Genesis Wealth Advisors, LLC
All 13F Filings
- Location
- Braintree, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 167,277
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 72 | 167,277 | 13F-HR | Genesis Wealth Advisors, LLC |
| Q1 2026 | 5/4/2026 | 64 | 149,826 | 13F-HR | Genesis Wealth Advisors, LLC |
| Q4 2025 | 2/13/2026 | 62 | 145,972 | 13F-HR | Genesis Wealth Advisors, LLC |
| Q3 2025 | 10/28/2025 | 63 | 141,844 | 13F-HR | Genesis Wealth Advisors, LLC |
| Q2 2025 | 7/15/2025 | 62 | 133,291 | 13F-HR | Genesis Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.03 K | 7.8% | 1.277 K | 0 | 1.277 K |
| ETFs | 154.2 K | 92.2% | 16.18 K | 0 | 16.18 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
167,277
Holdings
72
QoQ value change ($000)
17,451
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.