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Genesis Financial Group, LLC

Q1 2026 13F Holdings

  • Location
    paramus, NJ
  • Num holdings

    103

  • Value ($000)

    $158,281

  • Date Filed
    05/18/2026
  • Form type
    13F-HR
  • CIK
    0002097587
  • 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
T
TSLA

TESLA INC

COM
88160R101
$9.82M
6 %

26,428

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$9.16M
6 %

62,642

G
GEV

GE VERNOVA INC

COM
36828A101
$7.61M
5 %

8,719

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$6.9M
4 %

127,665

M
META

META PLATFORMS INC

CL A
30303M102
$6.53M
4 %

11,420

A
AMZN

AMAZON COM INC

COM
023135106
$6.28M
4 %

30,162

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$6.14M
4 %

63,195

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$5.45M
3 %

21,989

K
KMI

KINDER MORGAN INC DEL

COM
49456B101
$5.15M
3 %

153,721

Q
QID

PROSHARES TR

ULTRASHORT QQQ
74349Y829
$5.07M
3 %

223,590

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