GENESIS PRIVATE WEALTH, LLC
Q1 2026 13F Holdings
- Locationashburn, VA
- Num holdings
182
- Value ($000)
$317,693
- Date Filed 04/16/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $15.1M | 5 % | 23,123 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $14.3M | 5 % | 313,395 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $13.24M | 4 % | 31,050 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $13.16M | 4 % | 61,579 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $12.07M | 4 % | 28,044 | ||
PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $9.24M | 3 % | 222,583 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $9.16M | 3 % | 227,813 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.84M | 3 % | 157,237 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.66M | 2 % | 112,160 | ||
JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $7.6M | 2 % | 168,172 |
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