§ 13F · FUND PROFILE
Gen-Wealth Partners Inc.
AUM · $360M (13F)Positions · 722Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 360K | $32M | — | — |
| 2 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 210K | $14M | — | — |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | 89K | $12M | — | — |
| 4 | IVV | ISHARES CORE S&P 500 ETF | 15K | $11M | — | — |
| 5 | IVE | ISHARES S&P 500 VALUE ETF | 48K | $11M | — | — |
| 6 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 132K | $7M | — | — |
| 7 | CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 189K | $7M | — | — |
| 8 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | 86K | $7M | — | — |
| 9 | CAT | CATERPILLAR INC COM | 5K | $6M | — | — |
| 10 | BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | 97K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GEN-WEALTH SIGNAL
AC read
Gen-Wealth Partners Inc is a Other fund managing $360 million in assets. The fund runs a broad portfolio of 722 positions.
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