Gen-Wealth Partners Inc
Q2 2025 13F Holdings
- Locationzeeland, MI
- Num holdings
642
- Value ($000)
$259,066
- Date Filed08/14/2025
- Form type13F-HR
- CIK0002023375
- 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 |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO S&P 500 ETF | ETF | 78464A854 | $13.37M | 5 % | 183,870 | ||
EFV ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $8.22M | 3 % | 129,427 | ||
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $8.03M | 3 % | 147,530 | ||
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $7.73M | 3 % | 70,173 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | $7.42M | 3 % | 40,605 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $6.70M | 3 % | 10,786 | ||
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $5.60M | 2 % | 28,671 | ||
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $4.87M | 2 % | 81,116 | ||
EFG ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | $3.79M | 2 % | 33,834 | ||
BTHM ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | ETF | 09290C806 | $3.71M | 1 % | 104,382 |
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