Genesis Financial Group, LLC
Q4 2025 13F Holdings
- Locationparamus, NJ
- Num holdings
101
- Value ($000)
$172,269
- Date Filed01/16/2026
- Form type13F-HR
- CIK0002097587
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
T TESLA INC | COM | 88160R101 | $11.8M | 7 % | 26,234 | ||
M META PLATFORMS INC | CL A | 30303M102 | $11M | 6 % | 16,662 | ||
P PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $10.78M | 6 % | 60,642 | ||
A AMAZON COM INC | COM | 023135106 | $8.11M | 5 % | 35,126 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $6.29M | 4 % | 116,918 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $6.03M | 4 % | 62,802 | ||
G GOLDMAN SACHS GROUP INC | COM | 38141G104 | $5.46M | 3 % | 6,207 | ||
U UBER TECHNOLOGIES INC | COM | 90353T100 | $4.91M | 3 % | 60,890 | ||
LAM RESEARCH CORP | COM NEW | 512807306 | $4.86M | 3 % | 28,363 | ||
M MEDTRONIC PLC | SHS | G5960L103 | $4.69M | 3 % | 48,805 |
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