GENESIS PRIVATE WEALTH, LLC
Q2 2025 13F Holdings
- Locationashburn, VA
- Num holdings
155
- Value ($000)
$212,242
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001965529
- 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 |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $13.39M | 6 % | 31,546 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $12.72M | 6 % | 278,128 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $11.70M | 6 % | 60,220 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $8.59M | 4 % | 28,170 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $8.49M | 4 % | 208,799 | ||
PTRB PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $8.39M | 4 % | 200,520 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $6.70M | 3 % | 136,735 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.44M | 3 % | 31,469 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.38M | 3 % | 101,759 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $6.02M | 3 % | 21,156 |
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