Gen-Wealth Partners Inc Top Holdings and 13F Report (2026) About Gen-Wealth Partners IncInvestment ActivityGen-Wealth Partners Inc has $356.09 million in total holdings as of September 30, 2026.Gen-Wealth Partners Inc owns shares of 761 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Approximately 11.09% of the portfolio was purchased this quarter.About 10.98% of the portfolio was sold this quarter.This quarter, Gen-Wealth Partners Inc has purchased 721 new stocks and bought additional shares in 174 stocks.Gen-Wealth Partners Inc sold shares of 265 stocks and completely divested from 53 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $33,895,727iShares U.S. Equity Factor Rotation Active ETF $15,162,729iShares MSCI ACWI ex U.S. ETF $14,633,072iShares S&P 500 Growth ETF $13,545,112iShares Core S&P 500 ETF $11,414,887 Largest New Holdings this Quarter 09260D107 - Blackstone $972,897 Holding092528793 - ISHARES MORTGAGE-BACKED SECURITIES ACTIVE ETF $356,315 Holding808524102 - Schwab US Broad Market ETF $236,239 Holding816850101 - Semtech $174,783 HoldingG0593M107 - AstraZeneca $154,909 Holding Largest Purchases this Quarter iShares MSCI ACWI ex U.S. ETF 107,405 shares (about $8.12M)ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 87,787 shares (about $3.19M)ISHARES LARGE CAP CORE ACTIVE ETF 37,974 shares (about $1.86M)Alphabet 4,929 shares (about $1.70M)SPDR Portfolio S&P 500 ETF 17,687 shares (about $1.59M) Largest Sales this Quarter Invesco S&P 500 Momentum ETF 25,161 shares (about $3.81M)Avantis Emerging Markets Equity ETF 28,870 shares (about $2.72M)Verizon Communications 42,967 shares (about $1.97M)iShares MBS ETF 17,989 shares (about $1.61M)Micron Technology 1,400 shares (about $1.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGen-Wealth Partners Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$33,895,727$1,587,586 ▲4.9%377,6269.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$15,162,729$617,660 ▲4.2%218,9254.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$14,633,072$8,121,964 ▲124.7%193,5084.1%ETFIVWiShares S&P 500 Growth ETF$13,545,112$913,023 ▲7.2%95,2143.8%ETFIVViShares Core S&P 500 ETF$11,414,887$163,890 ▲1.5%14,9053.2%ETFIVEiShares S&P 500 Value ETF$11,261,408$266,857 ▲2.4%49,3323.2%ETFISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF$10,063,737$3,191,053 ▲46.4%276,8572.8%ETFISHARES LARGE CAP CORE ACTIVE ETF$6,621,463$1,859,211 ▲39.0%135,2421.9%ETFISHARES A.I. INNOVATION AND TECH ACTIVE ETF$5,538,338$667,453 ▼-10.8%117,3631.6%ETFBTHMBlackRock Future U.S. Themes ETF$4,980,576$216,646 ▲4.5%113,2461.4%ETFMSFTMicrosoft$4,803,101$473,386 ▲10.9%9,3651.3%TechnologyIUSBiShares Core Total USD Bond Market ETF$4,775,861$1,018,476 ▲27.1%108,3211.3%ETFKOCoca-Cola$4,463,990$278,122 ▼-5.9%51,8591.3%Consumer StaplesGOOGLAlphabet$3,825,818$1,695,967 ▲79.6%11,1191.1%Communication ServicesCVXChevron$3,675,369$78,825 ▼-2.1%17,9981.0%EnergyMUBiShares National Muni Bond ETF$3,511,730$531,183 ▲17.8%34,7351.0%ETFWALMART INC COM$3,471,092$166,997 ▲5.1%33,4021.0%StockCATCaterpillar$3,439,416$959,177 ▼-21.8%4,2421.0%IndustrialsAAPLApple$3,413,713$67,602 ▼-1.9%10,2511.0%TechnologyJPMJPMorgan Chase & Co.$3,271,443$37,051 ▲1.1%9,8890.9%FinanceGLOBAL X DEFENSE TECH ETF$3,171,367$57,496 ▲1.8%52,7860.9%ETFVVisa$3,030,368$8,624 ▲0.3%8,4330.9%FinancePGProcter & Gamble$3,017,816$87,024 ▼-2.8%20,7720.8%Consumer StaplesDISWalt Disney$2,889,104$408,998 ▲16.5%27,5420.8%Communication ServicesSCHZSchwab U.S. Aggregate Bond ETF$2,888,064$392,650 ▲15.7%130,6820.8%ETFJNJJohnson & Johnson$2,867,791$474,435 ▼-14.2%10,8320.8%HealthcareMMM3M$2,832,433$27,413 ▲1.0%17,2550.8%IndustrialsAMZNAmazon.com$2,819,748$356,050 ▼-11.2%11,3170.8%Consumer DiscretionaryGSThe Goldman Sachs Group$2,577,897$292,636 ▼-10.2%2,8630.7%FinanceAXPAmerican Express$2,569,316$170,903 ▲7.1%8,4490.7%FinanceMRKMerck & Co., Inc.$2,531,755$446,686 ▼-15.0%17,4230.7%HealthcareEFGiShares MSCI EAFE Growth ETF$2,526,376$179,146 ▲7.6%21,0830.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,469,045$1,453,735 ▼-37.1%30,4220.7%ETFHDHome Depot$2,357,591$312,373 ▲15.3%8,2870.7%Consumer DiscretionaryAMGNAmgen$2,332,968$245,731 ▼-9.5%5,5350.7%HealthcareNVDANVIDIA$2,324,858$610,218 ▼-20.8%10,1800.7%TechnologyEFViShares MSCI EAFE Value ETF$2,248,430$870,296 ▼-27.9%28,4110.6%ETFCRMSalesforce$2,238,746$559,687 ▲33.3%9,7520.6%TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$2,220,813$100,692 ▼-4.3%4,3670.6%ETFIBMInternational Business Machines$2,025,487$30,129 ▲1.5%9,2100.6%TechnologyTRVTravelers Companies$1,984,481$176,485 ▼-8.2%5,5660.6%FinanceCSCOCisco Systems$1,974,668$630,383 ▼-24.2%18,3470.6%TechnologyGOVTiShares U.S. Treasury Bond ETF$1,970,742$137,715 ▲7.5%90,1120.6%ETFPALANTIR TECHNOLOGIES INC CL A$1,962,227$29,555 ▼-1.5%10,4900.6%StockSHWSherwin-Williams$1,897,800$89,217 ▼-4.5%5,8710.5%MaterialsHONEYWELL INTL INC COM$1,858,123$756,412 ▲68.7%8,8090.5%StockMCDMcDonald's$1,812,365$86,369 ▲5.0%7,8480.5%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$1,730,797$22,002 ▲1.3%7,7880.5%ETFUNHUnitedHealth Group$1,662,548$200,064 ▼-10.7%4,5290.5%HealthcareAMDAdvanced Micro Devices$1,644,701$782,579 ▼-32.2%2,6880.5%TechnologyMUMicron Technology$1,546,632$1,491,243 ▼-49.1%1,4520.4%TechnologyXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,526,554$73,444 ▲5.1%36,0210.4%ETFBABoeing$1,466,232$31,628 ▼-2.1%7,8810.4%IndustrialsNKENIKE$1,400,842$398,319 ▲39.7%39,5720.4%Consumer DiscretionarySJMJ. M. Smucker$1,372,155$94,775 ▲7.4%11,5390.4%Consumer StaplesISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF$1,359,762$219,680 ▲19.3%45,5380.4%ETFDEDeere & Company$1,355,413$141,721 ▲11.7%2,0180.4%IndustrialsPWRQuanta Services$1,330,340$29,549 ▼-2.2%2,0710.4%IndustrialsQQQInvesco QQQ$1,314,535$5,178 ▲0.4%1,7770.4%ETFCACICACI International$1,248,400$308,751 ▲32.9%2,0500.4%IndustrialsLAM RESEARCH CORP COM NEW$1,247,903$176,395 ▼-12.4%3,7990.4%StockSHOPIFY INC CL A SUB VTG SHS$1,229,686$322,993 ▲35.6%8,2920.3%StockULTAUlta Beauty$1,209,881$286,766 ▲31.1%2,2150.3%Consumer DiscretionaryTSLATesla$1,198,110$143,333 ▲13.6%3,3770.3%Consumer DiscretionaryHCAHCA Healthcare$1,175,531$338,792 ▲40.5%2,7550.3%HealthcareISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF$1,158,441$315,724 ▲37.5%23,1230.3%ETFSOLVENTUM CORP COM SHS$1,147,617$186,436 ▲19.4%13,0190.3%StockACAArcosa$1,136,537$1,608 ▲0.1%7,7770.3%MaterialsBRBroadridge Financial Solutions$1,117,585$332,682 ▲42.4%6,9370.3%IndustrialsISHARES LONG-TERM NATIONAL MUNI BOND ETF$1,110,916$329,889 ▼-22.9%23,8860.3%ETFPLDPrologis$1,106,914$263,452 ▲31.2%8,5250.3%Real EstateGEHCGE HealthCare Technologies$1,104,170$298,742 ▲37.1%16,8910.3%HealthcareADBEAdobe$1,102,684$259,356 ▲30.8%4,5960.3%TechnologyCHENIERE ENERGY INC COM NEW$1,100,157$146,365 ▲15.3%4,0890.3%StockBACBank of America$1,077,909$125,404 ▲13.2%19,8040.3%FinanceSBUXStarbucks$1,064,062$57,877 ▲5.8%11,3250.3%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$1,060,9020.0%5,1000.3%ETFVIRTU FINL INC CL A$1,051,992$61,006 ▼-5.5%19,0720.3%StockMSCIMSCI$1,032,739$112,594 ▲12.2%1,9170.3%FinanceEFAiShares MSCI EAFE ETF$1,030,4850.0%9,9190.3%ETFEMEEMCOR Group$1,014,019$655,642 ▲182.9%1,3440.3%IndustrialsBLOCK INC CL A$1,006,546$124,927 ▲14.2%13,6890.3%StockMPLXMplx$1,005,496$180,677 ▲21.9%17,8530.3%EnergyBIPBrookfield Infrastructure Partners$1,005,326$156,457 ▲18.4%28,2790.3%UtilitiesNTLAIntellia Therapeutics$991,053$251,258 ▲34.0%82,1770.3%HealthcareUBERUber Technologies$987,116$281,583 ▲39.9%14,4080.3%IndustrialsMETAMeta Platforms$982,482$21,752 ▲2.3%1,3550.3%Communication ServicesCBRECBRE Group$974,322$235,101 ▲31.8%7,5840.3%Real EstateBXBlackstone$972,897$972,897 ▲New Holding8,6800.3%FinanceMDYSPDR S&P MidCap 400 ETF Trust$966,677$22,985 ▼-2.3%1,4720.3%ETFITAiShares U.S. Aerospace & Defense ETF$965,677$57,597 ▲6.3%4,6610.3%ETFSESEA$957,917$224,997 ▲30.7%9,8390.3%Consumer DiscretionaryHIIHuntington Ingalls Industries$949,925$294,565 ▲44.9%3,5570.3%IndustrialsSPYSPDR S&P 500 ETF Trust$936,011$9,154 ▲1.0%1,2270.3%ETFTPRTapestry$924,936$922,635 ▲40,100.0%8,0400.3%Consumer DiscretionaryIWMiShares Russell 2000 ETF$837,0050.0%3,0120.2%ETFCASYCasey's General Stores$831,513$25,548 ▲3.2%1,3670.2%Consumer StaplesAXONAxon Enterprise$828,848$118,286 ▲16.6%1,9620.2%IndustrialsROLRollins$802,119$242,374 ▲43.3%26,6310.2%IndustrialsLLYEli Lilly and Company$770,315$174,651 ▼-18.5%6660.2%HealthcareShowing largest 100 holdings. 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