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GENESIS WEALTH ADVISORS, LLC
GENESIS WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
GENESIS WEALTH ADVISORS, LLC runs GENESIS WEALTH ADVISORS, LLC and currently holds 72 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $167.28M. Their top holdings are SPY, VXUS, VFQY, DYNF, IVV. The top five represent 44.5% of reported portfolio weight. GENESIS WEALTH ADVISORS, LLC ranks #915 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GENESIS WEALTH ADVISORS, LLC initiated 10 new positions. They added to 14 existing positions. They trimmed 17 positions. Their current best-performing preview position is GEV with returns of +34.59%.
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72 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 16.55% | $596.54 | $765.62 | +28.34% | Added +3.27% |
 VXUS VANGUARD STAR FDS | 9.55% | $62.53 | $87.71 | +40.27% | Trimmed -2.39% |
 VFQY VANGUARD WELLINGTON FD | 6.21% | $142.13 | $178.33 | +25.47% | Added +2.69% |
 DYNF BLACKROCK ETF TRUST | 6.17% | $52.16 | $69.07 | +32.42% | Added +1.25% |
 IVV ISHARES TR | 5.98% | $588.65 | $769.30 | +30.69% | Added +0.35% |
 EUSA ISHARES INC | 5.35% | $96.54 | $118.36 | +22.60% | Added +2.30% |
 BND VANGUARD BD INDEX FDS | 4.88% | $72.89 | $72.23 | -0.91% | Added +10.28% |
 BSCR INVESCO EXCH TRD SLF IDX FD | 4.60% | $19.51 | $19.67 | +0.82% | Added +5.42% |
 VIGI VANGUARD WHITEHALL FDS | 4.49% | $93.38 | $98.61 | +5.60% | New Buy |
 VWO VANGUARD INTL EQUITY INDEX F | 4.16% | $45.49 | $60.45 | +32.89% | Trimmed -0.58% |
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