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 $584.5M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHY ($82.3M, 14.07%), IAU ($55.1M, 9.43%), SCHV ($52.0M, 8.89%), TLT ($50.1M, 8.57%), IEF ($46.7M, 7.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $82.3M | 14.07% | 996,294 | New |
| 2 | IAU | ISHARES GOLD TR | $55.1M | 9.43% | 625,200 | Trimmed |
| 3 | SCHV | SCHWAB STRATEGIC TR | $52.0M | 8.89% | 1.7M | Added |
| 4 | TLT | ISHARES TR | $50.1M | 8.57% | 577,770 | New |
| 5 | IEF | ISHARES TR | $46.7M | 7.99% | 489,306 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $42.2M | 7.23% | 96,720 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $37.8M | 6.46% | 63,183 | Added |
| 8 | ZROZ | PIMCO ETF TR | $24.7M | 4.23% | 386,261 | Added |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | $21.8M | 3.73% | 393,841 | Added |
| 10 | USDU | WISDOMTREE TR | $20.0M | 3.42% | 759,232 | Added |
| 11 | SPLG | SPDR SERIES TRUST | $13.2M | 2.25% | 172,196 | Added |
| 12 | SPYV | SPDR SERIES TRUST | $12.2M | 2.09% | 216,392 | Added |
| 13 | SPYG | SPDR SERIES TRUST | $11.6M | 1.99% | 118,799 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $9.7M | 1.65% | 14,852 | Trimmed |
| 15 | SSO | PROSHARES TR | $9.1M | 1.55% | 175,122 | Added |
| 16 | DDM | PROSHARES TR | $8.6M | 1.47% | 165,475 | Added |
| 17 | QLD | PROSHARES TR | $8.5M | 1.46% | 139,984 | Added |
| 18 | OEF | ISHARES TR | $5.4M | 0.92% | 16,989 | Trimmed |
| 19 | AAPL | APPLE INC | $5.1M | 0.87% | 19,937 | Added |
| 20 | RAFE | PIMCO EQUITY SER | $3.8M | 0.64% | 90,150 | Added |
| 21 | IWF | ISHARES TR | $3.7M | 0.63% | 8,681 | Trimmed |
| 22 | USXF | ISHARES TR | $3.6M | 0.61% | 64,975 | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 0.61% | 123,010 | Trimmed |
| 24 | IVW | ISHARES TR | $3.6M | 0.61% | 31,546 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $3.3M | 0.56% | 16,586 | Added |
Source: SEC Form 13F filings · as of 2026-03-31