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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

GenWealth Group, Inc.

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004958

Total Value
$537.1M
Positions
75
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (75)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES GOLD TRIAU720,695$52.4M9.77%
2SCHWAB STRATEGIC TR8085244091,545,294$45.0M8.38%
3VANGUARD INDEX FDS92290873688,157$42.3M7.87%
4ISHARES TR464287440412,745$39.8M7.41%
5VANGUARD INDEX FDS92290836356,760$34.8M6.47%
6ISHARES TR464287481184,910$26.3M4.90%
7ISHARES TR464287507397,812$26.0M4.83%
8INVESCO QQQ TRIVZ41,661$25.0M4.66%
9ISHARES TR46428720035,528$23.8M4.43%
10SPDR DOW JONES INDL AVERAGE78467X10948,266$22.4M4.17%
11PIMCO ETF TR72201R882325,993$22.2M4.13%
12VANGUARD SCOTTSDALE FDS92206C847321,272$18.3M3.40%
13WISDOMTREE TRWT638,295$16.8M3.14%
14SPDR SERIES TRUST78464A854163,953$12.8M2.39%
15SPDR SERIES TRUST78464A409112,182$11.7M2.18%
16SPDR SERIES TRUST78464A508200,389$11.1M2.06%
17SPDR S&P 500 ETF TRSPY14,944$10.0M1.85%
18PROSHARES TR74347R10785,580$9.6M1.79%
19PROSHARES TR74347R20667,920$9.3M1.74%
20PROSHARES TR74347R30577,724$8.3M1.55%
21ISHARES TR46428710117,137$5.7M1.06%
22ISHARES TR4642876148,770$4.1M0.76%
23SCHWAB STRATEGIC TR808524300124,712$4.0M0.74%
24ISHARES TR46428730931,804$3.8M0.71%
25ISHARES TR46436E76764,154$3.7M0.68%
26PIMCO EQUITY SER72201T34285,926$3.5M0.65%
27ISHARES TR46428711931,411$3.3M0.61%
28DBX ETF TR23305114351,817$3.1M0.58%
29ISHARES TR46428740814,206$2.9M0.55%
30APPLE INCAAPL10,446$2.7M0.50%
31ISHARES TR4642876226,310$2.3M0.43%
32SCHWAB STRATEGIC TR80852485491,125$2.3M0.43%
33VANGUARD INDEX FDS92290874412,236$2.3M0.42%
34SPDR SERIES TRUST78464A66479,130$2.1M0.40%
35ISHARES TR46428867915,652$1.7M0.32%
36ISHARES TR4642875988,397$1.7M0.32%
37ISHARES TR46428810917,812$1.6M0.30%
38SCHWAB STRATEGIC TR80852420157,071$1.5M0.28%
39SPDR SERIES TRUST78464A67248,767$1.4M0.26%
40JPMORGAN CHASE & CO.VYLD3,958$1.2M0.23%
41ISHARES TR4642878466,368$1.0M0.19%
42META PLATFORMS INCMETA1,335$980,2060.18%
43ISHARES TR4642886618,034$960,1430.18%
44ISHARES TR4642894383,253$890,1830.17%
45JOHNSON & JOHNSONJNJ3,566$661,2150.12%
46MICROSOFT CORPMSFT1,141$590,9810.11%
47BERKSHIRE HATHAWAY INC DELBRK-A1,073$539,4400.10%
48ISHARES TR4642894205,836$512,8680.10%
49TESLA INCTSLA1,022$454,5040.08%
50WISDOMTREE TRWT8,823$443,5320.08%
51ISHARES TR4642886534,229$435,5700.08%
52FIRST TR EXCHANGE-TRADED FD3373441053,014$425,3060.08%
53EXXON MOBIL CORPXOM3,765$424,4510.08%
54ISHARES TR4642876712,525$415,4640.08%
55SCHWAB STRATEGIC TR80852479714,256$389,1890.07%
56AMGEN INCAMGN1,374$387,7430.07%
57AT&T INCT-PC12,677$357,9960.07%
58ALLSTATE CORPALL-PJ1,602$343,8690.06%
59ISHARES TR4642894462,004$332,8640.06%
60ALPHABET INCGOOG1,335$325,1390.06%
61ISHARES TR4642886879,342$295,3940.06%
62AUTOMATIC DATA PROCESSING INADP920$270,0200.05%
63ORACLE CORPORCL-PD877$246,6470.05%
64VANGUARD WORLD FD92204A702330$246,3880.05%
65VERIZON COMMUNICATIONS INCVZ5,583$245,3800.05%
66HONEYWELL INTL INC4385161061,135$238,9180.04%
67ALPHABET INCGOOG914$222,1930.04%
68ELI LILLY & COLLY280$213,6400.04%
69VANGUARD SCOTTSDALE FDS92206C7063,530$211,9060.04%
70MARRIOTT INTL INC NEW571903202807$210,1750.04%
71EMERSON ELEC COEMR1,557$204,2470.04%
72ISHARES TR4642878041,710$203,2470.04%
73CONOCOPHILLIPSCOP2,136$202,0440.04%
74INVESCO EXCH TRADED FD TR IIIVZ15,069$174,8000.03%
75GLOBAL X FDS37950E33310,628$98,2030.02%