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.
GenWealth Group, Inc. (CIK 1713678) reported $641.8M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHV ($58.5M, 9.12%), VUG ($50.2M, 7.83%), IEF ($48.2M, 7.51%), IAU ($48.1M, 7.49%), VOO ($44.0M, 6.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $58.5M | 9.12% | 1.7M | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $50.2M | 7.83% | 583,351 | Added |
| 3 | IEF | ISHARES TR | $48.2M | 7.51% | 509,980 | Added |
| 4 | IAU | ISHARES GOLD TR | $48.1M | 7.49% | 636,522 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $44.0M | 6.85% | 64,037 | Added |
| 6 | QQQ | INVESCO QQQ TR | $31.6M | 4.92% | 42,875 | Added |
| 7 | IWP | ISHARES TR | $30.5M | 4.75% | 208,254 | New |
| 8 | IJH | ISHARES TR | $29.9M | 4.66% | 388,111 | New |
| 9 | IVV | ISHARES TR | $28.5M | 4.45% | 38,119 | Added |
| 10 | DIA | STATE STR SPDR DOW JONES IND | $28.1M | 4.38% | 53,785 | New |
| 11 | ZROZ | PIMCO ETF TR | $26.1M | 4.06% | 406,774 | Added |
| 12 | VGLT | VANGUARD SCOTTSDALE FDS | $22.9M | 3.56% | 414,334 | Added |
| 13 | USDU | WISDOMTREE TR | $20.9M | 3.26% | 781,534 | Added |
| 14 | SPLG | SPDR SERIES TRUST | $14.9M | 2.33% | 170,111 | Trimmed |
| 15 | SPYG | SPDR SERIES TRUST | $14.1M | 2.19% | 118,355 | Trimmed |
| 16 | SPYV | SPDR SERIES TRUST | $13.1M | 2.04% | 215,686 | Trimmed |
| 17 | QLD | PROSHARES TR | $13.1M | 2.03% | 134,981 | Trimmed |
| 18 | SSO | PROSHARES TR | $11.4M | 1.77% | 168,776 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $11.0M | 1.71% | 14,669 | Trimmed |
| 20 | DDM | PROSHARES TR | $10.8M | 1.68% | 164,774 | Trimmed |
| 21 | OEF | ISHARES TR | $6.1M | 0.94% | 16,539 | Trimmed |
| 22 | AAPL | APPLE INC | $5.7M | 0.89% | 19,656 | Trimmed |
| 23 | IWF | ISHARES TR | $4.4M | 0.69% | 35,423 | Added |
| 24 | USXF | ISHARES TR | $4.2M | 0.66% | 61,136 | Trimmed |
| 25 | RAFE | PIMCO EQUITY SER | $4.1M | 0.65% | 86,680 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30