13F filer

Gen-Wealth Partners

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 2023375 SEC filings ↗

13F Value

$359.7M

Positions

722

Top Position

SPYM8.8%

Top 5

22.3%

Latest filing changes

vs Mar 31, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +54.1%+$11.1M

2 IUSB iShares Core Universal USD Bond ETF +51.0%+$1.3M

3 ACWX iShares MSCI ACWI ex U.S. ETF +21.0%+$1.1M

4 SHLD Global X Defense Tech ETF +38.2%+$855K

5 IVW iShares S&P 500 Growth ETF +7.1%+$813K

Holdings722

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	8.8%	$31.6M	+54.1%	359.9K	5.6%	ETF
2	DYNF iShares U.S. Equity Factor Rotation Active ETF	4.0%	$14.3M	+4.6%	210.0K	3.7%	ETF
3	IVW iShares S&P 500 Growth ETF	3.4%	$12.2M	+7.1%	88.8K	3.0%	ETF
4	IVV iShares Core S&P 500 ETF	3.1%	$11.0M	+7.5%	14.7K	2.8%	ETF
5	IVE iShares S&P 500 Value ETF	3.0%	$10.9M	-1.4%	48.2K	3.3%	ETF
6	BAI iShares A.I. Innovation and Tech Active ETF	1.9%	$6.9M	-5.9%	131.5K	1.5%	ETF
7	CORO Blackrock ETF Trust — Isha in Ctry ETF	1.9%	$6.9M	+6.3%	189.1K	1.8%	ETF
8	ACWX iShares MSCI ACWI ex U.S. ETF	1.8%	$6.6M	+21.0%	86.1K	1.5%	ETF
9	CAT Caterpillar	1.6%	$5.8M	-3.4%	5.4K	1.3%	Common Stock
10	BLCR Blackrock ETF Trust — Isha La Core ETF	1.4%	$4.9M	+7.1%	97.3K	1.2%	ETF
11	THRO Blackrock ETF Trust — Isha US Them ETF	1.3%	$4.7M	-21.0%	108.3K	1.6%	ETF
12	KO Coca-Cola	1.2%	$4.5M	-2.1%	55.1K	1.3%	Common Stock
13	SPMO Invesco S&P 500 Momentum ETF	1.1%	$4.1M	-18.6%	25.2K	1.1%	ETF
14	IEMG iShares Core MSCI Emerging Markets ETF	1.1%	$4.0M	+7.6%	48.3K	1.0%	ETF
15	IUSB iShares Core Universal USD Bond ETF	1.1%	$3.9M	+51.0%	85.2K	0.8%	ETF
16	WMT Walmart	1.0%	$3.6M	-0.8%	31.8K	1.3%	Common Stock
17	MU Micron Technology	0.9%	$3.3M	+1.8%	2.9K	0.3%	Common Stock
18	GS Goldman Sachs Group	0.9%	$3.2M	+3.5%	3.2K	0.8%	Common Stock
19	JNJ Johnson & Johnson	0.9%	$3.2M	-5.2%	12.6K	1.0%	Common Stock
20	JPM JPMorgan Chase	0.9%	$3.2M	+5.5%	9.8K	0.9%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing39

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.