CIK 2023375
Gen-Wealth Partners Inc
Institutional 13F holdings & portfolio
Holdings
689
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 219K | $1M+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 191K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 47K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 79K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 115K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 12K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 110K | $1M+ | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 122K | $1M+ | SH |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 128K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 24K | $1M+ | SH |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 120K | $1M+ | SH |
| KO | COCA COLA CO COM | 56K | $1M+ | SH |
| WMT | WALMART INC COM | 33K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 7K | $1M+ | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 29K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 6K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 21K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 13K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 14K | $1M+ | SH |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 37K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 9K | $1M+ | SH |
| AAPL | APPLE INC COM | 10K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 25K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 9K | $1M+ | SH |
| CVX | CHEVRON CORPORATION COM | 17K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 3K | $1M+ | SH |
| V | VISA INC COM CL A | 7K | $1M+ | SH |
| AMGN | AMGEN INC COM | 8K | $1M+ | SH |
| MMM | 3M CO COM | 15K | $1M+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 5K | $1M+ | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 101K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 8K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 22K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 12K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 6K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 19K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 6K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 10K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO COM | 6K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 26K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 48K | $1M+ | SH |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | 40K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 6K | $1M+ | SH |
| SHLD | GLOBAL X DEFENSE TECH ETF | 28K | $1M+ | SH |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 39K | $1M+ | SH |
| BA | BOEING CO COM | 8K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 6K | $1M+ | SH |
| CRM | SALESFORCE INC COM | 6K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 5K | $1M+ | SH |
| MBB | ISHARES MBS ETF | 17K | $1M+ | SH |