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Genesis Wealth Advisors, LLC

Q1 2026 13F Holdings

  • Location
    braintree, MA
  • Num holdings

    64

  • Value ($000)

    $149,826

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0001637241
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$23.34M
16 %

35,888

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$14.76M
10 %

191,361

V
VFQY

VANGUARD WELLINGTON FD

US QUALITY
921935706
$8.86M
6 %

59,399

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$8.72M
6 %

149,929

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.69M
6 %

13,308

E
EUSA

ISHARES INC

MSCI EQUAL WEITE
464286681
$7.8M
5 %

76,627

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$7.72M
5 %

167,071

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$7.43M
5 %

100,876

B
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
46138J783
$7.31M
5 %

372,338

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$6.33M
4 %

117,169

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