Gen-Wealth Partners Inc ETF holdings
Zeeland, MI
Reported $184.2M in 178 ETFs in its Form 13F for June 30, 2026.
ETF value
$184.2M
ETFs held
178
Change from prior quarter
+17.5%
With price moves
ETFs as a share of its 13F
51.2%
of $359.7M
Top 10 of 178 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $31.6M | 359,939 | +126,422 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $14.3M | 210,007 | +9,306 shares |
| IVW | iShares S&P 500 Growth ETF | $12.2M | 88,796 | +5,910 shares |
| IVV | iShares Core S&P 500 ETF | $11.0M | 14,691 | +1,030 shares |
| IVE | iShares S&P 500 Value ETF | $10.9M | 48,163 | −688 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $6.9M | 131,507 | −8,291 shares |
| CORO | iShares International Country Rotation Active ETF | $6.9M | 189,070 | +11,277 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $6.6M | 86,103 | +14,961 shares |
| BLCR | iShares Large Cap Core Active ETF | $4.9M | 97,268 | +6,446 shares |
| THRO | iShares U.S. Thematic Rotation Active ETF | $4.7M | 108,320 | −28,880 shares |
168 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002023375. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Gen-Wealth Partners Inc own?
Gen-Wealth Partners Inc reported 178 ETF positions worth $184.2M in its Form 13F for June 30, 2026. The largest was SPYM, at $31.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.