GenWealth Group, Inc.
CIK: 0001713678SEC EDGAR →
Portfolio Value
$485K
Holdings
83
As of
Q4 2025
New Positions
5
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 688,253 | $58K | 12.02% |
| 2 | SCHWAB STRATEGIC TR | 1,647,900 | $50K | 10.36% |
| 3 | VANGUARD INDEX FDS | 91,201 | $45K | 9.23% |
| 4 | ISHARES TR | 457,196 | $44K | 9.09% |
| 5 | ISHARES TR | 202,807 | $29K | 5.94% |
| 6 | ISHARES TR | 415,644 | $29K | 5.90% |
| 7 | SPDR DOW JONES INDL AVERAGE | 51,376 | $25K | 5.24% |
| 8 | VANGUARD SCOTTSDALE FDS | 353,013 | $20K | 4.07% |
| 9 | PIMCO ETF TR | 253,170 | $16K | 3.35% |
| 10 | WISDOMTREE TR | 580,385 | $15K | 3.09% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $409K | 84.4% |
| Unknown | 7 | $61K | 12.6% |
| Technology | 5 | $7K | 1.5% |
| Communication Services | 5 | $3K | 0.6% |
| Healthcare | 3 | $2K | 0.3% |
| Consumer Cyclical | 3 | $1K | 0.3% |
| Industrials | 3 | $744 | 0.2% |
| Energy | 2 | $539 | 0.1% |
| Consumer Defensive | 1 | $200 | 0.0% |