GenWealth Group, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), GenWealth Group, Inc. reported 83 stock positions worth $586.5 million. Its top holding was iShares Gold Trust (IAU) at 9.9% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 8.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 7.6%). Compared with Q3 2025, it opened 8 new positions, added to 35 and reduced 25. The biggest buy was iShares 10-20 Year Treasury (TLH, shares +1447%) and the biggest sale PIMCO 25+ YR Zero CPN US Tif (ZROZ, shares −22%).

Most Recent 13F
Q2 2026
Location
Maplewood, NJ
CIK
0001713678
Portfolio Value
$586.5M (Q4 2025)
SEC Filing
0001172661-26-000116 ↗ filed Jan 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $396.9M Q1 2024 Q2 2024: $406.2M Q2 2024 Q3 2024: $435.0M Q3 2024 Q4 2024: $439.3M Q4 2024 Q1 2025: $453.6M Q1 2025 Q2 2025: $495.9M Q2 2025 Q3 2025: $537.1M Q3 2025 Q4 2025: $586.5M $586.5M Q4 2025 Q1 2026: $584.5M Q1 2026 Q2 2026: $641.8M Q2 2026

Holdings 83 stocks · $586.5M
IAU iShares Gold Trust 9.93% 688,253 $58.2M Reduce -4.5%
SCHV Schwab US Large-Cap Value 8.56% 1,647,900 $50.2M Add +6.6%
VUG Vanguard Mrngstar GR ETF-Sui 7.62% 91,201 $44.7M Add +3.5%
IEF iShares 7-10 Year Treasury B 7.51% 457,196 $44.0M Add +10.8%
VOO Vanguard S&P 500 ETF 6.52% 60,137 $38.3M Add +6.0%
IWP iShares Russell Mid-Cap Grow 4.91% 202,807 $28.8M Add +9.7%
IJH iShares Core S&P Midcap ETF 4.87% 415,644 $28.6M Add +4.5%
QQQ Invesco QQQ Trust Series 1 4.65% 43,713 $27.3M Add +4.9%
IVV iShares Core S&P 500 ETF 4.45% 37,598 $26.1M Add +5.8%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 4.33% 51,376 $25.4M Add +6.4%
VGLT Vanguard Long-Term Treasury 3.36% 353,013 $19.7M Add +9.9%
ZROZ PIMCO 25+ YR Zero CPN US Tif 2.77% 253,170 $16.2M Reduce -22.3%
USDU Wisdomtree BBG Usd Bullish 2.56% 580,385 $15.0M Reduce -9.1%
SPYM Ste STR SPDR PT S&P 500 ETF 2.26% 162,785 $13.3M Reduce -0.7%
SPYG SS SPDR P S&P 500 Growth ETF 2.08% 113,443 $12.2M Add +1.1%
SPYV SS SPDR P S&P 500 Value ETF 2.05% 207,946 $12.0M Add +3.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.76% 14,922 $10.3M Reduce -0.1%
SSO Proshares Ultra S&P500 1.73% 170,235 $10.1M Reduce -0.5%
QLD Proshares Ultra QQQ 1.67% 135,127 $9.8M Reduce -0.5%
DDM Proshares Ultra DOW30 1.64% 159,954 $9.6M Add +2.9%
TLH iShares 10-20 Year Treasury 1.14% 65,413 $6.7M Add +1446.8%
OEF iShares S&P 100 ETF 1.01% 17,114 $5.9M Reduce -0.1%
AAPL Apple Inc. 0.89% 19,887 $5.2M Add +90.4%
IWF iShares Russell 1000 Growth 0.70% 8,689 $4.1M Reduce -0.9%
SCHG Schwab US Large-Cap Growth 0.69% 123,039 $4.0M Reduce -1.3%
IVW iShares S&P 500 Growth ETF 0.67% 31,552 $3.9M Reduce -0.8%
USXF iShares ESG Advance MSCI USA 0.64% 63,564 $3.8M Reduce -0.9%
RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER 0.62% 85,000 $3.6M Reduce -1.1%
ILCG iShares Morningstar Growth E 0.56% 31,383 $3.3M Reduce -0.1%
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.54% 50,368 $3.2M Reduce -2.8%
IVE iShares S&P 500 Value ETF 0.52% 14,187 $3.1M Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.47% 14,178 $2.8M Add +15.9%
SGOV iShares 0-3 Month Treasury B 0.41% 23,784 $2.4M New
IWB iShares Russell 1000 ETF 0.41% 6,294 $2.4M Reduce -0.3%
SCHR Schwab Intermediate-Term US 0.40% 92,330 $2.3M Add +1.3%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.37% 81,244 $2.2M Add +2.7%
SHV iShares 0-1 Year Treasury Bo 0.33% 17,746 $2.0M Add +13.4%
IWD iShares Russell 1000 Value E 0.30% 8,168 $1.8M Reduce -2.7%
ILCV iShares Morningstar Value Et 0.29% 17,524 $1.7M Reduce -1.6%
SCHX Schwab US Large-Cap ETF 0.26% 55,343 $1.5M Reduce -3.0%
JPM JPMorgan Chase & Co. 0.24% 4,279 $1.4M Add +8.1%
SPTI SS SPDR P Int Term TSY ETF 0.24% 48,767 $1.4M No change
IYY iShares Dow Jones U.S. ETF 0.18% 6,368 $1.1M No change
IEI iShares 3-7 Year Treasury Bo 0.16% 7,992 $955K Reduce -0.5%
META Meta Platforms Inc. Class A 0.16% 1,400 $925K Add +4.9%
IWY iShares Russell Top 200 Grow 0.15% 3,068 $851K Reduce -5.7%
JNJ Johnson & Johnson 0.13% 3,850 $788K Add +8.0%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,326 $662K Add +23.6%
NVDA Nvidia Corp. 0.11% 3,335 $624K New
GOOGL Alphabet Inc. Class A 0.11% 1,968 $619K Add +115.3%
TSLA Tesla Inc. 0.11% 1,425 $617K Add +39.4%
GOOG Alphabet Inc. Class C 0.10% 1,846 $581K Add +38.3%
USFR Wisdomtree Floating Rate Tre 0.10% 11,265 $567K Add +27.7%
IWX iShares Russell Top 200 Valu 0.09% 5,836 $550K No change
NFLX Netflix Inc. 0.09% 5,630 $510K New
MSFT Microsoft Corp. 0.09% 1,051 $503K Reduce -7.9%
AMGN Amgen Inc. 0.08% 1,445 $477K Add +5.2%
AVGO Broadcom Inc. 0.08% 1,350 $464K New
AMZN Amazon.com Inc. 0.08% 1,916 $462K New
QQEW First TR Nasdaq-100 Sel Eq 0.07% 3,014 $439K No change
IUSG iShares Core S&P U.S. Growth 0.07% 2,525 $429K No change
LLY Eli Lilly & Co. 0.07% 401 $427K Add +43.2%
SCHD Schwab US DVD Equity ETF 0.07% 14,256 $400K No change
IWL iShares Russell Top 200 ETF 0.06% 2,004 $346K No change
ALL Allstate Corp. 0.06% 1,602 $333K No change
XOM Exxon Mobil Corp. 0.06% 2,745 $332K Reduce -27.1%
T AT&T Inc. 0.06% 13,410 $326K Add +5.8%
MAR Marriott International Class A 0.05% 965 $311K Add +19.6%
HON Honeywell International Inc. 0.05% 1,478 $303K Add +30.2%
PFF iShares Preferred & Income S 0.05% 9,342 $294K No change
VZ Verizon Communications Inc. 0.04% 6,507 $262K Add +16.6%
VGT Vanguard Info Tech ETF 0.04% 330 $253K No change
ORCL Oracle Corp. 0.04% 1,265 $245K Add +44.2%
ADP Automatic Data Processing 0.04% 920 $240K No change
PM Philip Morris International 0.04% 1,408 $218K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 3,740 $214K New
IJR iShares Core S&P Small-Cap E 0.04% 1,716 $214K Add +0.3%
VGIT Vanguard Intermediate-Term T 0.04% 3,530 $212K No change
COP Conocophillips 0.04% 2,136 $207K No change
EMR Emerson Electric Co. 0.03% 1,394 $203K Reduce -10.5%
COST Costco Wholesale Corp. 0.03% 226 $201K New
PGX Invesco Preferred ETF 0.03% 15,069 $170K No change
SPFF Global X Superincome Prefer 0.02% 10,628 $102K No change

Portfolio Sells Q3 2025 → Q4 2025
ZROZ PIMCO 25+ YR Zero CPN US Tif Reduce -22.3% 2.77% −1.36
USDU Wisdomtree BBG Usd Bullish Reduce -9.1% 2.56% −0.58
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -0.7% 2.26% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 1.76% −0.09
QLD Proshares Ultra QQQ Reduce -0.5% 1.67% −0.07
IWF iShares Russell 1000 Growth Reduce -0.9% 0.70% −0.06
SSO Proshares Ultra S&P500 Reduce -0.5% 1.73% −0.06
OEF iShares S&P 100 ETF Reduce -0.1% 1.01% −0.06
SCHG Schwab US Large-Cap Growth Reduce -1.3% 0.69% −0.05
ILCG iShares Morningstar Growth E Reduce -0.1% 0.56% −0.05
IVW iShares S&P 500 Growth ETF Reduce -0.8% 0.67% −0.05
USXF iShares ESG Advance MSCI USA Reduce -0.9% 0.64% −0.04
SNPE Xtrckr S&P 500 Scor&scrn ETF Reduce -2.8% 0.54% −0.04
RAFE PIMCO Rafi ESG US ETF Reduce -1.1% 0.62% −0.03
MSFT Microsoft Corp. Reduce -7.9% 0.09% −0.02
IVE iShares S&P 500 Value ETF Reduce -0.1% 0.52% −0.02
XOM Exxon Mobil Corp. Reduce -27.1% 0.06% −0.02
IWB iShares Russell 1000 ETF Reduce -0.3% 0.41% −0.02
SCHX Schwab US Large-Cap ETF Reduce -3.0% 0.26% −0.02
IWY iShares Russell Top 200 Grow Reduce -5.7% 0.15% −0.02
IWD iShares Russell 1000 Value E Reduce -2.7% 0.30% −0.02
IEI iShares 3-7 Year Treasury Bo Reduce -0.5% 0.16% −0.02
ILCV iShares Morningstar Value Et Reduce -1.6% 0.29% −0.01
EMR Emerson Electric Co. Reduce -10.5% 0.03% −0.00
IAU iShares Gold Trust Reduce -4.5% 9.93% +0.17

Portfolio Buys Q3 2025 → Q4 2025
TLH iShares 10-20 Year Treasury Add +1446.8% 1.14% +1.05
SGOV iShares 0-3 Month Treasury B New 0.41% +0.41
AAPL Apple Inc. Add +90.4% 0.89% +0.39
SCHV Schwab US Large-Cap Value Add +6.6% 8.56% +0.19
DIA SS SPDR Dow Jones Indus Avg Add +6.4% 4.33% +0.17
NVDA Nvidia Corp. New 0.11% +0.11
IEF iShares 7-10 Year Treasury B Add +10.8% 7.51% +0.09
DDM Proshares Ultra DOW30 Add +2.9% 1.64% +0.09
NFLX Netflix Inc. New 0.09% +0.09
AVGO Broadcom Inc. New 0.08% +0.08
AMZN Amazon.com Inc. New 0.08% +0.08
GOOGL Alphabet Inc. Class A Add +115.3% 0.11% +0.06
VOO Vanguard S&P 500 ETF Add +6.0% 6.52% +0.05
VTV Vanguard Mrngstr Val ETF-Aui Add +15.9% 0.47% +0.05
IJH iShares Core S&P Midcap ETF Add +4.5% 4.87% +0.04
GOOG Alphabet Inc. Class C Add +38.3% 0.10% +0.04
PM Philip Morris International New 0.04% +0.04
BAC Bank of America Corp. New 0.04% +0.04
COST Costco Wholesale Corp. New 0.03% +0.03
LLY Eli Lilly & Co. Add +43.2% 0.07% +0.03
IVV iShares Core S&P 500 ETF Add +5.8% 4.45% +0.03
TSLA Tesla Inc. Add +39.4% 0.11% +0.02
USFR Wisdomtree Floating Rate Tre Add +27.7% 0.10% +0.01
MAR Marriott International Class A Add +19.6% 0.05% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +23.6% 0.11% +0.01
JPM JPMorgan Chase & Co. Add +8.1% 0.24% +0.01
SHV iShares 0-1 Year Treasury Bo Add +13.4% 0.33% +0.01
JNJ Johnson & Johnson Add +8.0% 0.13% +0.01
AMGN Amgen Inc. Add +5.2% 0.08% +0.01
HON Honeywell International Inc. Add +30.2% 0.05% +0.01
IWP iShares Russell Mid-Cap Grow Add +9.7% 4.91% +0.00
VZ Verizon Communications Inc. Add +16.6% 0.04% −0.00
IJR iShares Core S&P Small-Cap E Add +0.3% 0.04% −0.00
ORCL Oracle Corp. Add +44.2% 0.04% −0.00
SPYV SS SPDR P S&P 500 Value ETF Add +3.8% 2.05% −0.01
QQQ Invesco QQQ Trust Series 1 Add +4.9% 4.65% −0.01
T AT&T Inc. Add +5.8% 0.06% −0.01
META Meta Platforms Inc. Class A Add +4.9% 0.16% −0.02
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +2.7% 0.37% −0.03
SCHR Schwab Intermediate-Term US Add +1.3% 0.40% −0.03
VGLT Vanguard Long-Term Treasury Add +9.9% 3.36% −0.04
SPYG SS SPDR P S&P 500 Growth ETF Add +1.1% 2.08% −0.10
VUG Vanguard Mrngstar GR ETF-Sui Add +3.5% 7.62% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 89$641.8MSCHV, VUG, IEF, IAU, VOO
Q1 2026 85$584.5MSHY, IAU, SCHV, TLT, IEF
Q4 2025 83$586.5MIAU, SCHV, VUG, IEF, VOO
Q3 2025 75$537.1MIAU, SCHV, VUG, IEF, VOO
Q2 2025 70$495.9MIAU, SCHV, VUG, IEF, VOO
Q1 2025 71$453.6MTLT, IAU, GLD, SCHV, IEF
Q4 2024 74$439.3MIAU, SCHV, VUG, VOO, IEF
Q3 2024 73$435.0MIAU, SCHV, VUG, IEF, VOO
Q2 2024 65$406.2MIAU, VUG, SCHV, IEF, VOO
Q1 2024 65$396.9MIAU, SCHV, VUG, IEF, VOO