GenWealth Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), GenWealth Group, Inc. reported 85 stock positions worth $584.5 million. Its top holding was iShares 1-3 Year Treasury Bo (SHY) at 14.1% of the portfolio, followed by iShares Gold Trust (IAU, 9.4%) and Schwab US Large-Cap Value (SCHV, 8.9%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 32 and reduced 27. The biggest buy was a new position in iShares 1-3 Year Treasury Bo (SHY) and the biggest sale an exit from iShares Russell Mid-Cap Grow (IWP).
- Most Recent 13F
- Q2 2026
- Location
- Maplewood, NJ
- CIK
- 0001713678
- Portfolio Value
- $584.5M (Q1 2026)
- SEC Filing
- 0001172661-26-001644 ↗ filed May 11, 2026
Holdings Value
Holdings 85 stocks · $584.5M
| SHY iShares 1-3 Year Treasury Bo | 14.07% | 996,294 | $82.3M | New |
| IAU iShares Gold Trust | 9.43% | 625,200 | $55.1M | Reduce -9.2% |
| SCHV Schwab US Large-Cap Value | 8.89% | 1,703,484 | $52.0M | Add +3.4% |
| TLT iShares 20+ Year Treasury BD | 8.57% | 577,770 | $50.1M | New |
| IEF iShares 7-10 Year Treasury B | 7.99% | 489,306 | $46.7M | Add +7.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.23% | 96,720 | $42.2M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 6.46% | 63,183 | $37.8M | Add +5.1% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 4.23% | 386,261 | $24.7M | Add +52.6% |
| VGLT Vanguard Long-Term Treasury | 3.73% | 393,841 | $21.8M | Add +11.6% |
| USDU Wisdomtree BBG Usd Bullish | 3.42% | 759,232 | $20.0M | Add +30.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.25% | 172,196 | $13.2M | Add +5.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.09% | 216,392 | $12.2M | Add +4.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.99% | 118,799 | $11.6M | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 14,852 | $9.7M | Reduce -0.5% |
| SSO Proshares Ultra S&P500 | 1.55% | 175,122 | $9.1M | Add +2.9% |
| DDM Proshares Ultra DOW30 | 1.47% | 165,475 | $8.6M | Add +3.5% |
| QLD Proshares Ultra QQQ | 1.46% | 139,984 | $8.5M | Add +3.6% |
| OEF iShares S&P 100 ETF | 0.92% | 16,989 | $5.4M | Reduce -0.7% |
| AAPL Apple Inc. | 0.87% | 19,937 | $5.1M | Add +0.3% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.64% | 90,150 | $3.8M | Add +6.1% |
| IWF iShares Russell 1000 Growth | 0.63% | 8,681 | $3.7M | Reduce -0.1% |
| USXF iShares ESG Advance MSCI USA | 0.61% | 64,975 | $3.6M | Add +2.2% |
| SCHG Schwab US Large-Cap Growth | 0.61% | 123,010 | $3.6M | Reduce -0.0% |
| IVW iShares S&P 500 Growth ETF | 0.61% | 31,546 | $3.6M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.56% | 16,586 | $3.3M | Add +17.0% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.54% | 52,993 | $3.2M | Add +5.2% |
| IVE iShares S&P 500 Value ETF | 0.51% | 14,166 | $3.0M | Reduce -0.1% |
| ILCG iShares Morningstar Growth E | 0.51% | 31,224 | $3.0M | Reduce -0.5% |
| SCHR Schwab Intermediate-Term US | 0.43% | 100,065 | $2.5M | Add +8.4% |
| IWB iShares Russell 1000 ETF | 0.38% | 6,287 | $2.2M | Reduce -0.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.36% | 80,217 | $2.1M | Reduce -1.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.32% | 17,205 | $1.9M | Reduce -3.0% |
| IWD iShares Russell 1000 Value E | 0.30% | 8,133 | $1.7M | Reduce -0.4% |
| SPTI SS SPDR P Int Term TSY ETF | 0.30% | 60,520 | $1.7M | Add +24.1% |
| ILCV iShares Morningstar Value Et | 0.28% | 17,495 | $1.6M | Reduce -0.2% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 54,663 | $1.4M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.22% | 4,289 | $1.3M | Add +0.2% |
| IYY iShares Dow Jones U.S. ETF | 0.17% | 6,368 | $1.0M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 6,504 | $951K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.16% | 7,971 | $945K | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.16% | 3,828 | $936K | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,876 | $899K | Add +41.5% |
| META Meta Platforms Inc. Class A | 0.14% | 1,400 | $801K | No change |
| IWY iShares Russell Top 200 Grow | 0.13% | 3,055 | $760K | Reduce -0.4% |
| USFR Wisdomtree Floating Rate Tre | 0.12% | 14,089 | $709K | Add +25.1% |
| GOOG Alphabet Inc. Class C | 0.12% | 2,409 | $691K | Add +30.5% |
| NVDA Nvidia Corp. | 0.11% | 3,848 | $671K | Add +15.4% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,964 | $565K | Reduce -0.2% |
| IWX iShares Russell Top 200 Valu | 0.09% | 5,836 | $541K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 3,148 | $534K | Add +14.7% |
| TSLA Tesla Inc. | 0.09% | 1,425 | $530K | No change |
| NFLX Netflix Inc. | 0.09% | 5,403 | $519K | Reduce -4.0% |
| AMGN Amgen Inc. | 0.09% | 1,428 | $502K | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 0.09% | 767 | $501K | Reduce -98.0% |
| MSFT Microsoft Corp. | 0.09% | 1,353 | $501K | Add +28.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 839 | $484K | Reduce -98.1% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 15,648 | $480K | Add +9.8% |
| AMZN Amazon.com Inc. | 0.08% | 2,216 | $462K | Add +15.7% |
| AVGO Broadcom Inc. | 0.07% | 1,350 | $418K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 2,525 | $392K | No change |
| T AT&T Inc. | 0.07% | 13,385 | $388K | Reduce -0.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.07% | 3,014 | $383K | No change |
| LLY Eli Lilly & Co. | 0.06% | 401 | $369K | No change |
| PDI PIMCO Dynamic Income Fund | 0.06% | 20,056 | $343K | New |
| HON Honeywell International Inc. | 0.06% | 1,478 | $334K | No change |
| VZ Verizon Communications Inc. | 0.06% | 6,494 | $326K | Reduce -0.2% |
| IWL iShares Russell Top 200 ETF | 0.05% | 1,998 | $321K | Reduce -0.3% |
| MAR Marriott International Class A | 0.05% | 965 | $316K | No change |
| ALL Allstate Corp. | 0.05% | 1,401 | $290K | Reduce -12.6% |
| PFF iShares Preferred & Income S | 0.05% | 9,342 | $283K | No change |
| COP Conocophillips | 0.05% | 2,136 | $282K | No change |
| ADP Automatic Data Processing | 0.05% | 1,310 | $266K | Add +42.4% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,032 | $253K | Add +18.4% |
| CVX Chevron Corp. | 0.04% | 1,186 | $245K | New |
| ORCL Oracle Corp. | 0.04% | 1,645 | $242K | Add +30.0% |
| PM Philip Morris International | 0.04% | 1,408 | $233K | No change |
| VGT Vanguard Info Tech ETF | 0.04% | 330 | $230K | No change |
| PFE Pfizer Inc. | 0.04% | 7,829 | $220K | New |
| COST Costco Wholesale Corp. | 0.04% | 214 | $213K | Reduce -5.3% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 3,530 | $210K | No change |
| ROKU Roku Inc. | 0.04% | 2,200 | $208K | New |
| NRK Nuveen NY Amt-FR Muni Inc. | 0.03% | 17,565 | $179K | New |
| PGX Invesco Preferred ETF | 0.03% | 15,069 | $164K | No change |
| RCAT Red Cat Holdings Inc. | 0.03% | 12,024 | $157K | New |
| SPFF Global X Superincome Prefer | 0.02% | 10,628 | $94K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −4.91 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −4.87 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -98.1% | 0.08% | −4.56 |
| IVV iShares Core S&P 500 ETF | Reduce -98.0% | 0.09% | −4.37 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −4.33 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −1.14 |
| IAU iShares Gold Trust | Reduce -9.2% | 9.43% | −0.50 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.65% | −0.11 |
| OEF iShares S&P 100 ETF | Reduce -0.7% | 0.92% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.0% | 0.61% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 0.63% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.0% | 0.61% | −0.06 |
| ILCG iShares Morningstar Growth E | Reduce -0.5% | 0.51% | −0.05 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.04 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 0.38% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.2% | 0.24% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -0.4% | 0.13% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 0.51% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.10% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.0% | 0.32% | −0.01 |
| ILCV iShares Morningstar Value Et | Reduce -0.2% | 0.28% | −0.01 |
| ALL Allstate Corp. | Reduce -12.6% | 0.05% | −0.01 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -1.3% | 0.36% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.4% | 0.30% | −0.00 |
| IWL iShares Russell Top 200 ETF | Reduce -0.3% | 0.05% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.3% | 0.16% | −0.00 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.09% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -5.3% | 0.04% | +0.00 |
| AMGN Amgen Inc. | Reduce -1.2% | 0.09% | +0.00 |
| T AT&T Inc. | Reduce -0.2% | 0.07% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -0.2% | 0.06% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.16% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| SHY iShares 1-3 Year Treasury Bo | New | 14.07% | +14.07 |
| TLT iShares 20+ Year Treasury BD | New | 8.57% | +8.57 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +52.6% | 4.23% | +1.46 |
| USDU Wisdomtree BBG Usd Bullish | Add +30.8% | 3.42% | +0.87 |
| IEF iShares 7-10 Year Treasury B | Add +7.0% | 7.99% | +0.48 |
| VGLT Vanguard Long-Term Treasury | Add +11.6% | 3.73% | +0.37 |
| SCHV Schwab US Large-Cap Value | Add +3.4% | 8.89% | +0.33 |
| PLTR Palantir Technologies Inc. Class A | New | 0.16% | +0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +17.0% | 0.56% | +0.08 |
| PDI PIMCO Dynamic Income Fund | New | 0.06% | +0.06 |
| SPTI SS SPDR P Int Term TSY ETF | Add +24.1% | 0.30% | +0.06 |
| CVX Chevron Corp. | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +41.5% | 0.15% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.1% | 2.09% | +0.04 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| ROKU Roku Inc. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +14.7% | 0.09% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +8.4% | 0.43% | +0.03 |
| NRK Nuveen NY Amt-FR Muni Inc. | New | 0.03% | +0.03 |
| RCAT Red Cat Holdings Inc. | New | 0.03% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | Add +25.1% | 0.12% | +0.02 |
| RAFE PIMCO Rafi ESG US ETF | Add +6.1% | 0.64% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +30.5% | 0.12% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +9.8% | 0.08% | +0.01 |
| NVDA Nvidia Corp. | Add +15.4% | 0.11% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +18.4% | 0.04% | +0.01 |
| ADP Automatic Data Processing | Add +42.4% | 0.05% | +0.00 |
| AMZN Amazon.com Inc. | Add +15.7% | 0.08% | +0.00 |
| MSFT Microsoft Corp. | Add +28.7% | 0.09% | −0.00 |
| ORCL Oracle Corp. | Add +30.0% | 0.04% | −0.00 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +5.2% | 0.54% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.8% | 2.25% | −0.00 |
| AAPL Apple Inc. | Add +0.3% | 0.87% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Add +2.2% | 0.61% | −0.03 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.22% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +5.1% | 6.46% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +4.7% | 1.99% | −0.09 |
| DDM Proshares Ultra DOW30 | Add +3.5% | 1.47% | −0.17 |
| SSO Proshares Ultra S&P500 | Add +2.9% | 1.55% | −0.17 |
| QLD Proshares Ultra QQQ | Add +3.6% | 1.46% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.0% | 7.23% | −0.40 |
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 |