GENESIS PRIVATE WEALTH, LLC
Q3 2025 13F Holdings
- Locationashburn, VA
- Num holdings
158
- Value ($000)
$237,965
- Date Filed 10/08/2025
- Form type13F-HR
- CIK 0001965529
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | RUS 1000 GRW ETF | 464287614 | $15.00M | 6 % | 32,033 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $13.38M | 6 % | 289,359 | ||
I ISHARES TR | RUS 1000 VAL ETF | 464287598 | $12.47M | 5 % | 61,260 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $10.09M | 4 % | 28,378 | ||
C CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $9.28M | 4 % | 211,182 | ||
P PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $8.63M | 4 % | 204,473 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.32M | 3 % | 146,182 | ||
R FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.04M | 3 % | 104,632 | ||
J JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $6.71M | 3 % | 146,916 | ||
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.68M | 3 % | 30,933 |
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