3.0M	14166	0.51%	SOLE
28	ISHARES TR	MORNINGSTAR GRWT	$3.0M	31224	0.51%	SOLE
29	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$2.5M	100065	0.43%	SOLE
30	ISHARES TR	RUS 1000 ETF	$2.2M	6287	0.38%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	80217	0.36%	SOLE
32	ISHARES TR	TRUST ISHARE 0-1	$1.9M	17205	0.33%	SOLE
33	ISHARES TR	RUS 1000 VAL ETF	$1.7M	8133	0.30%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	60520	0.30%	SOLE
35	ISHARES TR	MORNINGSTAR VALU	$1.6M	17495	0.28%	SOLE
36	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.4M	54663	0.24%	SOLE
37	JPMORGAN CHASE & CO	COM	$1.3M	4289	0.22%	SOLE
38	ISHARES TR	DOW JONES US ETF	$1.0M	6368	0.17%	SOLE
39	PALANTIR TECHNOLOGIES INC	CL A	$951K	6504	0.16%	SOLE
40	ISHARES TR	3 7 YR TREAS BD	$945K	7971	0.16%	SOLE
41	JOHNSON & JOHNSON	COM	$936K	3828	0.16%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$899K	1876	0.15%	SOLE
43	META PLATFORMS INC	CL A	$801K	1400	0.14%	SOLE
44	ISHARES TR	RUS TP200 GR ETF	$760K	3055	0.13%	SOLE
45	WISDOMTREE TR	FLOATNG RAT TREA	$709K	14089	0.12%	SOLE
46	ALPHABET INC	CAP STK CL C	$691K	2409	0.12%	SOLE
47	NVIDIA CORPORATION	COM	$671K	3848	0.11%	SOLE
48	ALPHABET INC	CAP STK CL A	$565K	1964	0.10%	SOLE
49	ISHARES TR	RUS TP200 VL ETF	$541K	5836	0.09%	SOLE
50	EXXON MOBIL CORP	COM	$534K	3148	0.09%	SOLE

1–50 of 83

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.