Genesis Wealth Advisors, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$149.8M
Holdings
64
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 1.3% (446.9k → 441.1k shares)
15.6%
02
$VXUS
VANGUARD STAR FDS
Q1 2026: Increased +7.7% (5.88M → 6.33M shares)
9.8%
03
$VFQY
VANGUARD WELLINGTON FD
Held since at least Q1 2024
5.9%
04
$DYNF
BLACKROCK ETF TRUST
Q1 2026: New position (5.4k shares)
5.8%
05
$IVV
ISHARES TR
Q4 2025: New position (2.66M shares)
5.8%
06
$EUSA
ISHARES INC
Q4 2025: New position (2.9k shares)
5.2%
07
$IQLT
ISHARES TR
Q1 2026: Sold 6.6% (48.4k → 45.3k shares)
5.2%
08
$BND
VANGUARD BD INDEX FDS
Q1 2026: Increased +3.0% (727.5k → 749.7k shares)
5.0%
09
$BSCR
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
4.9%
10
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +4.0% (4.71M → 4.90M shares)
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:29 UTC.