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GENESIS WEALTH ADVISORS, LLC 13F portfolio summary

GENESIS WEALTH ADVISORS, LLC of GENESIS WEALTH ADVISORS, LLC has 64 current stock holdings with a reported portfolio value of $149.8M. The portfolio 1 year return is +13.84%. Top holdings include SPY (0.00%), QQQ (0.00%), VXUS (11.75%), VFQY (7.06%), DYNF (6.95%).

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GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

GENESIS WEALTH ADVISORS, LLC runs GENESIS WEALTH ADVISORS, LLC and currently holds 64 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $149.83M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GENESIS WEALTH ADVISORS, LLC ranks #945 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GENESIS WEALTH ADVISORS, LLC's portfolio at GENESIS WEALTH ADVISORS, LLC has delivered returns of +13.84%. Their 3-year annualized return is +13.92%. Looking at the 5-year horizon, GENESIS WEALTH ADVISORS, LLC has achieved +13.92% annualized returns at GENESIS WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.84%
#905/1000
3 Year
+13.92%
#947/1000
5 Year
+13.92%
#942/1000

Portfolio Value

$149.83M

Alpha Score

12.4

#945 of 1000

Holdings

64

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change