GenWealth Group, Inc.
Q2 2025 13F Holdings
- Locationmaplewood, NJ
- Num holdings
70
- Value ($000)
$495,866
- Date Filed07/16/2025
- Form type13F-HR
- CIK0001713678
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $42.75M | 9 % | 685,552 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $42.54M | 9 % | 1,537,451 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $40.30M | 8 % | 91,915 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $37.20M | 8 % | 388,469 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $32.65M | 7 % | 57,472 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $26.67M | 5 % | 192,302 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $25.49M | 5 % | 410,976 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $22.73M | 5 % | 41,209 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $21.69M | 4 % | 34,941 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $20.86M | 4 % | 47,338 |
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