GenWealth Group, Inc.

Q3 2025 13F Holdings

  • Location
    maplewood, NJ
  • Num holdings

    75

  • Value ($000)

    $537,067

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001713678
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$52.44M
10 %

720,695

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$44.98M
8 %

1,545,294

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$42.28M
8 %

88,157

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$39.81M
7 %

412,745

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$34.76M
7 %

56,760

I
IWP

ISHARES TR

RUS MD CP GR ETF
464287481
$26.33M
5 %

184,910

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$25.96M
5 %

397,812

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$25.01M
5 %

41,661

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.78M
4 %

35,528

D
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$22.38M
4 %

48,266

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