Gen-Wealth Partners Inc

Q3 2025 13F Holdings

  • Location
    zeeland, MI
  • Num holdings

    681

  • Value ($000)

    $296,002

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002023375
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR PORTFOLIO S&P 500 ETF

ETF
78464A854
$16.36M
6 %

208,791

D
DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

ETF
09290C103
$9.68M
3 %

163,460

I
IVW

ISHARES S&P 500 GROWTH ETF

ETF
464287309
$8.64M
3 %

71,596

Q
QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

ETF
46432F339
$7.95M
3 %

40,852

E
EFV

ISHARES MSCI EAFE VALUE ETF

ETF
464288877
$7.25M
2 %

106,831

I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$6.68M
2 %

9,988

I
IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

ETF
46434G103
$6.64M
2 %

100,652

I
IVE

ISHARES S&P 500 VALUE ETF

ETF
464287408
$6.59M
2 %

31,906

X
XLG

INVESCO S&P 500 TOP 50 ETF

ETF
46137V233
$6.32M
2 %

109,810

B
BTHM

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

ETF
09290C806
$4.31M
2 %

113,753

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