Gen-Wealth Partners Inc Top Holdings and 13F Report (2026) About Gen-Wealth Partners IncInvestment ActivityGen-Wealth Partners Inc has $317.34 million in total holdings as of March 31, 2026.Gen-Wealth Partners Inc owns shares of 728 different stocks, but just 123 companies or ETFs make up 80% of its holdings.Approximately 12.15% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Gen-Wealth Partners Inc has purchased 689 new stocks and bought additional shares in 249 stocks.Gen-Wealth Partners Inc sold shares of 201 stocks and completely divested from 23 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $17,873,394iShares U.S. Equity Factor Rotation Active ETF $11,676,777iShares S&P 500 Value ETF $10,314,817iShares S&P 500 Growth ETF $9,375,181iShares Core S&P 500 ETF $8,923,189 Largest New Holdings this Quarter 09290C764 - ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF $5,716,589 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $4,871,087 Holding09290C855 - ISHARES LARGE CAP CORE ACTIVE ETF $3,729,154 Holding46438G448 - ISHARES LONG-TERM NATIONAL MUNI BOND ETF $1,367,105 Holding29472R108 - Equity Lifestyle Properties $265,472 Holding Largest Purchases this Quarter ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 177,793 shares (about $5.72M)iShares MSCI ACWI ex U.S. ETF 71,142 shares (about $4.87M)ISHARES LARGE CAP CORE ACTIVE ETF 90,822 shares (about $3.73M)iShares Core S&P 500 ETF 2,154 shares (about $1.41M)iShares U.S. Treasury Bond ETF 59,904 shares (about $1.37M) Largest Sales this Quarter iShares Biotechnology ETF 45 shares (about $∞T)Invesco S&P 500 Top 50 ETF 121,584 shares (about $6.63M)iShares Core MSCI Emerging Markets ETF 65,436 shares (about $4.56M)iShares MSCI EAFE Value ETF 30,733 shares (about $2.28M)iShares S&P 100 ETF 3,969 shares (about $1.26M) 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$17,873,394$1,121,235 ▲6.7%233,5175.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$11,676,777$590,643 ▲5.3%200,7013.7%ETFIVEiShares S&P 500 Value ETF$10,314,817$420,186 ▲4.2%48,8513.3%ETFIVWiShares S&P 500 Growth ETF$9,375,181$473,136 ▲5.3%82,8863.0%ETFIVViShares Core S&P 500 ETF$8,923,189$1,406,965 ▲18.7%13,6612.8%ETFEFViShares MSCI EAFE Value ETF$6,254,470$2,284,998 ▼-26.8%84,1222.0%ETFISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF$5,716,589$5,716,589 ▲New Holding177,7931.8%ETFQUALiShares MSCI USA Quality Factor ETF$4,992,174$295,575 ▲6.3%26,0271.6%ETFBTHMBlackRock Future U.S. Themes ETF$4,969,401$341,157 ▲7.4%137,2001.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$4,871,087$4,871,087 ▲New Holding71,1421.5%ManufacturingISHARES A.I. INNOVATION AND TECH ACTIVE ETF$4,606,335$640,052 ▲16.1%139,7981.5%ETFKOCocaCola$4,277,944$48,292 ▲1.1%56,2521.3%Consumer StaplesWALMART INC COM$3,982,386$148,886 ▼-3.6%32,0441.3%StockCATCaterpillar$3,978,590$143,105 ▼-3.5%5,6161.3%IndustrialsISHARES LARGE CAP CORE ACTIVE ETF$3,729,154$3,729,154 ▲New Holding90,8221.2%ETFCVXChevron$3,678,998$211,239 ▲6.1%17,7821.2%EnergySPMOInvesco S&P 500 Momentum ETF$3,467,253$186,552 ▲5.7%30,9271.1%ETFJNJJohnson & Johnson$3,254,202$215,350 ▼-6.2%13,3131.0%MedicalAVEMAvantis Emerging Markets Equity ETF$3,197,196$207,495 ▲6.9%39,6771.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,133,707$4,564,130 ▼-59.3%44,9281.0%ETFPGProcter & Gamble$3,074,568$48,965 ▲1.6%21,2861.0%Consumer StaplesMSFTMicrosoft$3,004,109$279,125 ▲10.2%8,1150.9%Computer and TechnologyMUBiShares National Muni Bond ETF$2,840,437$194,040 ▲7.3%26,7590.9%ETFAMZNAmazon.com$2,728,685$55,607 ▲2.1%13,1020.9%Retail/WholesaleJPMJPMorgan Chase & Co.$2,725,813$157,971 ▲6.2%9,2660.9%FinanceAAPLApple$2,697,975$102,529 ▲4.0%10,6310.9%Computer and TechnologyGLOBAL X DEFENSE TECH ETF$2,657,030$670,438 ▲33.7%37,5070.8%ETFIUSBiShares Core Total USD Bond Market ETF$2,606,816$813,680 ▲45.4%56,4370.8%ManufacturingGSThe Goldman Sachs Group$2,606,469$197,114 ▲8.2%3,0810.8%FinanceMRKMerck & Co., Inc.$2,532,652$123,655 ▼-4.7%21,0550.8%MedicalSCHZSchwab U.S. Aggregate Bond ETF$2,444,708$108,251 ▲4.6%105,2850.8%ETFVZVerizon Communications$2,442,891$22,389 ▲0.9%48,6630.8%Computer and TechnologyVVisa$2,383,951$244,802 ▲11.4%7,8880.8%Business ServicesHONHoneywell International$2,381,735$31,419 ▲1.3%10,5370.8%Multi-Sector ConglomeratesMCDMcDonald's$2,359,271$5,905 ▼-0.2%7,5910.7%Retail/WholesaleAMGNAmgen$2,313,311$339,168 ▼-12.8%6,5750.7%MedicalNVDANVIDIA$2,308,819$144,574 ▲6.7%13,2390.7%Computer and TechnologyMMM3M$2,289,175$58,094 ▲2.6%15,7620.7%Multi-Sector ConglomeratesDIASPDR Dow Jones Industrial Average ETF Trust$2,222,222$61,137 ▼-2.7%4,7980.7%FinanceIBMInternational Business Machines$2,199,131$90,408 ▲4.3%9,0730.7%Computer and TechnologyHDHome Depot$2,181,324$155,245 ▲7.7%6,6320.7%Retail/WholesaleAXPAmerican Express$2,175,365$284,624 ▲15.1%7,1920.7%FinanceDISWalt Disney$2,066,069$270,342 ▲15.1%21,4370.7%Consumer DiscretionaryCSCOCisco Systems$2,015,250$17,303 ▲0.9%25,9730.6%Computer and TechnologySHWSherwin-Williams$2,009,886$25,965 ▲1.3%6,2700.6%Basic MaterialsEFGiShares MSCI EAFE Growth ETF$1,966,744$456,717 ▲30.2%17,6600.6%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,876,735$20,316 ▲1.1%40,9230.6%ETFGOOGLAlphabet$1,837,670$127,955 ▲7.5%6,3910.6%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$1,788,079$1,372,400 ▲330.2%78,0480.6%ETFTRVTravelers Companies$1,773,863$39,665 ▲2.3%6,0820.6%FinanceMBBiShares MBS ETF$1,626,628$57,256 ▲3.6%17,1310.5%ETFBABoeing$1,618,044$31,644 ▲2.0%8,1300.5%AerospaceITAiShares U.S. Aerospace & Defense ETF$1,431,157$29,533 ▼-2.0%6,5420.5%ETFUNHUnitedHealth Group$1,429,733$77,385 ▲5.7%5,2840.5%MedicalNKENIKE$1,394,606$97,611 ▲7.5%26,4030.4%Consumer DiscretionaryISHARES LONG-TERM NATIONAL MUNI BOND ETF$1,367,105$1,367,105 ▲New Holding27,3800.4%ETFCRMSalesforce$1,365,363$162,597 ▲13.5%7,3140.4%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,346,838$1,206 ▼-0.1%392,0740.4%ETFGLDSPDR Gold Shares$1,327,014$187,606 ▼-12.4%3,0840.4%FinancePALANTIR TECHNOLOGIES INC CL A$1,302,622$623,591 ▲91.8%8,9050.4%StockCASYCasey's General Stores$1,160,087$205,235 ▼-15.0%1,5940.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,084,688$25 ▲0.0%262,2390.3%FinanceIAGGiShares Core International Aggregate Bond ETF$1,048,485$75,710 ▲7.8%20,9530.3%ETFPWRQuanta Services$1,035,902$187,198 ▲22.1%1,8870.3%ConstructionQQQInvesco QQQ$1,020,454$1,732 ▼-0.2%1,7680.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$978,792$1,919 ▼-0.2%5,1000.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$976,652$6,770 ▲0.7%10,5310.3%ETFEFAiShares MSCI EAFE ETF$963,432$3,788 ▼-0.4%9,9190.3%FinanceMUMicron Technology$946,565$230,054 ▲32.1%2,8020.3%Computer and TechnologyCECelanese$932,634$210,007 ▲29.1%14,1800.3%Basic MaterialsTSLATesla$931,069$285,453 ▲44.2%2,5050.3%Auto/Tires/TrucksMDYSPDR S&P MidCap 400 ETF Trust$929,457$3,701 ▼-0.4%1,5070.3%ETFMSCIMSCI$909,204$77,069 ▼-7.8%1,6870.3%FinanceSLViShares Silver Trust$898,153$11,448 ▲1.3%13,1810.3%ETFROLRollins$877,716$76,855 ▼-8.1%16,4340.3%ConstructionDEDeere & Company$868,742$171,269 ▲24.6%1,5420.3%IndustrialsSJMJ. M. Smucker$867,820$191,327 ▲28.3%8,9990.3%Consumer StaplesSBUXStarbucks$867,350$191,998 ▲28.4%9,6810.3%Retail/WholesaleBINCiShares Flexible Income Active ETF$861,272$240,491 ▼-21.8%16,5850.3%ETFLAM RESEARCH CORP COM NEW$826,244$156,617 ▲23.4%3,8670.3%StockMETAMeta Platforms$815,142$1,144 ▲0.1%1,4250.3%Computer and TechnologyLLYEli Lilly and Company$798,064$13,791 ▼-1.7%8680.3%MedicalCHENIERE ENERGY INC COM NEW$792,566$221,056 ▲38.7%2,7930.2%StockSTZConstellation Brands$774,639$175,059 ▲29.2%5,1640.2%Consumer StaplesNEENextEra Energy$769,913$332,802 ▼-30.2%8,2890.2%UtilitiesXOMExxonMobil$765,787$92,458 ▼-10.8%4,5140.2%EnergyAGGiShares Core U.S. Aggregate Bond ETF$758,059$5,034 ▲0.7%83,8720.2%FinanceIWMiShares Russell 2000 ETF$746,976$8,680 ▼-1.1%3,0120.2%FinanceVIRTU FINL INC CL A$746,364$193,419 ▲35.0%16,9710.2%StockAMDAdvanced Micro Devices$731,489$221,928 ▲43.6%3,5960.2%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceABBVAbbVie$713,255$18,054 ▼-2.5%3,2790.2%MedicalADBEAdobe$697,258$281,529 ▲67.7%2,8680.2%Computer and TechnologyHIIHuntington Ingalls Industries$691,424$132,966 ▲23.8%1,8200.2%AerospacePEPPepsiCo$685,940$301,584 ▼-30.5%4,4170.2%Consumer StaplesPLDPrologis$683,959$159,555 ▲30.4%5,1740.2%FinanceIJHiShares Core S&P Mid-Cap ETF$678,824$1,080 ▲0.2%10,0520.2%ETFBACBank of America$669,438$164,873 ▲32.7%13,7320.2%FinanceBIPBrookfield Infrastructure Partners$665,369$184,393 ▲38.3%18,4210.2%FinanceULTAUlta Beauty$659,980$124,889 ▲23.3%1,2630.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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