Genesis Wealth Advisors, LLC - Portfolio Stock Holdings

Genesis Wealth Advisors, LLC disclosed 76 stock positions in a recent SEC 13F filing. $169,785,956 of stock holdings were filed, with the largest holdings including SPY, VXUS, and DYNF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $200,074,039 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.