GENESIS PRIVATE WEALTH, LLC - Portfolio overview

GENESIS PRIVATE WEALTH, LLC has 205 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 4.67%
2. FBND - FIDELITY MERRIMACK STR TR, 4.42%
3. IWF - ISHARES TR, 4.10%

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

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