Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gen-Wealth Partners Inc (CIK 2023375) reported $317.3M across 719 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($17.9M, 5.63%), DYNF ($11.7M, 3.68%), IVE ($10.3M, 3.25%), IVW ($9.4M, 2.95%), IVV ($8.9M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $17.9M | 5.63% | 233,517 | Added |
| 2 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $11.7M | 3.68% | 200,701 | Added |
| 3 | IVE | ISHARES S&P 500 VALUE ETF | $10.3M | 3.25% | 48,851 | Added |
| 4 | IVW | ISHARES S&P 500 GROWTH ETF | $9.4M | 2.95% | 82,886 | Added |
| 5 | IVV | ISHARES CORE S&P 500 ETF | $8.9M | 2.81% | 13,661 | Added |
| 6 | EFV | ISHARES MSCI EAFE VALUE ETF | $6.3M | 1.97% | 84,122 | Trimmed |
| 7 | CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $5.7M | 1.80% | 177,793 | New |
| 8 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $5.0M | 1.57% | 26,027 | Added |
| 9 | THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $5.0M | 1.57% | 137,200 | Added |
| 10 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | $4.9M | 1.53% | 71,142 | New |
| 11 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $4.6M | 1.45% | 139,798 | Added |
| 12 | KO | COCA COLA CO COM | $4.3M | 1.35% | 56,252 | Added |
| 13 | WMT | WALMART INC COM | $4.0M | 1.25% | 32,044 | Trimmed |
| 14 | CAT | CATERPILLAR INC COM | $4.0M | 1.25% | 5,616 | Trimmed |
| 15 | BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $3.7M | 1.18% | 90,822 | New |
| 16 | CVX | CHEVRON CORPORATION COM | $3.7M | 1.16% | 17,782 | Added |
| 17 | SPMO | INVESCO S&P 500 MOMENTUM ETF | $3.5M | 1.09% | 30,927 | Added |
| 18 | JNJ | JOHNSON & JOHNSON COM | $3.3M | 1.03% | 13,313 | Trimmed |
| 19 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $3.2M | 1.01% | 39,677 | Added |
| 20 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $3.1M | 0.99% | 44,928 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO COM | $3.1M | 0.97% | 21,286 | Added |
| 22 | MSFT | MICROSOFT CORP COM | $3.0M | 0.95% | 8,115 | Added |
| 23 | MUB | ISHARES NATIONAL MUNI BOND ETF | $2.8M | 0.90% | 26,759 | Added |
| 24 | JPM | JPMORGAN CHASE & CO COM | $2.7M | 0.86% | 9,266 | Added |
| 25 | AMZN | AMAZON COM INC COM | $2.7M | 0.86% | 13,102 | Added |
Source: SEC Form 13F filings · as of 2026-03-31