SEC Form 13F

GENESIS PRIVATE WEALTH, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$355,756,663
Positions192

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$18,213,75424,321
ISHARES TRIWFRUS 1000 GRW ETF$15,861,150127,737
ISHARES TRIWDRUS 1000 VAL ETF$15,307,70963,143
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$14,959,820328,860
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$11,478,937243,198
SPDR GOLD TRGLDGOLD SHS$10,538,24728,607
PGIM ETF TRPTRBTOTA RETU BD ETF$9,609,916231,788
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$9,569,196118,051
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$8,588,111169,793
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$8,532,871308,046

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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