GENESIS PRIVATE WEALTH, LLC Diversified Active

Location: Ashburn, VA

CIK: 0001965529 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 8, 2026

Total Value: $322M (100.0% shares, 0.0% debt)

Holdings (180)

IWF ISHARES TR 5.0%
Value $16.24M Shares 34,312 Est. Cost $407.29 Unrealized
IVV ISHARES TR 5.0%
Value $16.04M Shares 23,414 Est. Cost $684.94 Unrealized
FBND FIDELITY MERRIMACK STR TR 4.5%
Value $14.52M Shares 315,452 Est. Cost $45.05 Unrealized
IWD ISHARES TR 4.4%
Value $14.05M Shares 66,786 Est. Cost $187.50 Unrealized
GLD SPDR GOLD TR 3.5%
Value $11.27M Shares 28,427 Est. Cost $243.91 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 3.1%
Value $10.1M Shares 227,232 Est. Cost $37.71 Unrealized
PTRB PGIM ETF TR 2.9%
Value $9.361M Shares 222,673 Est. Cost $41.11 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 2.4%
Value $7.786M Shares 112,076 Est. Cost $60.11 Unrealized
JMBS JANUS DETROIT STR TR 2.4%
Value $7.608M Shares 166,517 Est. Cost $45.67 Unrealized
VTEB VANGUARD MUN BD FDS 2.3%
Value $7.421M Shares 147,562 Est. Cost $50.02 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.2%
Value $7.047M Shares 32,063 Est. Cost $196.93 Unrealized
SCHF SCHWAB STRATEGIC TR 2.2%
Value $7.022M Shares 292,089 Est. Cost $19.57 Unrealized
BIV VANGUARD BD INDEX FDS 2.1%
Value $6.741M Shares 86,562 Est. Cost $75.24 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 2.0%
Value $6.577M Shares 131,567 Est. Cost $49.33 Unrealized
IEFA ISHARES TR 2.0%
Value $6.45M Shares 72,095 Est. Cost $89.46 Unrealized
VOT VANGUARD INDEX FDS 1.9%
Value $6.132M Shares 21,967 Est. Cost $254.41 Unrealized
MUNI PIMCO ETF TR 1.9%
Value $6.04M Shares 115,242 Est. Cost $51.80 Unrealized
VOE VANGUARD INDEX FDS 1.7%
Value $5.575M Shares 31,430 Est. Cost $162.52 Unrealized
VXUS VANGUARD STAR FDS 1.7%
Value $5.506M Shares 72,987 Est. Cost $60.44 Unrealized
AGG ISHARES TR 1.7%
Value $5.334M Shares 53,403 Est. Cost $99.88 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 1.6%
Value $5.194M Shares 117,133 Est. Cost $40.72 Unrealized
VO VANGUARD INDEX FDS 1.6%
Value $5.139M Shares 17,708 Est. Cost $288.47 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.6%
Value $5.117M Shares 26,713 Est. Cost $176.20 Unrealized
GSLC GOLDMAN SACHS ETF TR 1.3%
Value $4.239M Shares 32,024 Est. Cost $132.37 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.2%
Value $4.027M Shares 67,203 Est. Cost $58.26 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 1.2%
Value $3.912M Shares 39,784 Est. Cost $77.72 Unrealized
IUSB ISHARES TR 1.2%
Value $3.902M Shares 83,849 Est. Cost $46.54 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $3.443M Shares 18,460 Est. Cost $144.08 Unrealized +29.2%
MSFT MICROSOFT CORP 1.1%
Value $3.419M Shares 7,070 Est. Cost $429.99 Unrealized +16.4%
IEMG ISHARES INC 1.0%
Value $3.318M Shares 49,356 Est. Cost $67.22 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 1.0%
Value $3.239M Shares 84,533 Est. Cost $36.03 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 1.0%
Value $3.16M Shares 72,414 Est. Cost $42.71 Unrealized
VTES VANGUARD WELLINGTON FD 1.0%
Value $3.13M Shares 30,810 Est. Cost $100.57 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.9%
Value $2.904M Shares 25,506 Est. Cost $104.70 Unrealized
IJH ISHARES TR 0.8%
Value $2.624M Shares 39,762 Est. Cost $66.00 Unrealized
MUST COLUMBIA ETF TR I 0.8%
Value $2.607M Shares 126,493 Est. Cost $20.33 Unrealized
SPTS SPDR SERIES TRUST 0.8%
Value $2.597M Shares 88,712 Est. Cost $29.02 Unrealized
PULS PGIM ETF TR 0.8%
Value $2.558M Shares 51,573 Est. Cost $49.57 Unrealized
VHT VANGUARD WORLD FD 0.8%
Value $2.556M Shares 8,879 Est. Cost $253.98 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.8%
Value $2.496M Shares 51,653 Est. Cost $48.99 Unrealized
GOOGL ALPHABET INC 0.6%
Value $1.971M Shares 6,298 Est. Cost $200.35 Unrealized +42.5%
AMZN AMAZON COM INC 0.6%
Value $1.947M Shares 8,434 Est. Cost $205.29 Unrealized +11.4%
USHY ISHARES TR 0.6%
Value $1.892M Shares 50,606 Est. Cost $37.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value $1.765M Shares 28,254 Est. Cost $56.87 Unrealized
EMB ISHARES TR 0.5%
Value $1.715M Shares 17,817 Est. Cost $96.28 Unrealized
AAPL APPLE INC 0.5%
Value $1.713M Shares 6,300 Est. Cost $235.50 Unrealized +13.9%
IWM ISHARES TR 0.5%
Value $1.677M Shares 6,812 Est. Cost $244.86 Unrealized
IJK ISHARES TR 0.5%
Value $1.514M Shares 15,632 Est. Cost $96.88 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.4%
Value $1.423M Shares 70,989 Est. Cost $19.88 Unrealized
AVGO BROADCOM INC 0.4%
Value $1.416M Shares 4,092 Est. Cost $220.55 Unrealized +61.9%
HGER HARBOR ETF TRUST 0.4%
Value $1.405M Shares 56,603 Est. Cost $24.82 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.4%
Value $1.352M Shares 102,072 Est. Cost $13.25 Unrealized
VTEI VANGUARD MUN BD FDS 0.4%
Value $1.276M Shares 12,653 Est. Cost $99.88 Unrealized
META META PLATFORMS INC 0.4%
Value $1.259M Shares 1,907 Est. Cost $587.57 Unrealized +13.6%
IJJ ISHARES TR 0.4%
Value $1.229M Shares 9,337 Est. Cost $131.59 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.4%
Value $1.197M Shares 32,889 Est. Cost $36.34 Unrealized
CLSE TRUST FOR PROFESSIONAL MANAG 0.3%
Value $1.104M Shares 40,412 Est. Cost $27.08 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value $1.066M Shares 19,822 Est. Cost $51.77 Unrealized
ILOW AB ACTIVE ETFS INC 0.3%
Value $1.059M Shares 24,856 Est. Cost $42.59 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $1.054M Shares 1,846 Est. Cost $520.02 Unrealized +7.5%
ITOT ISHARES TR 0.3%
Value $1.029M Shares 6,921 Est. Cost $148.69 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value $973K Shares 20,675 Est. Cost $47.08 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value $970K Shares 13,095 Est. Cost $72.47 Unrealized
HDV ISHARES TR 0.3%
Value $969K Shares 7,964 Est. Cost $114.42 Unrealized
EVSM MORGAN STANLEY ETF TRUST 0.3%
Value $926K Shares 18,381 Est. Cost $50.44 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.3%
Value $870K Shares 9,664 Est. Cost $90.07 Unrealized
GOOG ALPHABET INC 0.3%
Value $845K Shares 2,693 Est. Cost $183.80 Unrealized +55.8%
JPM JPMORGAN CHASE & CO. 0.3%
Value $835K Shares 2,591 Est. Cost $241.74 Unrealized +28.0%
SPY SPDR S&P 500 ETF TR 0.3%
Value $809K Shares 1,186 Est. Cost $676.23 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $797K Shares 5,538 Est. Cost $143.97 Unrealized
USMV ISHARES TR 0.2%
Value $769K Shares 8,168 Est. Cost $88.95 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value $742K Shares 2,443 Est. Cost $208.35 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $738K Shares 1,512 Est. Cost $421.38 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $634K Shares 5,266 Est. Cost $110.53 Unrealized +4.5%
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value $618K Shares 12,133 Est. Cost $50.72 Unrealized
GE GE AEROSPACE 0.2%
Value $615K Shares 1,997 Est. Cost $234.93 Unrealized +28.0%
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value $598K Shares 6,007 Est. Cost $99.52 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $595K Shares 3,708 Est. Cost $122.14 Unrealized +25.7%
LLY ELI LILLY & CO 0.2%
Value $590K Shares 549 Est. Cost $879.96 Unrealized +8.6%
VBK VANGUARD INDEX FDS 0.2%
Value $584K Shares 1,935 Est. Cost $278.95 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value $575K Shares 4,257 Est. Cost $71.18 Unrealized +87.6%
PLD PROLOGIS INC. 0.2%
Value $570K Shares 4,468 Est. Cost $112.36 Unrealized +10.2%
EFA ISHARES TR 0.2%
Value $566K Shares 5,897 Est. Cost $96.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $535K Shares 923 Est. Cost $514.26 Unrealized +9.9%
JNJ JOHNSON & JOHNSON 0.2%
Value $535K Shares 2,583 Est. Cost $151.38 Unrealized +30.1%
SDY SPDR SERIES TRUST 0.2%
Value $519K Shares 3,732 Est. Cost $132.45 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value $514K Shares 2,692 Est. Cost $171.85 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value $513K Shares 5,502 Est. Cost $73.93 Unrealized +17.2%
GILD GILEAD SCIENCES INC 0.2%
Value $492K Shares 4,010 Est. Cost $105.32 Unrealized +14.8%
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value $473K Shares 17,286 Est. Cost $27.38 Unrealized
ASML ASML HOLDING N V 0.1%
Value $468K Shares 437 Est. Cost $727.34 Unrealized
TTE TOTALENERGIES SE 0.1%
Value $453K Shares 6,929 Est. Cost $63.23 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value $451K Shares 1,975 Est. Cost $178.53 Unrealized +27.5%
USB US BANCORP DEL 0.1%
Value $445K Shares 8,348 Est. Cost $46.09 Unrealized +5.7%
AMGN AMGEN INC 0.1%
Value $442K Shares 1,349 Est. Cost $293.14 Unrealized +7.8%
BTI BRITISH AMERN TOB PLC 0.1%
Value $435K Shares 7,680 Est. Cost $47.87 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $431K Shares 3,677 Est. Cost $108.79 Unrealized +11.7%
RTX RTX CORPORATION 0.1%
Value $431K Shares 2,347 Est. Cost $120.15 Unrealized +44.3%
V VISA INC 0.1%
Value $416K Shares 1,185 Est. Cost $303.06 Unrealized +12.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $405K Shares 672 Est. Cost $603.28 Unrealized
KKR KKR & CO INC 0.1%
Value $400K Shares 3,136 Est. Cost $142.64 Unrealized -12.9%
IAU ISHARES GOLD TR 0.1%
Value $394K Shares 4,852 Est. Cost $49.51 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $390K Shares 2,560 Est. Cost $146.80 Unrealized +3.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $387K Shares 1,853 Est. Cost $187.24 Unrealized +3.0%
TFC TRUIST FINL CORP 0.1%
Value $365K Shares 7,416 Est. Cost $42.24 Unrealized +8.4%
KLAC KLA CORP 0.1%
Value $357K Shares 294 Est. Cost $779.25 Unrealized +50.4%
COF CAPITAL ONE FINL CORP 0.1%
Value $356K Shares 1,470 Est. Cost $176.21 Unrealized +26.1%
TRMB TRIMBLE INC 0.1%
Value $346K Shares 4,422 Est. Cost $71.18 Unrealized +12.0%
WRB BERKLEY W R CORP 0.1%
Value $346K Shares 4,934 Est. Cost $57.87 Unrealized +25.7%
BAC BANK AMERICA CORP 0.1%
Value $344K Shares 6,253 Est. Cost $52.67 Unrealized 0.0%
IJS ISHARES TR 0.1%
Value $343K Shares 3,016 Est. Cost $113.72 Unrealized
ABT ABBOTT LABS 0.1%
Value $338K Shares 2,697 Est. Cost $114.63 Unrealized +11.1%
MUB ISHARES TR 0.1%
Value $333K Shares 3,112 Est. Cost $107.11 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value $332K Shares 6,579 Est. Cost $50.07 Unrealized
ENB ENBRIDGE INC 0.1%
Value $332K Shares 6,937 Est. Cost $39.21 Unrealized +20.2%
NGG NATIONAL GRID PLC 0.1%
Value $330K Shares 4,270 Est. Cost $61.58 Unrealized
BA BOEING CO 0.1%
Value $321K Shares 1,480 Est. Cost $174.77 Unrealized +17.7%
GLDM WORLD GOLD TR 0.1%
Value $315K Shares 3,687 Est. Cost $77.36 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value $314K Shares 1,723 Est. Cost $166.24 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $312K Shares 545 Est. Cost $555.50 Unrealized 0.0%
SNY SANOFI SA 0.1%
Value $306K Shares 6,324 Est. Cost $50.48 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value $304K Shares 524 Est. Cost $437.95 Unrealized +42.7%
AXP AMERICAN EXPRESS CO 0.1%
Value $301K Shares 814 Est. Cost $356.97 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value $294K Shares 1,290 Est. Cost $232.28 Unrealized -8.6%
SHOP SHOPIFY INC 0.1%
Value $292K Shares 1,816 Est. Cost $160.56 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value $292K Shares 2,035 Est. Cost $142.72 Unrealized +2.2%
HWM HOWMET AEROSPACE INC 0.1%
Value $289K Shares 1,410 Est. Cost $153.62 Unrealized +29.5%
AZN ASTRAZENECA PLC 0.1%
Value $288K Shares 3,135 Est. Cost $66.55 Unrealized
SO SOUTHERN CO 0.1%
Value $284K Shares 3,257 Est. Cost $84.58 Unrealized +7.5%
CB CHUBB LIMITED 0.1%
Value $284K Shares 909 Est. Cost $281.19 Unrealized +4.0%
GD GENERAL DYNAMICS CORP 0.1%
Value $283K Shares 842 Est. Cost $282.68 Unrealized +20.6%
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value $280K Shares 4,220 Est. Cost $65.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $279K Shares 3,058 Est. Cost $91.18 Unrealized +7.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $278K Shares 1,496 Est. Cost $215.57 Unrealized -13.5%
BLK BLACKROCK INC 0.1%
Value $277K Shares 259 Est. Cost $1106.31 Unrealized -1.5%
GEV GE VERNOVA INC 0.1%
Value $276K Shares 422 Est. Cost $348.14 Unrealized +74.9%
JIRE J P MORGAN EXCHANGE TRADED F 0.1%
Value $275K Shares 3,673 Est. Cost $71.03 Unrealized
JHPI JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $274K Shares 12,000 Est. Cost $22.84 Unrealized
MKL MARKEL GROUP INC 0.1%
Value $273K Shares 127 Est. Cost $1659.34 Unrealized +22.1%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value $265K Shares 11,388 Est. Cost $25.16 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $263K Shares 2,733 Est. Cost $86.63 Unrealized +12.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $259K Shares 295 Est. Cost $813.35 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value $258K Shares 315 Est. Cost $557.26 Unrealized +46.4%
UNP UNION PAC CORP 0.1%
Value $254K Shares 1,100 Est. Cost $229.74 Unrealized -1.1%
PFE PFIZER INC 0.1%
Value $254K Shares 10,190 Est. Cost $24.71 Unrealized +1.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value $252K Shares 3,204 Est. Cost $78.36 Unrealized
CACI CACI INTL INC 0.1%
Value $252K Shares 473 Est. Cost $484.70 Unrealized +16.6%
FE FIRSTENERGY CORP 0.1%
Value $247K Shares 5,517 Est. Cost $40.45 Unrealized +13.1%
MS MORGAN STANLEY 0.1%
Value $246K Shares 1,383 Est. Cost $121.17 Unrealized +37.4%
TXN TEXAS INSTRS INC 0.1%
Value $243K Shares 1,402 Est. Cost $170.73 Unrealized 0.0%
IQLT ISHARES TR 0.1%
Value $242K Shares 5,331 Est. Cost $45.45 Unrealized
C CITIGROUP INC 0.1%
Value $242K Shares 2,074 Est. Cost $71.20 Unrealized +45.6%
CI THE CIGNA GROUP 0.1%
Value $241K Shares 875 Est. Cost $312.12 Unrealized -10.5%
TSLA TESLA INC 0.1%
Value $239K Shares 532 Est. Cost $349.37 Unrealized +26.9%
GSK GSK PLC 0.1%
Value $237K Shares 4,828 Est. Cost $38.40 Unrealized
NDSN NORDSON CORP 0.1%
Value $236K Shares 983 Est. Cost $219.20 Unrealized +6.9%
BURL BURLINGTON STORES INC 0.1%
Value $233K Shares 808 Est. Cost $271.63 Unrealized -0.1%
VTI VANGUARD INDEX FDS 0.1%
Value $229K Shares 684 Est. Cost $335.27 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $229K Shares 2,885 Est. Cost $67.82 Unrealized +16.0%
AON AON PLC 0.1%
Value $227K Shares 644 Est. Cost $363.53 Unrealized -4.0%
TRP TC ENERGY CORP 0.1%
Value $224K Shares 4,070 Est. Cost $50.24 Unrealized +6.2%
XEL XCEL ENERGY INC 0.1%
Value $223K Shares 3,022 Est. Cost $64.42 Unrealized +21.5%
D DOMINION ENERGY INC 0.1%
Value $220K Shares 3,758 Est. Cost $58.35 Unrealized +2.4%
ADI ANALOG DEVICES INC 0.1%
Value $220K Shares 811 Est. Cost $216.50 Unrealized +15.8%
ANET ARISTA NETWORKS INC 0.1%
Value $218K Shares 1,666 Est. Cost $128.77 Unrealized +6.9%
MAR MARRIOTT INTL INC NEW 0.1%
Value $217K Shares 701 Est. Cost $267.49 Unrealized +6.7%
NDAQ NASDAQ INC 0.1%
Value $217K Shares 2,239 Est. Cost $79.17 Unrealized +13.4%
LII LENNOX INTL INC 0.1%
Value $217K Shares 447 Est. Cost $618.14 Unrealized -19.2%
APP APPLOVIN CORP 0.1%
Value $216K Shares 321 Est. Cost $630.10 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value $213K Shares 2,780 Est. Cost $71.65 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value $213K Shares 2,276 Est. Cost $101.81 Unrealized -11.6%
MRK MERCK & CO INC 0.1%
Value $210K Shares 1,991 Est. Cost $93.24 Unrealized 0.0%
FLRN SPDR SERIES TRUST 0.1%
Value $209K Shares 6,795 Est. Cost $30.73 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $206K Shares 835 Est. Cost $247.57 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.1%
Value $206K Shares 372 Est. Cost $459.22 Unrealized +19.7%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $205K Shares 579 Est. Cost $322.17 Unrealized +12.7%
CSL CARLISLE COS INC 0.1%
Value $203K Shares 636 Est. Cost $428.38 Unrealized -24.7%
FENI FIDELITY COVINGTON TRUST 0.1%
Value $200K Shares 5,471 Est. Cost $36.58 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $134K Shares 11,465 Est. Cost $8.40 Unrealized
AMCOR PLC 0.0%
Value $133K Shares 15,894 Est. Cost $8.97 Unrealized -8.0%