Gen-Wealth Partners Inc

Est. AUM

$312.6M

13F long equity, this entity only

Positions

720

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$17.9M	233517	5.72%	SOLE
2	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$11.7M	200701	3.74%	SOLE
3	ISHARES S&P 500 VALUE ETF	ETF	$10.3M	48851	3.30%	SOLE
4	ISHARES S&P 500 GROWTH ETF	ETF	$9.4M	82886	3.00%	SOLE
5	ISHARES CORE S&P 500 ETF	ETF	$8.9M	13661	2.85%	SOLE
6	ISHARES MSCI EAFE VALUE ETF	ETF	$6.3M	84122	2.00%	SOLE
7	ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF	ETF	$5.7M	177793	1.83%	SOLE
8	ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$5.0M	26027	1.60%	SOLE
9	ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$5.0M	137200	1.59%	SOLE
10	ISHARES MSCI ACWI EX U.S. ETF	ETF	$4.9M	71142	1.56%	SOLE
11	ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	$4.6M	139798	1.47%	SOLE
12	COCA COLA CO COM	Stock	$4.3M	56252	1.37%	SOLE
13	WALMART INC COM	Stock	$4.0M	32044	1.27%	SOLE
14	CATERPILLAR INC COM	Stock	$4.0M	5616	1.27%	SOLE
15	ISHARES LARGE CAP CORE ACTIVE ETF	ETF	$3.7M	90822	1.19%	SOLE
16	CHEVRON CORPORATION COM	Stock	$3.7M	17782	1.18%	SOLE
17	JOHNSON & JOHNSON COM	Stock	$3.3M	13313	1.04%	SOLE
18	AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$3.2M	39677	1.02%	SOLE
19	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$3.1M	44928	1.00%	SOLE
20	PROCTER & GAMBLE CO COM	Stock	$3.1M	21286	0.98%	SOLE
21	MICROSOFT CORP COM	Stock	$3.0M	8115	0.96%	SOLE
22	ISHARES NATIONAL MUNI BOND ETF	ETF	$2.8M	26759	0.91%	SOLE
23	AMAZON COM INC COM	Stock	$2.7M	13102	0.87%	SOLE
24	JPMORGAN CHASE & CO COM	Stock	$2.7M	9266	0.87%	SOLE
25	APPLE INC COM	Stock	$2.7M	10631	0.86%	SOLE
26	GLOBAL X DEFENSE TECH ETF	ETF	$2.7M	37507	0.85%	SOLE
27	ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$2.6M	56437	0.83%	SOLE
28	GOLDMAN SACHS GROUP INC COM	Stock	$2.6M	3081	0.83%	SOLE
29	MERCK & CO INC COM	Stock	$2.5M	21055	0.81%	SOLE
30	SCHWAB US AGGREGATE BOND ETF	ETF	$2.4M	105285	0.78%	SOLE
31	VERIZON COMMUNICATIONS INC COM	Stock	$2.4M	48663	0.78%	SOLE
32	VISA INC COM CL A	Stock	$2.4M	7888	0.76%	SOLE
33	HONEYWELL INTL INC COM	Stock	$2.4M	10537	0.76%	SOLE
34	MCDONALDS CORP COM	Stock	$2.4M	7591	0.75%	SOLE
35	AMGEN INC COM	Stock	$2.3M	6575	0.74%	SOLE
36	NVIDIA CORPORATION COM	Stock	$2.3M	13239	0.74%	SOLE
37	3M CO COM	Stock	$2.3M	15762	0.73%	SOLE
38	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	ETF	$2.2M	4798	0.71%	SOLE
39	INTERNATIONAL BUSINESS MACHS COM	Stock	$2.2M	9073	0.70%	SOLE
40	HOME DEPOT INC COM	Stock	$2.2M	6632	0.70%	SOLE
41	AMERICAN EXPRESS CO COM	Stock	$2.2M	7192	0.70%	SOLE
42	DISNEY WALT CO COM	Stock	$2.1M	21437	0.66%	SOLE
43	CISCO SYS INC COM	Stock	$2.0M	25973	0.64%	SOLE
44	SHERWIN WILLIAMS CO COM	Stock	$2.0M	6270	0.64%	SOLE
45	ISHARES MSCI EAFE GROWTH ETF	ETF	$2.0M	17660	0.63%	SOLE
46	BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	ETF	$1.9M	40923	0.60%	SOLE
47	ALPHABET INC CAP STK CL A	Stock	$1.8M	6391	0.59%	SOLE
48	ISHARES U.S. TREASURY BOND ETF	ETF	$1.8M	78048	0.57%	SOLE
49	TRAVELERS COMPANIES INC COM	Stock	$1.8M	6082	0.57%	SOLE
50	ISHARES MBS ETF	ETF	$1.6M	17131	0.52%	SOLE

1–50 of 720

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