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.
Genesis Wealth Advisors, LLC (CIK 1637241) reported $149.8M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($23.3M, 15.58%), VXUS ($14.8M, 9.85%), VFQY ($8.9M, 5.92%), DYNF ($8.7M, 5.82%), IVV ($8.7M, 5.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $23.3M | 15.58% | 35,888 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $14.8M | 9.85% | 191,361 | Added |
| 3 | VFQY | VANGUARD WELLINGTON FD | $8.9M | 5.92% | 59,399 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $8.7M | 5.82% | 149,929 | Added |
| 5 | IVV | ISHARES TR | $8.7M | 5.80% | 13,308 | Trimmed |
| 6 | EUSA | ISHARES INC | $7.8M | 5.20% | 76,627 | Added |
| 7 | IQLT | ISHARES TR | $7.7M | 5.16% | 167,071 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $7.4M | 4.96% | 100,876 | Added |
| 9 | BSCR | INVESCO EXCH TRD SLF IDX FD | $7.3M | 4.88% | 372,338 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $6.3M | 4.23% | 117,169 | Added |
| 11 | MBB | ISHARES TR | $5.6M | 3.75% | 59,167 | Added |
| 12 | VTIP | VANGUARD MALVERN FDS | $4.5M | 2.99% | 89,742 | Added |
| 13 | EBND | SPDR SERIES TRUST | $4.2M | 2.78% | 201,657 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $4.1M | 2.71% | 16,630 | Hold |
| 15 | GLDM | WORLD GOLD TR | $3.1M | 2.05% | 33,167 | Added |
| 16 | GLD | SPDR GOLD TR | $2.3M | 1.52% | 5,308 | Hold |
| 17 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.3M | 1.52% | 111,477 | Added |
| 18 | AAPL | APPLE INC | $2.1M | 1.42% | 8,358 | Hold |
| 19 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $2.0M | 1.32% | 100,955 | Added |
| 20 | EFA | ISHARES TR | $1.7M | 1.11% | 17,174 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $943,268 | 0.63% | 1,634 | Trimmed |
| 22 | IEFA | ISHARES TR | $727,318 | 0.49% | 8,034 | Hold |
| 23 | AGG | ISHARES TR | $620,537 | 0.41% | 6,251 | Trimmed |
| 24 | BSCT | INVESCO EXCH TRD SLF IDX FD | $603,664 | 0.40% | 32,350 | Hold |
| 25 | IWD | ISHARES TR | $579,687 | 0.39% | 2,713 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31