Genesis Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
62
- Value ($000)
$133,291
- Date Filed07/15/2025
- Form type13F-HR
- CIK0001637241
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.79M | 16 % | 33,645 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $12.16M | 9 % | 175,993 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.58M | 6 % | 13,815 | ||
VFQY VANGUARD WELLINGTON FD | US QUALITY | 921935706 | $7.92M | 6 % | 55,131 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.51M | 6 % | 137,819 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.95M | 5 % | 94,405 | ||
EUSA ISHARES INC | MSCI EQUAL WEITE | 464286681 | $6.89M | 5 % | 69,541 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $6.64M | 5 % | 153,570 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $6.57M | 5 % | 334,549 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $5.37M | 4 % | 108,542 |
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