GenWealth Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), GenWealth Group, Inc. reported 89 stock positions worth $641.8 million. Its top holding was Schwab US Large-Cap Value (SCHV) at 9.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.8%) and iShares 7-10 Year Treasury B (IEF, 7.5%). Compared with Q1 2026, it opened 13 new positions, sold out of 9, added to 20 and reduced 41. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +5010%) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- Maplewood, NJ
- CIK
- 0001713678
- Portfolio Value
- $641.8M (Q2 2026)
- SEC Filing
- 0001172661-26-002575 ↗ filed Jul 10, 2026
Holdings Value
Holdings 89 stocks · $641.8M
| SCHV Schwab US Large-Cap Value | 9.12% | 1,681,637 | $58.5M | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.83% | 583,351 | $50.2M | Add +0.5% |
| IEF iShares 7-10 Year Treasury B | 7.51% | 509,980 | $48.2M | Add +4.2% |
| IAU iShares Gold Trust | 7.49% | 636,522 | $48.1M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 6.85% | 64,037 | $44.0M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 4.92% | 42,875 | $31.6M | Add +5010.3% |
| IWP iShares Russell Mid-Cap Grow | 4.75% | 208,254 | $30.5M | New |
| IJH iShares Core S&P Midcap ETF | 4.66% | 388,111 | $29.9M | New |
| IVV iShares Core S&P 500 ETF | 4.45% | 38,119 | $28.5M | Add +4869.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 4.38% | 53,785 | $28.1M | New |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 4.06% | 406,774 | $26.1M | Add +5.3% |
| VGLT Vanguard Long-Term Treasury | 3.56% | 414,334 | $22.9M | Add +5.2% |
| USDU Wisdomtree BBG Usd Bullish | 3.26% | 781,534 | $20.9M | Add +2.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.33% | 170,111 | $14.9M | Reduce -1.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.19% | 118,355 | $14.1M | Reduce -0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.04% | 215,686 | $13.1M | Reduce -0.3% |
| QLD Proshares Ultra QQQ | 2.03% | 134,981 | $13.1M | Reduce -3.6% |
| SSO Proshares Ultra S&P500 | 1.77% | 168,776 | $11.4M | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 14,669 | $11.0M | Reduce -1.2% |
| DDM Proshares Ultra DOW30 | 1.68% | 164,774 | $10.8M | Reduce -0.4% |
| OEF iShares S&P 100 ETF | 0.94% | 16,539 | $6.1M | Reduce -2.6% |
| AAPL Apple Inc. | 0.89% | 19,656 | $5.7M | Reduce -1.4% |
| IWF iShares Russell 1000 Growth | 0.69% | 35,423 | $4.4M | Add +2.0% |
| USXF iShares ESG Advance MSCI USA | 0.66% | 61,136 | $4.2M | Reduce -5.9% |
| SCHG Schwab US Large-Cap Growth | 0.65% | 122,859 | $4.2M | Reduce -0.1% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.65% | 86,680 | $4.1M | Reduce -3.9% |
| IVW iShares S&P 500 Growth ETF | 0.63% | 29,501 | $4.1M | Reduce -6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.56% | 16,600 | $3.6M | Add +0.1% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.56% | 51,937 | $3.6M | Reduce -2.0% |
| ILCG iShares Morningstar Growth E | 0.56% | 30,489 | $3.6M | Reduce -2.4% |
| IVE iShares S&P 500 Value ETF | 0.46% | 12,948 | $2.9M | Reduce -8.6% |
| IWB iShares Russell 1000 ETF | 0.40% | 6,229 | $2.6M | Reduce -0.9% |
| SCHR Schwab Intermediate-Term US | 0.39% | 101,498 | $2.5M | Add +1.4% |
| IWD iShares Russell 1000 Value E | 0.35% | 9,373 | $2.3M | Add +15.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.32% | 79,371 | $2.1M | Reduce -1.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.30% | 17,317 | $1.9M | Add +0.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.29% | 66,112 | $1.9M | Add +9.2% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 60,780 | $1.8M | Add +11.2% |
| ILCV iShares Morningstar Value Et | 0.26% | 16,786 | $1.7M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.22% | 4,221 | $1.4M | Reduce -1.6% |
| IYY iShares Dow Jones U.S. ETF | 0.18% | 6,310 | $1.2M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 2,242 | $1.1M | Add +19.5% |
| JNJ Johnson & Johnson | 0.15% | 3,813 | $968K | Reduce -0.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 7,971 | $936K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 2,310 | $816K | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.12% | 1,370 | $772K | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.12% | 3,849 | $770K | Add +0.0% |
| IWY iShares Russell Top 200 Grow | 0.12% | 2,558 | $743K | Reduce -16.3% |
| USFR Wisdomtree Floating Rate Tre | 0.11% | 13,500 | $680K | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,902 | $680K | Reduce -3.2% |
| IWX iShares Russell Top 200 Valu | 0.10% | 5,836 | $614K | No change |
| TSLA Tesla Inc. | 0.09% | 1,425 | $599K | No change |
| AMZN Amazon.com Inc. | 0.09% | 2,356 | $562K | Add +6.3% |
| AMGN Amgen Inc. | 0.08% | 1,425 | $516K | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.08% | 1,353 | $505K | No change |
| AVGO Broadcom Inc. | 0.08% | 1,334 | $504K | Reduce -1.2% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 15,490 | $491K | Reduce -1.0% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.07% | 3,014 | $481K | No change |
| LLY Eli Lilly & Co. | 0.07% | 401 | $481K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 2,468 | $464K | Reduce -2.3% |
| PDI PIMCO Dynamic Income Fund | 0.07% | 27,137 | $453K | Add +35.3% |
| XOM Exxon Mobil Corp. | 0.07% | 3,135 | $429K | Reduce -0.4% |
| NFLX Netflix Inc. | 0.06% | 5,242 | $374K | Reduce -3.0% |
| MAR Marriott International Class A | 0.06% | 965 | $358K | No change |
| IWL iShares Russell Top 200 ETF | 0.05% | 1,889 | $349K | Reduce -5.5% |
| ALL Allstate Corp. | 0.05% | 1,401 | $333K | No change |
| VGT Vanguard Info Tech ETF | 0.05% | 2,539 | $303K | Reduce -3.8% |
| CSCO Cisco Systems Inc. | 0.05% | 2,552 | $300K | New |
| ARTY iShares Future AI & Tech ETF | 0.04% | 3,790 | $289K | New |
| PFF iShares Preferred & Income S | 0.04% | 9,342 | $285K | No change |
| T AT&T Inc. | 0.04% | 13,319 | $276K | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.04% | 6,384 | $270K | Reduce -1.7% |
| INTC Intel Corp. | 0.04% | 1,890 | $264K | New |
| PM Philip Morris International | 0.04% | 1,408 | $255K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,704 | $253K | Reduce -16.1% |
| ADP Automatic Data Processing | 0.04% | 1,118 | $250K | Reduce -14.7% |
| ORCL Oracle Corp. | 0.04% | 1,645 | $241K | No change |
| CAT Caterpillar Inc. | 0.04% | 225 | $240K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 630 | $233K | New |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 2,201 | $226K | New |
| COP Conocophillips | 0.03% | 2,129 | $221K | Reduce -0.3% |
| AIQ Global X Art Intel & Tech | 0.03% | 3,331 | $219K | New |
| VGIT Vanguard Intermediate-Term T | 0.03% | 3,530 | $208K | No change |
| BAC Bank of America Corp. | 0.03% | 3,622 | $206K | New |
| MCD McDonald's Corp. | 0.03% | 752 | $203K | New |
| NRK Nuveen NY Amt-FR Muni Inc. | 0.03% | 17,565 | $188K | No change |
| PGX Invesco Preferred ETF | 0.03% | 15,069 | $163K | No change |
| NMZ Nuveen Muni Hi Inc. Opport | 0.02% | 10,957 | $116K | New |
| SPFF Global X Superincome Prefer | 0.02% | 10,628 | $100K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −14.07 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −8.57 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.16 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -8.6% | 0.46% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.3% | 2.04% | −0.05 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.04 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -1.1% | 0.32% | −0.04 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.04 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Reduce -3.0% | 0.06% | −0.03 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.07% | −0.02 |
| T AT&T Inc. | Reduce -0.5% | 0.04% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 0.12% | −0.02 |
| USFR Wisdomtree Floating Rate Tre | Reduce -4.2% | 0.11% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -16.3% | 0.12% | −0.01 |
| ILCV iShares Morningstar Value Et | Reduce -4.0% | 0.26% | −0.01 |
| COP Conocophillips | Reduce -0.3% | 0.03% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.7% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.15% | −0.01 |
| ADP Automatic Data Processing | Reduce -14.7% | 0.04% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.2% | 0.08% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.0% | 0.08% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.1% | 0.04% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.22% | −0.00 |
| IWL iShares Russell Top 200 ETF | Reduce -5.5% | 0.05% | −0.00 |
| RAFE PIMCO Rafi ESG US ETF | Reduce -3.9% | 0.65% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.3% | 0.07% | +0.01 |
| IYY iShares Dow Jones U.S. ETF | Reduce -0.9% | 0.18% | +0.01 |
| AVGO Broadcom Inc. | Reduce -1.2% | 0.08% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -3.8% | 0.05% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.1% | 0.13% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 0.11% | +0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.9% | 0.40% | +0.01 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Reduce -2.0% | 0.56% | +0.02 |
| OEF iShares S&P 100 ETF | Reduce -2.6% | 0.94% | +0.02 |
| AAPL Apple Inc. | Reduce -1.4% | 0.89% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.5% | 0.63% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.1% | 0.65% | +0.03 |
| ILCG iShares Morningstar Growth E | Reduce -2.4% | 0.56% | +0.05 |
| USXF iShares ESG Advance MSCI USA | Reduce -5.9% | 0.66% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 1.71% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.2% | 2.33% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.4% | 2.19% | +0.20 |
| DDM Proshares Ultra DOW30 | Reduce -0.4% | 1.68% | +0.21 |
| SSO Proshares Ultra S&P500 | Reduce -3.6% | 1.77% | +0.22 |
| SCHV Schwab US Large-Cap Value | Reduce -1.3% | 9.12% | +0.23 |
| QLD Proshares Ultra QQQ | Reduce -3.6% | 2.03% | +0.57 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +5010.3% | 4.92% | +4.84 |
| IWP iShares Russell Mid-Cap Grow | New | 4.75% | +4.75 |
| IJH iShares Core S&P Midcap ETF | New | 4.66% | +4.66 |
| DIA SS SPDR Dow Jones Indus Avg | New | 4.38% | +4.38 |
| IVV iShares Core S&P 500 ETF | Add +4869.9% | 4.45% | +4.36 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 7.83% | +0.60 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 6.85% | +0.39 |
| IWD iShares Russell 1000 Value E | Add +15.3% | 0.35% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +2.0% | 0.69% | +0.05 |
| CSCO Cisco Systems Inc. | New | 0.05% | +0.05 |
| ARTY iShares Future AI & Tech ETF | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +11.2% | 0.28% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| ESGD iShares Trust iShares ESG Aw | New | 0.04% | +0.04 |
| AIQ Global X Art Intel & Tech | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.5% | 0.17% | +0.02 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.02% | +0.02 |
| PDI PIMCO Dynamic Income Fund | Add +35.3% | 0.07% | +0.01 |
| AMZN Amazon.com Inc. | Add +6.3% | 0.09% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.56% | +0.01 |
| NVDA Nvidia Corp. | Add +0.0% | 0.12% | +0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Add +9.2% | 0.29% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +0.7% | 0.30% | −0.03 |
| SCHR Schwab Intermediate-Term US | Add +1.4% | 0.39% | −0.04 |
| USDU Wisdomtree BBG Usd Bullish | Add +2.9% | 3.26% | −0.16 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +5.3% | 4.06% | −0.17 |
| VGLT Vanguard Long-Term Treasury | Add +5.2% | 3.56% | −0.17 |
| IEF iShares 7-10 Year Treasury B | Add +4.2% | 7.51% | −0.48 |
| IAU iShares Gold Trust | Add +1.8% | 7.49% | −1.94 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $641.8M | SCHV, VUG, IEF, IAU, VOO |
| Q1 2026 | 85 | $584.5M | SHY, IAU, SCHV, TLT, IEF |
| Q4 2025 | 83 | $586.5M | IAU, SCHV, VUG, IEF, VOO |
| Q3 2025 | 75 | $537.1M | IAU, SCHV, VUG, IEF, VOO |
| Q2 2025 | 70 | $495.9M | IAU, SCHV, VUG, IEF, VOO |
| Q1 2025 | 71 | $453.6M | TLT, IAU, GLD, SCHV, IEF |
| Q4 2024 | 74 | $439.3M | IAU, SCHV, VUG, VOO, IEF |
| Q3 2024 | 73 | $435.0M | IAU, SCHV, VUG, IEF, VOO |
| Q2 2024 | 65 | $406.2M | IAU, VUG, SCHV, IEF, VOO |
| Q1 2024 | 65 | $396.9M | IAU, SCHV, VUG, IEF, VOO |