CIK 2097587
Genesis Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
101
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 101
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | 9K | $500K+ | SH |
| QLD | PROSHARES TR | 11K | $500K+ | SH |
| RDDT | REDDIT INC | 3K | $500K+ | SH |
| METD | DIREXION SHS ETF TR | 45K | $500K+ | SH |
| IWC | ISHARES TR | 4K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| KGC | KINROSS GOLD CORP | 23K | $500K+ | SH |
| PAAS | PAN AMERN SILVER CORP | 12K | $500K+ | SH |
| MGV | VANGUARD WORLD FD | 4K | $500K+ | SH |
| CNOB | CONNECTONE BANCORP INC | 20K | $500K+ | SH |
| JAAA | JANUS DETROIT STR TR | 11K | $500K+ | SH |
| APLD | APPLIED DIGITAL CORP | 20K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 28K | $100K–$500K | SH |
| NVD | GRANITESHARES ETF TR | 69K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 835 | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| PL | PLANET LABS PBC | 23K | $100K–$500K | SH |
| IVW | ISHARES TR | 4K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| FCT | FIRST TR SR FLTG RATE INCOME | 42K | $100K–$500K | SH |
| CONI | GRANITESHARES ETF TR | 6K | $100K–$500K | SH |
| BIZD | VANECK ETF TRUST | 29K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 43K | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 2K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| MSTX | TIDAL TRUST II | 100K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 18K | $100K–$500K | SH |
| EEM | ISHARES TR | 6K | $100K–$500K | SH |
| RGTI | RIGETTI COMPUTING INC | 15K | $100K–$500K | SH |
| AG | FIRST MAJESTIC SILVER CORP | 20K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| LQD | ISHARES TR | 3K | $100K–$500K | SH |
| DXYZ | DESTINY TECH100 INC | 10K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| RGTX | TIDAL TRUST II | 25K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 441 | $100K–$500K | SH |
| VOYG | VOYAGER TECHNOLOGIES INC | 10K | $100K–$500K | SH |
| TSLR | GRANITESHARES ETF TR | 8K | $100K–$500K | SH |
| DE | DEERE & CO | 544 | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 760 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 690 | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 445 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| LAES | SEALSQ CORP | 43K | $100K–$500K | SH |
| VVR | INVESCO SR INCOME TR | 25K | $50K–$100K | SH |
| ABAT | AMERICAN BATTERY TECHNOLOGY | 20K | $50K–$100K | SH |