GenWealth Group, Inc. holds a focused book of 89 stocks worth $641.8M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Ishares Russell Mid-Cap Grow and trimmed Schwab US Large-Cap Value. Their largest long position is Schwab US Large-Cap Value at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1713678/holdings"
Use Arkolith to show GenWealth Group, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP VA ETF | $58.5M | 1.68M | 9.1% | ▼−1.3% Reduced · −22K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $50.2M | 583.4K | 7.8% | ▲+503% Added · +487K sh | |
| 3 | Ishares TR 7-10 YR TRSY BD | $48.2M | 510.0K | 7.5% | ▲+4.2% Added · +21K sh | |
| 4 | Ishares Gold TR ISHARES NEW | $48.1M | 636.5K | 7.5% | ▲+1.8% Added · +11K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $44.0M | 64.0K | 6.9% | ▲+1.4% Added · +854 sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $31.6M | 42.9K | 4.9% | ▲51× Added · +42K sh | |
| 7 | Ishares TR RUS MD CP GR ETF | $30.5M | 208.3K | 4.8% | ▲New New position | |
| 8 | Ishares TR CORE S&P MCP ETF | $29.9M | 388.1K | 4.7% | ▲New New position | |
| 9 | Ishares TR CORE S&P500 ETF | $28.5M | 38.1K | 4.4% | ▲50× Added · +37K sh | |
| 10 | State STR SPDR Dow Jones Ind UT SER 1 | $28.1M | 53.8K | 4.4% | ▲New New position | |
| 11 | Pimco ETF TR 25YR+ ZERO U S | $26.1M | 406.8K | 4.1% | ▲+5.3% Added · +21K sh | |
| 12 | Vanguard Scottsdale FDS LONG TERM TREAS | $22.9M | 414.3K | 3.6% | ▲+5.2% Added · +20K sh | |
| 13 | Wisdomtree TR BLMBG US BULL | $20.9M | 781.5K | 3.3% | ▲+2.9% Added · +22K sh | |
| 14 | SPDR Series Trust ST STR P500ETF | $14.9M | 170.1K | 2.3% | ▼−1.2% Reduced · −2K sh | |
| 15 | SPDR Series Trust ST STR P500GRW | $14.1M | 118.4K | 2.2% | ▼−0.4% Reduced · −444 sh | |
| 16 | SPDR Series Trust ST STR P500VAL | $13.1M | 215.7K | 2.0% | ▼−0.3% Reduced · −706 sh | |
| 17 | Proshares TR PSHS ULTRA QQQ | $13.1M | 135.0K | 2.0% | ▼−3.6% Reduced · −5K sh | |
| 18 | Proshares TR PSHS ULT S&P 500 | $11.4M | 168.8K | 1.8% | ▼−3.6% Reduced · −6K sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $11.0M | 14.7K | 1.7% | ▼−1.2% Reduced · −183 sh | |
| 20 | Proshares TR PSHS ULTRA DOW30 | $10.8M | 164.8K | 1.7% | ▼−0.4% Reduced · −701 sh | |
| 21 | Ishares TR S&P 100 ETF | $6.1M | 16.5K | 0.9% | ▼−2.6% Reduced · −450 sh | |
| 22 | Apple Inc COM | $5.7M | 19.7K | 0.9% | ▼−1.4% Reduced · −281 sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $4.4M | 35.4K | 0.7% | ▲+308% Added · +27K sh | |
| 24 | Ishares TR ESG MSCI USA ETF | $4.2M | 61.1K | 0.7% | ▼−5.9% Reduced · −4K sh | |
| 25 | Schwab Strategic TR US LCAP GR ETF | $4.2M | 122.9K | 0.6% | ▼−0.1% Reduced · −151 sh | |
| 26 | Pimco Equity Ser RAFI ESG US | $4.1M | 86.7K | 0.6% | ▼−3.8% Reduced · −3K sh | |
| 27 | Ishares TR S&P 500 GRWT ETF | $4.1M | 29.5K | 0.6% | ▼−6.5% Reduced · −2K sh | |
| 28 | Vanguard Index FDS VALUE ETF | $3.6M | 16.6K | 0.6% | ▲+0.1% Added · +14 sh | |
| 29 | DBX ETF TR XTRACKRS S&P 500 | $3.6M | 51.9K | 0.6% | ▼−2.0% Reduced · −1K sh | |
| 30 | Ishares TR MORNINGSTAR GRWT | $3.6M | 30.5K | 0.6% | ▼−2.4% Reduced · −735 sh | |
| 31 | Ishares TR S&P 500 VAL ETF | $2.9M | 12.9K | 0.5% | ▼−8.6% Reduced · −1K sh | |
| 32 | Ishares TR RUS 1000 ETF | $2.6M | 6.2K | 0.4% | ▼−0.9% Reduced · −58 sh | |
| 33 | Schwab Strategic TR INT-TRM U.S TRES | $2.5M | 101.5K | 0.4% | ▲+1.4% Added · +1K sh | |
| 34 | Ishares TR RUS 1000 VAL ETF | $2.3M | 9.4K | 0.4% | ▲+15% Added · +1K sh | |
| 35 | SPDR Series Trust ST LON TREAS ETF | $2.1M | 79.4K | 0.3% | ▼−1.1% Reduced · −846 sh | |
| 36 | Ishares TR TRUST ISHARE 0-1 | $1.9M | 17.3K | 0.3% | ▲+0.7% Added · +112 sh | |
| 37 | SPDR Series Trust ST INTER ETF | $1.9M | 66.1K | 0.3% | ▲+9.2% Added · +6K sh | |
| 38 | Schwab Strategic TR US LRG CAP ETF | $1.8M | 60.8K | 0.3% | ▲+11% Added · +6K sh | |
| 39 | Ishares TR MORNINGSTAR VALU | $1.7M | 16.8K | 0.3% | ▼−4.0% Reduced · −709 sh | |
| 40 | JPMorgan Chase & Co COM | $1.4M | 4.2K | 0.2% | ▼−1.6% Reduced · −68 sh | |
| 41 | Ishares TR DOW JONES US ETF | $1.2M | 6.3K | 0.2% | ▼−0.9% Reduced · −58 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.2K | 0.2% | ▲+20% Added · +366 sh | |
| 43 | Johnson & Johnson COM | $968K | 3.8K | 0.2% | ▼−0.4% Reduced · −15 sh | |
| 44 | Ishares TR 3 7 YR TREAS BD | $936K | 8.0K | 0.1% | —Held | |
| 45 | Alphabet Inc CAP STK CL C | $816K | 2.3K | 0.1% | ▼−4.1% Reduced · −99 sh | |
| 46 | Meta Platforms Inc CL A | $772K | 1.4K | 0.1% | ▼−2.1% Reduced · −30 sh | |
| 47 | Nvidia Corporation COM | $770K | 3.8K | 0.1% | ▲~0% Added · +1 sh | |
| 48 | Ishares TR RUS TP200 GR ETF | $743K | 2.6K | 0.1% | ▼−16% Reduced · −497 sh | |
| 49 | Wisdomtree TR FLOATNG RAT TREA | $680K | 13.5K | 0.1% | ▼−4.2% Reduced · −589 sh | |
| 50 | Alphabet Inc CAP STK CL A | $680K | 1.9K | 0.1% | ▼−3.1% Reduced · −62 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 89 | $641.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 85 | $584.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 83 | $586.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 75 | $537.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 70 | $495.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 71 | $453.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 74 | $439.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 73 | $435.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.