GenWealth Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), GenWealth Group, Inc. reported 71 stock positions worth $453.6 million. Its top holding was iShares 20+ Year Treasury BD (TLT) at 13.0% of the portfolio, followed by iShares Gold Trust (IAU, 10.3%) and SPDR Gold Shares (GLD, 9.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 9, added to 25 and reduced 25. The biggest buy was a new position in iShares 20+ Year Treasury BD (TLT) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- Maplewood, NJ
- CIK
- 0001713678
- Portfolio Value
- $453.6M (Q1 2025)
- SEC Filing
- 0001172661-25-001472 ↗ filed Apr 10, 2025
Holdings Value
Holdings 71 stocks · $453.6M
| TLT iShares 20+ Year Treasury BD | 12.98% | 646,612 | $58.9M | New |
| IAU iShares Gold Trust | 10.34% | 795,879 | $46.9M | Reduce -0.2% |
| GLD SPDR Gold Shares | 9.51% | 149,642 | $43.1M | New |
| SCHV Schwab US Large-Cap Value | 8.40% | 1,432,925 | $38.1M | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 8.01% | 381,200 | $36.4M | Add +54.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.99% | 85,559 | $31.7M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 5.87% | 51,809 | $26.6M | Add +2.4% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 4.62% | 292,599 | $21.0M | Add +29.4% |
| USDU Wisdomtree BBG Usd Bullish | 3.50% | 582,583 | $15.9M | Add +4.2% |
| VGLT Vanguard Long-Term Treasury | 3.21% | 252,862 | $14.6M | Add +62.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.44% | 168,578 | $11.1M | Add +2.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.14% | 189,650 | $9.7M | Add +2.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.03% | 114,570 | $9.2M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.90% | 15,408 | $8.6M | Reduce -4.0% |
| SSO Proshares Ultra S&P500 | 1.47% | 80,284 | $6.6M | Add +4.5% |
| DDM Proshares Ultra DOW30 | 1.43% | 70,673 | $6.5M | Add +5.5% |
| QLD Proshares Ultra QQQ | 1.27% | 64,763 | $5.8M | Add +5.1% |
| OEF iShares S&P 100 ETF | 1.06% | 17,792 | $4.8M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.74% | 9,259 | $3.3M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.67% | 32,929 | $3.1M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 0.65% | 117,884 | $3.0M | Add +2.3% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.65% | 80,823 | $2.9M | Add +0.2% |
| MUB iShares National Muni Bond E | 0.65% | 27,779 | $2.9M | New |
| USXF iShares ESG Advance MSCI USA | 0.64% | 62,126 | $2.9M | Reduce -0.5% |
| IVE iShares S&P 500 Value ETF | 0.61% | 14,449 | $2.8M | Reduce -0.2% |
| ILCG iShares Morningstar Growth E | 0.57% | 32,147 | $2.6M | Reduce -0.2% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.56% | 50,016 | $2.5M | Add +1.4% |
| AAPL Apple Inc. | 0.52% | 10,616 | $2.4M | Add +14.0% |
| SCHR Schwab Intermediate-Term US | 0.48% | 87,379 | $2.2M | Reduce -83.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.46% | 75,771 | $2.1M | Reduce -79.2% |
| IWB iShares Russell 1000 ETF | 0.43% | 6,401 | $2.0M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 10,334 | $1.8M | Add +6.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.39% | 15,891 | $1.8M | Add +52.7% |
| IWD iShares Russell 1000 Value E | 0.36% | 8,591 | $1.6M | Reduce -0.2% |
| ILCV iShares Morningstar Value Et | 0.33% | 18,480 | $1.5M | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.32% | 50,662 | $1.4M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 0.23% | 46,812 | $1.0M | Add +14.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.23% | 8,704 | $1.0M | Reduce -5.3% |
| META Meta Platforms Inc. Class A | 0.20% | 1,570 | $905K | Add +37.2% |
| IYY iShares Dow Jones U.S. ETF | 0.20% | 6,534 | $889K | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 0.19% | 3,531 | $866K | Reduce -6.6% |
| IWY iShares Russell Top 200 Grow | 0.15% | 3,327 | $702K | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.13% | 3,631 | $602K | Add +25.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,083 | $577K | Add +100.9% |
| MUST Columbia Multi-Sect Muni Inc. | 0.13% | 28,639 | $577K | New |
| HYD Vaneck High Yield Muni ETF | 0.13% | 11,226 | $575K | New |
| TLH iShares 10-20 Year Treasury | 0.11% | 4,787 | $497K | Reduce -5.3% |
| IWX iShares Russell Top 200 Valu | 0.11% | 5,836 | $480K | No change |
| MSFT Microsoft Corp. | 0.10% | 1,180 | $443K | Reduce -14.7% |
| IVV iShares Core S&P 500 ETF | 0.10% | 767 | $431K | Reduce -97.9% |
| AMGN Amgen Inc. | 0.09% | 1,374 | $428K | No change |
| IWL iShares Russell Top 200 ETF | 0.09% | 2,962 | $407K | No change |
| T AT&T Inc. | 0.09% | 13,972 | $395K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 839 | $393K | Reduce -97.8% |
| XOM Exxon Mobil Corp. | 0.08% | 3,135 | $373K | Add +0.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.08% | 3,014 | $364K | No change |
| ALL Allstate Corp. | 0.07% | 1,602 | $332K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 2,552 | $324K | Reduce -1.9% |
| USFR Wisdomtree Floating Rate Tre | 0.06% | 5,843 | $294K | Add +38.6% |
| PFF iShares Preferred & Income S | 0.06% | 9,342 | $287K | No change |
| TSLA Tesla Inc. | 0.06% | 1,022 | $265K | Add +93.9% |
| VZ Verizon Communications Inc. | 0.06% | 5,613 | $255K | No change |
| HON Honeywell International Inc. | 0.05% | 1,135 | $240K | No change |
| LLY Eli Lilly & Co. | 0.05% | 280 | $231K | New |
| FUN Six Flags Entertainment Corp. | 0.05% | 6,431 | $229K | No change |
| COP Conocophillips | 0.05% | 2,136 | $224K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 1,410 | $220K | No change |
| ADP Automatic Data Processing | 0.05% | 712 | $218K | Reduce -1.7% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 3,530 | $210K | No change |
| PGX Invesco Preferred ETF | 0.04% | 15,069 | $169K | No change |
| SPFF Global X Superincome Prefer | 0.02% | 10,628 | $95K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -97.9% | 0.10% | −4.77 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −4.73 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −4.48 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -97.8% | 0.09% | −4.34 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −4.32 |
| SCHR Schwab Intermediate-Term US | Reduce -83.1% | 0.48% | −2.38 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -79.2% | 0.46% | −1.71 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 6.99% | −1.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.3% | 2.03% | −0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.0% | 1.90% | −0.24 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 0.74% | −0.12 |
| OEF iShares S&P 100 ETF | Reduce -0.4% | 1.06% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.8% | 0.67% | −0.09 |
| ILCG iShares Morningstar Growth E | Reduce -0.2% | 0.57% | −0.08 |
| USXF iShares ESG Advance MSCI USA | Reduce -0.5% | 0.64% | −0.07 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.05 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 0.43% | −0.04 |
| MSFT Microsoft Corp. | Reduce -14.7% | 0.10% | −0.04 |
| IWY iShares Russell Top 200 Grow | Reduce -0.4% | 0.15% | −0.02 |
| IYY iShares Dow Jones U.S. ETF | Reduce -3.1% | 0.20% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -0.2% | 0.61% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -6.6% | 0.19% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -5.3% | 0.23% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.9% | 0.07% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.2% | 0.36% | −0.01 |
| TLH iShares 10-20 Year Treasury | Reduce -5.3% | 0.11% | −0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.3% | 0.32% | −0.00 |
| ADP Automatic Data Processing | Reduce -1.7% | 0.05% | −0.00 |
| IAU iShares Gold Trust | Reduce -0.2% | 10.34% | +1.36 |
Portfolio Buys Q4 2024 → Q1 2025
| TLT iShares 20+ Year Treasury BD | New | 12.98% | +12.98 |
| GLD SPDR Gold Shares | New | 9.51% | +9.51 |
| IEF iShares 7-10 Year Treasury B | Add +54.2% | 8.01% | +2.81 |
| VGLT Vanguard Long-Term Treasury | Add +62.2% | 3.21% | +1.25 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +29.4% | 4.62% | +1.09 |
| MUB iShares National Muni Bond E | New | 0.65% | +0.65 |
| MUST Columbia Multi-Sect Muni Inc. | New | 0.13% | +0.13 |
| HYD Vaneck High Yield Muni ETF | New | 0.13% | +0.13 |
| SHV iShares 0-1 Year Treasury Bo | Add +52.7% | 0.39% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +100.9% | 0.13% | +0.07 |
| SCHV Schwab US Large-Cap Value | Add +2.0% | 8.40% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +37.2% | 0.20% | +0.05 |
| JNJ Johnson & Johnson | Add +25.9% | 0.13% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.5% | 0.39% | +0.02 |
| USFR Wisdomtree Floating Rate Tre | Add +38.6% | 0.06% | +0.02 |
| T AT&T Inc. | Add +0.5% | 0.09% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +14.4% | 0.23% | +0.01 |
| TSLA Tesla Inc. | Add +93.9% | 0.06% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.08% | +0.01 |
| AAPL Apple Inc. | Add +14.0% | 0.52% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.5% | 2.14% | −0.02 |
| USDU Wisdomtree BBG Usd Bullish | Add +4.2% | 3.50% | −0.02 |
| RAFE PIMCO Rafi ESG US ETF | Add +0.2% | 0.65% | −0.02 |
| DDM Proshares Ultra DOW30 | Add +5.5% | 1.43% | −0.03 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +1.4% | 0.56% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Add +2.3% | 0.65% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.0% | 2.44% | −0.15 |
| SSO Proshares Ultra S&P500 | Add +4.5% | 1.47% | −0.15 |
| QLD Proshares Ultra QQQ | Add +5.1% | 1.27% | −0.25 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 5.87% | −0.34 |
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 |