13F Filings History of Genesis Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$145,972,000
Signature - Title
Daniel Duval - Chief Compliance Officer
Location
Braintree, MA
Summary
This page shows a list of all the recent 13F filings made by Genesis Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Genesis Wealth Advisors, LLC reported 62 stock holdings with total value $145,972,000 as of Q4 2025. Top holdings included SPY, VXUS, IVV, VFQY, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $145,972,000 +$4,213,489 -$3,066,756 +$1,146,733 SPY, VXUS, IVV, VFQY, DYNF 13F-HR 13 Feb 2026, 09:02
Q3 2025 63 $141,843,874 +$1,575,163 -$833,576 +$741,587 SPY, VXUS, IVV, VFQY, DYNF 13F-HR 27 Oct 2025, 19:06
Q2 2025 62 $133,290,508 +$7,031,697 -$5,089,035 +$1,942,662 SPY, VXUS, IVV, VFQY, DYNF 13F-HR 15 Jul 2025, 17:29
Q1 2025 61 $123,493,312 +$25,104,087 -$16,382,772 +$8,721,315 SPY, VXUS, IVV, VFQY, BND 13F-HR 05 May 2025, 17:00
Q4 2024 63 $114,692,640 $0 $0 $0 SPY, BSCR, IVV, VFQY, EUSA 13F-HR 04 Feb 2025, 11:13
Q2 2015 505 $123,065,492 +$11,040,202 -$6,972,473 +$4,067,729 IVV, BSCI, EFA, IGIB, AGG 13F-HR 24 Aug 2015, 14:11
Q1 2015 456 $120,326,348 +$16,164,047 -$20,298,136 -$4,134,089 IVV, BSCI, EFA, AGG, IGIB 13F-HR 15 May 2015, 09:58
Q4 2014 485 $125,507,256 $0 $0 $0 IVV, BSCI, EFA, IGIB, AGG 13F-HR 04 May 2015, 14:38