account_balance
Investment manager · 13F filer · SEC CIK 1637241
Genesis Wealth Advisors, LLC
Reported value$170Mas of Sep 30, 2026
Positions72 4 new, 4 sold out
Top 10 weight67.8%SPY alone is 17%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
16.7%
VXUSVanguard Star FDS
9.4%
DYNFBlackRock ETF Trust
6.2%
VFQYVanguard Wellington Fd
6.2%
IVViShares Tr
6.0%
EUSAiShares Inc
5.2%
BNDVanguard Bd Index FDS
4.7%Added +2%
BSCRInvesco Exch TRD SLF Idx Fd
4.6%Added +2%
VIGIVanguard Whitehall FDS
4.6%Added +3%
VWOVanguard Intl Equity Index F
4.1%
MBBiShares Tr
3.4%
VTIPVanguard Malvern FDS
2.9%Added +3%
SPYSPDR S&P 500 ETF Trust
16.7%
VXUSVanguard Star FDS
9.4%
DYNFBlackRock ETF Trust
6.2%
VFQYVanguard Wellington Fd
6.2%
IVViShares Tr
6.0%
EUSAiShares Inc
5.2%
BNDVanguard Bd Index FDS
4.7%
BSCRInvesco Exch TRD SLF Idx Fd
4.6%
VIGIVanguard Whitehall FDS
4.6%
VWO4.1%
MBB3.4%
VTIP2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 16.7% Held
VXUS Vanguard Star FDS 9.4% Held
DYNF BlackRock ETF Trust 6.2% Held
VFQY Vanguard Wellington Fd 6.2% Held
IVV iShares Tr 6.0% Held
EUSA iShares Inc 5.2% Held
BND Vanguard Bd Index FDS 4.7% Added +2%
BSCR Invesco Exch TRD SLF Idx Fd 4.6% Added +2%
VIGI Vanguard Whitehall FDS 4.6% Added +3%
VWO Vanguard Intl Equity Index F 4.1% Held
MBB iShares Tr 3.4% Held
VTIP Vanguard Malvern FDS 2.9% Added +3%
What changed
Biggest moves since Jun 30, 2026
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