Data as of Q4 2025 (Dec 31, 2025)

GenWealth Group, Inc.

•CIK: 1713678•Filing: Q4 2025

**GenWealth Group, Inc.** manages $586M across a diversified portfolio of 83 positions. The fund exhibits a notable allocation to broad market and sector ETFs, with top holdings including IAU* at $58.2M and SCHV at $50.2M. Significant weightings are also observed in growth and fixed income, evidenced by VUG ($44.7M), IEF ($44.0M), and VOO ($38.3M). This structure suggests a core strategy focused on capturing broad market beta while maintaining tactical exposure across asset classes.

Total AUM
$586.5M
QoQ Performance
+9.2%
Positions
45
Top 10 Concentration
63.4%
Latest Filing
Q4 2025

Top Holdings Allocation

IAU*
SCHV
VUG
IEF
VOO
IAU*9.9%
SCHV8.6%
VUG7.6%
IEF7.5%
VOO6.5%
IWP4.9%
IJH4.9%
NDQ4.6%

📈 Biggest Buys

TLH
ISHARES TR
+1446.8%
1.1% of portfolio
SSO
PROSHARES TR
+98.9%
1.7% of portfolio
DDM
PROSHARES TR
+105.8%
1.6% of portfolio
QLD
PROSHARES TR
+99.0%
1.7% of portfolio
IEF
ISHARES TR
+10.8%
7.5% of portfolio

📉 Biggest Sells

ZROZ
PIMCO ETF TR
-22.3%
2.8% of portfolio
IAU*
ISHARES GOLD TR
-4.5%
9.9% of portfolio
USDU
WISDOMTREE TR
-9.1%
2.6% of portfolio
XOM
EXXON MOBIL CORP
-27.1%
0.1% of portfolio
SPYM
SPDR SERIES TRUST
-0.7%
2.3% of portfolio

Sector Breakdown

Other84.4%
ETF12.7%
Technology1.6%
Financial0.4%
Healthcare0.3%
Consumer0.3%
Communication0.1%
Energy0.1%

Changes from Q3 2025

NEW8 new positions
↑37 increased
↓23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IAU*9.9%
ISHARES GOLD TR
$58.2M
SCHV8.6%
SCHWAB STRATEGIC TR
$50.2M
VUG7.6%
VANGUARD INDEX FDS
$44.7M
IEF7.5%
ISHARES TR
$44.0M
VOO6.5%
VANGUARD INDEX FDS
$38.3M

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