Genesis Wealth Advisors, LLC - Portfolio overview

Genesis Wealth Advisors, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 15.34%
2. VXUS - VANGUARD STAR FDS, 9.70%
3. VFQY - VANGUARD WELLINGTON FD, 5.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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