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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 $167,276,859
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 37,062 $27,676,842 16.55%
2.
Vanguard Star Fds
 186,785 $15,968,237 9.55%
3.
Vanguard Wellington Fd
 60,996 $10,387,020 6.21%
4.
Blackrock Etf Trust
 DYNF 151,810 $10,324,579 6.17%
5.
Ishares Trust
 IEF 13,355 $10,001,426 5.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.