GenWealth Group, Inc.
CIK 1713678 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- IAU9.77%
- SCHV8.38%
- VUG7.87%
- IEF7.41%
- VOO6.47%
- IWP4.90%
- IJH4.83%
- QQQ4.66%
- IVV4.43%
- DIA4.17%
Share classes counted separately62.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IAUWeight increased · +1.15 pp8.62% → 9.77%Shares +35.14K (+5.13%)
- IWPWeight decreased · -0.48 pp5.38% → 4.90%Shares -7.39K (-3.84%)
- VGLTWeight increased · +0.36 pp3.04% → 3.40%Shares +52.89K (+19.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $52.44M | 9.77% | 720.70K shares | 8.62% → 9.77%+1.15 pp +35.14K (+5.13%) | Added | ↗▾ |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $44.98M | 8.38% | 1.55M shares | 8.58% → 8.38%-0.20 pp +7.84K (+0.51%) | Added | ↗▾ |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $42.28M | 7.87% | 88.16K shares | 8.13% → 7.87%-0.26 pp -3.76K (-4.09%) | Reduced | ↗▾ |
| 04 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $39.81M | 7.41% | 412.75K shares | 7.50% → 7.41%-0.09 pp +24.28K (+6.25%) | Added | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $34.76M | 6.47% | 56.76K shares | 6.58% → 6.47%-0.11 pp -712 (-1.24%) | Reduced | ↗▾ |
| 06 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $26.33M | 4.90% | 184.91K shares | 5.38% → 4.90%-0.48 pp -7.39K (-3.84%) | Reduced | ↗▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $25.96M | 4.83% | 397.81K shares | 5.14% → 4.83%-0.31 pp -13.16K (-3.20%) | Reduced | ↗▾ |
| 08 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $25.01M | 4.66% | 41.66K shares | 4.58% → 4.66%+0.08 pp +452 (+1.10%) | Added | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $23.78M | 4.43% | 35.53K shares | 4.38% → 4.43%+0.05 pp +587 (+1.68%) | Added | ↗▾ |
| 10 | DIASS SPDR DOW JONES INDUS AVGUT SER 1 View history and evidence | $22.38M | 4.17% | 48.27K shares | 4.21% → 4.17%-0.04 pp +928 (+1.96%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1713678 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Nov 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 537067236
}Research all 75 reported holdings.
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