Genesis Wealth Advisors, LLC
Genesis Wealth Advisors, LLC reported 72 positions worth $167.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPY (16.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $27.7M | 16.55% | 37,062 | — | — | |
| ▸ 2 | VXUS | SH | $16.0M | 9.55% | 186,785 | — | — | |
| ▸ 3 | VFQY | SH | $10.4M | 6.21% | 60,996 | — | — | |
| ▸ 4 | DYNF | SH | $10.3M | 6.17% | 151,810 | — | — | |
| ▸ 5 | IVV | SH | $10.0M | 5.98% | 13,355 | — | — | |
| ▸ 6 | EUSA | SH | $9.0M | 5.35% | 78,386 | — | — | |
| ▸ 7 | BND | SH | $8.2M | 4.88% | 111,242 | — | — | |
| ▸ 8 | BSCR | SH | $7.7M | 4.60% | 392,529 | — | — | |
| ▸ 9 | VIGI | SH | $7.5M | 4.49% | 80,470 | — | — | |
| ▸ 10 | VWO | SH | $7.0M | 4.16% | 116,486 | — | — |
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Frequently Asked Questions
What stocks does Genesis Wealth Advisors, LLC hold as of Q2 2026?
Genesis Wealth Advisors, LLC reported 72 positions worth $167.3M in its Q2 2026 13F filing. Largest positions: SPY (16.5%), VXUS (9.5%), VFQY (6.2%), DYNF (6.2%) and IVV (6.0%).
What did Genesis Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Genesis Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.