GenWealth Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), GenWealth Group, Inc. reported 70 stock positions worth $495.9 million. Its top holding was iShares Gold Trust (IAU) at 8.6% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 8.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 8.1%). Compared with Q1 2025, it opened 6 new positions, sold out of 7, added to 30 and reduced 17. The biggest buy was a new position in iShares Russell Mid-Cap Grow (IWP) and the biggest sale an exit from iShares 20+ Year Treasury BD (TLT).
- Most Recent 13F
- Q2 2026
- Location
- Maplewood, NJ
- CIK
- 0001713678
- Portfolio Value
- $495.9M (Q2 2025)
- SEC Filing
- 0001172661-25-002615 ↗ filed Jul 16, 2025
Holdings Value
Holdings 70 stocks · $495.9M
| IAU iShares Gold Trust | 8.62% | 685,552 | $42.8M | Reduce -13.9% |
| SCHV Schwab US Large-Cap Value | 8.58% | 1,537,451 | $42.5M | Add +7.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.13% | 91,915 | $40.3M | Add +7.4% |
| IEF iShares 7-10 Year Treasury B | 7.50% | 388,469 | $37.2M | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 6.58% | 57,472 | $32.6M | Add +10.9% |
| IWP iShares Russell Mid-Cap Grow | 5.38% | 192,302 | $26.7M | New |
| IJH iShares Core S&P Midcap ETF | 5.14% | 410,976 | $25.5M | New |
| QQQ Invesco QQQ Trust Series 1 | 4.58% | 41,209 | $22.7M | Add +4811.7% |
| IVV iShares Core S&P 500 ETF | 4.38% | 34,941 | $21.7M | Add +4455.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.21% | 47,338 | $20.9M | New |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 3.99% | 295,344 | $19.8M | Add +0.9% |
| USDU Wisdomtree BBG Usd Bullish | 3.07% | 589,940 | $15.2M | Add +1.3% |
| VGLT Vanguard Long-Term Treasury | 3.04% | 268,382 | $15.1M | Add +6.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.51% | 171,512 | $12.5M | Add +1.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.25% | 117,151 | $11.2M | Add +2.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.06% | 195,086 | $10.2M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.90% | 15,285 | $9.4M | Reduce -0.8% |
| QLD Proshares Ultra QQQ | 1.89% | 79,730 | $9.4M | Add +23.1% |
| SSO Proshares Ultra S&P500 | 1.79% | 91,037 | $8.9M | Add +13.4% |
| DDM Proshares Ultra DOW30 | 1.51% | 76,264 | $7.5M | Add +7.9% |
| OEF iShares S&P 100 ETF | 1.09% | 17,820 | $5.4M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.79% | 9,177 | $3.9M | Reduce -0.9% |
| SCHG Schwab US Large-Cap Growth | 0.75% | 127,376 | $3.7M | Add +8.1% |
| IVW iShares S&P 500 Growth ETF | 0.73% | 32,836 | $3.6M | Reduce -0.3% |
| USXF iShares ESG Advance MSCI USA | 0.69% | 63,214 | $3.4M | Add +1.8% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.64% | 83,517 | $3.2M | Add +3.3% |
| ILCG iShares Morningstar Growth E | 0.63% | 32,147 | $3.1M | No change |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.58% | 51,745 | $2.9M | Add +3.5% |
| IVE iShares S&P 500 Value ETF | 0.57% | 14,378 | $2.8M | Reduce -0.5% |
| AAPL Apple Inc. | 0.45% | 10,939 | $2.2M | Add +3.0% |
| SCHR Schwab Intermediate-Term US | 0.45% | 88,635 | $2.2M | Add +1.4% |
| IWB iShares Russell 1000 ETF | 0.44% | 6,386 | $2.2M | Reduce -0.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.42% | 79,182 | $2.1M | Add +4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 11,863 | $2.1M | Add +14.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.36% | 15,999 | $1.8M | Add +0.7% |
| ILCV iShares Morningstar Value Et | 0.30% | 17,994 | $1.5M | Reduce -2.6% |
| IWD iShares Russell 1000 Value E | 0.30% | 7,552 | $1.5M | Reduce -12.1% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 58,848 | $1.4M | Add +25.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.28% | 48,767 | $1.4M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.23% | 4,005 | $1.2M | Add +13.4% |
| META Meta Platforms Inc. Class A | 0.23% | 1,570 | $1.2M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.19% | 8,061 | $960K | Reduce -7.4% |
| IYY iShares Dow Jones U.S. ETF | 0.18% | 5,984 | $903K | Reduce -8.4% |
| IWY iShares Russell Top 200 Grow | 0.17% | 3,327 | $820K | No change |
| MSFT Microsoft Corp. | 0.12% | 1,180 | $587K | No change |
| JNJ Johnson & Johnson | 0.11% | 3,562 | $544K | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,073 | $521K | Reduce -0.9% |
| IWX iShares Russell Top 200 Valu | 0.10% | 5,836 | $491K | No change |
| TLH iShares 10-20 Year Treasury | 0.09% | 4,388 | $446K | Reduce -8.3% |
| IWL iShares Russell Top 200 ETF | 0.09% | 2,860 | $438K | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.08% | 3,843 | $414K | Add +22.6% |
| T AT&T Inc. | 0.08% | 14,191 | $411K | Add +1.6% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 2,552 | $384K | No change |
| AMGN Amgen Inc. | 0.08% | 1,374 | $384K | No change |
| TSLA Tesla Inc. | 0.07% | 1,022 | $325K | No change |
| ALL Allstate Corp. | 0.07% | 1,602 | $322K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.06% | 6,367 | $320K | Add +9.0% |
| PFF iShares Preferred & Income S | 0.06% | 9,342 | $287K | No change |
| HON Honeywell International Inc. | 0.05% | 1,135 | $264K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 1,410 | $250K | No change |
| VZ Verizon Communications Inc. | 0.05% | 5,606 | $243K | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.05% | 360 | $239K | New |
| MAR Marriott International Class A | 0.04% | 807 | $220K | New |
| ADP Automatic Data Processing | 0.04% | 712 | $220K | No change |
| LLY Eli Lilly & Co. | 0.04% | 280 | $218K | No change |
| VGIT Vanguard Intermediate-Term T | 0.04% | 3,530 | $211K | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.04% | 1,525 | $208K | Reduce -49.4% |
| EMR Emerson Electric Co. | 0.04% | 1,557 | $208K | New |
| PGX Invesco Preferred ETF | 0.03% | 15,069 | $168K | No change |
| SPFF Global X Superincome Prefer | 0.02% | 10,628 | $95K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −12.98 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −9.51 |
| IAU iShares Gold Trust | Reduce -13.9% | 8.62% | −1.72 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.65 |
| MUST Columbia Multi-Sect Muni Inc. | Sold out | 0.00% | −0.13 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.13 |
| IWD iShares Russell 1000 Value E | Reduce -12.1% | 0.30% | −0.06 |
| FUN Six Flags Entertainment Corp. | Sold out | 0.00% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -0.5% | 0.57% | −0.04 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -49.4% | 0.04% | −0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -3.7% | 0.28% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -7.4% | 0.19% | −0.03 |
| ILCV iShares Morningstar Value Et | Reduce -2.6% | 0.30% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.11% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.11% | −0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -8.3% | 0.09% | −0.02 |
| IYY iShares Dow Jones U.S. ETF | Reduce -8.4% | 0.18% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.05% | −0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -3.4% | 0.09% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.90% | +0.00 |
| IWB iShares Russell 1000 ETF | Reduce -0.2% | 0.44% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.79% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.3% | 0.73% | +0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| IWP iShares Russell Mid-Cap Grow | New | 5.38% | +5.38 |
| IJH iShares Core S&P Midcap ETF | New | 5.14% | +5.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +4811.7% | 4.58% | +4.50 |
| IVV iShares Core S&P 500 ETF | Add +4455.5% | 4.38% | +4.28 |
| DIA SS SPDR Dow Jones Indus Avg | New | 4.21% | +4.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.4% | 8.13% | +1.13 |
| VOO Vanguard S&P 500 ETF | Add +10.9% | 6.58% | +0.71 |
| QLD Proshares Ultra QQQ | Add +23.1% | 1.89% | +0.62 |
| SSO Proshares Ultra S&P500 | Add +13.4% | 1.79% | +0.33 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.3% | 2.25% | +0.22 |
| SCHV Schwab US Large-Cap Value | Add +7.3% | 8.58% | +0.18 |
| SCHG Schwab US Large-Cap Growth | Add +8.1% | 0.75% | +0.10 |
| DDM Proshares Ultra DOW30 | Add +7.9% | 1.51% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.7% | 2.51% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +25.7% | 0.29% | +0.06 |
| USXF iShares ESG Advance MSCI USA | Add +1.8% | 0.69% | +0.05 |
| VGT Vanguard Info Tech ETF | New | 0.05% | +0.05 |
| MAR Marriott International Class A | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +13.4% | 0.23% | +0.04 |
| EMR Emerson Electric Co. | New | 0.04% | +0.04 |
| OEF iShares S&P 100 ETF | Add +0.2% | 1.09% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.8% | 0.42% | +0.03 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +3.5% | 0.58% | +0.02 |
| XOM Exxon Mobil Corp. | Add +22.6% | 0.08% | +0.00 |
| USFR Wisdomtree Floating Rate Tre | Add +9.0% | 0.06% | −0.00 |
| T AT&T Inc. | Add +1.6% | 0.08% | −0.00 |
| RAFE PIMCO Rafi ESG US ETF | Add +3.3% | 0.64% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +0.7% | 0.36% | −0.03 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +4.5% | 0.42% | −0.03 |
| SCHR Schwab Intermediate-Term US | Add +1.4% | 0.45% | −0.03 |
| AAPL Apple Inc. | Add +3.0% | 0.45% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.9% | 2.06% | −0.08 |
| VGLT Vanguard Long-Term Treasury | Add +6.1% | 3.04% | −0.17 |
| USDU Wisdomtree BBG Usd Bullish | Add +1.3% | 3.07% | −0.44 |
| IEF iShares 7-10 Year Treasury B | Add +1.9% | 7.50% | −0.51 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +0.9% | 3.99% | −0.63 |
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 |