GenWealth Group, Inc.
CIK: 0001713678SEC EDGAR →
Portfolio Value
$586.5M
Holdings
83
As of
Q4 2025
New Positions
5
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 688,253 | $58.2M | 9.93% |
| 2 | SCHWAB STRATEGIC TR | 1,647,900 | $50.2M | 8.56% |
| 3 | VANGUARD INDEX FDS | 91,201 | $44.7M | 7.62% |
| 4 | ISHARES TR | 457,196 | $44.0M | 7.51% |
| 5 | VANGUARD INDEX FDS | 60,137 | $38.3M | 6.52% |
| 6 | ISHARES TR | 202,807 | $28.8M | 4.91% |
| 7 | ISHARES TR | 415,644 | $28.6M | 4.87% |
| 8 | INVESCO QQQ TR | 43,713 | $27.3M | 4.65% |
| 9 | ISHARES TR | 37,598 | $26.1M | 4.45% |
| 10 | SPDR DOW JONES INDL AVERAGE | 51,376 | $25.4M | 4.33% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $483.8M | 82.5% |
| Unknown | 7 | $88.1M | 15.0% |
| Technology | 5 | $7.1M | 1.2% |
| Communication Services | 5 | $3.0M | 0.5% |
| Healthcare | 3 | $1.7M | 0.3% |
| Consumer Cyclical | 3 | $1.4M | 0.2% |
| Industrials | 3 | $744K | 0.1% |
| Energy | 2 | $539K | 0.1% |
| Consumer Defensive | 1 | $200K | 0.0% |