Genesis Wealth Advisors, LLC Portfolio Holdings

Genesis Wealth Advisors, LLC

  • $133 Billion
  • Q2 2025

Genesis Wealth Advisors, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.8B, Vanguard Star Fd Vanguard Tota with a value of $12.2B, Ishares Core S&P 500 ETF with a value of $8.58B, Vanguard Wellington Fd U S Qua with a value of $7.92B, and Blackrock ETF Tr U S Equity Fa with a value of $7.51B.

Examining the 13F form we can see an increase of $9.8B in the current position value, from $123B to 133B.

Genesis Wealth Advisors, LLC is based out at Braintree, MA

Below you can find more details about Genesis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $124 Billion
Healthcare: $3.17 Billion
Technology: $2.4 Billion
Communication Services: $1.53 Billion
Industrials: $920 Million
Consumer Cyclical: $530 Million
Financial Services: $500 Million
Real Estate: $359 Million
Other: $238 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.17B
$422 Million 0.32% of portfolio
37,625
Q2 2025 New
$5.3B
$359 Million 0.27% of portfolio
39,066
Q2 2025 Added 166.68%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $133 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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