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 $359.7M across 721 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($31.6M, 8.79%), DYNF ($14.3M, 3.97%), IVW ($12.2M, 3.40%), IVV ($11.0M, 3.06%), IVE ($10.9M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $31.6M | 8.79% | 359,939 | Added |
| 2 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $14.3M | 3.97% | 210,007 | Added |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | $12.2M | 3.40% | 88,796 | Added |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $11.0M | 3.06% | 14,691 | Added |
| 5 | IVE | ISHARES S&P 500 VALUE ETF | $10.9M | 3.04% | 48,163 | Trimmed |
| 6 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $6.9M | 1.93% | 131,507 | Trimmed |
| 7 | CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $6.9M | 1.92% | 189,070 | Added |
| 8 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | $6.6M | 1.82% | 86,103 | Added |
| 9 | CAT | CATERPILLAR INC COM | $5.8M | 1.61% | 5,425 | Trimmed |
| 10 | BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $4.9M | 1.36% | 97,268 | Added |
| 11 | THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $4.7M | 1.30% | 108,320 | Trimmed |
| 12 | KO | COCA COLA CO COM | $4.5M | 1.24% | 55,090 | Trimmed |
| 13 | SPMO | INVESCO S&P 500 MOMENTUM ETF | $4.1M | 1.13% | 25,176 | Trimmed |
| 14 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.0M | 1.11% | 48,334 | Added |
| 15 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $3.9M | 1.09% | 85,221 | Added |
| 16 | WMT | WALMART INC COM | $3.6M | 1.00% | 31,795 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY INC COM | $3.3M | 0.92% | 2,852 | Added |
| 18 | GS | GOLDMAN SACHS GROUP INC COM | $3.2M | 0.90% | 3,188 | Added |
| 19 | JNJ | JOHNSON & JOHNSON COM | $3.2M | 0.89% | 12,624 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO COM | $3.2M | 0.89% | 9,777 | Added |
| 21 | MSFT | MICROSOFT CORP COM | $3.1M | 0.88% | 8,442 | Added |
| 22 | MUB | ISHARES NATIONAL MUNI BOND ETF | $3.2M | 0.88% | 29,481 | Added |
| 23 | PG | PROCTER & GAMBLE CO COM | $3.1M | 0.87% | 21,371 | Added |
| 24 | SHLD | GLOBAL X DEFENSE TECH ETF | $3.1M | 0.86% | 51,829 | Added |
| 25 | CVX | CHEVRON CORPORATION COM | $3.0M | 0.85% | 18,384 | Added |
Source: SEC Form 13F filings · as of 2026-06-30