SEC Form 13F

Genesis Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$167,276,859
Positions72

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$27,676,84237,062
VANGUARD STAR FDSVXUSVG TL INTL STK F$15,968,237186,785
VANGUARD WELLINGTON FDVFQYUS QUALITY$10,387,02060,996
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$10,324,579151,810
ISHARES TRIVVCORE S&P500 ETF$10,001,42613,355
ISHARES INCEUSAMSCI EQUAL WEITE$8,950,94478,386
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$8,166,301111,242
INVESCO EXCH TRD SLF IDX FDBSCRBULSHS 2027 CB$7,699,452392,529
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$7,514,25680,470
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$6,953,029116,486

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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