GenWealth Group, Inc.

Q2 2026 13F Holdings

  • Location
    maplewood, NJ
  • Num holdings

    89

  • Value ($000)

    $641,842

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
$58.54M
9 %

1,681,637

VUG

VANGUARD INDEX FDS

GROWTH ETF
$50.25M
8 %

583,351

IEF

ISHARES TR

7-10 YR TRSY BD
$48.23M
8 %

509,980

IAU

ISHARES GOLD TR

ISHARES NEW
$48.06M
8 %

636,522

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$43.98M
7 %

64,037

NDQ

INVESCO QQQ TR

UNIT SER 1
$31.57M
5 %

42,875

IWP

ISHARES TR

RUS MD CP GR ETF
$30.49M
5 %

208,254

IJH

ISHARES TR

CORE S&P MCP ETF
$29.93M
5 %

388,111

IVV

ISHARES TR

CORE S&P500 ETF
$28.55M
4 %

38,119

DIA

STATE STR SPDR DOW JONES IND

UT SER 1
$28.1M
4 %

53,785

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