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Home > Institutional Investor > Genesis Wealth Advisors, Llc > Profile

Instuitional Investor - Genesis Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Genesis Wealth Advisors, Llc
Portfolio Value $141,843,874
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 33,857 $22,554,580 15.9%
2.
Vanguard Star Fds
 178,605 $13,120,289 9.25%
3.
Ishares Trust
 IEF 13,721 $9,183,465 6.47%
4.
Vanguard Wellington Fd
 55,856 $8,424,254 5.94%
5.
Blackrock Etf Trust
 139,830 $8,277,956 5.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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