What does Genesis Wealth Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Genesis Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$23M36K15.6%

VANGUARD STAR FDS

$15M191K9.8%

VANGUARD WELLINGTON FD

$9M59K5.9%

BLACKROCK ETF TRUST

$9M150K5.8%

ISHARES TR

$9M13K5.8%

ISHARES INC

$8M77K5.2%

ISHARES TR

$8M167K5.2%

VANGUARD BD INDEX FDS

$7M101K5.0%

INVESCO EXCH TRD SLF IDX FD

$7M372K4.9%

VANGUARD INTL EQUITY INDEX F

$6M117K4.2%

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