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GenWealth Group, Inc. — 13F Holdings & Portfolio

CIK 1713678 · latest 13F-HR filed 2026-10-16

Backtest portfolio

GenWealth Group, Inc. manages $641.3M in 13F-reported U.S. long-equity assets across 88 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IAU (8.85%), SCHV (8.59%), VUG (7.99%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 4 new positions and exited 5; 14 existing positions rose in reported value and 27 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$641.3M

Long-equity book

Holdings
88

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+4 / −5 / ↑14 / ↓27

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IAU8.8% · +14%SCHV8.6% · -2%VUG8.0% · -2%IEF7.4% · +4%VOO7.1% · +1%QQQ4.7% · -4%IVV4.6% · +2%IWP4.5% · +1%IJH4.4% · +1%DIA4.3% · +1%ZROZ3.7% · +8%VGLT3.5% · +8%USDU3.3% · -0%SPYM2.5% · +4%SPYG2.3% · -1%SPYV2.0% · -1%QLD1.9% · -8%SSO1.8% · -3%SPY1.7% · -4%DDM1.5% · -3%AAPL1.0% · -1%OEF0.9% · -4%SCHG0.7% · -0%IWF0.7% · -2%IVW0.6% · -1%USXF0.6% · -6%RAFE0.6% · -9%VTV0.6% · +2%ILCG0.6% · -0%SNPE0.5% · -5%IVE0.5% · -1%IWB0.4% · -3%SCHR0.4% · +0%IWD0.4% · -0%SPTI0.3% · +16%SHV0.3% · +0%SPTL0.3% · +1%SCHX0.3% · -0%ILCV0.3% · -1%JPM0.2% · -0%IYY0.2% · 0%BRK.B0.2% · 0%JNJ0.2% · -1%META0.2% · -0%IEI0.1% · -1%MSFT0.1% · +14%GOOG0.1% · -4%IWY0.1% · -6%USFR0.1% · 0%GOOGL0.1% · 0%SCHD0.1% · +28%IWX0.1% · 0%AMGN0.1% · -2%NVDA0.1% · -41%AMZN0.1% · -12%XOM0.1% · -4%IUSG0.1% · 0%LLY0.1% · 0%AVGO0.1% · -2%QQEW0.1% · -8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 62.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 17, 2026.

Assets Under Management
$661.3M
Discretionary
$661.3M
Employees
10
Accounts
1,153
Address
6 INWOOD PLACE
MAPLEWOOD, NJ 07040
Phone
(973) 761-0400
Website
Name Title / Status Ownership Type
LEANZA, CHERIE, A ControlMANAGING PARTNER AND SHAREHOLDER
since Dec 2021
50–75%Individual
LEANZA, MICHAEL, PETER ControlCEO, PRESIDENT, CCO, SHAREHOLDER
since Feb 2008
50–75%Individual
Worley, Kevin ControlLIMITED PARTNER
since Jan 2025
Less than 5%Individual
Ownership & leadership changes · 6 filings with changes since Apr 4, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 29, 2026 filing
  • AddedWorley, Kevin · LIMITED PARTNER · Less than 5% · control person
Feb 28, 2023 filing
  • ChangedLEANZA, MICHAEL, PETER · title CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER → CEO, PRESIDENT, CCO, SHAREHOLDER
Mar 29, 2022 filing
  • No longer listedDIBLASI, KIMBERLY, MARIE · CHIEF OPERATIONS OFFICER · Less than 5% · listed since Aug 2010
  • AddedLEANZA, CHERIE, A · MANAGING PARTNER AND SHAREHOLDER · 50–75% · control person
  • ChangedLEANZA, MICHAEL, PETER · ownership 75% or more → 50–75%
Mar 8, 2018 filing
  • ChangedDIBLASI, KIMBERLY, MARIE · title CHIEF OPERATING OFFICER → CHIEF OPERATIONS OFFICER
Mar 30, 2017 filing
  • ChangedDIBLASI, KIMBERLY, MARIE · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER
  • ChangedLEANZA, MICHAEL, PETER · title CEO AND SHAREHOLDER → CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER
Mar 28, 2014 filing
  • ChangedLEANZA, MICHAEL, PETER · title SHAREHOLDER → CEO AND SHAREHOLDER
Apr 4, 2012 filing (earliest on record)
  • ListedDIBLASI, KIMBERLY, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedLEANZA, MICHAEL, PETER · SHAREHOLDER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 14 →

Top Trims

Show all 27 →

New Positions

Show all 4 →

Exited Positions

Show all 5 →

GenWealth Group, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES GOLD TR IAU 464285204 $56.7M 8.85% 726,552 SH
2 SCHWAB STRATEGIC TR SCHV 808524409 $55.1M 8.59% 1,653,013 SH
3 VANGUARD INDEX FDS VUG 922908736 $51.2M 7.99% 568,487 SH
4 ISHARES TR IEF 464287440 $47.5M 7.41% 531,925 SH
5 VANGUARD INDEX FDS VOO 922908363 $45.3M 7.06% 64,585 SH
6 INVESCO QQQ TR QQQ 46090E103 $30.4M 4.74% 41,064 SH
7 ISHARES TR IVV 464287200 $29.6M 4.62% 38,713 SH
8 ISHARES TR IWP 464287481 $28.9M 4.51% 210,262 SH
9 ISHARES TR IJH 464287507 $28.3M 4.41% 393,223 SH
10 STATE STR SPDR DOW JONES IND DIA 78467X109 $27.7M 4.32% 54,423 SH
11 PIMCO ETF TR ZROZ 72201R882 $23.8M 3.71% 441,103 SH
12 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $22.5M 3.51% 448,673 SH
13 WISDOMTREE TR USDU 97717W471 $21.1M 3.28% 780,822 SH
14 SPDR SERIES TRUST SPYM 78464A854 $15.8M 2.47% 176,567 SH
15 SPDR SERIES TRUST SPYG 78464A409 $14.5M 2.25% 117,499 SH
16 SPDR SERIES TRUST SPYV 78464A508 $13.0M 2.03% 212,693 SH
17 PROSHARES TR QLD 74347R206 $11.9M 1.86% 124,594 SH
18 PROSHARES TR SSO 74347R107 $11.3M 1.77% 163,583 SH
19 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $10.7M 1.67% 14,046 SH
20 PROSHARES TR DDM 74347R305 $9.8M 1.53% 160,451 SH
21 APPLE INC AAPL 037833100 $6.5M 1.01% 19,473 SH
22 ISHARES TR OEF 464287101 $6.1M 0.95% 15,935 SH
23 SCHWAB STRATEGIC TR SCHG 808524300 $4.4M 0.69% 122,526 SH
24 ISHARES TR IWF 464287614 $4.4M 0.68% 34,748 SH
25 ISHARES TR IVW 464287309 $4.1M 0.65% 29,142 SH
26 ISHARES TR USXF 46436E767 $3.9M 0.61% 57,444 SH
27 PIMCO EQUITY SER RAFE 72201T342 $3.9M 0.61% 79,152 SH
28 VANGUARD INDEX FDS VTV 922908744 $3.6M 0.57% 16,881 SH
29 ISHARES TR ILCG 464287119 $3.6M 0.56% 30,463 SH
30 DBX ETF TR SNPE 233051143 $3.5M 0.54% 49,544 SH
31 ISHARES TR IVE 464287408 $2.9M 0.46% 12,828 SH
32 ISHARES TR IWB 464287622 $2.5M 0.39% 6,067 SH
33 SCHWAB STRATEGIC TR SCHR 808524854 $2.4M 0.38% 101,973 SH
34 ISHARES TR IWD 464287598 $2.3M 0.36% 9,334 SH
35 SPDR SERIES TRUST SPTI 78464A672 $2.1M 0.32% 76,358 SH
36 ISHARES TR SHV 464288679 $1.9M 0.30% 17,345 SH
37 SPDR SERIES TRUST SPTL 78464A664 $1.9M 0.30% 79,877 SH
38 SCHWAB STRATEGIC TR SCHX 808524201 $1.8M 0.28% 60,666 SH
39 ISHARES TR ILCV 464288109 $1.8M 0.27% 16,659 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $1.4M 0.22% 4,218 SH
41 ISHARES TR IYY 464287846 $1.2M 0.18% 6,310 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.1M 0.17% 2,242 SH
43 JOHNSON & JOHNSON JNJ 478160104 $996.0K 0.16% 3,762 SH
44 META PLATFORMS INC META 30303M102 $993.5K 0.15% 1,369 SH
45 ISHARES TR IEI 464288661 $899.0K 0.14% 7,925 SH
46 MICROSOFT CORP MSFT 594918104 $792.9K 0.12% 1,545 SH
47 ALPHABET INC GOOG 02079K107 $754.4K 0.12% 2,214 SH
48 ISHARES TR IWY 464289438 $712.2K 0.11% 2,415 SH
49 WISDOMTREE TR USFR 97717Y527 $680.3K 0.11% 13,500 SH
50 ALPHABET INC GOOGL 02079K305 $654.4K 0.10% 1,902 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $641.3M 88 0001172661-26-004562
2026-06-30 2026-07-10 $641.8M 89 0001172661-26-002575
2026-03-31 2026-05-11 $584.5M 85 0001172661-26-001644
2025-12-31 2026-01-12 $586.5M 83 0001172661-26-000116
2025-09-30 2025-11-14 $537.1M 75 0001172661-25-004958
Filer Information
Address
6 INWOOD PLACE
MAPLEWOOD, NJ 07040
Phone
(973) 761-0400
Filing Manager
GenWealth Group, Inc.
Maplewood, NJ
Signatory
Michael Leanza
Chief Compliance Officer