Institutions / Genesis Private Wealth, LLC
Genesis Private Wealth, LLC
CIK 1965529 · Institution · as of Dec 31, 2025
Portfolio value
$322.25M
Positions
180
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 180 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $16.24M | 5.0% |
| iShares Tr | $16.04M | 5.0% |
| Fidelity Merrimack Str Tr | $14.52M | 4.5% |
| iShares Tr | $14.05M | 4.4% |
| SPDR Gold Tr | $11.27M | 3.5% |
| Capital Group Growth ETF | $10.10M | 3.1% |
| PGIM ETF Tr | $9.36M | 2.9% |
| First Tr Exchange Traded Fd | $7.79M | 2.4% |
| Janus Detroit Str Tr | $7.61M | 2.4% |
| Vanguard Mun Bd Fds | $7.42M | 2.3% |
| Vanguard Specialized Funds | $7.05M | 2.2% |
| Schwab Strategic Tr | $7.02M | 2.2% |
| Vanguard Bd Index Fds | $6.74M | 2.1% |
| First Tr Exchange-Traded Fd | $6.58M | 2.0% |
| iShares Tr | $6.45M | 2.0% |
| Vanguard Index Fds | $6.13M | 1.9% |
| PIMCO ETF Tr | $6.04M | 1.9% |
| Vanguard Index Fds | $5.57M | 1.7% |
| Vanguard Star Fds | $5.51M | 1.7% |
| iShares Tr | $5.33M | 1.7% |
| First Tr Exchange-Traded Fd | $5.19M | 1.6% |
| Vanguard Index Fds | $5.14M | 1.6% |
| Invesco Exchange Traded Fd T | $5.12M | 1.6% |
| Goldman Sachs ETF Tr | $4.24M | 1.3% |
| Vanguard Scottsdale Fds | $4.03M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.