§ 13F · FUND PROFILE
GenWealth Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $495.9T (13F)Positions · 70Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$586.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 688K | $58.2T | 9.9% | NEW |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.65M | $50.2T | 8.6% | NEW |
| 3 | VUG | VANGUARD INDEX FDS | 91K | $44.7T | 7.6% | NEW |
| 4 | IEF | ISHARES TR | 457K | $44.0T | 7.5% | NEW |
| 5 | VOO | VANGUARD INDEX FDS | 60K | $38.3T | 6.5% | NEW |
| 6 | IWP | ISHARES TR | 203K | $28.8T | 4.9% | NEW |
| 7 | IJH | ISHARES TR | 416K | $28.6T | 4.9% | NEW |
| 8 | QQQ | INVESCO QQQ TR | 44K | $27.3T | 4.6% | NEW |
| 9 | IVV | ISHARES TR | 38K | $26.1T | 4.5% | NEW |
| 10 | DIA | SPDR DOW JONES INDL AVERAGE | 51K | $25.4T | 4.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENWEALTH SIGNAL
AC read
GenWealth Group, Inc. is a Other fund managing $495865.6 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed