StockDriftsStockDriftsTop 50 GenWealth Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 9.12% | 1.68M | $58.5M | -1.28%(-21.85K) | $19.90(+77.98%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.83% | 583.4K | $50.2M | +0.52%(+3.03K) | $40.38(+120.85%) | 2026-06-30 | |
| IEF | ISHARES TR | 7.51% | 510.0K | $48.2M | +4.23%(+20.67K) | $101.38(-8.30%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 7.49% | 636.5K | $48.1M | +1.81%(+11.32K) | $36.69(+126.19%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.85% | 64.0K | $44.0M | +1.35%(+854) | $368.14(+93.59%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.92% | 42.9K | $31.6M | +5010.25%(+42.04K) | $644.68(+13.62%) | 2026-06-30 | |
| IWP | ISHARES TR | 4.75% | 208.3K | $30.5M | new | $73.29(+101.85%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.66% | 388.1K | $29.9M | new | $59.02(+33.09%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.45% | 38.1K | $28.5M | +4869.88%(+37.35K) | $689.88(+12.91%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 4.38% | 53.8K | $28.1M | new | $274.61(+95.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.95% | +44.11% | +5.94% | +33.43% |
| Top 20 Holdings Unweighted | +15.58% | +54.39% | +7.33% | +42.44% |
GenWealth Group, Inc. reports $641.84M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are SCHV (9.1%), VUG (7.8%) and IEF (7.5%). The top 20 holdings account for 86.59% of reported assets. Its disclosed equity book has returned +44.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GenWealth Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1713678). View GenWealth Group, Inc.’s 13F filings on SEC