GENESIS PRIVATE WEALTH, LLC
Q4 2025 13F Holdings
- Locationashburn, VA
- Num holdings
180
- Value ($000)
$322,251
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001965529
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $16.24M | 5 % | 34,312 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $16.04M | 5 % | 23,414 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $14.52M | 5 % | 315,452 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $14.05M | 4 % | 66,786 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $11.27M | 4 % | 28,427 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $10.1M | 3 % | 227,232 | ||
PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $9.36M | 3 % | 222,673 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.79M | 2 % | 112,076 | ||
JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $7.61M | 2 % | 166,517 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.42M | 2 % | 147,562 |
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