Genesis Wealth Advisors, LLC — 13F holdings

Genesis Wealth Advisors, LLC reported 72 holdings worth $167M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $27.7M (16.5%)
  2. VXUS VANGUARD STAR FDS — $16.0M (9.5%)
  3. VFQY VANGUARD WELLINGTON FD — $10.4M (6.2%)
  4. DYNF BLACKROCK ETF TRUST — $10.3M (6.2%)
  5. IVV ISHARES TR — $10.0M (6.0%)
  6. EUSA ISHARES INC — $8.95M (5.4%)
  7. BND VANGUARD BD INDEX FDS — $8.17M (4.9%)
  8. BSCR INVESCO EXCH TRD SLF IDX FD — $7.70M (4.6%)
  9. VIGI VANGUARD WHITEHALL FDS — $7.51M (4.5%)
  10. VWO VANGUARD INTL EQUITY INDEX F — $6.95M (4.2%)