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GenWealth Group, Inc. — 13F Holdings & Portfolio

CIK 1713678 · latest 13F-HR filed 2026-07-10

Backtest portfolio

GenWealth Group, Inc. manages $641.8M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHV (9.12%), VUG (7.83%), IEF (7.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 9, added to 47, and trimmed 7.

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.

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
Loading holdings…
AUM

$641.8M

Long-equity book

Holdings

89

Distinct positions

Period

2026-06-30

Filed 2026-07-10

Q/Q Activity

+13 / −9 / ↑47 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$31.1M +6421.6%
  • ISHARES TR$28.0M +5597.0%
  • VANGUARD INDEX FDS$8.0M +18.9%
  • SCHWAB STRATEGIC TR$6.6M +12.7%
  • VANGUARD INDEX FDS$6.2M +16.5%
Show all 47 →

Top Trims

  • ISHARES GOLD TR-$7.1M -12.8%
  • NETFLIX INC.-$145.2K -28.0%
  • AT&T INC-$112.3K -28.9%
  • EXXON MOBIL CORP-$105.6K -19.8%
  • CONOCOPHILLIPS-$60.6K -21.5%
Show all 7 →

New Positions

  • ISHARES TR$30.5M
  • ISHARES TR$29.9M
  • STATE STR SPDR DOW JONES IND$28.1M
  • CISCO SYS INC$299.8K
  • ISHARES TR$288.6K
Show all 13 →

Exited Positions

  • ISHARES TR$82.3M
  • ISHARES TR$50.1M
  • PALANTIR TECHNOLOGIES INC$951.4K
  • HONEYWELL INTL INC$334.1K
  • CHEVRON CORPORATION$245.4K
Show all 9 →
All Holdings

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 SCHWAB STRATEGIC TR SCHV 808524409 $58.5M 9.12% 1,681,637 SH
2 VANGUARD INDEX FDS VUG 922908736 $50.2M 7.83% 583,351 SH
3 ISHARES TR IEF 464287440 $48.2M 7.51% 509,980 SH
4 ISHARES GOLD TR IAU 464285204 $48.1M 7.49% 636,522 SH
5 VANGUARD INDEX FDS VOO 922908363 $44.0M 6.85% 64,037 SH
6 INVESCO QQQ TR QQQ 46090E103 $31.6M 4.92% 42,875 SH
7 ISHARES TR IWP 464287481 $30.5M 4.75% 208,254 SH
8 ISHARES TR IJH 464287507 $29.9M 4.66% 388,111 SH
9 ISHARES TR IVV 464287200 $28.5M 4.45% 38,119 SH
10 STATE STR SPDR DOW JONES IND DIA 78467X109 $28.1M 4.38% 53,785 SH
11 PIMCO ETF TR ZROZ 72201R882 $26.1M 4.06% 406,774 SH
12 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $22.9M 3.56% 414,334 SH
13 WISDOMTREE TR USDU 97717W471 $20.9M 3.26% 781,534 SH
14 SPDR SERIES TRUST SPYM 78464A854 $14.9M 2.33% 170,111 SH
15 SPDR SERIES TRUST SPYG 78464A409 $14.1M 2.19% 118,355 SH
16 SPDR SERIES TRUST SPYV 78464A508 $13.1M 2.04% 215,686 SH
17 PROSHARES TR QLD 74347R206 $13.1M 2.03% 134,981 SH
18 PROSHARES TR SSO 74347R107 $11.4M 1.77% 168,776 SH
19 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.0M 1.71% 14,669 SH
20 PROSHARES TR DDM 74347R305 $10.8M 1.68% 164,774 SH
21 ISHARES TR OEF 464287101 $6.1M 0.94% 16,539 SH
22 APPLE INC AAPL 037833100 $5.7M 0.89% 19,656 SH
23 ISHARES TR IWF 464287614 $4.4M 0.69% 35,423 SH
24 ISHARES TR USXF 46436E767 $4.2M 0.66% 61,136 SH
25 SCHWAB STRATEGIC TR SCHG 808524300 $4.2M 0.65% 122,859 SH
26 PIMCO EQUITY SER RAFE 72201T342 $4.1M 0.65% 86,680 SH
27 ISHARES TR IVW 464287309 $4.1M 0.63% 29,501 SH
28 VANGUARD INDEX FDS VTV 922908744 $3.6M 0.56% 16,600 SH
29 DBX ETF TR SNPE 233051143 $3.6M 0.56% 51,937 SH
30 ISHARES TR ILCG 464287119 $3.6M 0.56% 30,489 SH
31 ISHARES TR IVE 464287408 $2.9M 0.46% 12,948 SH
32 ISHARES TR IWB 464287622 $2.6M 0.40% 6,229 SH
33 SCHWAB STRATEGIC TR SCHR 808524854 $2.5M 0.39% 101,498 SH
34 ISHARES TR IWD 464287598 $2.3M 0.35% 9,373 SH
35 SPDR SERIES TRUST SPTL 78464A664 $2.1M 0.32% 79,371 SH
36 ISHARES TR SHV 464288679 $1.9M 0.30% 17,317 SH
37 SPDR SERIES TRUST SPTI 78464A672 $1.9M 0.29% 66,112 SH
38 SCHWAB STRATEGIC TR SCHX 808524201 $1.8M 0.28% 60,780 SH
39 ISHARES TR ILCV 464288109 $1.7M 0.26% 16,786 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $1.4M 0.22% 4,221 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 $968.4K 0.15% 3,813 SH
44 ISHARES TR IEI 464288661 $936.2K 0.15% 7,971 SH
45 ALPHABET INC GOOG 02079K107 $816.2K 0.13% 2,310 SH
46 META PLATFORMS INC META 30303M102 $771.7K 0.12% 1,370 SH
47 NVIDIA CORPORATION NVDA 67066G104 $770.1K 0.12% 3,849 SH
48 ISHARES TR IWY 464289438 $743.4K 0.12% 2,558 SH
49 WISDOMTREE TR USFR 97717Y527 $679.7K 0.11% 13,500 SH
50 ALPHABET INC GOOGL 02079K305 $679.7K 0.11% 1,902 SH
Filing History
Period Filed AUM Holdings Accession
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