account_balance
Investment manager · 13F filer · SEC CIK 1965529
Genesis Private Wealth, LLC
Reported value$354Mas of Sep 30, 2026
Positions180 14 new, 26 sold out
Top 10 weight34.5%IVV alone is 5%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.0%Trimmed −5%
IWFiShares Tr
4.5%
IWDiShares Tr
4.4%
FBNDFidelity Merrimack STR Tr
4.2%Added +5%
CGGRCapital Group Growth ETF
3.3%
GLDSPDR Gold Trust
3.0%
PTRBPgim ETF Tr
2.7%Added +6%
RDVYFirst Tr Exchange Traded Fd
2.6%
SCHFSchwab Strategic Tr
2.4%
VTEBVanguard Mun Bd FDS
2.3%
JMBSJanus Detroit STR Tr
2.3%Added +7%
IEFAiShares Tr
2.2%Added +3%
IVViShares Tr
5.0%−5%
IWFiShares Tr
4.5%
IWDiShares Tr
4.4%
FBNDFidelity Merrimack STR Tr
4.2%
CGGRCapital Group Growth ETF
3.3%
GLDSPDR Gold Trust
3.0%
PTRBPgim ETF Tr
2.7%
RDVYFirst Tr Exchange Traded Fd
2.6%
SCHFSchwab Strategic Tr
2.4%
VTEB
JMBS
IEFA2.2%
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
IVV iShares Tr 5.0% Trimmed −5%
IWF iShares Tr 4.5% Held
IWD iShares Tr 4.4% Held
FBND Fidelity Merrimack STR Tr 4.2% Added +5%
CGGR Capital Group Growth ETF 3.3% Held
GLD SPDR Gold Trust 3.0% HeldPTRB Pgim ETF Tr 2.7% Added +6%
RDVY First Tr Exchange Traded Fd 2.6% Held
SCHF Schwab Strategic Tr 2.4% Held
VTEB Vanguard Mun Bd FDS 2.3% Held
JMBS Janus Detroit STR Tr 2.3% Added +7%
IEFA iShares Tr 2.2% Added +3%
What changed
Biggest moves since Jun 30, 2026
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