GenWealth Group, Inc. ETF holdings
Maplewood, NJ
Reported $621.5M in 57 ETFs in its Form 13F for June 30, 2026.
ETF value
$621.5M
ETFs held
57
Change from prior quarter
+10.1%
With price moves
ETFs as a share of its 13F
96.8%
of $641.8M
Top 10 of 57 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHV | Schwab U.S. Large-Cap Value ETF | $58.5M | 1,681,637 | −21,847 shares |
| VUG | Vanguard Morningstar Growth ETF | $50.2M | 583,351 | +486,631 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $48.2M | 509,980 | +20,674 shares |
| IAU | iShares Gold Trust | $48.1M | 636,522 | +11,322 shares |
| VOO | Vanguard S&P 500 ETF | $44.0M | 64,037 | +854 shares |
| QQQ | Invesco QQQ Trust | $31.6M | 42,875 | +42,036 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $30.5M | 208,254 | New position |
| IJH | iShares Core S&P Mid-Cap ETF | $29.9M | 388,111 | New position |
| IVV | iShares Core S&P 500 ETF | $28.5M | 38,119 | +37,352 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $28.1M | 53,785 | New position |
47 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) 0001713678. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does GenWealth Group, Inc. own?
GenWealth Group, Inc. reported 57 ETF positions worth $621.5M in its Form 13F for June 30, 2026. The largest was SCHV, at $58.5M.
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.