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 51–100 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NKE | NIKE INC CL B | 25K | $1M+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 14K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 392K | $1M+ | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 7K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 4K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 4K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 262K | $1M+ | SH |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 21K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 2K | $1M+ | SH |
| ROL | ROLLINS INC COM | 18K | $1M+ | SH |
| MSCI | MSCI INC COM | 2K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC COM | 2K | $1M+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 10K | $500K+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 5K | $500K+ | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 19K | $500K+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 10K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC COM | 12K | $500K+ | SH |
| LLY | ELI LILLY & CO COM | 883 | $500K+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 1K | $500K+ | SH |
| META | META PLATFORMS INC CL A | 1K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 4K | $500K+ | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 5K | $500K+ | SH |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 2K | $500K+ | SH |
| PEP | PEPSICO INC COM | 6K | $500K+ | SH |
| SLV | ISHARES SILVER TRUST | 13K | $500K+ | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 10K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 5K | $500K+ | SH |
| TSLA | TESLA INC COM | 2K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 1 | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 3K | $500K+ | SH |
| MKC | MCCORMICK & CO INC COM NON VTG | 10K | $500K+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 83K | $500K+ | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 8K | $500K+ | SH |
| IYR | ISHARES U.S. REAL ESTATE ETF | 7K | $500K+ | SH |
| SJM | SMUCKER J M CO COM NEW | 7K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC COM | 4K | $500K+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 4K | $500K+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 10K | $500K+ | SH |
| PWR | QUANTA SVCS INC COM | 2K | $500K+ | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 6K | $500K+ | SH |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | 10K | $500K+ | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 21K | $500K+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 8K | $500K+ | SH |
| SBUX | STARBUCKS CORP COM | 8K | $500K+ | SH |
| COR | CENCORA INC COM | 2K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC COM | 1K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 3K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 1K | $500K+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 2K | $500K+ | SH |