Genesis Private Wealth, LLC Portfolio Holdings

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 2025

Genesis Private Wealth, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $16.2B, Ishares Core S&P 500 ETF with a value of $16B, Fidelity Merrimack Str Tr Tota with a value of $14.5B, Ishares Russell 1000 Val ETF with a value of $14B, and Spdr Gold Trust with a value of $11.3B.

Examining the 13F form we can see an increase of $84.3B in the current position value, from $238B to 322B.

Genesis Private Wealth, LLC is based out at Ashburn, VA

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

Portfolio value $322 Billion
ETFs: $264 Billion
Technology: $14 Billion
Financial Services: $8.22 Billion
Healthcare: $5.43 Billion
Communication Services: $4.38 Billion
Industrials: $3.37 Billion
Consumer Cyclical: $3.25 Billion
Energy: $2.25 Billion
Other: $4.05 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $322 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 40 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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